0
0.0
Jun 25, 2024
06/24
by
FBC
tv
eye 0
favorite 0
quote 0
let's bring in carnival president and ceo josh weinstein. you there? >> you know, thanks for having me, liz. what brought us here is the strength of our brands and the strength of our consumers. if the fact is i was just listening to your piece talking about value, cruising, our brands, we are a value. when you stack us up existence other options out there -- against other options out there, even though we've been successful in taking the our pricing up over the last six, seven quarters, we're still a value. people see that. they're looking for value, they're looking for great service, and we haven't skimped on service, so we're giving them the best of both world. liz: you also raised your full-year guidance. you've only posted profits in two different quarters since 2020. these tides can turn, can they not? >> sure, they can, but the one thing about a our business is we now have great visibility once again. you know, the vast majority of our business is on the books. we've had incredible momentum. so when you look at this second quarter, no
let's bring in carnival president and ceo josh weinstein. you there? >> you know, thanks for having me, liz. what brought us here is the strength of our brands and the strength of our consumers. if the fact is i was just listening to your piece talking about value, cruising, our brands, we are a value. when you stack us up existence other options out there -- against other options out there, even though we've been successful in taking the our pricing up over the last six, seven quarters,...
0
0.0
Jun 26, 2024
06/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
coming up josh weinstein joins bloomberg tv at 2:00 p.m. new york time.berg. >> it is time for our daily wall street week conversation. roger altman was among the executives that met with president biden. he spoke with david westin about the sentiments involved insiders around the government's role in the economy. roger: i served twice in the treasury at length and part of my responsibilities involved interacting a lot with business. and the business community always want certain change. that is the nature of that interaction. there will never be a period where business as we give you a score and we like everything you are doing. they will never do that. so it is the nature of it for them to have some things that they would like to change. now, i think you put your finger pretty well on it. the macro from the business community point of view is very good. as you say at this moment, all of the major stock indices are up around all time highs. they have been a major rally and the yield on the 10 year treasury is 40 basis points lower than it was which is a
coming up josh weinstein joins bloomberg tv at 2:00 p.m. new york time.berg. >> it is time for our daily wall street week conversation. roger altman was among the executives that met with president biden. he spoke with david westin about the sentiments involved insiders around the government's role in the economy. roger: i served twice in the treasury at length and part of my responsibilities involved interacting a lot with business. and the business community always want certain change....
0
0.0
Jun 25, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
. >> the bullish commentary from josh weinstein not just about demand this year but even the read on, is quieting critics who were questioning whether travelers would continue to pay up for vacations, cruising specifically. in fact, carnival says even with higher prices, it's still more cost effective than hotels. here's what weinstein told us earlier today. >> we just were able to report records pretty much across the board and not only is records for the second quarter but the bookings we took in during the second quarter for the future are records as well. so, we haven't seen that sign of a consumer slowdown. if anything, we are seeing an acceleration. >>e in at ago. weinstein saying it's fixing the balance sheet, paying down debt, and that is what has held the stock back. if you look at how it's performed since the pandemic low, it's still down sharply whereas royal caribbean is up about 200% from that time frame. so, today move to the upside is certainly helping carnival's narrative but a lot more room to run here. >> i think ccl is the best in the s&p today. thanks for that rep
. >> the bullish commentary from josh weinstein not just about demand this year but even the read on, is quieting critics who were questioning whether travelers would continue to pay up for vacations, cruising specifically. in fact, carnival says even with higher prices, it's still more cost effective than hotels. here's what weinstein told us earlier today. >> we just were able to report records pretty much across the board and not only is records for the second quarter but the...
0
0.0
Jun 24, 2024
06/24
by
FBC
tv
eye 0
favorite 0
quote 0
weinstein right here on "the claman countdown" 3:00 p.m.s of it right now. the earnings parade does not stop there. fedex, general mills, micron, walgreens and nike all report quarterly result this is week. they are the last of the quarter. our countdown closer says earnings growth in the current quarter is the name of the game for this stock market right now. joining us is the cio of land berg bennett private wealth management, michael lancz berg. we know the federal reserve is holding its fire. it remains paused. that is what the market indicates. which names from three different areas, if you could, could you tell us who will hit it out of the ballpark when it comes to earnings? >> certain sectors we continue to like. tj maxx, we continue to like that name. higher earners are moving down a bit taking advantage of that treasure hunt where you go to home goods or marshals to find something. they are doing well as they get more customers. we think that is a name we like because they will do well regardless of the economy. stryker, they do h
weinstein right here on "the claman countdown" 3:00 p.m.s of it right now. the earnings parade does not stop there. fedex, general mills, micron, walgreens and nike all report quarterly result this is week. they are the last of the quarter. our countdown closer says earnings growth in the current quarter is the name of the game for this stock market right now. joining us is the cio of land berg bennett private wealth management, michael lancz berg. we know the federal reserve is...
0
0.0
Jun 27, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
now, look, if you want to hear the opposite of his game, then move the stock and go listen to josh weinsteinrything you ever knew about us is wrong. we're better than this. we're better than that. do you have any questions? i don't mind that. it moved the stock dramatically. sanjay is the opposite. he had someone reign me in. i say sanjay, remember the 2002 run, the 2013 run? they don't like it when you lecture them, but i don't care. >> jim, we only have a handful of earnings to look at. micron, levy, walgreens not good today. fedex isn't giving a lot back from yesterday. >> no, but that's because -- by the way, that was a conference call. holy cow. when you speak to raj, he's halfway there. europe is turning. you can get that from amazon too. european come memerce is turnin. he's dramatically reducing costs. he thinks i'm not funny. jensen doesn't think i'm funning. >> it's all about timing. >> in reference to fred smith, what he did is win. the mode is so high. he can cut back costs. just the notion of retiring the 757s, if they have the ability to do that and the optionality of freight -
now, look, if you want to hear the opposite of his game, then move the stock and go listen to josh weinsteinrything you ever knew about us is wrong. we're better than this. we're better than that. do you have any questions? i don't mind that. it moved the stock dramatically. sanjay is the opposite. he had someone reign me in. i say sanjay, remember the 2002 run, the 2013 run? they don't like it when you lecture them, but i don't care. >> jim, we only have a handful of earnings to look at....
0
0.0
Jun 25, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
today carnival's chief josh weinstein. >>> gold to 3k.lly newman kroft on the favorable trends to watch for as this market tries to get new highs. >> the s&p up about 0.2%. the dow down about 167, 177 points at this hour. we'll start with nvidia rebounding this morning after falling do
today carnival's chief josh weinstein. >>> gold to 3k.lly newman kroft on the favorable trends to watch for as this market tries to get new highs. >> the s&p up about 0.2%. the dow down about 167, 177 points at this hour. we'll start with nvidia rebounding this morning after falling do
0
0.0
Jun 26, 2024
06/24
by
CNBC
tv
eye 0
favorite 0
quote 0
but josh weinstein is saying there's not a lot of ships coming on.t has been the bull case for a long time. disney's got it. disney's got three of them. disney has to stop talking about anything that it was talking about. >> yeah. i mean, if you can answer some of these longer-term legacy businesses, then you can really turn your attention to dtc. >> i can worry about experiential. i can say, oh, experiential is terrific. i don't have to worry about movies that are that horrible anymore. they had a hit. the disney story is coming together, but disney itself, with a ceo, like a permanent ceo, that would be good. >> jim, we spent a lot of time sort of wringing our hands about the labor market. the paychex quarter was kind of in the middle of the range, yeah? >> yeah. >> guidance, little bit above the midpoint. >> well, i mean, this has to be the first time that the stock isn't down four after they report, and then they have to come on "mad money," and we have to take the stock. look, remember, this is small and medium-sized business and that's been a v
but josh weinstein is saying there's not a lot of ships coming on.t has been the bull case for a long time. disney's got it. disney's got three of them. disney has to stop talking about anything that it was talking about. >> yeah. i mean, if you can answer some of these longer-term legacy businesses, then you can really turn your attention to dtc. >> i can worry about experiential. i can say, oh, experiential is terrific. i don't have to worry about movies that are that horrible...