Royal Caribbean CEO: Trump Won't Affect Mexico Cruises

The transcript discusses the business outlook and consumer trends, highlighting increased consumer confidence in Europe and Asia. It analyzes customer demographics, noting a mix of past cruisers, new customers, and those switching from competitors. The European market shows signs of recovery, though not as strong as the US. Geopolitical events have impacted consumer attitudes, but spending is gradually improving. The potential risks of US-Mexico relations are considered, but no significant impact on consumer behavior is observed yet.

What factors are currently driving the business in the cruise industry?

What is the composition of the customer base for the cruises?

How has the perception of Europe as a market for cruises changed recently?

How do current consumer attitudes reflect on the cruise industry's performance?

What are the potential risks to the cruise industry due to geopolitical events?