Carnival Corp’s continued hunt for synergies across its previously disparate cruise lines could extend to ship ordering.
The company is looking to build a common platform to order ships across four to five of its 10 brands, with the commonalities extending to its options as well, says UBS’s Robin Farley, a leading analyst covering the cruise industry.
“The cost-saving result is that [Carnival] could put in a two-ship order at a yard and be able to use the two ships for two different brands, and the flexibility for other brands would extend to follow-on options as well,” she said in a note to clients after meeting with executives of the world’s top-four cruiseship owners in Miami.
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