Explore Sign In

Jason Liberty on booking trends

From RCL Stock | Royal Caribbean Cruises Ltd. Q1 2026 Earnings Call · April 30, 2026 · AlphaStreet

“We are not turning the corner. We have turned the corner. Now, you know, I don't know what you know, there's always, you know, statements that can be made and that can change the hearts and minds of the consumer. But the moderation that we saw has has turned.”

Jason Liberty

Chief Executive Officer & Chairman, Royal Caribbean Cruises Ltd

booking trendsgeopolitical impact recovery

On April 30, 2026, Jason Liberty, Chief Executive Officer & Chairman at Royal Caribbean Cruises Ltd, spoke about booking trends during RCL Stock | Royal Caribbean Cruises Ltd. Q1 2026 Earnings Call on AlphaStreet.

Watch on YouTube at 32:57

RCL Stock | Royal Caribbean Cruises Ltd. Q1 2026 Earnings Call

June 01, 2026 AlphaStreet

Watch on YouTube at 32:57

We are excited to announce the launch of AlphaStreet Intelligence, a cutting-edge technology driven global ecosystem that connects companies, investors, analysts, and experts. Crafted as an AI-driven market intelligence platform, it not only facilitates interaction among the eco system participants but also accelerates research and decision-making by surfacing self-learning AI insights. The unrivaled intelligence is due to unique combination of platform interactions and syndicated content. I believe that AlphaStreet Intelligence will transform the way market intelligence is approached, make the process more efficient, impactful, and insightful. Don’t miss out on an opportunity to join AlphaStreet Ecosystem today and become a part of the next generation market intelligence. http://www.alphastreet.com/ Follow us on : / alphst_india / earningstrans / _alphastreet / alphastreetinc / alphastreet http://www.google.com/news/s/CAowj7D0Cg https://apple.news/TZOi1Q735Ty-T4dxal... Follow us on Google News: https://news.google.com/publications/... Access earnings call summaries at https://alphastreet.com/india/earning... Earnings Concall Transcripts https://alphastreet.com/india/earning... Exclusive Indian CEO Interviews https://alphastreet.com/india/intervi... Earnings Call Calendar https://alphastreet.com/india/earning... Earnings Infographics https://alphastreet.com/india/infogra... Subscribe this channel to listen to earnings call audios and exclusive CEO interviews

About Jason Liberty

Chief Executive Officer & Chairman · Royal Caribbean Cruises Ltd

Jason Liberty, chairman and CEO of Royal Caribbean Group, reported first-quarter 2026 results that exceeded expectations, with revenue growing 11% year-over-year and earnings 11% higher than guidance. He stated that the company returned $1.1 billion to shareholders through dividends and share buybacks. Liberty noted that the company is on track to achieve a 20% compound annual growth rate in adjusted earnings per share through 2027 and a return on invested capital in the high teens. He attributed the performance to strong execution and consumer demand for experiences, adding that the company is seeing consistent engagement from guests and onboard spending well above prior years. Liberty said that approximately 40% of customers are repeat customers, up from a historical one-third, which he attributed to investments in loyalty programs, AI, and technology. He described the Mediterranean cruise market as doing "a little bit less well than we had anticipated" due to geopolitical events, but characterized this as a one-time situation. He also cited fuel costs as the most notable financial impact from the Middle East conflict, noting that the company is approximately 60% hedged for 2026 but expects fuel prices to increase costs by roughly 62 cents per share. Liberty said the company is focused on building a vacation platform through innovative ships, exclusive destinations, and technology to win more share of the $2 trillion vacation market.

Profile compiled from Jason Liberty's verified public interviews and appearances. See all quotes & transcripts →