Podbit · Bloomberg Intelligence
Despite geopolitical headwinds, Carnival is 93% booked for the year and posting positive yield growth. The cruise industry is proving more resilient than the macro environment might suggest.
Where this was said
At 3:04 · chapter starts 2:50
Brian Egger breaks down Carnival's 5% stock drop, 100 bps guidance cut since March, 93% booking rate, capacity discipline, and Viking Cruises' luxury outperformance. [1] — Brian Egger "93% booked for 2025: Carnival Cruise Lines reported it is 93% booked for the current year despite macro uncertainty and Middle East conflic…" 03:18 [2] — Brian Egger "Carnival supply growth: 0.9% in 2026: Carnival is growing capacity by only about 1% in 2026, far below the industry average of mid-single-d…" 05:06
Carnival Cruise Lines reported it is 93% booked for the current year despite macro uncertainty and Middle East conflict disruptions.
Carnival is growing capacity by only about 1% in 2026, far below the industry average of mid-single-digit supply growth, reflecting a measured approach.
The broader cruise industry is adding capacity at a mid-single-digit rate annually, even as Carnival takes a more conservative approach.
While the cruise industry adds capacity at mid-single-digit rates, Carnival is growing supply by just 0.9% in 2026 — a deliberately measured approach that looks smart given today's environment.
Viking Cruise stock has surged 40% year-to-date and doubled over the past 12 months, outperforming broader cruise sector peers.
Sam built Algrow, a SaaS for finding viral content formats, with zero coding experience using ChatGPT and Cursor. Six months later: 10,000 users, $14K/month in revenue.
Sam's first MVP threw an application error on its very first user — and he shipped it anyway. The core idea worked, and that was enough to validate the product and keep users coming back.
Sam joined Discord voice chats, muted himself, and silently screen-shared his product. Users in the chat started tagging him asking what the tool was. No pitch needed — curiosity did the selling.
Most founders post links in Discord and immediately get banned for self-promotion. Sam's approach was the opposite: build rapport, help people with the tool, let word of mouth do the work.
Find where your ICP lives. Listen before building. Validate with DMs and Loom recordings. Build in public with users inside your own Discord server. Turn early adopters into advocates with free access.
Instead of fearing the self-promo ban in large Discord servers, create your own private server for your product. You funnel in ideal customers and build a relationship that email can't replicate.
Algrow helps creators find and replicate viral video formats, starting at $25/month. It analyzes subscriber counts, average views, and trending formats — and can even generate the videos with AI.
After weeks of Sam silently screen-sharing in a Discord server, the server owner — unprompted — made a full YouTube promotional video about Algrow. Sam paid nothing and asked for nothing.
Producer Gus admits Discord never crossed his mind as a customer acquisition channel. Pat connects the insight to a broader lesson: match your distribution channel to where your actual customers live.
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