Walt Disney Co. (NYSE:DIS) is planning to introduce a new cruise ship, scheduled to embark from Tokyo starting in fiscal 2028, marking the ninth vessel in Disney's expanding fleet.
The new ship, inspired by the Wish, Disney's largest vessel, is a collaborative effort with the Oriental Land Company, operator of Tokyo Disneyland.
This initiative is part of a 10-year, $60 billion expansion of Disney's theme parks and cruise business, reported Reuters.
Currently, Disney operates five cruise ships and plans to introduce three more, including one launching from Singapore in 2025.
The Tokyo-based ship will accommodate up to 4,000 passengers and is projected to generate approximately 100 billion yen ($621.77 million) in annual revenue within a few years of its debut.
"To set sail from Japan will make Disney vacations at sea more accessible to Japanese guests, who we know are some of our biggest fans," said Thomas Mazloum, president of Disney Signature Experiences, according to Reuters.
The cruise industry is experiencing a resurgence post-COVID-19, with passenger numbers expected to reach 34.7 million this year, a 17% increase from 2019.
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Josh D'Amaro, chairman of Disney Experiences, noted that the new ships would bring themed entertainment to regions distant from Disney's theme parks, such as Melbourne and Vancouver.
Disney aims to cater to families, a segment previously underserved in the cruise market.
Disney's experiences business, encompassing parks and cruises, contributed over one-third of the company's revenue in the March quarter and nearly 60% of its operating income.
The company's stock dipped in May after CFO Hugh Johnston warned of a "global moderation" in travel for the fiscal third quarter and other challenges, including higher wages and pre-opening costs for new cruise ships and the Lookout Cay vacation island.
The expansion of Disney's cruise capacity could mitigate any decline in its domestic theme park business.
Dieney stock has gained more than 10% in the last 12 months. Investors can gain exposure to the stock via Monarch Blue Chips Core Index ETF (BATS:MBCC) and IShares Global Comm Services ETF (NYSE:IXP).
Price Action: DIS shares are trading lower by 1.11% at $96.29 at last check Tuesday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo: Pixabay
沃尔特·迪斯尼公司纽约证券交易所代码:DIS)计划推出一艘新的游轮,计划于2028财年开始从东京启航,这是迪士尼不断扩大的船队中的第九艘游轮。
这艘新船的灵感来自迪士尼最大的船只 “愿望”,是与东京迪士尼乐园运营商东方乐园公司合作开发的。
路透社报道,该计划是迪士尼主题公园和邮轮业务为期10年、耗资600亿美元的扩张计划的一部分。
目前,迪士尼运营着五艘游轮,并计划再推出三艘游轮,其中一艘将于2025年从新加坡下水。
这艘总部位于东京的船将容纳多达4,000名乘客,预计在首次亮相后的几年内将产生约1000日元(合6.2177亿美元)的年收入。
据路透社报道,迪士尼签名体验总裁托马斯·马兹鲁姆说:“从日本启航将使日本游客更容易在迪士尼海上度假,我们知道他们是我们的忠实粉丝。”
在COVID-19之后,邮轮业正在复苏,预计今年的旅客人数将达到3470万,比2019年增长17%。
另请阅读:迪士尼首席执行官鲍勃·艾格即将收购女子足球俱乐部,可能会创下最昂贵的女子运动队的纪录
迪士尼体验公司董事长乔什·达马罗指出,新船将为墨尔本和温哥华等远离迪士尼主题公园的地区,带来主题娱乐。
迪士尼的目标是迎合家庭的需求,该细分市场以前在邮轮市场上服务不足。
迪士尼的体验业务,包括公园和游轮,贡献了该公司3月季度收入的三分之一以上,占其营业收入的近60%。
该公司股票在5月份下跌,此前首席财务官休·约翰斯顿警告说,第三财季的旅行 “全球将放缓”,并面临其他挑战,包括工资上涨以及新游轮和Lookout Cay度假岛的开业前成本。
迪士尼邮轮运力的扩大可以缓解其国内主题公园业务的下降。
在过去的12个月中,迪尼的股票上涨了10%以上。投资者可以通过Monarch蓝筹股核心指数ETF(BATS: MBCC)和iShares全球通信服务ETF(纽约证券交易所代码:IXP)获得股票敞口。
价格走势:周二最后一次检查时,DIS股价下跌1.11%,至96.29美元。
免责声明:此内容部分是在人工智能工具的帮助下制作的,并由Benzinga的编辑审阅和发布。
照片:Pixabay