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.
Also Read: Disney CEO Bob Iger Nears Purchase Of Women's Soccer Club, Could Set Record For Priciest Women's Sports Team
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
沃爾特·迪斯尼公司紐約證券交易所代碼:DIS)計劃推出一艘新的遊輪,計劃於2028財年開始從東京啓航,這是迪士尼不斷擴大的船隊中的第九艘遊輪。
這艘新船的靈感來自迪士尼最大的船隻 “願望”,是與東京迪士尼樂園運營商東方樂園公司合作開發的。
路透社報道,該計劃是迪士尼主題公園和郵輪業務爲期10年、耗資600億美元的擴張計劃的一部分。
目前,迪士尼運營着五艘遊輪,並計劃再推出三艘遊輪,其中一艘將於2025年從新加坡下水。
這艘總部位於東京的船將容納多達4,000名乘客,預計在首次亮相後的幾年內將產生約1000日元(合6.2177億美元)的年收入。
據路透社報道,迪士尼簽名體驗總裁托馬斯·馬茲魯姆說:“從日本啓航將使日本遊客更容易在迪士尼海上度假,我們知道他們是我們的忠實粉絲。”
在COVID-19之後,郵輪業正在復甦,預計今年的旅客人數將達到3470萬,比2019年增長17%。
另請閱讀:迪士尼首席執行官鮑勃·艾格即將收購女子足球俱樂部,可能會創下最昂貴的女子運動隊的紀錄
迪士尼體驗公司董事長喬什·達馬羅指出,新船將爲墨爾本和溫哥華等遠離迪士尼主題公園的地區,帶來主題娛樂。
迪士尼的目標是迎合家庭的需求,該細分市場以前在郵輪市場上服務不足。
迪士尼的體驗業務,包括公園和遊輪,貢獻了該公司3月季度收入的三分之一以上,佔其營業收入的近60%。
該公司股票在5月份下跌,此前首席財務官休·約翰斯頓警告說,第三財季的旅行 “全球將放緩”,並面臨其他挑戰,包括工資上漲以及新遊輪和Lookout Cay度假島的開業前成本。
迪士尼郵輪運力的擴大可以緩解其國內主題公園業務的下降。
在過去的12個月中,迪尼的股票上漲了10%以上。投資者可以通過Monarch藍籌股核心指數ETF(BATS: MBCC)和iShares全球通信服務ETF(紐約證券交易所代碼:IXP)獲得股票敞口。
價格走勢:週二最後一次檢查時,DIS股價下跌1.11%,至96.29美元。
免責聲明:此內容部分是在人工智能工具的幫助下製作的,並由Benzinga的編輯審閱和發佈。
照片:Pixabay