Die Carnival Führungsetage leckt sich weiterhin die Finger, wie erfolgreich das Evolution Programm für sie läuft und dass dadurch wesentlich höhere Umsätze realisiert werden. Sie kündigen auch an, dass sie nach diesem positiven Ergebnis auch ähnliches für andere Reederein des Konzerns mit Mittelalten Schiffen als Substitut für Neubauten planen.
Sie sprechen darüber hinaus davon, dass die AIDA Sphinx Schiffe nach dem Umbau 15, wenn nicht sogar eher länger in der Flotte bleiben sollen.
ZitatWhere to start, I mean, when you think about something like the AIDA Evolutions program, you know, that’s one 2,000 berth ship that’s had four or five months of operations, you know, coming out of it, which is going great and it is knocking the COVID off the ball and Felix Acorn should take a bow for everything that he’s done with AIDA. In the grand scheme of things, that alone is fairly small. It will get better and better as we get more and more ships through that program over the next several years. I expect actually some of our other brands to be embarking on similar exercises and initiatives to really up the game of their ships that might be 15 years old or so, but they’re going to be with us for well over 15 years as far as I’m concerned, more.
I’m not going to tell you which one, but I sat through a session last week with another one of our brands to be doing something similar vein to how AIDA is thinking about their midlife shift refurbishment program. We are actively in the middle of that. Most of our brands have no new builds on order, so making sure that we’re maximizing the assets that we’ve got and investing in them when the returns make sense is part of how we’re thinking about the world going forward. It’s one of the reasons why our dry dock costs are higher than they have been in the past, but they’re giving us the return. We do look at it. I would look at it very, very similar to a new build. Right.
What’s the incremental amount that they want to spend, incremental to what would be normal just to run the ships in the normal course, and what are we going to get for it? AIDA has shown us a template for getting significantly outsized returns on that type of investment. I would say, you know, stay tuned, there’ll be more to come in this space.