Hurricanes caused blip in Caribbean, but Carnival still steaming along

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Hurricanes caused blip in Caribbean, but Carnival still steaming along

Caribbean occupancy for 2018 is behind the pace of last year, said Carnival Corp., although prices are ahead.

Bookings overall for 2018 are ahead on higher pricing, but the Caribbean slowed in late September after several major hurricanes and didn't normalize until November, Carnival Corp. CFO David Bernstein said Tuesday during the company's conference call to discuss fourth-quarter and year-end results.

"We're not talking about a significant difference in occupancy," Bernstein said, adding that Carnival is "very comfortable" with first-quarter guidance of adjusted net income of between $266 million and $295 million, compared with $279 million this year.

CEO Arnold Donald added that Carnival Corp. is doing "very well" in the Caribbean. "We don't have any concerns at this point about the momentum or the bookings in the Caribbean," Donald said. "We're pacing things the way we want to pace them."

Before the call, Carnival announced that 2017 net income, unadjusted for fuel derivatives and other special items, totaled $2.6 billion, down from $2.8 billion a year earlier. Carnival said that adjusting for fuel derivatives and other noncash items, the numbers are reversed with 2017 net income of $2.8 billion exceeding 2016's $2.6 billion.

Revenue in 2017 rose 6.8%, to $17.5 billion.

In other areas, Donald acknowledged that tension between China and South Korea and the introduction of new ships into the market made it a less-than-banner year in growing the Chinese cruise market.

"The industry had a tough year in China this year, but I think the long-term prospects are outstanding," Donald said.

In 2018, cruise capacity growth in China is forecast to be flat and Carnival is trying to diversify its distribution away from charter contracts and more toward group business, Donald said. China remains at about 5% of Carnival's total capacity, he said.

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