10-KPeriod: FY2010

CARNIVAL CORP Annual Report, Year Ended Nov 30, 2010

Filed January 31, 2011For Securities:CCL

Summary

Carnival Corporation & plc's 2010 annual report highlights its position as the largest and financially strongest cruise company globally. The company operates a diverse portfolio of cruise brands segmented into North America and Europe, Australia & Asia (EAA), serving various market segments and destinations. A significant portion of the report focuses on the company's growth strategy, emphasizing the expansion of its fleet with ten new ships scheduled to enter service between April 2011 and June 2014. The EAA segment, particularly European brands, is identified as the primary driver of future growth due to earlier market development stages. The company also details its commitment to delivering exceptional vacation experiences, maintaining a strong balance sheet, and returning free cash flow to shareholders. Operational strategies include leveraging a decentralized brand structure while achieving economies of scale through consolidation of purchasing power and cost-containment initiatives. Key financial and operational aspects discussed include passenger capacity growth, market penetration in key regions, and competitive positioning. The report underscores the cruise industry's value proposition, broad appeal, and favorable demographic trends. Carnival also addresses regulatory compliance, environmental policies, and its robust insurance coverage. Despite a generally positive outlook, the company acknowledges various risks, including general economic conditions, currency fluctuations, international political climate, competition, and potential overcapacity, all of which could impact future financial performance.

Financial Statements
Beta
Cost of Revenue$9.09B
SG&A Expenses$1.61B
Operating Expenses$12.12B
Operating Income$2.35B
Interest Expense$378.00M
Net Income$1.98B
EPS (Basic)$2.51
EPS (Diluted)$2.47
Shares Outstanding (Basic)788.00M
Shares Outstanding (Diluted)805.00M

Key Highlights

  • 1Carnival operates a dual listed company (DLC) structure with Carnival Corporation (Panama) and Carnival plc (England and Wales) functioning as a single economic enterprise.
  • 2The company has a fleet of 98 ships and plans to introduce 10 new cruise ships between April 2011 and June 2014, increasing passenger capacity by approximately 13.7%.
  • 3The Europe, Australia & Asia (EAA) segment is projected to be the main growth driver over the next three years, with an expected annual growth of 7%, outpacing the North America segment's projected 3% annual growth.
  • 4Carnival emphasizes its strong balance sheet and commitment to returning free cash flow to shareholders, noting that the slowed pace of newbuilding programs is expected to lead to increasing free cash flows.
  • 5The cruise industry's value proposition, low market penetration in key regions (especially Europe and Asia), broad appeal, and favorable demographic trends (aging populations) are highlighted as significant growth opportunities.
  • 6The company maintains a comprehensive environmental, health, safety, and security policy, and its environmental management systems are certified according to ISO 14001.
  • 7Carnival actively manages its fleet by building new ships and investing in existing ones, alongside strategies to leverage its size for economies of scale and cost efficiencies across its decentralized brand structure.

Frequently Asked Questions

The DLC structure combines the businesses of Carnival Corporation and Carnival plc into a single economic enterprise with a unified management and board of directors. While each company retains its separate legal identity and stock exchange listing, they operate as one entity for financial and operational purposes, allowing for shared resources and strategies while maintaining distinct corporate structures.

Carnival's primary growth strategy involves expanding its fleet with ten new ships scheduled for delivery between April 2011 and June 2014. The company anticipates that the Europe, Australia & Asia (EAA) segment will be the main driver of growth due to earlier market development, with plans to strategically redeploy existing ships to emerging markets like Australia, Asia, and South America to increase awareness and demand.

Carnival has a stated commitment to protecting the environment and minimizing adverse environmental consequences. This includes efforts to reduce greenhouse gas emissions and other pollutants from its ships, complying with stringent international and national environmental laws and regulations (such as MARPOL and EU directives), and achieving ISO 14001 certification for its environmental management systems across its brands. The company also invests in technologies like shore power to reduce emissions while in port.

Carnival faces several risks, including adverse impacts from general economic conditions on consumer demand, fluctuations in foreign currency exchange rates, geopolitical events, intense competition from other cruise lines and land-based vacation alternatives, potential overcapacity in the cruise industry, accidents, the spread of contagious diseases, and evolving environmental and regulatory requirements. The report also highlights risks associated with its DLC structure and the concentration of voting power among a few large shareholders.