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Jamie Katz

Senior Equity Analyst at Morningstar, Inc.

Jaime Katz is a Senior Equity Analyst at Morningstar, Inc., specializing in the consumer discretionary sector. She covers specific companies including Carnival, Hasbro, Wayfair, and Brunswick Corporation, sharing insights on tariff impacts and portfolio improvements in recent analyses. Katz has appeared on BNN Bloomberg discussing top stock picks insulated from economic uncertainties, highlighting her focus on resilient discretionary names. Her professional experience centers on equity research at Morningstar, with contact details indicating a Chicago base, though specific prior roles and credentials are not detailed in available sources.

Jamie Katz's questions to CARNIVAL (CCL) leadership

Question · Q4 2025

Jamie Katz asked about consumer demand behavior across different income levels, specifically if there's a K-shaped demand pattern with Seabourn consumers being more resilient than Carnival consumers. She also questioned how Carnival is thinking about managing occupancy in 2026, given high prices and the potential for an improved guest experience with fewer people on board.

Answer

President and CEO Josh Weinstein stated that no meaningful difference is observed across contemporary, premium, and luxury segments. He noted that Carnival's U.S. consumer base (excluding Seabourn) is primarily middle-class and up, and they are seeking value, which cruising provides. He clarified that the company is not mandating full occupancy to the last decimal point, allowing brands leeway to maximize revenue by balancing occupancy with price integrity and guest experience.

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