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    John Chu

    Managing Director and Senior Analyst at BNP Paribas

    John Chu is a Managing Director and Senior Analyst at BNP Paribas, specializing in the coverage of North American protein and agribusiness companies such as Tyson Foods, Pilgrim’s Pride, JBS, Sanderson Farms, and Maple Leaf Foods. With a strong performance track record noted for insightful sector forecasting and actionable investment recommendations, Chu has garnered multiple top-tier rankings on equity research platforms, maintaining a recommendation success rate above industry average and frequently outperforming sector benchmarks with high-conviction calls. He began his professional career in finance in the early 2000s and has previously held senior research roles at firms including CIBC World Markets and Laurentian Bank before joining BNP Paribas in 2018. Chu holds a CFA designation, is registered with FINRA, and is recognized for expert coverage within the agrifood value chain.

    John Chu's questions to CARNIVAL (CCL) leadership

    John Chu's questions to CARNIVAL (CCL) leadership • Q2 2025

    Question

    John Chu asked about the potential increase in visitor capacity for the private destinations Relax Away (Half Moon Cay) and Isla Tropicale (Mahogany Bay) following their announced expansions.

    Answer

    CEO Josh Weinstein explained that the capacity at Relax Away (Half Moon Cay) could "certainly double and more" from its current 900,000 annual visitors, as the expansion includes a pier to berth two ships, supplementing the existing tender operations. For Isla Tropicale, he noted that while the marine infrastructure for ship capacity won't change, the enhanced on-island experience will allow them to better maximize the existing two-ship capacity.

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    John Chu's questions to CARNIVAL (CCL) leadership • Q2 2025

    Question

    John Chu asked about the potential increase in visitor capacity for the expanded private destinations, Relax Away (formerly Half Moon Cay) and the newly named Isla Tropicale (formerly Mahogany Bay).

    Answer

    CEO Josh Weinstein detailed that the visitor throughput at Relax Away can 'certainly double and more' from its current 900,000 annual visitors, as the expansion includes a pier to berth two ships in addition to existing tendering capabilities. For Isla Tropicale, he clarified that the enhancements are focused on the guest experience, such as a new pool and beach club, rather than increasing the marine capacity, which can already accommodate two ships.

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