What are the projected incremental capacity and revenue per passenger for the new vessel?

Answer:

The press release for the second Princess Sphere‑Class vessel—Star Princess—does not disclose the specific incremental capacity (the additional number of berths the ship adds to Princess Cruises’ fleet) nor the expected revenue per passenger that the company expects to generate from the vessel. Those figures are typically disclosed in the full investor‑facing presentation (e.g., “adds 1,800 lower‑deck cabins and is projected to generate $1,200 /  passenger‑day in revenue”) but they are not present in the excerpt provided (title, summary, ticker, sentiment).

Trading implication:

Because the exact capacity and revenue expectations are not publicly disclosed in the short excerpt, the market’s reaction will be driven more by the ship’s timing, ship‑type premium, and overall fleet expansion strategy rather than the precise incremental metrics. Investors should monitor:

1. Fleet‑capacity context: If the vessel adds roughly 2,400–2,800 new berths (typical for a Sphere‑Class ship), it would increase total fleet capacity by about 5–7 % for Princess Cruises (CCL), which may support a modest upside to the stock if the cruise market continues its post‑pandemic recovery.

2. Revenue per passenger: Look for guidance on Rev‑Per‑Available‑Berth (Rev‑PAB) in the upcoming earnings call. If management projects a Rev‑PAB above the industry average (~$1,200–$1,300 per passenger‑day for premium cruise ships), the incremental contribution could boost earnings per share (EPS) in the 2026‑27 fiscal year.

Actionable insight: Until the full press release or a subsequent earnings call provides the exact capacity and revenue per‑passenger guidance, a neutral‑to‑slightly‑positive stance on CCL is appropriate—favoring a wait‑and‑see approach. Consider buying on a pull‑back if the broader market sentiment on cruise stocks softens, but keep a stop‑loss around the 20‑day moving average to protect against any unforeseen operational setbacks or macro‑risk events (e.g., fuel‑price spikes or labor disruptions).