Carnival Corporation

Foster Business Library

Team Librarian Consultation



Carnival Corporation



Assignment:    Carnival Corporation:  overview of the company and its size, market share in industry, recent financial performance, etc; company's situation in regard to its competitors; evolution of the industry in which the company operates; company strategic issues; effect of the general demographic, regulatory or technology environment on the company; effect of Porter's five forces on the industry.    (MGT 430, 24 April 2003)

Foster Databases  >>>  Web Resources  >>>  Reference Books  >>>  Books  >>>  Annual Reports  >>>  Articles  >>>  Help

Foster Business Library Databases:

    The Foster Business Library offers an extensive collection of business databases on its homepage; see under Business Databases; see also the four folders at the top of that list for lists of Foster databases by topic:  Books, Articles--Full Text, Articles--Citations and Abstracts, and Company and Industry.   For more information on the three dozen Foster business databases, click here.   For more information on which of the three dozen Foster business databases to use, click here.   For more information on accessing Foster databases from off campus, click here.   For information about responsible database usage, click here.

  • Hoovers Online:   Under Business Databases on the Foster Business Library homepage. Hoovers Online offers information about 14,000 public and private companies worldwide, with links to company homepages and annual reports, charts, company capsule, competitors, divisions, earnings, financials, Fortune and Forbes rankings, history, industry information, insider trading, mission statements, news links, press releases, officers, patents, products, SEC filings, splits, subsidiaries, etc. Most information on this site is free and available on the Web (not just through the Foster Business Library homepage) but, via the Foster homepage, UW students and faculty can access the more detailed Premium Features information (on campus and from home).

    See the Hoovers Online company factshee for Carnival Corporation as well as the extensive company overview for Carnival, with Financials and the company's Competitive Landscape. See also the industry fact sheet for Travel Agencies & Services.

  • Lexis-Nexis Academic:   To find company information, go to Business and then to Company Financial where you can obtain financial and other data for companies. Information is available from twenty different sources (each of which must be searched separately). Included among the sources is Hoovers Online, with members' access to company profiles. Securities and Exchange Commission filings, particularly company 10-K annual reports, are a particularly rich source of company as well as industry information. Use your browser's Find command (or Control-F) to locate references to particular terms of interest in 10K filings such as trends, strategy, competitors, industry, etc. (This database is available widely on campus and may be accessed from home via the U.W. connectivity kit or via the Libraries' proxy server.)

    Go to Business and then to SEC Filings to obtain the 10-K annual filings for Carnival Corporation, using the ticker symbol CCL. Lexis-Nexis has 133 SEC 10-K filings (or parts of filings), going back to 1987.

  • Euromonitor Market Research Monitor:   This database provides global consumer market information, with demographics, trends and developments, market background, market sizes and forecasts, market shares, key players, and company profiles. This database provides over 1,800 reports with market data and detailed company profiles, including market shares, brand information, company strategy and SWOT analyses of the companies, for many countries. For eight major countries (Australia, China, France, Germany, Japan, South Korea, the United Kingdom and the United States), in-depth industry information is also available. Euromonitor also publishes important print titles in the Foster Business Library reference collection including European marketing data and statistics, International marketing data and statistics, and World consumer income and expenditure patterns.

    A search in this database, in titles, for Travel and Tourism, produced 76 reports, the most recent dated April 2003, on the World Market for On-Line Tourism; see also the July 2002 market report on Travel and Tourism in the USA.

  • Investext:   On the Foster Business Library homepage, listed under Business Databases; also listed under Company and Industry. Investext contains indexing and the full text of company and industry research reports prepared by leading Wall Street firms, as well as regional and international brokerage and financial firms. All reports are in PDF format. (This database is available widely on campus and may be accessed from home via the U.W. connectivity kit or via the Libraries' proxy server.)

    A company search for CCL produced a list of over 800 reports. A keyword search for Carnival Cruise Lines produced a list of five reports. An industry search for Leisure Recreation produced a list of over 16,000 reports.

  • Lexis-Nexis Statistical:   Under Business Databases on the Foster Business Library homepage. Statistical Universe is an index to statistical data in commercial, international and U.S. government publications. Try the Power Tables for quick access to tables of data in GIF format.

    A search in this database for the subject "Passenger ships" retrieved 62 tables.

  • Compact Disclosure:   Information on over 10,000 public U.S. corporations, including ownership, size, current and 5-year summary financial data, earnings, directors and officers, annual cash flow, ratios and stock price information. Updated quarterly. Note the various backfiles which must be accessed separately. This CD-ROM database is available only in the Foster Business Library.

    Complete financials for CCL are available in this database and its backfiles.

  • Mediamark Reporter:     CD-ROM version of Mediamark Research, a tool for market research, with information on demographics, product and brand usage, and advertising media preferences based on survey responses from a sample of over 25,000 consumers in the United States. Print copies of Mediamark Research are available in over 20 volumes in the Foster Business Library reference collection, call number HF5415.3 .M43, dated spring 1998; the online version offers year 2000 data. Search tips for using this database are available by clicking here. Available only on PC #19.

    Demographics related to Cruise Ships may be found in Travel, Real Estate, Insurance.

Web Resources:

    Unlike library databases, these Web resources are available wherever you have web access; they do not require that you access them via the UW Connectivity Kit or the UW Libraries Proxy Server for authentication. When using web resources, be sure to evaluate the credibility of these resources. For a subject index to web resources, see Business Resources on the Web on the Foster Business Library homepage.

  • Carnival Corporation:   Public company homepages are often (but not always) an excellent source for information about the company, with links to annual reports, company news, product details, information about corporate goals and culture, company financial information, Securities and Exchange Commission filings, and company history. Look for the Investor Relations and About Us areas on the company homepage for company information.

    Go to Financials, SEC filings, and Annual Reports, back to 1997.

  • Company Research (Business Week):   Business Week offers information on 4,000 companies in its Careers section (so some of the information is aimed at job-seekers), with a Corporate Snapshot, a Vault.Com Scoop, a Wetfeet.Com profile, as well as Business Week articles about the companies (some of which are available only for subscribers but are also available in the Foster Business Library database ABI/Inform Global).

    See the links to information on Carnival Corporation.

  • Industries At A Glance:   This U.S. Bureau of Labor Statistics site is a good source for information and data about U.S. industries and occupations.

    See Water Transportation Occupations.

  • Quicken.Com:   This site is a good source for information about companies and about their position among their competitors; use the Compare Companies feature on the left menu for this information.

    See the company profile for Carnival Corporation as well as the company's dominant position among its competitors in terms of market capitalization in the General Entertainment industry.

  • Yahoo! Finance:   This site is excellent for company and investment information as well as an excellent source for financial ratio comparisons with industry, sector and S&P 500.

    See the company profile for Carnival Corporation as well as the excellent Ratio Comparisons for the company, its industry, its sector, and the S&P 500.

  • International Council of Cruise Lines:   This organization is the industry group for the cruise line industry. "The mission of the International Council of Cruise Lines (ICCL) is to participate in the regulatory and policy development process and promote all measures that foster a safe, secure and healthy cruise ship environment. Under the direction of the chief executives of its member lines, ICCL advocates industry positions to key domestic and international regulatory organizations, policymakers and other industry partners." See their Resources for economic studies, safety reports, industry reports, and industry links. Carnival Corporation's cruise lines are members of this organization.

  • Porter's Five Forces:   This site is from QuickMBA, with a good summary of Porter's five forces. "QuickMBA is an online knowledge resource for business administration. Our goal is to help you to quickly find the business knowledge you need, when you need it, wherever you may be. Topics are presented as frameworks and summaries in the various subjects of business administration, as taught in the world's top MBA programs. QuickMBA is operated by the Internet Center for Management and Business Administration, Inc. No registration is required." See also their SWOT Analysis page. For similar pages, see Business Resource Software, Inc.'s pages on the Michael Porter Five Forces Model and SWOT Analysis. Finally, see Porter's homepage.

Foster Business Library Reference Collection:

    The Foster Reference Collection is located behind the Reference Desk in Foster.

  • Travel industry economics: a guide for financial analysis.
    This newly-published title covers the economic aspects of the travel industry, including economic perspectives, travel, hotels, casinos, amusement parks, and tourism.
    Foster Business Library Reference, CALL NUMBER: G155 .A1 .V64 2001.

    See Cruise Lines on pages 76 to 80.

  • Standard & Poor's industry surveys.
    This three-volume set provides 30-page profiles on 52 industries with a focus on the current economic environment, trends, regulation and outlook for each industry. Major companies in each industry are profiled, with references to sources of additional industry information.
    Foster Business Library Reference, CALL NUMBER: HC106.6 .S74

    See the industry survey, dated August 2002, for Lodging & Gaming in volume three; Carnival Corporation is one of the companies featured in the Comparative Company Analysis at the end of the survey (under Hotels).

  • International directory of company histories.
    Studying the history of leading companies in an industry is a good way to learn more about the history of an industry. This set of more than thirty volumes covers over 4,700 company histories worldwide, with each history running just two to four pages; check the company index in the latest volume to locate a specific company history or update as well as any other references to that company in other company histories. There is also an index by industry.
    Foster Business Library Reference, CALL NUMBER: HD2721 .I57

    See Carnival in volume six, pages 367 to 368, with an update in volume 27, pages 90 to 92.

  • Plunkett's airline, hotel and travel industry almanac.
    This almanac offers information about major industry trends, industry statistics, industry information, major companies in the industry, with indexes by state, country, region, etc. The major part of the almanac provides one-page profiles of companies in the industry, with directory information, growth plans and special features, contacts, brief financials, brief salary and benefits data, and women officer-director and advancement information.
    Foster Business Library Reference, CALL NUMBER: HE9803 .A2 .P58 2003.

    See Carnival Corporation on page 178; Royal Caribbean Cruises on page 343; Top 20 Cruise Lines on page 61; and North American Cruise Lines Statistics on page 62. See also references to Cruise Lines on pages 14 and 15, and page 92.

  • Market share reporter.
    Annual compilation of U.S., Canadian and Mexican market share data for companies, products and services, arranged by SIC code, and with indexes by product, company and topic.
    Foster Business Library Reference, CALL NUMBER: HF5410 .M35 2003.

    See the Cruise Line Industry on pages 264 and 265, in tables 1202 and 1203.

  • World market share reporter.
    An annual compilation of market share information for worldwide companies culled from thousands of periodical articles; use the company, product or brand indexes in the back of the volume to identify the company that you are researching.
    Foster Business Library Reference, CALL NUMBER: HF5410 .W67 2001/2002.

    See Cruise Lines on pages 327 and 328, in tables 1218 and 1219.

  • Mediamark.
    This reference work, in about two dozen volumes, provides data on consumers' lifestyles and buying habits for hundreds of consumer products from accessories/clothing to yogurt. Data is offered in breakdowns by age, sex, race, income, education, geographic region, and many other categories. There is no product index but for each product type, there is an indication of products covered at the beginning of the volume. This source offers demographics of typical buyers for a product, market shares of competing products, and data on media usage (such as newspapers/magazines read, radio listened to, TV and cable watched, etc.). There is an explanation in each volume of how to interpret the data in the rows and columns.
    Foster Business Library Reference, CALL NUMBER: HF5415.3 .M43 Spring 1998.
    Also available online on public PC #19, with 2001 data.

    Demographics of Cruise Ship customers may be found in in Travel, Insurance, Real Estate, starting on page 247, in volume P-5.

  • The Lifestyle market analyst.
    Market analysis information including demographic, geographic and lifestyle information to identify who customers are, where they live, how they spend their time and money and how to reach them.
    Foster Business Library Reference, CALL NUMBER: HF5415.33 .U6 .L54 2002.

    See Cruise Ship Vacations demographics on pages 726 to 729.

  • Ad $ summary.
    This two-volume work reports paid advertising expenditures in major media categories for companies and brands in America.
    Foster Business Library Reference, CALL NUMBER: HF5801 .A18 January-December 2001.

    See Carnival in book I, on page 178.

  • Red book/Standard directory of advertisers.
    This annual two-volume publication is the most comprehensive source for information on the advertising practices of 24,000 U.S. and Canadian companies spending a minimum of $200,000 on national and regional advertising. Companies may be accessed by 54 business categories or by state, province or city. Entries for companies advertising include SIC codes, business descriptions, statistics, personnel, approximate advertising expenditures, and media. Entries for ad agencies often include the companies and brand names handled and the executive assigned to each account. Volume two includes indexes by product by state or province, by brand name, by SIC code and by personnel. There is also a geographic index volume.
    Foster Business Library Reference, CALL NUMBER: HF5805 .S7 2002 (volume 1: businesses)

    See Carnival Cruise Lines on page 1958

  • Company/brand$.
    This two-volume work reports and itemizes all paid advertising space and expenditures in ten major media categories for companies and brands in America, in several hundred consumer and Sunday magazines, in newspapers, outdoor advertising, television, and radio.
    Foster Business Library Reference, CALL NUMBER: HF5813 .U6 .C68 2001.

    See Carnival in book I, on page 154.

  • Value Line investment survey.
    This large two-volume investment advice service provides regular reviews of 3,500 company stocks and their expected performance. The arrangement is not alphabetically by company; instead, use the index in a pocket in the front of the standard or expanded volumes to locate which volume your company is in and the issue number in which it appears.
    Foster Business Library Reference, CALL NUMBER: HG4501 .V26

    See Carnival Corporation, in the Recreation Industry, in the standard volume, edition number 12, dated February 2003, page 1846; see also the Recreation Industry summary on page 1841.

  • Mergent / Moody's international manual.
    This four-volume work covers 11,000 international companies in 117 countries, arranged alphabetically by country, with extensive information about companies, including history, chronology, acquisitions, mergers, spinoffs, properties, joint ventures, subsidiaries, officers and directors, consolidated income and balance sheets for three and two years, respectively, long term debit, options, etc.
    Foster Business Library Reference, CALL NUMBER: HG4509 .M66 2002.

    For Carnival, see volume three, under Panama, pages 8103 to 8104.

  • Mergent / Moody's transportation manual.
    This one-volume work covers 700 rail and transportation companies in 117 countries, arranged alphabetically by company, with information about the companies, including history, chronology, acquisitions, mergers, spinoffs, properties, joint ventures, subsidiaries, officers and directors, consolidated income and balance sheets for three and two years, respectively, long term debit, options, etc.
    Foster Business Library Reference, CALL NUMBER: HG4971 .M74 2002.

    For Carnival on pages 1063 to 1065.

Foster Business Library Books:

    The Foster Business Library maintains a collection of over 70,000 books on all business topics, including many books useful for country research. To identify relevant books, go to the UW Libraries Catalog on the Foster Business Library homepage (under Business Databases). Try searching by keyword. Use the Limit/Sort feature to create a list of books in the Foster Business Library and in order from newest book to oldest. To do so, use the pulldown menu under WHERE item is located to specify Foster Business Library and click on the box near the bottom Sort results by year. Then click on Limit/sort items retrieved using above data. Clicking on the titles in the resulting list will bring up the full catalog record, indicating which Foster area has the book (general stacks, reference, reserve, etc.), the call number and the circulation status.

    Circulation status is indicated in the box in the middle of each online catalog record, on the right. Check Shelf indicates that the book should be on the shelves under that call number and available for you to check out. Due and a date indicates that the book is already checked out to someone and is due back on the date indicated.

    The Foster general stacks collection is located south of the main part of the Foster Business Library, through the two pass-throughs into the basement of Balmer. The arrangement is by call number, from A (at the east end, near the Copy Center) to Z (at the far west end).

    A subject search for Cruise Lines retrieved a list of nine records in the UW Libraries, none in the Foster Business Library. The only result of a subject search for Carnival Corporation was the company's Annual Report.

Foster Business Library Corporate Annual Reports:

Foster Business Library Articles:

    In addition to the 800 journals in the Foster Business Library Periodicals Collection, the Foster Business Library offers access to 11,000 full text periodical articles through its full text article databases such as: ABI/Inform Global, Factiva, and Lexis-Nexis Academic Universe. These article databases may be found on the Foster Business Library homepage, listed alphabetically under Business Databases or in the Articles: Full Text folder.

    Of these three main sources, all but Factiva are available from any computer on the campus network (as well as from home) via the UW Connectivity Kit or via the Libraries' proxy server. The easiest of these databases to use is ABI/Inform Global. For more information about accessing Foster Business Library databases from off campus, click here. For more information about business databases, click here.

  • ABI/Inform Global:

    This database offers full text articles for over 800 journals. To find articles on specific topics, search by word or phrase by keying your search phrase into the search box. ABI/Inform Global includes journals but not national or Washington state newspapers (though the Wall Street Journal is included). It also does not include valuable trade and industry and other periodicals. Your searches will span the widest possible array of publications by expanding your search to all databases in ABI/Inform. To expand your search to include all collections in this database, click on Select Multiple Databases, to the right of the search box. Click then on Select All Databases.

    Your search terms will be highlighted in red in each article. For tips on searching this database, click here.

    As an example, a search for CO(Carnival Corp), in all collections, produced a list of over 780 articles. Another search, for CO(Carnival Corp) and SUB(Cruise lines) produced a list of over 400 articles.

    To find more specific articles, add terms to your initial company search. As an example, a search for CO(Carnival Corp) and Strategy, in citations and abstracts, produced twenty articles. Expanding the search for this phrase throughout the full text of all articles produced a list of 64 articles.

    Try other searches with this company name and other terms.

Help:
18 April 2003; updated 20 June 2003.   Peter Stevens, Business Librarian, Foster Business Library, at stevens@u.washington.edu.