Core Viewpoint - Vail Resorts, Inc. reported mixed performance metrics for the ski season-to-date, with a slight decrease in skier visits but an increase in lift ticket revenues, indicating a shift in guest behavior and expectations for improved performance in the remainder of the season [1][2][7]. Group 1: Season-to-Date Performance - The company experienced a 0.3% decrease in total skier visits compared to the previous year, while lift ticket revenues increased by 4.5% year over year [2]. - Ski school and dining revenues rose by 1.1% and 6.6%, respectively, but retail or rental revenues declined by 5.4% [4]. - Improved weather conditions contributed positively to the season-to-date results [2]. Group 2: Guest Behavior and Expectations - A shift in destination guest behavior was noted, with more guests expected to visit later in the season due to the late timing of the Thanksgiving holiday and normalization of industry demand [3][6]. - The company anticipates improved performance for the remainder of the season, supported by strong pre-committed guests and current lodging booking trends [7]. Group 3: Financial Outlook - Vail Resorts expects to meet its full-year Resort Reported EBITDA guidance, projected between $838 million and $894 million [7]. - The stock has increased by 4.2% over the past three months, slightly underperforming the industry growth of 5% [9].

Core Viewpoint - Bronstein, Gewirtz & Grossman, LLC has initiated an investigation into allegations against Vail Resorts, Inc. (MTN) and is encouraging shareholders to reach out for more information [1] Group 1 - The investigation is focused on potential misconduct or irregularities within Vail Resorts, Inc. [1] - Shareholders are being urged to contact the firm for further details regarding the allegations [1] - The investigation may impact Vail Resorts' stock performance and investor sentiment [1]

BROOMFIELD, Colo., Jan. 16, 2025 /PRNewswire/ -- Vail Resorts, Inc. (NYSE: MTN) today reported certain ski season metrics for the comparative periods from the beginning of the ski season through January 5, 2025, and for the prior year period through January 7, 2024. The reported ski season metrics are for the Company's North American destination mountain resorts and regional ski areas, excluding the results of the Australian and European resorts and ski areas in both periods. The data mentioned in this rele ...

Core Viewpoint - Vail Resorts' stock has declined despite the overall market rising, presenting a potential buying opportunity for investors [1][2]. Group 1: Company Overview - Vail Resorts operates several iconic mountain resorts, including Vail, Breckenridge, and Whistler Blackcomb, which provide a durable competitive advantage due to the lack of new large-scale competitors in over 40 years [5][6]. - The company has faced challenges such as global warming, slow business transformation, increased capital investments, and significant wage hikes, contributing to a tough operating environment [3][4]. Group 2: Financial Performance - Sales growth has stagnated over the past four quarters, and profitability has been impacted by rising expenses and capital expenditures [4]. - The stock's price-to-earnings multiple is approximately 30, which may be inflated due to suppressed earnings during a transformational phase [8]. Group 3: Investment Considerations - The current dividend yield is nearly 4.7%, providing a return to investors while they wait for growth to materialize [7]. - The company has initiated a share repurchase program, buying back about 100,000 shares recently, with authorization to repurchase up to 1.6 million more [7]. - Price increases have resumed following a 20% reduction in fiscal 2022, which is expected to contribute to future growth [6].

Core Viewpoint - Vail Resorts has reported its Q1 fiscal 2025 results, showing a mixed performance with revenues exceeding estimates but a wider adjusted loss compared to the previous year [2][5]. Financial Performance - The company reported a loss of $4.61 per share, which was narrower than the consensus estimate of a loss of $5.14, while the prior-year quarter loss was $4.60 per share [5]. - Quarterly net revenues reached $260.3 million, surpassing the consensus mark of $249.4 million, reflecting a year-over-year increase of 0.7% [5]. Segment Results - The Mountain segment generated net revenues of $173.3 million, up 0.5% year-over-year, with dining revenues increasing by 14.1% to $20.6 million, while retail/rental revenues declined by 11.8% to $29.5 million [6]. - The Lodging segment reported total net revenues of $86.9 million, marking a 6.2% year-over-year increase [7]. EBITDA and Operating Expenses - The consolidated EBITDA loss for the quarter was $124.6 million, an improvement from the $134.4 million loss reported in the previous year [9]. - Operating expenses totaled $403.6 million, slightly up from $400.1 million in the year-ago quarter [9]. Balance Sheet - As of October 31, 2024, cash and cash equivalents amounted to $403.8 million, an increase from $322.8 million at the end of fiscal 2024 [10]. - Net long-term debt was $2.71 billion, down from $2.72 billion as of July 31, 2024 [10]. Guidance and Outlook - The company has raised its fiscal 2025 guidance for net income to a range of $240-$316 million, up from the previous estimate of $224-$300 million, indicating growth from $230.4 million reported in fiscal 2024 [14]. - Total reported EBITDA is now expected to be between $844 million and $906 million, an increase from the prior range of $827-$889 million, also reflecting growth from $826.6 million in fiscal 2024 [14]. Market Position and Trends - The company anticipates around 2.3 million guests to commit to its resorts, generating over $975 million in revenues, which represents about 75% of all skier visits [13]. - Vail Resorts has a strong Growth Score of A and a momentum score of A, with an aggregate VGM Score of A, indicating a favorable investment outlook [17].

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Industry Overview - The winter ski season is underway, with hopes for improved conditions compared to the warmer 2023/2024 season, which negatively impacted Vail Resorts [1] Company Focus - Vail Resorts (NYSE: MTN) is a key player in the ski and snowboard industry, with its performance closely tied to winter weather conditions [1] Analyst Background - The author has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into industry trends [1] - The author serves as an outside adviser to several seed-round startups, offering a unique perspective on emerging companies [1] - The author has been a regular contributor on Seeking Alpha since 2017, with articles syndicated to popular trading apps like Robinhood [1]

BROOMFIELD, Colo., Nov. 20, 2024 /PRNewswire/ -- Vail Resorts (NYSE: MTN) was recognized by Newsweek as one of America's Most Admired Workplaces of 2025. The Newsweek recognition is based on an independent survey of more than 250,000 U.S. employees and analysis of over 1.5 million collected company reviews. The ranking highlights companies that "employees respect and job searchers want to work for," based on inspirational and aspirational factors including culture and career opportunities. Newsweek Name ...

Vail Resorts, Inc. (MTN) is likely to benefit from solid season pass sales, development projects and innovative customer programs. Also, the focus on the Resource Efficiency Transformation Plan bodes well. However, soft demand and weather-related operational disruptions are a concern. Growth Catalysts for MTN Stock Vail Resorts has benefited from its offerings such as Epic Pass, Epic Day Pass and Epic Coverage, and the introduction of Epic Mountain Rewards. The company reported solid season pass sales for t ...

I wrote about Vail Resorts (NYSE: MTN ) previously (19 th June) with a hold rating as I did remain worried about demand given the various headwinds. I reiterate my hold rating as I am doubtful whether I am an individual investor that is now fully focus on managing my own capital that I have saved up over the years. My investing background spreads across a wide spectrum as I believe there are merits to each approach, for instance: Fundamental investing [Bottoms-up etc.], Technical investing [historical chart ...