Key Takeaways Vail Resorts is set to report Q1 results with revenues expected to rise 4.2% year over year.Normalized Australia weather, pricing gains and stronger ancillary capture supported early-season revenues.Lower pass units, cost inflation and slower marketing impact are expected to pressure Q1 profitability.Vail Resorts, Inc. (MTN) is scheduled to report its first-quarter fiscal 2026 results on Dec. 10, after the closing bell.In the last quarter, its adjusted earnings missed the Zacks Consensus Estim ...

Core Insights - Vail Resorts has introduced a new discount program offering an average of over 30% off lift tickets at 12 of its top destination resorts for guests who purchase tickets four or more weeks in advance [1][6] - The initiative aims to make skiing and snowboarding more accessible, particularly for guests who may not plan their trips until winter [1][4] - The new discount allows significant savings, with potential reductions of over $100 per lift ticket depending on the day and resort [1][6] Discount Program Details - The discount is applicable at major resorts including Vail Mountain, Beaver Creek, Breckenridge, and Whistler Blackcomb, among others [1][6] - The first eligible day for the new savings is January 5, 2026, and lift tickets can be purchased on the websites of all 37 North American resorts [1][6] - Guests with a lift ticket this season can apply up to $175 of their ticket cost towards an Epic Pass for the next season [3][5] Previous Initiatives - The announcement follows the introduction of Epic Friend Tickets, which offer friends of season pass holders half off lift tickets [2] - Vail Resorts previously launched Epic 1-7 Day Passes, providing up to 65% off lift tickets for occasional skiers [3] Commitment to Guest Experience - The company is focused on enhancing the overall guest experience, including simplifying trip bookings and improving on-mountain services [4] - Planned enhancements include unique events, better dining options, and investments in new lifts and real-time lift-wait transparency [4]

In its upcoming report, Vail Resorts (MTN) is predicted by Wall Street analysts to post quarterly loss of -$5.23 per share, reflecting a decline of 13.5% compared to the same period last year. Revenues are forecasted to be $271.27 million, representing a year-over-year increase of 4.2%.The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during ...

Core Viewpoint - The market anticipates Vail Resorts (MTN) to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending October 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Vail Resorts is expected to report a quarterly loss of $5.23 per share, reflecting a year-over-year change of -13.5% [3]. - Revenue projections stand at $271.27 million, indicating a 4.2% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.12% over the last 30 days, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Vail Resorts is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +1.18% [12]. Earnings Surprise Prediction - A positive Earnings ESP reading suggests a potential earnings beat, especially when combined with a strong Zacks Rank [10]. - Vail Resorts currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12]. Historical Performance - In the last reported quarter, Vail Resorts was expected to post a loss of $4.75 per share but actually reported a loss of -$5.08, resulting in a surprise of -6.95% [13]. - Over the past four quarters, the company has exceeded consensus EPS estimates three times [14]. Conclusion - While Vail Resorts does not appear to be a strong candidate for an earnings beat, investors should consider other factors before making investment decisions [17].

Core Insights - Vail Resorts has appointed Celeste Burgoyne as Executive Vice President & Chief Revenue Officer, effective January 26, 2026, to drive growth and oversee marketing and guest experience [1][2][3] Company Overview - Vail Resorts operates a network of premier ski resorts, including Vail Mountain, Breckenridge, and Whistler Blackcomb, among others, with a commitment to providing an "Experience of a Lifetime" [4] - The company aims to achieve a zero net operating footprint by 2030 and supports its employees and communities [4] Leadership Background - Celeste Burgoyne has a strong background in driving growth at lululemon, where she was responsible for over $7.5 billion in revenue and led guest experience innovation [2][3] - She has been with lululemon since 2006, playing a key role in expanding the brand from fewer than 10 stores to over 750 globally [2][3]

Core Viewpoint - Vail Resorts, Inc. will release its financial results for the fiscal first quarter of 2026 on December 10, 2025, after market close, followed by a conference call to discuss the results [1]. Financial Results Announcement - The financial results for the fiscal first quarter ended October 31, 2025, will be announced after market close on December 10, 2025 [1]. - A conference call will be held at 5:00 p.m. Eastern Time on the same day to review the financial results [1]. Conference Call Details - The call will be accessible via broadcast at investors.vailresorts.com [2]. - Participants can join by dialing (800) 267-6316 in the U.S. or Canada, or +1 (203) 518-9783 internationally, with the conference ID MTNQ126 [2]. - A replay of the call will be available two hours after the conclusion until December 17, 2025 [2]. Company Overview - Vail Resorts operates a network of premier ski resorts, including Vail Mountain, Breckenridge, and Whistler Blackcomb, among others [3]. - The company aims to achieve a zero net operating footprint by 2030 and is committed to supporting employees and communities [3]. - Vail Resorts also manages a collection of hotels and retail locations across North America [3].

Core Points - The Epic Pass for the 2025/26 winter season is available for purchase until December 4, providing access to premier ski resorts like Whistler Blackcomb, Park City Mountain, Vail Mountain, and Breckenridge [1][2][4] - Epic Pass Holders can enjoy significant savings on lift tickets and exclusive offers, including 50% off lift tickets for friends and family through Epic Friend Tickets [3][5][12] - Various holiday festivities and events are planned across the resorts, enhancing the winter experience for visitors [5][6] Summary by Category Epic Pass Details - The Epic Pass allows access to multiple world-class ski resorts and is essential for holiday skiing experiences [1][2] - Passes include flexible options like the Epic 1-7 Day Pass, which offers savings compared to purchasing individual lift tickets [3][6] Promotions and Offers - Epic Pass Holders can save up to 30% on lodging during the Cyber Sale and can apply the cost of Epic Friend Tickets towards future passes [5][7] - Resort Rewards are available for guests booking three nights or more, providing gift cards for various services [6] Holiday Events and Activities - Each resort has planned unique holiday events, such as tree lightings, parades, and live performances, to celebrate the season [5][6] - Notable events include the Torchlight Parade at Park City Mountain and the Fire & Ice Show at Whistler Blackcomb [5]

Core Insights - Norwegian Cruise Line (NCLH) is currently rated as a Strong Buy (1) while Vail Resorts (MTN) is rated as a Strong Sell (5), indicating a significant difference in their earnings outlooks [3] - NCLH has a forward P/E ratio of 8.95 and a PEG ratio of 0.54, suggesting it is undervalued compared to MTN, which has a forward P/E of 21.22 and a PEG ratio of 2.39 [5] - NCLH's P/B ratio is 3.87, while MTN's P/B ratio is 6.75, further supporting the conclusion that NCLH is a more attractive investment option based on valuation metrics [6] Valuation Metrics - The forward P/E ratio for NCLH is significantly lower than that of MTN, indicating a better valuation for NCLH [5] - The PEG ratio for NCLH (0.54) is much more favorable compared to MTN (2.39), highlighting NCLH's potential for earnings growth relative to its price [5] - NCLH's P/B ratio of 3.87 is lower than MTN's 6.75, suggesting that NCLH is trading at a more attractive valuation relative to its book value [6] Investment Conclusion - Given the stronger estimate revision activity and more favorable valuation metrics, NCLH is positioned as the superior investment option for value investors compared to MTN [7]

Core Insights - Baron Focused Growth Fund reported a 4.83% appreciation in Q3 2025, underperforming the Russell 2500 Growth Index's 10.73% gain due to economic growth slowdown concerns affecting Consumer Discretionary stocks [1] - Competitive pressures have negatively impacted the valuations of some holdings within the fund [1] Company Analysis: Vail Resorts, Inc. (NYSE:MTN) - Vail Resorts, Inc. experienced a one-month return of -8.24% and a 52-week loss of 21.15%, with a market capitalization of $5.102 billion as of November 4, 2025 [2] - The stock declined 4.7% in Q3 2025, contributing to an 18 basis points detriment to the fund's performance, primarily due to concerns over slowing visitation levels and stagnant season pass sales [3] - In response to these challenges, Vail Resorts is refining its marketing strategy, investing in new media channels, and narrowing the pricing gap between lift tickets and season passes to boost pass sales [3] - Consumer sentiment towards Vail's pass products is improving, and the company maintains strong margins and cash flow, supporting share repurchases and a 6% dividend yield [3] - The stock is viewed as significantly undervalued compared to its historical valuation, with expectations of growth reacceleration in the coming years [3] Hedge Fund Interest - Vail Resorts, Inc. was held by 33 hedge fund portfolios at the end of Q2 2025, a slight decrease from 35 in the previous quarter, indicating a moderate level of interest among hedge funds [4] - Despite its potential, certain AI stocks are considered to offer greater upside potential and lower downside risk compared to Vail Resorts [4]

Rob Katz spent 15 years turning Vail Resorts into a powerhouse. Now he’s back for another run. https://t.co/ZQ3HfVRgAj ...