Core Insights - Vail Resorts (MTN) is expected to report quarterly earnings of $6.29 per share, reflecting a 9.2% increase year-over-year, with revenues projected at $1.14 billion, a 5.6% increase from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock performance [2] - Analysts have maintained the consensus EPS estimate for the quarter over the past 30 days, indicating stability in projections [1] Revenue Projections - Analysts forecast 'Net Revenue- Mountain net revenue' to reach $1.05 billion, indicating a 5.1% year-over-year increase [4] - 'Net Revenue- Lodging net revenue' is expected to be $80.79 million, reflecting a 3.8% increase year-over-year [4] - 'Net Revenue- Resort net revenue' is projected at $1.13 billion, showing a 4.6% increase from the prior-year quarter [4] Detailed Revenue Breakdown - 'Net Revenue- Mountain net revenue- Lift' is estimated at $634.85 million, a 5.2% increase year-over-year [5] - 'Net Revenue- Mountain net revenue- Retail/rental' is expected to be $132.81 million, indicating a 2.5% decrease [5] - 'Net Revenue- Mountain net revenue- Dining' is projected to reach $94.91 million, reflecting a significant 15.7% increase [5] - 'Net Revenue- Mountain net revenue- Ski school' is estimated at $129.56 million, a 2.3% increase [6] - 'Net Revenue- Mountain net revenue- Other' is expected to be $55.99 million, indicating an 8.3% increase [6] Visitor and Revenue Metrics - The estimated 'Mountain - Total skier visits' is 7.27 thousand, slightly up from 7.26 thousand in the same quarter last year [7] - 'Lodging - Managed condominium statistics - RevPAR' is projected to reach $173.74, up from $164.43 in the same quarter last year [7] - 'Lodging - Owned hotel statistics - RevPAR' is expected at $142.31, compared to $140.65 a year ago [8] - 'Mountain - ETP' is projected to be $87.43, up from $83.08 in the same quarter last year [8] Stock Performance - Vail Resorts shares have returned -6.9% over the past month, compared to a -4.1% change in the Zacks S&P 500 composite [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [8]

Core Insights - Vail Resorts is expanding access to Verbier 4 Vallées in Switzerland for the 2025/26 winter season, allowing all Epic Pass holders to enjoy five days of consecutive access [2][5] - The 2025/26 Epic Pass is currently available at the lowest price of the year, priced at $1,051 for adults and $537 for children, providing unlimited access to 42 owned resorts and partner resorts [6][8] - The company has invested over $2.5 billion in guest experience improvements over the past 15 years, focusing on innovations that enhance the skiing experience [10][12] Expansion of Access - All Epic Pass, Epic Local Pass, Epic Australia Pass, Epic Adaptive Pass, and Epic Australia Adaptive Pass holders will have access to Verbier 4 Vallées, which is Switzerland's largest ski area with 410 kilometers of runs [2][3] - Verbier 4 Vallées includes six unique resorts and offers a variety of experiences beyond skiing, such as culinary offerings and events [3][5] Pricing and Pass Options - The Epic Pass offers unlimited access to major resorts including Vail Mountain, Whistler Blackcomb, and Breckenridge, while the Epic Local Pass provides access to 29 resorts with some restrictions [6][8] - The Epic Day Pass allows customization for skiers and riders, providing significant savings compared to traditional lift ticket prices [7] Guest Experience Innovations - Vail Resorts has introduced several technological innovations such as Mobile Pass, My Epic Assistant, and My Epic Gear to enhance the guest experience [10][12] - The company has focused on reducing lift line wait times, achieving less than 3% occurrence of lift lines lasting more than 10 minutes during peak times [11] Future Developments - Additional investments are planned for the 2025/26 season, including the transformation of Park City Mountain's Canyons Village and the development of new lifts in Switzerland and Australia [12] - Vail Resorts aims to create unique experiences at each mountain resort, including culinary events and music festivals [12][13]

Core Viewpoint - The market anticipates Vail Resorts (MTN) to report a year-over-year increase in earnings driven by higher revenues, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - Vail Resorts is expected to report quarterly earnings of $6.29 per share, reflecting a year-over-year increase of +9.2% [3]. - Revenues are projected to reach $1.14 billion, which is a 5.6% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. - The Most Accurate Estimate for Vail Resorts is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +1.64% [10]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [8]. - Vail Resorts currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Vail Resorts was expected to post a loss of $5.14 per share but delivered a smaller loss of $4.61, resulting in a surprise of +10.31% [12]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [13]. Conclusion - Vail Resorts is viewed as a compelling candidate for an earnings beat, but investors should consider other factors influencing stock performance beyond just earnings results [16].

Core Viewpoint - Vail Resorts, Inc. will announce its financial results for the fiscal second quarter of 2025 on March 10, 2025, after market close, followed by a conference call to discuss the results [1]. Financial Results Announcement - The financial results will cover the period ended January 31, 2025 [1]. - A conference call will take place at 5:00 p.m. eastern time on the same day [1]. Conference Call Details - The call will be accessible via the internet at www.VailResorts.com in the Investor Relations section [2]. - Participants can join by dialing (800) 245-3047 for U.S. and Canada, or +1 (203) 518-9765 for international callers, with the conference ID being MTNQ225 [2]. Replay Information - A replay of the conference call will be available two hours after its conclusion until March 17, 2025 [3]. - To access the replay, callers can dial (800) 934-4548 for U.S. and Canada, or +1 (402) 220-1175 for international [3]. Company Overview - Vail Resorts operates a network of premier ski resorts including Vail Mountain, Breckenridge, and Whistler Blackcomb, among others [4]. - The company aims for a zero net operating footprint by 2030 and focuses on supporting employees and communities [4]. - Vail Resorts also manages a collection of hotels under the RockResorts brand and operates over 250 retail and rental locations across North America [4].

Group 1: Company Overview - Vail Resorts (MTN) shares increased by 5.6% to close at $176, following a notable trading volume, despite a 12.5% loss over the past four weeks [1] - Late Apex Partners, a shareholder, has proposed significant leadership changes, including the replacement of CEO Kirsten Lynch and CFO Angela Korch, as well as the resignation of board Chairman Robert Katz [2] Group 2: Financial Performance Expectations - Vail Resorts is expected to report quarterly earnings of $6.29 per share, reflecting a year-over-year increase of 9.2%, with revenues projected at $1.14 billion, up 5.6% from the previous year [3] - The consensus EPS estimate for Vail Resorts has been revised 1.5% lower in the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4] Group 3: Industry Context - Vail Resorts operates within the Zacks Leisure and Recreation Services industry, where another company, Pursuit Attractions and Hospitality (PRSU), saw a 2.8% increase in its stock price, closing at $39.85, despite a -9.4% return over the past month [4] - Pursuit Attractions and Hospitality's EPS estimate for the upcoming report remains unchanged at -$1.19, representing a 50.6% decrease compared to the previous year [5]

Core Viewpoint - Bronstein, Gewirtz & Grossman, LLC is investigating Vail Resorts, Inc. (MTN) and encourages shareholders to connect with the firm for potential legal claims related to the company's operations [1] Group 1 - The investigation is focused on whether Vail Resorts, Inc. has engaged in any unlawful business practices that may have harmed shareholders [1] - Shareholders are encouraged to reach out to the firm to discuss their experiences and any potential claims [1] - The investigation may lead to legal actions if sufficient evidence of wrongdoing is found [1]

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].