F Vail

I guess Vail would rather continue to exploit and suck park city dry rather payout ~$9,000,000 to change CEO’s back to the old one than return it to ski enthusiasts and the community.
FIFY.
Wow up 11% pre market guess the street likes the announcement.
The MTN 💩 is back to $onefitty,
 
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The best reading I've found about the June 5 Q&A with Katz is what @Stu wrote. He included quotes of exactly what Katz said on several topics. When talking about Europe, Katz said the following about VR ownership versus having Partners for the Epic pass.

" . . .
I think our preference is always going to be to own and operate a resort. That is a completely different business, of course, than having just a partner. But it is the business that we're in and where we think we add tremendous value on multiple fronts.

One, we think we can operate the resorts better. And two, we also think that we can collect the data from the resorts. We can be more flexible in the approach that we're using in terms of price, promotion, and communication channels. All of that we think is a comprehensive opportunity. Now that said, especially internationally, we have been open to partnerships and will continue to be open to partnerships because we do think it enhances the path.
. . ."


June 6, 2025
 
The best reading I've found about the June 5 Q&A with Katz is what @Stu wrote. He included quotes of exactly what Katz said on several topics. When talking about Europe, Katz said the following about VR ownership versus having Partners for the Epic pass.

" . . .
I think our preference is always going to be to own and operate a resort. That is a completely different business, of course, than having just a partner. But it is the business that we're in and where we think we add tremendous value on multiple fronts.

One, we think we can operate the resorts better. And two, we also think that we can collect the data from the resorts. We can be more flexible in the approach that we're using in terms of price, promotion, and communication channels. All of that we think is a comprehensive opportunity. Now that said, especially internationally, we have been open to partnerships and will continue to be open to partnerships because we do think it enhances the path.
. . ."


June 6, 2025
I like what Stu wrote. I hate what Katz said. Lots of Word salad. They probably won't be able to drive the results Wall Street expects and customers will hate them just as much or more.
 
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