Vail Resorts (MTN): FY26 Q4 earnings call, Sep 28, 2026
On its Sep 28, 2026 earnings call (FY26 Q4), Vail Resorts said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 10 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Personalized / Personalization | Yes | 7 | 7 | ✓ | 53%transcripts from the transcript model | – |
| Epic Friend | Yes | 3 | 3 | ✓ | 82%transcripts from the transcript model | – |
| Dining | Yes | 3 | 3 | ✓ | 72%n=2+tx from settlement history blended with transcripts | – |
| Rental | Yes | 3 | 3 | ✓ | 54%n=2+tx from settlement history blended with transcripts | – |
| Ski School | Yes | 2 | 2 | ✓ | 81%transcripts from the transcript model | – |
| Acquire / Acquired / Acquisition | Yes | 2 | 2 | ✓ | 75%n=2+tx from settlement history blended with transcripts | – |
| Renewal | Yes | 2 | 2 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – |
| Conversion | Yes | 1 | 1 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Snowmaking | Yes | 1 | 1 | ✓ | 66%transcripts from the transcript model | – |
| Canada / Canadian | Yes | 1 | 1 | ✓ | 27%n=2+tx from settlement history blended with transcripts | – |
| Northeast | No | 0 | 0 | ✓ | 65%n=2+tx from settlement history blended with transcripts | – |
| Snowpack | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| Gen Z | No | 0 | 1 | ✓ | 33%n=2+tx from settlement history blended with transcripts | – |
| Buddy | No | 0 | 0 | ✓ | 29%n=2+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Epic Experience”; 5 quoted, at least 25 words apart.
…by $30 million and launched a new company-wide guest focus growth strategy, Epic Experience. The actions we have taken are grounded in a clear view…
…are also making progress across our resource efficiency transformation plan and our Epic Experience growth strategy. Starting with the resource efficiency transformation plan, we remain…
Turning to Epic Experience, this is our long-term strategy we announced this summer, which provides the framework for our next phase of growth. While several…
…by others. I want to touch on the five key pillars of Epic Experience, starting with guest engagement and the digital experience. As part of…
…the most important proof points of our company's ability to deliver on Epic Experience with our frontline staffing and talent being a competitive strength today,…
Where the listed words were said
…rolling out the first full incarnation of the program, along with full personalized app integration. For Ski and Ride School, we are elevating lessons into…
…to our products and pricing across lift tickets with the introduction of Epic Friend Tickets and super advanced lift ticket pricing, along with targeted pricing…
…and real-time updates and progress monitoring within the app. For our on-mountain dining, we are elevating the ski day classics: burgers, chicken fingers, chili, hot…
…changes in visitation, we also expect benefits from pricing and capture initiatives across our rental, Ski and Ride School, dining, and other lines of business.
…yeah, we do expect to see capture growth across all of our ancillary lines of business, including in Ski School and rental and in food.
…if you look back over the time period since we did those acquisitions, yeah, they have had incredible performance. That's been an incredible investment for…
…September deadline remains consistent with the spring selling period, when excluding auto renewal during that period. We believe the performance to date continues to be…
…were paying lift ticket prices only a few years ago. So in the end, we do not know that that conversion is a huge issue.
…and obviously we are going to continue to invest in lifts and snowmaking and everything else, just like everybody else will, I assume. That will…
…the more we can funnel those folks into the U.S. and into Canada. We are taking a long-term view on the international opportunity inbound into…
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