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.

Updated

Markets

14 words · 10 settled yes · our count agreed on 14 of 14

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Personalized / Personalization Yes77✓53%transcripts from the transcript model–
Epic Friend Yes33✓82%transcripts from the transcript model–
Dining Yes33✓72%n=2+tx from settlement history blended with transcripts–
Rental Yes33✓54%n=2+tx from settlement history blended with transcripts–
Ski School Yes22✓81%transcripts from the transcript model–
Acquire / Acquired / Acquisition Yes22✓75%n=2+tx from settlement history blended with transcripts–
Renewal Yes22✓67%n=2+tx from settlement history blended with transcripts–
Conversion Yes11✓81%n=2+tx from settlement history blended with transcripts–
Snowmaking Yes11✓66%transcripts from the transcript model–
Canada / Canadian Yes11✓27%n=2+tx from settlement history blended with transcripts–
Northeast No00✓65%n=2+tx from settlement history blended with transcripts–
Snowpack No00✓43%n=2+tx from settlement history blended with transcripts–
Gen Z No01✓33%n=2+tx from settlement history blended with transcripts–
Buddy No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “Personalized / Personalization”.

Where the listed words were said

Rob Katzcompany“Personalized / Personalization” · prepared

…the strategy aligns them around a common objective, creating a more seamless, personalized, and differentiated guest experience that drives greater loyalty, visitation, and guest lifetime…

Rob Katzcompany“Epic Friend” · prepared

…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…

Rob Katzcompany“Dining” · prepared

…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…

Rob Katzcompany“Rental” · prepared

…gear they want, when they want, where they want, without the need for either transporting their gear or going through today's current lengthy rental process.

Rob Katzcompany“Ski School” · qa

…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.

Angela Korchcompany“Acquire / Acquired / Acquisition” · prepared

…they are also consistent with our larger strategy of strengthening guest awareness, acquisition, and engagement to drive sustainable growth over time. Outside of the expected…

Angela Korchcompany“Renewal” · prepared

…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…

Rob Katzcompany“Conversion” · qa

…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.

Rob Katzcompany“Snowmaking” · qa

…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…

Rob Katzcompany“Canada / Canadian” · qa

…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…

Agents: this page as TSV at /api/v1/appearances/vail-resorts:2026-09-28:earnings_call · words: /api/v1/brief?appearance=vail-resorts:2026-09-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP