Vail Resorts: Planting The Seeds Of Growth
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Seeking Profits5.1K FollowersFollow5ShareSavePlay(9min)CommentsSummaryVail Resorts (MTN) remains a buy, with shares undervalued and a 6%+ dividend yield supporting a patient turnaround thesis.MTN faces demand headwinds from high pricing and cautious consumer spending, but new marketing strategies and discounts aim to revive growth.Management maintains full-year guidance and cost-cutting targets, with strong balance sheet liquidity enabling continued dividends and opportunistic buybacks.Marketing investments may pressure margins near-term, but cost cuts and normalized spend could drive free cash flow growth by 2026/2027.
Leigh Ann Speake/iStock via Getty Images Shares of Vail Resorts (MTN) have been a poor performer over the past year, losing a quarter of their value. The company has struggled with lagging demand and an outdated marketing strategy, which new managementThis article was written bySeeking Profits5.1K FollowersFollowOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You