The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Brandt Antoine Montour - JPMorgan Chase & Co, Research Division - Analyst
: Congrats to Rob and Kirsten. A quick question on the past dynamics for this fall, upcoming season, and I think I understand the 2 that you mentioned,
which is the pull forward, obviously, a tough comp last year. Is there any reason to expect a difference in mix for this upcoming fall season in terms
Question: Brandt Antoine Montour - JPMorgan Chase & Co, Research Division - Analyst
: Okay. And just as a follow-up maybe for Michael, when you think about guidance -- and I know you're looking for something like a normal year for
North America. You guys just put out a release about COVID protocols and requiring masks for activities indoors. I guess what gives you confidence
that, that's not going to impact consumer spend in F&B and other ancillary indoors? But then again, obviously, consumers are spending a lot right
now. So maybe it's a wash. How do you think about those 2 dynamics?
Question: Paul Alexander Golding - Macquarie Research - Analyst
: Rob, congrats on an incredible run. And Kirsten, congrats on the new role. I was wondering if you could give some color on -- and this might be
for Michael, given earlier questions, how the international and conference guests or resort EBITDA per visit sort of margin profile compares to the
standard destination domestic test? Or just how they compare to each other so that there's some comparison to 2019 as a baseline?
Question: Paul Alexander Golding - Macquarie Research - Analyst
: Really appreciate the color. And then as a sort of a wish list follow-up here, Kirsten, you mentioned the trade-up component of the Epic boost and
the new program participants. Out of the new program participants, is there any color you can give, whether from survey data or otherwise around
if there's a proportion that's new to ski versus coming from competitors, but already a skier?
|