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Newest Allegiant Management Presentations  
User currently onlineFATFlyer From United States of America, joined May 2001, 5804 posts, RR: 14
Posted (4 years 8 months 3 weeks 1 day 10 hours ago) and read 2315 times:

Allegiant did some new investor presentations about a month ago that I do not think were posted here. I thought I'd post the links since there are several threads about them on the first page and I expect some new announcements in the next 2 weeks.

Some interesting info about everything from customer demographics to their aircraft to maintenance and stations in the presentation. Full powerpoint presentation is at:
http://www.sec.gov/Archives/edgar/da...465909064374/a09-33429_1ex99d1.htm

A few tidbits
** Customer demographics compare favorably with other airlines.
http://www.sec.gov/Archives/edgar/da...10465909064374/g334291mm03i006.gif

**Good customer loyalty for the vacations. Almost 75% of customers have flown Allegiant at least twice in the last 2 years, over 20% have used them at least 6 times in the last 2 years.

**Medford-LAX was one of their most profitable routes in 3Q2009.

**If they had only flown Vegas routes in 2009 they would be even more profitable. In other words the east coast is lagging LAS.

**Myrtle Beach has done well, they expect to expand the offerings there.

** They see over 300 potential US/Canada/Mexico/Caribbean routes still to try.

**Still talking about a new fleet type(s) in the future for longer routes and short-runway airports.

**A customer survey says the most requested destinations are currently Honolulu, Cancun, Caribbean, New York City, Maui, and the Bahamas.

Lots more in the presentation linked at the top of the post for those who want to take the time.


"Travel is fatal to prejudice, bigotry, and narrow-mindedness." - Mark Twain
9 replies: All unread, jump to last
 
User currently offlineExFATboy From United States of America, joined Jul 2003, 2974 posts, RR: 8
Reply 1, posted (4 years 8 months 3 weeks 1 day 9 hours ago) and read 2225 times:

Thanks for posting this, FATFlyer, I always enjoy reading these Allegiant presentations!

I was particularly struck by the mean household income of their passengers - $104k. I'd always presumed they trended to the lower end of the economic scale.

Was also glad to see them mention that FAT-LAS is solidly profitable, I'd hate to see them drop Fresno, for sentimental reasons if nothing else.

And with them signing the deal for the MD-80s from SAS, it looks like their MD-80 needs are secured for the near-term, perhaps freeing them up to look harder at other fleet types?


User currently offlineSANFan From United States of America, joined Aug 2006, 5437 posts, RR: 12
Reply 2, posted (4 years 8 months 3 weeks 1 day 1 hour ago) and read 1999 times:

Thanks for the link, 'Flyer. I -- with fingers crossed -- am looking forward to looking over the presentation after dinner tonight, in hopes of some sort of sign of growth in (very) Southern California!

bb


User currently offlineThegreatRDU From United States of America, joined Mar 2006, 2310 posts, RR: 4
Reply 3, posted (4 years 8 months 3 weeks 1 day 1 hour ago) and read 1964 times:

Good stuff
I like how they have grown within their niche not outgrown their niche....



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User currently offlineMariner From New Zealand, joined Nov 2001, 25281 posts, RR: 85
Reply 4, posted (4 years 8 months 3 weeks 1 day 1 hour ago) and read 1943 times:
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Quoting ExFATboy (Reply 1):
I was particularly struck by the mean household income of their passengers - $104k. I'd always presumed they trended to the lower end of the economic scale.

There are a couple of surprises for me in those demographics. A higher percentage of homeowners than the comparative airlines, and a high percentage of college educated.

I was intrigued by the map showing showing the lack of competition on their routes. Will that change much when they move to MCO?

Good stuff, FATFlyer, thanks,

Quoting SANFan (Reply 2):
in hopes of some sort of sign of growth in (very) Southern California!

Hmmmm. I wonder where you mean. MXL, perhaps?  Smile

mariner



aeternum nauta
User currently offlineF9Animal From United States of America, joined Dec 2004, 5055 posts, RR: 28
Reply 5, posted (4 years 8 months 3 weeks 1 day 1 hour ago) and read 1917 times:

Wow, Medford to LAX is a money maker for them. Do you think they are considering any expansion or further increases in frequencies in MFR?


I Am A Different Animal!!
User currently offlineMMEPHX From , joined Dec 1969, posts, RR:
Reply 6, posted (4 years 8 months 3 weeks 1 day ago) and read 1872 times:

Thanks for posting. Incredibly detailed stuff with some fascinating reading that blows away a few myths I think!

Quoting ExFATboy (Reply 1):
was particularly struck by the mean household income of their passengers - $104k. I'd always presumed they trended to the lower end of the economic scale.

Caught my attention too, and the comparisons (WN at $109K, DL $92K) so it's not all walmart shoppers at WN! (those of us who actually fly WN knew this)

Surprised in the Allegiant brand analysis that they ranked poorly for the car rental and hotel service which (according to a.net legend at least) is the place they make the real money.

The engine management section was a real insight to how good planning and thinking can make a real difference to the bottom line. With MD-80s sales price falling off a cliff in the last couple of years their strategy looks good.

Stellar margins, a great cash/debt ratio and a CASM that must make other airline CEOs only wonder and weep! They obviously have costs very much under control. Then a RASM that also beats WN, B6, FL!! So they have the revenue eqaully sorted.

Kudos to the Allegiant team.


User currently offlineSANFan From United States of America, joined Aug 2006, 5437 posts, RR: 12
Reply 7, posted (4 years 8 months 3 weeks 23 hours ago) and read 1768 times:

Wonderful reading! Quite insightful into some of the things that an airline (or in this case, a travel company) pays attention to when determining route-choices, marketing, etc. Obviously, in the case of G4, it works very well!

I was interested to see the use of the term "small city base" (e.g. BLI.) So possibly one more "major destination" and one new "small city base" coming this year. (And with the new planes coming on board this year -- as discussed in the other thread -- these possibilities certainly seem likely.) I will maintain a glimmer of hope as to where either of these new bases will be located...  stirthepot 

Quoting Mariner (Reply 4):
Hmmmm. I wonder where you mean. MXL, perhaps?

Just a skinch (sp?) too far! After all, MXL is not TECHNICALLY in California... although it's getting harder and harder to tell.  Wink

bb


User currently offlineMariner From New Zealand, joined Nov 2001, 25281 posts, RR: 85
Reply 8, posted (4 years 8 months 3 weeks 23 hours ago) and read 1735 times:
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Quoting SANFan (Reply 7):
After all, MXL is not TECHNICALLY in California... although it's getting harder and harder to tell.  

That's true. It even has a Chinatown.

I have my fingers crossed for you for the city you really meant, though.  Smile

mariner



aeternum nauta
User currently offlineSANFan From United States of America, joined Aug 2006, 5437 posts, RR: 12
Reply 9, posted (4 years 8 months 3 weeks 22 hours ago) and read 1687 times:



Quoting Mariner (Reply 8):
I have my fingers crossed for you for the city you really meant, though.

Thank you, my friend. (And I hope 2010 is a good year for you, Mariner; it's certainly shaping up to be an interesting one for civil aviation!)

bb


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