enilria From Canada, joined Feb 2008, 6775 posts, RR: 14 Posted (2 years 7 months 4 weeks 16 hours ago) and read 1687 times:
I thought I'd calculate the impact of the capacity changes for each of the Atlantic Joint Ventures. It is a somewhat surprising divergence.
MAR +13% versus 2010
I'm actually surprised it is not down more given all the announced cuts. I'm shocked it was up so much earlier in the year as well.
Nearly the same pattern as DL, but with smaller numbers. Interesting.
No seasonal adjustment at all and showing an increase for Fall when everybody else shrinks. Are they smarter than everybody else or is this another great example of how AA's lack of frequency adjustments shackle them?
enilria From Canada, joined Feb 2008, 6775 posts, RR: 14
Reply 2, posted (2 years 7 months 4 weeks 16 hours ago) and read 1600 times:
Quoting MAH4546 (Reply 1): No. It's an example of how AA sticking to key markets helps them.
So you think this is a studied plan to gain market share as the others retrench? I guess it just seems a little static in terms of the growth and not really adjusted to demand. Is that an illusion you think?
MAH4546 From Sweden, joined Jan 2001, 32005 posts, RR: 72
Reply 5, posted (2 years 7 months 4 weeks 16 hours ago) and read 1531 times:
Quoting enilria (Reply 2): So you think this is a studied plan to gain market share as the others retrench?
No, not necessarily. Its simply that London and Paris aren't hurting as much as Amsterdam and Prague. A benefit of AA's European network is that it piles a lot of capacity into traditionally strong markets that weather economic downturns much, much better. It also helps that Miami-Europe, major for AA/BA/IB, isn't hurting at all. AA was going to go back to year-round to Rome and Dublin this year, but that was canned.