And inaccurately I may add, since I've flown DL more than any other carrier in my life and "harm" has nothing to do with it. I'm going to call out the inconvenient truths about this company, whether you or I like it or not. Given that you only seem to fixate on DL, it's reasonable to assu...Jump to post
I started in Air Cargo with Piedmont. The freight going over pound paid for the flight and still earned a profit firm cargo alone. It’s so busy that shippers have to hook cargo space. I know first hand how much money it generates. It’s so lucrative AA built a refrigerator area for cargo in PHL for ...Jump to post
Cargo is a huge source of revenue for the majors. What are you talking about? https://aircargoworld.com/allposts/double-digit-growth-in-cargo-revenues-boosts-american-airlines-2017-profits/ https://americanairlines.gcs-web.com/news-releases/news-release-details/american-airlines-group-reports-third...Jump to post
Since DL is apparently no longer putting their own info graphics in their earnings releases, here is one from AlphaStreet. Too bad AlphaStreet didn't know enough to use a current DL logo at the bottom right instead of one from 15+ years ago. :roll: https://cdn.news.alphastreet.com/wp-content/upload...Jump to post
Q4 earnings shows December 2018 new aircraft orders... 777-300 (+4) 737 MAX (+24) Interesting. I'm not the biggest fan of buying previous generation aircraft no matter the purchase price, even though the 77W is a fine airplane. It seems great for a while, but then 15/20 years down the road you're l...Jump to post
Brazil and Argentina's economies aren't doing so hot right now so that could be part of it. Since the SCL flight routes through Brazil, it would also be affected by any deterioration in that market.Jump to post
As I said...I love how many people think a merger of desperation or any with anybody is the best solution for this airline. Letting JetBlue be JetBlue and work on being JetBlue....what a hell of a concept. Well, the problem is that Delta won't let them be JetBlue. Delta is attempting to pry away th...Jump to post
The Japanese consul in Miami made an interesting point about Japan-Latin America connections, but I was under the impression that a lot of that could already be covered by the ample connectivity between Japan and DFW. I remember reading AA specifically mentioning Asia-Latin America as one of DFW's b...Jump to post
While I'm a skeptic by nature, I assume much of the actual business plan is still under wraps. At least based on what's been publicly said, it sounds like he's treating technology (the app, the A220, etc.) less as a means towards the business plan and more as the business plan itself and I know Neel...Jump to post
If the next recession ends up heavily affecting the both the US and Asia (especially Japan), HA would be in a pretty rough spot.Jump to post
I know they've been cut heavily, but what's the purpose of keeping a focus city there? I know it's not small potatoes, but CVG isn't anywhere near the level of BOS & RDU as far as growth and economic significance. Increasingly, they (DL) are facing bloodbaths on the routes they operate on out o...Jump to post
A. CVG has already been trimmed heavily, they don't want to alienate the large FF base they have there by cutting too much more. https://www.bizjournals.com/cincinnati/news/2018/09/28/delta-cutting-direct-flights-to-three-cities-from.html I know they've been cut heavily, but what's the purpose of k...Jump to post
Even though AMS is a major hub for DL/KLM, starting service from PHL or any of the other hubs for AA would make sense. There was a very good article in the WSJ a while back, about what the European banks plan to do about their London offices in the wake of Brexit. The article suggested that banks w...Jump to post
cc2314 wrote:The population better behave otherwise they won't have enough social credit to travel.
Wall Street's going to love this.
EWR-South Africa is an intriguing choice, though I'd have pegged IAD or IAH as marginally more practical for that purpose. Didn't SA fly IAD in the past?
While they're still apples and oranges in a lot of respects, I think there are still some useful comparisons to be made with SEA. I remember reading that a lot of the DL market share growth following the SEA buildup wasn't necessarily at AS's expense but instead at AA/UA/WN's. It isn't too far-fetch...Jump to post
I think it's pretty clear that it depends based on the individual airline. Some LCCs will be fine and others will struggle. Some legacies will be fine and others will struggle.Jump to post
I'm a little disappointed there wasn't more on smaller market expansion with the A220 in the presentation. If it's as much of a game changer on the cost side as they say it is, I would've thought adding smaller short/mid-range dots to JFK/BOS/FLL would've been a natural next step especially towards ...Jump to post
DL has just about every major corporate contract in SEA for Intl wrapped up. Amazon. Microsoft. And so on...They'll be fine. btw, I'm not saying DL will drop out. They won't do that, but things will get a lot tougher. And they are the dominant carrier in both domestic and international in NYC, but ...Jump to post
Interesting to see the KIX switch. I wonder if they'll bring the 747 to MUC like they have on FRA.Jump to post
I give WN management credit for not bowing down to Wall Street whims for years. But if profit growth ever slips that becomes problematic. I have to wonder when Private Equity will come calling with a deal for shareholders. Then it’s all over. With WN's market cap and profitability a PE deal would b...Jump to post
I have to say as much as I respect Neeleman, I find it kind of insufferable how so many businesses are self-identifying as tech companies these days. Even the head of Domino's Pizza said something to that extent. Like, dude you're still a pizza company!Jump to post
If you ask me, PR is more likely to find a strategic/equity partner from a NE Asian airline like JL or KE than end up going through the whole alliance process. As others have mentioned, that neighborhood is already fairly well served by the three alliances. OW might be an exception, but there's alwa...Jump to post
I do think AA's debt is occasionally overblown as far as seeing it as a structural weakness. As the article says, it'll all boil down to whether they can eventually justify those investments on the revenue side. I think the journey's still out on that, especially with UA's aggressive expansion. Also...Jump to post
Varsity1 wrote:Makes me wonder if AS is going to put a damp rag on WN's Hawaii ambitions. AS has a lower CASM on the -900ER's than anything WN owns.
If he's interested in something with a stable and sustainable ROI, he shouldn't have been looking at getting into the domestic Indian market in the first place.Jump to post
Interesting approach. Cut newly acquired SFO hub, double down on SEA. Less risk short term. Lot more risky long term as DL bears down and AS squanders the VX footprint. Time will tell if the moves they are making now are the right ones. Better to take advantage of their scale in SEA, I suppose. If ...Jump to post
[twoid][/twoid] Interesting approach. Cut newly acquired SFO hub, double down on SEA. Less risk short term. Lot more risky long term as DL bears down and AS squanders the VX footprint. Time will tell if the moves they are making now are the right ones. Better to take advantage of their scale in SEA,...Jump to post
JAL probably offered some very favorable terms to GA seeing as they're looking to re-grow their sixth-freedom network.
Also given this HND-MNL flight, I wonder if they're looking to make a similar deal with PR in the future.
Again, your absence of data and reliance on opinion would seem to be less meaningful than actual data. If you don't believe the averages, go price Expedia and you'll see Asia is always more from everywhere except West Coast. For example, I just priced Expedia for ORD-NRT/LHR in October. On nonstop ...Jump to post
As fascinating as the prospect of a non-stop transatlantic LCY flight would be, how feasible would it be to have such a low-density A220 subfleet dedicated to that market? Outside of LCY and it's unique situation, I'd imagine any transatlantic destinations would be best served with A321s with someth...Jump to post
Wow, MEX sure doesn't seem to be the gold mine that AS, WN and WS thought it would be. UA recently reduced service at MEX, too. Hopefully things improve by the time the new MEX opens (if indeed it even will) in a couple years... Then there's LAX-YYZ, which has just seen a frequency reduction by WS ...Jump to post
While I'm not surprised to see the Asia cuts, given how AA has mentioned the possibility, I'm kind of surprised to see the announcement coming so soon. Any bets on what will happen with the ORD-PVD request (and this vacated ORD-PEK authority)?Jump to post
Even if you instituted minimum gauge requirements, there isn't enough runway or terminal space between JFK and EWR to close LGA without significantly decreasing the number of air passengers in NYC compared to now. Anyhow, could JFK physically accommodate the sizeable AA and DL operations in LGA? Wha...Jump to post
FWIW, I think what they did regarding the fare family rollout could be interpreted as ULCC-esque in how it unbundled elements of their base product. But because they owned the narrative and explained/marketed it very well, it didn't come off as punitive in the way that basic economy or first bag fee...Jump to post
It's an open question as to whether these appointments will lead to much of a change in anything at B6. Aside from things like exec. compensation and existentially significant changes, most boards are pretty hands off especially with day-to-day decisions.Jump to post
DL has, so far, mostly avoided going up against AA or UA hubs from BOS, unless they also have a presence on the other end. DL does not serve from BOS: - DFW - ORD - CLT - DEN - PHX - MIA (although I believe they tried this relatively recently). - IAD or DCA - IAH They do serve SFO, although that is...Jump to post
Beyond the obvious logistical issues with large-scale mental health screenings, I'd also have to question the effectiveness given how broadly a term like "mental illness" can be thrown around. I could easily see kneejerk measures that end up lumping in things like phobias and anxiety disor...Jump to post
With AA wanting to fly to more Eastern European cities, how would a flight to WAW, VIE, IST, OTP or DME from PHL sound. Personally I could see WAW and DME being the most realistic. Also is there any word on possible South American expansions from any of the hubs? Seems like it’s been quiet down the...Jump to post
Until Northeast congestion magically solves itself, there will be transcon flights that drag out into late night. That leads to a loss of goodwill, which stymies growth in other areas B6 wanted to go into. Hence things not working out. We. Are. Not. In. Disagreement. Operational issues due to conge...Jump to post
You're entitled to your opinion, but B6 went into LGB knowing the limitations of the airport (i.e. slots and no FIS). And if they were trying to curry favor with the local community for the FIS, one would have expected B6 to keep the number of operations during sensitive hours (10 PM to 7 AM) below...Jump to post