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Will We See An Expanded AA-AS Relationship?

Tue Sep 18, 2012 3:07 am

Delta's been pretty aggressive with marketing their Alaska Air relationship, much more so than AA.

Without AA's restrictive scope clause, will we see AA follow Delta's similar aggressive Alaska strategy?
 
JetAmericaS80
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RE: Will We See An Expanded AA-AS Relationship?

Tue Sep 18, 2012 3:15 am

This will be very interested to see, but I am not sure there are many more potential markets for them to expand in outside of LAX. AS already serves ORD, DFW, (dropped MIA), and probably will not serve JFK unless they choose to serve it alongside EWR, which seems unlikely as AS has very little slack in the fleet at the moment. I'm not really sure how much more expanded the codeshare can become (outside of rebuilding and codesharing from AA's defunct SJC hub).

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DeltaMD90
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RE: Will We See An Expanded AA-AS Relationship?

Tue Sep 18, 2012 3:40 am

I think the ball is in AA's court. AS has great west coast feed, I think it would be up to AA to add some more international LAX routes. AS serving ORD and DFW can only go so far... a AA/AS partnership at LAX like DL/AS's partnership at SEA would be much better for AA, assuming they can support these routes (LAX isn't the easiest market to be in compared to a less competitive SEA with DL/AS dominating.)

I could even see DL trying to get in to the LAX action and make a similar operation with AS there. That is way easier said than done, and AA (or UA) would not let that happen without a fight, and DL has been trying to build up LAX for years, so we'll see
Ironically I have never flown a Delta MD-90 :)
 
b377
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RE: Will We See An Expanded AA-AS Relationship?

Tue Sep 18, 2012 4:19 am

This is what AA told the Bankruptcy court about AS code-gsharing in their Section 1113 Term Sheet Modification to meet the courts approval:


"Taking the Court’s observations into account, American has modified its initial
Section 1113 Term Sheet proposal and materially circumscribed the circumstances under which
it would be permitted to engage in code-sharing, fully addressing the Court’s concern. In material
part, American’s new proposal would:"

"Permit code-sharing on Alaska Airlines but prohibit American from placing its
code on Alaska flights between Hawaii and Dallas-Fort Worth, Los Angeles, San
Francisco, and Chicago O’Hare."

Their implemented TA shows that they intend to code-share on all AS flights, except for the DFW/ORD/LAX/SAN-Hawaii routes that they agreed to prohibit code-shares.

So the answer to the OP question, there will be a substantial increase to code-sharing with AS.
 
seatback
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RE: Will We See An Expanded AA-AS Relationship?

Wed Sep 19, 2012 3:03 am

Quoting B377 (Reply 3):
So the answer to the OP question, there will be a substantial increase to code-sharing with AS.

So it sounds like this will be the chief driver of AA's growth at LAX.
 
crAAzy
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RE: Will We See An Expanded AA-AS Relationship?

Wed Sep 19, 2012 5:44 am

Quoting B377 (Reply 3):
Their implemented TA shows that they intend to code-share on all AS flights, except for the DFW/ORD/LAX/SAN-Hawaii routes that they agreed to prohibit code-shares.

Permission does not necessarily equal intent.

There are still a lot of variables at play including the closure of the LAX Eagle base, increased ability to contract out flying to regional carriers, possible merger with US Airways, A319s coming online within the next year, etc.
 
rwsea
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RE: Will We See An Expanded AA-AS Relationship?

Wed Sep 19, 2012 6:30 am

The idea of AS connecting feed at LAX is overblown ... the only destinations with enough frequency to reliably feed a hub would be SEA, PDX, and YVR. Connections might be possible from DCA or ANC, but the flights are only once daily (and ANC is seasonal). The rest of the network consists of leisure markets in Mexico. QX offers a few more destinations, but again these are mainly niche services to resorts/tourist markets.

Assume for a minute that AA wanted to rely on AS to support a TPAC network from LAX... Connections from SEA/PDX/YVR would be very much out of the way and better options already exist from those cities. No other substantial feed would be offered. In other words, if AA wants to feed a TPAC network at LAX, AS will not be the lynchpin that it has been for DL in SEA for example.
 
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DeltaMD90
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RE: Will We See An Expanded AA-AS Relationship?

Wed Sep 19, 2012 10:01 pm

Quoting rwsea (Reply 6):
In other words, if AA wants to feed a TPAC network at LAX, AS will not be the lynchpin that it has been for DL in SEA for example.

It can go both ways and grow over time. AA could add LAX-(insert Asian route here) and AS, being more efficient and loved by passengers, could start adding LAX-domestic routes. It starts working out well, so AA adds another route, then AA, etc.

I'm wondering where DL would be in all this. They are (IIRC) weaker than AA in LAX but they've been trying to make LAX work for a while, and they are well established with AS @ SEA. I don't see DL letting AA just build up LAX with AS without a fight (whether or not they are successful is another story)
Ironically I have never flown a Delta MD-90 :)
 
hiflyeras
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RE: Will We See An Expanded AA-AS Relationship?

Thu Sep 20, 2012 2:40 pm

Airline CEO egos being what they are, I'm surprised no one has made a big play for LAX in quite some time. The big players used to be UA, WA and TW. These days it's so fractured....UA, AA, DL, WN are the big dogs with US, AS and VX secondary players.

I don't think that DL really has any say in whatever relationship AA and AS wish to pursue. LAX is such an interesting puzzle...a monster of a city with no dominant carrier. I think they're all constrained by the facility and being penned in to their individual terminals. AS's new Terminal 6 looks fantastic and has so much synergy with DL in LAX...but AA operates a ramp shuttle to T4 for AS/AA connections. Pretty seamless, making AS/AA and AS/DL connections fairly painless.