Certainly becoming clear some AA hubs like CLT, DFW and MIA are going bonkers while others LAX, PHX, ORD are a drag. Will be interesting to see if the strong ones can financially make up for the ones that are struggling as the recovery continues to be uneven domestically and in AA's international m...
Jump to postWatch JetBlue get bought they just cut and cut and seem to be in desperate need of another airline. To be fair every airline cut, Jetblue just was way over bullish on their growth of +10-15% more ASM's above 2019 while everyone else except for the ULCC's are still well below 2019 levels. They will ...
Jump to postGreat report, thanks for sharing!
Jump to postOver the past week I’ve noticed a decrease in Delta‘s flying out of South Bend. They have normally had multiple flights a day to each of their hubs but, for example, today they only had one flight to Detroit and the same is true for tomorrow. Any ideas why the sudden decrease in flying in/out of So...
Jump to postI tend to claim that the much smaller Continental back then had Europe covered better than United now. I don't think that's accurate. UA flies more people across the Atlantic than they did 10 years ago. They have a very aggressive schedule this summer and could end up as the #1 US TATL carrier. (No...
Jump to postSEA is probably JL's weakest North America station looking at their loads, plus it only launched in 2019, and was suspended entirely for one-year so it hardly has strong feet to stand on. Let them figure out this route before folks start daydreaming about a KIX flight. Plus lets also not ignore the...
Jump to postHere is some data I found regarding DL's hub operations at ATL, DTW, MSP, SLC, LGA, JFK, BOS, SEA, and LAX. Data is broken up by each individual hub. All flights are based on a random Thursday in July (21st). *NOTICE: These numbers were pulled from about three weeks ago and they are subject to chan...
Jump to postDL has recently pushed back the resumption dates of CVG-ORD/DFW to 11/6/2022 and the resumption date of CVG-SFO nonstop service to 11/7/2022. Does DL really need to keep CVG-ORD/DFW/SFO nonstop service in its schedules with DL having been off of these three routes for more than 2 years (apart from ...
Jump to postA319 N805UA is scheduled to exit GYR storage and ferry to BFM For heavy MX and return to service. Down to 5 319’s in storage Not even close. There are still 14 CFM’s in storage plus 2 on order. And another 13 IAE aircraft in storage. So nearly 30 United A319’s yet to be put into service or parted o...
Jump to postUnited posted its Q1 numbers. Net loss of $1.4 billion on $7.6 billion revenues. (-21% vs 2019) https://ir.united.com/node/29456/html Earnings call tomorrow. That appears to be worse than what was originally forecasted. The call will be interesting. Jeremy Going back to the first post, the analysts...
Jump to post:old: The numbers don't lie “The demand environment is the strongest it’s been in my 30 years in the industry,” Chief Executive Officer Scott Kirby said in the statement. "The carrier’s operating margin in the second quarter will be about 10%, according to a statement Wednesday. Fueled by boom...
Jump to post:old: The numbers don't lie “The demand environment is the strongest it’s been in my 30 years in the industry,” Chief Executive Officer Scott Kirby said in the statement. "The carrier’s operating margin in the second quarter will be about 10%, according to a statement Wednesday. Fueled by boom...
Jump to postLAXintl wrote:United posted its Q1 numbers.
Net loss of $1.4 billion on $7.6 billion revenues. (-21% vs 2019)
https://ir.united.com/node/29456/html
Earnings call tomorrow.
You're skewing the facts to try to fit your narrative. Not sure where anyone stated that DL has always maintained a sizeable presence at LAX since the WA merger - although I'll go out and say now that DL HAS always maintained a sizeable presence at LAX since the WA merger, always remaining one of t...
Jump to postThey didn't. MCO & TPA were the only routes moved to Song; FLL was added as a Song route, but didn't last long. Wrong. Song also operated LAX-BOS, JFK and BDL among the above listed routes. And the whole Song experience didn’t last long so not sure why it’s relevant to say that LAX-FLL didn’t l...
Jump to postAdding a bit more context here, DL's presence at LAX really fluctuated in the 90s and early 2000s. Service had been significantly drawn down in the early 2000s, but then DL made another push at LAX circa 2006 using a lot of capacity from ExpressJet flying intra-west and niche routes into regional M...
Jump to posthttps://www.msn.com/en-us/travel/news/airlines-costs-are-going-up-and-fares-are-going-up-analyst-says/ar-AAWbac0?ocid=BingNewsSearch "We think airfares are going up on average about 7% a month for the next three or four months," she said. "Then, of course, on the other side is the co...
Jump to postSightseer wrote:MIflyer12 wrote:
Actually DL had been flying the route for over 3 years by that point, and it started at 4x daily in 2010.
When in the world is DL going to add SEA-DFW? Such a massive hole. There’s no reason DL can’t through a couple A220s to satisfy the frequent flier base. Odd that DL continues to avoid this market (LAX-ORD is another). Jeremy They don't add flights for non-revs. DL will need to compete on SEA-DFW/DA...
Jump to postThe Seattle metro area has more money than DTW. Not sure why you’re trying to argue that. You’re quick to “fanboy” every other city thread but are constantly trying to prop up DTW to be something it’s not. SEA is a significantly larger economy than DTW, and the gap will only continue to grow. Findi...
Jump to post#2) Metro Detroit -- including Detroit city -- consistently ranks near the top in discretionary income. Show us your data source. The article hyperlinked below shows metro Detroit having a 15th percentile discretionary income, and Seattle 80th percentile, among the 75 largest U.S. metro areas. No, ...
Jump to postWhen in the world is DL going to add SEA-DFW? Such a massive hole. There’s no reason DL can’t through a couple A220s to satisfy the frequent flier base. Odd that DL continues to avoid this market (LAX-ORD is another).
Jeremy
"All these people" flying from all over into SLC, yet SLC competes with CLT for generating the least local traffic of any trunk hub... and pre-COVID, over 40% of local enplanements were to/from SoCal & LAS. RIC, SBN, BHM, CHS, SYR, etc. will happen when DL launches the 380NEO and turn...
Jump to postI don't believe so. I thought we would see an additional Australian city before more than daily LAX-SYD, but glad to see an increase nonetheless. I will add this is funny in that so many people were convinced DL would drop LAX-SYD when the Virgin Australia deal ended. The current industry environme...
Jump to postAnd you’re basing this on what exactly? You have route P&L access to know? And it’s not NK’s route network. It’s a combined route network, with the inherent synergies that come. B6's 2021 costs (CASM) are roughly 41% higher than NK's, not adjusted for stage length. Adjusted for stage length and...
Jump to postThe cost of living in Utah has sky rocketed in the last few years, mostly driven by high home prices and that is keeping businesses from relocating to Utah and instead choosing to go to places like Texas. I'd say it's skyrocketed in the last year. I was in consideration for a job in SLC in March of...
Jump to postNK’s route network won’t be profitable with B6’s costs. And you’re basing this on what exactly? You have route P&L access to know? And it’s not NK’s route network. It’s a combined route network, with the inherent synergies that come. B6's 2021 costs (CASM) are roughly 41% higher than NK's, not ...
Jump to postNK’s route network won’t be profitable with B6’s costs. This is purely another WN/FL situation, a merger to eliminate a competitor. In this instance the largest ULCC in the US. I hope this fails.
Jeremy
I agree SLC has pretty decent location for a hub - it certainly isn't bad. But, I think the major things holding it back is it isn't a huge city (ATL, DFW, etc.) / large city with outsized business presence (e.g., CLT with banking) and that DL has two coastal hubs (LAX and SEA) that siphon a lot of...
Jump to postI don't buy the geographic argument. Isn't SLC very well situated to serve the Northeast to California? Two big population centers. No...ORD/MSP/DEN/DTW/PHX are all more geographically suited to connect those traffic flows...connecting in SLC adds roughly 150-250 miles to the trip. It's often actua...
Jump to postHello, everyone I had a conversation recently with a fellow student concerning the already retired 757's that belonged to American Airlines, both pre-merger AA birds and those inherited from US Airways. Both from personal perspectives and YouTube videos, there seems to have been a change in sound. ...
Jump to postThe article you linked says UA is the largest airline between the US and Europe. Which sounds about right...UA has a massive transatlantic presence. This is a recent shift, a result of UA not retiring any of its widebody aircraft and being for aggressive with bringing back Transatlantic capacity (a...
Jump to postnotgranola wrote:First 321N routes have been announced
Inaugural BOS-SFO May 20
SEA DEN SAN start in August
That is purely playing with words for effect. Falling and descending (which means going down) are essentially the same thing. When you descend down the steps, do you tell people you just fell down the steps? I doubt it. Falling implies uncontrolled. Descending suggests controlled. Again, playing wi...
Jump to postGood god...the lack of awareness of anything relating to aviation from the news media is enough to make me go crazy. CBS Colorado is reporting that the "Flight Fell 46000 feet": https://denver.cbslocal.com/video/6218588-delta-flight-diverted-to-denver-after-cabin-pressure-issue/ Given its...
Jump to postI know it’s apparently real but seemed so staged to me. He was laughing at the joke then stands up and very weakly hits Chris Rock, who barely flinches and has no visible signs of being hit. And they let Smith just proceed to sit down and then win the Oscar and start a speech about playing someone w...
Jump to postIsn’t the thread title a little deceptive? It’s not stuck in STT if it was flown to TUL.
Jeremy
I noticed some major market exits / suspensions by B6 in their latest schedule update. These seem to be market exits (removed from May until end of schedule): AUS-CUN BNA-CUN These are their market suspensions (not flying from May to September / October): BDL-LAS BDL-SFO EWR-ATL EWR-AUS EWR-CHS EWR...
Jump to postLovely report and pictures!
Jeremy
Agreed. Prior to COVID, Delta was the undisputed industry leader amongst the legacy carriers...and that's coming from an AA devotee. AA was competitive with Delta prior to the merger but the USAir mentality has unfortunately infected the AA ranks and it's just a junk carrier now. I hope Delta can r...
Jump to postAmen. The industry leader being called staid and slow. Laughable. Agreed. Prior to COVID, Delta was the undisputed industry leader amongst the legacy carriers...and that's coming from an AA devotee. AA was competitive with Delta prior to the merger but the USAir mentality has unfortunately infected...
Jump to postHow do you know that they wanted to hang on to him? Rumor is pretty quickly it was evident to DL he wasn’t a fit… Lack of fit can be an issue on either the employee's or the company's side. Compared with other airlines, Delta has few managers from outside the company. Perhaps the culture shuns outs...
Jump to postHow will DL police that? Honestly, you'd have to ask Delta. As mentioned, some industries and companies use non-competes. Though I believe these are ineffective or prohibited in some states. Yet there is still other recourse. For instance, around 1990, a major US airline sued former employees who j...
Jump to postNo, DL is still larger than AA from NYC, domestic and long haul. Jeremy The comparison was AA now to AA pre-covid The poster he quoted said that he believed AA is now the second largest long haul carrier out of NYC which I also think is incorrect. Thank you. I read it the same way. UA is #1, DL is ...
Jump to postAA at JFK seems to be recovering nicely. The terminal is getting fuller and I am seeing familiar routes return. JFK-SXM/LAS/ANU/CLE are back in full swing also. Hopefully we can see GCM/SEA make comebacks as well. Still wish it was more fuller like the early 2010s. How is AA at JFK compared to pre-...
Jump to postUA PIT-SFO nonstop service is still scheduled to resume next month, but there is enough O&D demand between the San Francisco Bay Area and Greater Pittsburgh to support the resumption of that route. UA also currently doesn't any have nonstop competition on PIT-SFO, unlike on some other routes wh...
Jump to postHard to believe that UA only has 19 700s in their colors. The CRJ-550 is actually the CRJ-700. Jeremy Same basic airframe, but different seating capacity. So for all intents and purposes, it's a "different aircraft." It's literally a CRJ-700. No "for all intents and purposes" ne...
Jump to postTWA772LR wrote:Hard to believe that UA only has 19 700s in their colors.
Great report! Thanks for sharing!
Jeremy
Listed below is a summary/snapshot of US Mainland - Hawaii flying for DL & NW using BTS statistics going back as far as 1988. This is using a proxy date of March 15th, for every year, so this may exclude some flights that were less-than-daily and/or seasonal and/or Saturday only, or did not ope...
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