Search found 156 matches

by MrPeanut
Tue Sep 15, 2020 10:08 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

I don't understand the rationale behind shifting the TPAC gateway from LAX to DFW. Dallas is smack-dab in the middle of the country. Are they expecting fliers from Arizona, Nevada, Colorado etc to back-track all the way to Dallas before flying across the Pacific? The rationale is quite simple. LAX ...

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by MrPeanut
Sat Sep 05, 2020 3:00 pm
Forum: Civil Aviation
Topic: Phoenix Aviation Thread - 2020
Replies: 410
Views: 51022

Re: Phoenix Aviation Thread - 2020

From bizjournals.com AA cuts/WARN is around 1,300 but potentially less. I'm surprised by the low number considering everyone is expecting PHX to have massive cuts, I wonder where a majority of those layoffs are coming from As a percent of total labor, I would expect LA and NYC to have the greatest ...

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by MrPeanut
Mon Aug 31, 2020 10:56 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 20

Full list of AA new routes, some aren't new like PHX-PIT/RDU however interesting list of Mexican routes https://onemileatatime.com/american-airlines-warm-weather-winter-routes/ Nice to see PHX getting some additions. I'm curious when AA will once again retake WN as the largest carrier at PHX in ter...

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by MrPeanut
Fri Aug 28, 2020 4:38 pm
Forum: Civil Aviation
Topic: Phoenix Aviation Thread - 2020
Replies: 410
Views: 51022

Re: Phoenix Aviation Thread - 2020

alasizon wrote:
CBP also does spot outbound checks and I doubt they will be very happy about having to go to T3 on a regular basis.


Considering Air Canada is now in T3, they would have to make a visit to that terminal anyways.

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by MrPeanut
Wed Aug 19, 2020 3:15 pm
Forum: Civil Aviation
Topic: Nashville Aviation Thread - 2020
Replies: 991
Views: 97456

Re: Nashville Aviation Thread - 2020

“ Southwest Airlines adds 4 new routes this winter, expanding Denver, Nashville bases” https://thepointsguy.com/news/southwest-airlines-adds-new-winter-routes-expanding-denver-nashville-bases/ Looks like Southwest will be picking back up the SJU route for next spring. Great news, but BNA isn't a ba...

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by MrPeanut
Mon Aug 17, 2020 8:35 pm
Forum: Civil Aviation
Topic: Phoenix Aviation Thread - 2020
Replies: 410
Views: 51022

Re: Phoenix Aviation Thread - 2020

Since AS is joining oneworld, any sign they’re considering a move to Terminal 4 for better connections with AA? Or is that not really important since all of Alaska’s destinations from PHX are also flown by AA? I think you also need to look at it the other way. How many new destinations do SEA or PD...

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by MrPeanut
Sat Aug 15, 2020 4:35 pm
Forum: Civil Aviation
Topic: UPDATE: AA Goes Forward with Suspending Service to 15 Small Airports in October
Replies: 315
Views: 48422

Re: REPORT: American to drop routes to "two dozen" small/medium sized cities with no new aid

Sadly I don't think AA is alone I expect UA and DL to review similar ideas to shrink here. Perhaps...... or the other airlines will fill in the void. UA just announced service to 2 new small markets today. I find this interesting on two fronts: 1.) if AA’s intent was to send a message to the govern...

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by MrPeanut
Fri Aug 14, 2020 3:33 pm
Forum: Civil Aviation
Topic: Southwest Schedule Extension - Aug 13
Replies: 71
Views: 10321

Re: Southwest Schedule Extension - Aug 13

NOT in 2020-2022....for all this is retrench and NOT expansion mode!! Airlines are just moving routes among dots already on their map. New markets lose money for a while, so you are not getting Canada anytime soon I agree that WN adding service to Canada will probably not happen anytime soon, even ...

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by MrPeanut
Thu Aug 13, 2020 10:54 pm
Forum: Civil Aviation
Topic: UPDATE: AA Goes Forward with Suspending Service to 15 Small Airports in October
Replies: 315
Views: 48422

Re: REPORT: American to drop routes to "two dozen" small/medium sized cities with no new aid

The selection process will be simple
1.) markets with service to only one hub
2.) markets with less than 3 daily flights
3.) markets where B6/AS can fill the void

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by MrPeanut
Thu Aug 13, 2020 7:31 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

https://www.cnbc.com/2020/08/13/american-airlines-could-cut-some-flights-required-under-federal-aid-terms-as-expiration-nears.html I wonder where they will drop service to? I'm assuming other airlines will follow suit. RDM, MFR, BIL are three that immediately come to mind AA would be able to connec...

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by MrPeanut
Thu Aug 13, 2020 5:56 pm
Forum: Civil Aviation
Topic: Any possibility of WN announcing new nonstop routes out of DAL in the upcoming 8/13/2020 schedule extension?
Replies: 25
Views: 3073

Re: Any possibility of WN announcing new nonstop routes out of DAL in the upcoming 8/13/2020 schedule extension?

The new addition is interesting. Due to the international restrictions, airlines are starting to focus on more US tourist destinations. UA announced all those new routes to Florida for this winter, and now WN going in the opposite direction as UA and focusing on the ski destinations. Florida seems l...

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by MrPeanut
Thu Aug 13, 2020 5:38 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

DFWandOMA wrote:
https://www.cnbc.com/2020/08/13/american-airlines-could-cut-some-flights-required-under-federal-aid-terms-as-expiration-nears.html

I wonder where they will drop service to? I'm assuming other airlines will follow suit.


RDM, MFR, BIL are three that immediately come to mind

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by MrPeanut
Wed Aug 12, 2020 11:47 pm
Forum: Civil Aviation
Topic: American Airlines at JFK
Replies: 79
Views: 12412

Re: American Airlines at JFK

Currently, I have no idea how AA domestic does at JFK. However, AA will be working with JetBlue over the next few years to rebuild JFK. Why should AA rebuild domestically? They might as well farm it all out to B6 in the domestic market! The same can be said for LAX, where B6 is bulking up and AS ha...

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by MrPeanut
Mon Aug 10, 2020 12:03 am
Forum: Civil Aviation
Topic: Delta plans to emerge a "smaller" carrier
Replies: 2164
Views: 380657

Re: Delta plans to emerge a "smaller" carrier

Delta has enough money to pay for any losses in Seattle through to Spring 2021. By then we should have a vaccine. And while no one expects 2021 (with a vaccine) to be close to 2019 levels, the vaccine will allow travel demand to grow enough to make Seattle worthwhile. Again, I think you also undere...

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by MrPeanut
Fri Aug 07, 2020 3:05 pm
Forum: Civil Aviation
Topic: Alaska Airlines Network Thread 2020
Replies: 520
Views: 69014

Re: Alaska restarting LAX to SLC

Interestingly enough, I mentioned this route a couple days ago. I think LAX-SLC/DEN/IAH will be the interesting ones to watch. Do you mean in regards of being potentially cancelled routes by AA? In regards to what AA does on these routes. All are close in western, non-AA, legacy carrier hubs. There...

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by MrPeanut
Wed Aug 05, 2020 11:29 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American adds more Asia to SEA, and other long-haul changes

SEA makes much more sense now than LAX for AA to Shanghai. I've got to ask: What big markets with demand to PVG does AS serve from SEA that AA didn't serve from LAX? None, but markets such as SFO/PDX/SEA don’t have to backtrack and should in theory make those more profitable assuming AA had passeng...

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by MrPeanut
Wed Aug 05, 2020 8:07 pm
Forum: Civil Aviation
Topic: Alaska Airlines Network Thread 2020
Replies: 520
Views: 69014

Re: Alaska restarting LAX to SLC

Interestingly enough, I mentioned this route a couple days ago. I think LAX-SLC/DEN/IAH will be the interesting ones to watch.

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by MrPeanut
Wed Aug 05, 2020 5:38 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnership

Even with the new regional terminal opening, DCA is still perimeter restricted AND is limited in capacity due to its single runway and the airport infrastructure itself. Profit margins at DCA are said to be among the best, probably better than PHL, but the airport wasn’t built to be a major connect...

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by MrPeanut
Wed Aug 05, 2020 3:25 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnershi

I'm calling it now.... AA will shrink PHL to around 250 daily departures (from the pre-COVID level of around 400). And it's not just because of this partnership with B6, but also because of DCA. Keep in mind that next year AA's new commuter terminal (with its own Admiral's Club and 14 gates) opens ...

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by MrPeanut
Tue Aug 04, 2020 6:25 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnership

More info on AA's JFK plans: "At JFK, American Plans Two Dozen New Transatlantic Flights" https://www.forbes.com/sites/tedreed/2020/08/03/at-jfk-american-plans-two-dozen-new-trans-atlantic-flights-and-new-partner-jetblue-still-plans-london/#17344a9a4c0a Main points: - AA plans 20 to 25 in...

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by MrPeanut
Tue Aug 04, 2020 4:50 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnership

More info on AA's JFK plans: "At JFK, American Plans Two Dozen New Transatlantic Flights" https://www.forbes.com/sites/tedreed/2020/08/03/at-jfk-american-plans-two-dozen-new-trans-atlantic-flights-and-new-partner-jetblue-still-plans-london/#17344a9a4c0a Main points: - AA plans 20 to 25 in...

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by MrPeanut
Tue Aug 04, 2020 4:36 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnership

Hard to see how JFK international would make money overall if transatlantic lost money... Transatlantic is by far the biggest share of AA's JFK international network. Plus, several of the past comments about JFK international recently turning profitable for AA have made reference to the 777s replac...

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by MrPeanut
Tue Aug 04, 2020 3:20 pm
Forum: Civil Aviation
Topic: OAG Changes 8/4/2020:SEPTEMBER SLIDE;AA Drops LAX-YVR;AM Drops AUS;AS Adds SAN-SBA;
Replies: 75
Views: 16953

Re: OAG Changes 8/4/2020:SEPTEMBER SLIDE;AA Drops LAX-YVR;AM Drops AUS;AS Adds SAN-SBA;

AA seems to have pulled a complete 180 from just a month or two ago when they were flying far more capacity than DL or UA. LAX has been absolutely gutted for American. Truly not unexpected. Money losing hubs cannot be sustained during economic downturns. Although not yet announced, I would fully ex...

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by MrPeanut
Mon Aug 03, 2020 12:09 am
Forum: Civil Aviation
Topic: Delta Network Thread - 2020
Replies: 309
Views: 55852

Re: Delta Network Thread - 2020

Interesting. Network wise DL has been pretty quiet as of late, and is letting AA make all of the big moves. Though this is a sharp observation in regards to DAL, and arguably is a low hanging fruit opportunity with minimal risk and potentially high return for DL. If nothing else, it probably could ...

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by MrPeanut
Sun Aug 02, 2020 11:19 pm
Forum: Civil Aviation
Topic: Delta plans to emerge a "smaller" carrier
Replies: 2164
Views: 380657

Re: Delta plans to emerge a "smaller" carrier

AS at SEA has probably the most pricing power out of any non-legacy hubs (so more than any WN/B6 focus cities). It gets similar or better yield (when adjusted for connection) than AA on SEA-PHX and SEA-ORD. Pretty impressive when you consider how large AA is in those markets. So AS at SEA is quite ...

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by MrPeanut
Sun Aug 02, 2020 6:41 pm
Forum: Travel, Polls & Preferences
Topic: Could the PIT hub have been saved?
Replies: 9
Views: 902

Re: Could the PIT hub have been saved?

It was a different time in the aviation industry when that terminal was built. Consolidation has meant that the few airlines that remain have chosen the prime airports as their hubs. A different way to look at it is which existing airline would benefit from a PIT hub? F9, NK, WN are more point to po...

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by MrPeanut
Fri Jul 31, 2020 1:53 am
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

From AA crew news: Widebody bases in BOS/SEA are coming in the future https://twitter.com/xJonNYC/status/1288934812582121473?s=20 MIA/LAX/NYC will see large cuts for September for Hurricane season and low business travel demand https://twitter.com/xJonNYC/status/1288940149368401921?s=20 He didn't a...

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by MrPeanut
Wed Jul 29, 2020 6:36 pm
Forum: Civil Aviation
Topic: Spirit Airlines in this crisis
Replies: 82
Views: 21756

Re: Spirit Airlines in this crisis

The government cant keep paying airlines to employ workers they no longer need or want. No disrespect to workers...this is a non-ending situation. They bought 6 months with these terms...it didnt work. Furthermore, the terms didnt fully reimburse costs. It was a nice idea that allowed for the situa...

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by MrPeanut
Wed Jul 29, 2020 5:54 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

Below is an article that provides one perspective of how the slot swap between AA and B6 could play out. I still find it interesting that AA wants to leverage B6's domestic routes to help feed AA's international network at JFK. PHL is just down the road. Instead of reducing gateways and simplifying ...

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by MrPeanut
Wed Jul 29, 2020 3:14 pm
Forum: Civil Aviation
Topic: US Airline Booking Trends during COVID-19
Replies: 713
Views: 78182

Re: US Airline Booking Trends during COVID-19

I work for a firm that is a top 5-10 in business travel spend and there are no signs of us doing any business travel really for the remainder of 2020. At this rate it may be sometime next spring or summer. I don’t know things become more and more bleak every week. If you want to hear stress talk to...

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by MrPeanut
Tue Jul 28, 2020 3:53 pm
Forum: Civil Aviation
Topic: Aeroflot Group Makes a Big Announcement and Shift In Their Strategy
Replies: 67
Views: 19874

Re: Aeroflot Group Makes a Big Announcement and Shift In Their Strategy

In the US, an airline within an airline never works. Song, Continental Lite, Shuttle by United, etc. failed. Perhaps the environment outside of the US is more conducive to that type of structure.

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by MrPeanut
Mon Jul 27, 2020 9:32 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

Feels like LAX-SAN has been a continuous AA route for at least 55 years; Does anyone have a date when the route was started and if there have been any pervious gaps in service? This is only the beginning. There are some other weak performers out of LAX that I would fully expect to be dropped as wel...

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by MrPeanut
Mon Jul 27, 2020 6:50 pm
Forum: Civil Aviation
Topic: Southwest Furloughs
Replies: 74
Views: 16542

Re: Southwest will not furlough/lay off workers on Oct. 1

I have to respectfully disagree with the folks on here who are stating that being furloughed and taking a voluntary leave or separation package is the same thing. As someone who has personally experienced both, I assure you that they do not begin to compare. Being required to give up your company I...

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by MrPeanut
Mon Jul 27, 2020 6:06 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

Are these cuts temporary COVID related cuts or are they gone for good? SAN is somewhat surprising to me. I always saw LAX-SAN as high-frequency and high-yielding connecting traffic. AA does not need LAX-SAN for connecting traffic anymore. AS flies numerous non-stops to the most relevant West Coast ...

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by MrPeanut
Mon Jul 27, 2020 3:35 pm
Forum: Civil Aviation
Topic: Southwest Furloughs
Replies: 74
Views: 16542

Re: Southwest will not furlough/lay off workers on Oct. 1

Southwest gets a lot of publicity because they didn’t have to “furlough” any employees, but in the end, they had to reduce their workforce just like other airlines. Therefore, a lot of Southwest employees will no longer have jobs just like a lot of DL/AA/UA employees will not have any jobs. I wouldn...

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by MrPeanut
Sun Jul 26, 2020 11:55 pm
Forum: Civil Aviation
Topic: AA 2020 Q2 results
Replies: 56
Views: 11527

Re: AA Q2 results

What I found very interesting on the Q2 earnings call and confirmation of what I’ve been saying for a while is: “Our hubs excluding the Northeast that is New York and Boston and the West Coast produce unit revenue premiums of 10% to 12% higher than the industry, indeed has grown since the time of o...

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by MrPeanut
Sun Jul 26, 2020 10:10 pm
Forum: Civil Aviation
Topic: JetBlue potential at SFO
Replies: 72
Views: 11610

Re: JetBlue potential at S

Thinking out loud, would have been better off making SFO the focus city. LAX everyone has a hub. At SFO only United and more money in the bay area Could you even get the gates at SFO to make something material work? Part of the reason B6 moved to LAX was to take advantage of the pull back by a lot ...

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by MrPeanut
Sun Jul 26, 2020 3:47 pm
Forum: Civil Aviation
Topic: JetBlue potential at SFO
Replies: 72
Views: 11610

Re: JetBlue potential at SFO

Thinking out loud, would have been better off making SFO the focus city. LAX everyone has a hub. At SFO only United and more money in the bay area Could you even get the gates at SFO to make something material work? Part of the reason B6 moved to LAX was to take advantage of the pull back by a lot ...

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by MrPeanut
Sat Jul 25, 2020 2:17 am
Forum: Civil Aviation
Topic: AA 2020 Q2 results
Replies: 56
Views: 11527

Re: AA Q2 results

What I found very interesting on the Q2 earnings call and confirmation of what I’ve been saying for a while is: “Our hubs excluding the Northeast that is New York and Boston and the West Coast produce unit revenue premiums of 10% to 12% higher than the industry, indeed has grown since the time of ou...

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by MrPeanut
Thu Jul 23, 2020 5:10 pm
Forum: Civil Aviation
Topic: WN Q2 result
Replies: 22
Views: 4698

Re: WN Q2 result

A bad month for WN for sure, but very interesting to note how much better their cash burn rate is relative to the big 3. It wasn’t a month, it was a Quarter. Their lack of international exposure is why their burn rate differs from the US3. Appears 2020 will be the end of the yearly profit streak fo...

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by MrPeanut
Thu Jul 23, 2020 2:36 pm
Forum: Civil Aviation
Topic: WN Q2 result
Replies: 22
Views: 4698

Re: WN Q2 result

A bad month for WN for sure, but very interesting to note how much better their cash burn rate is relative to the big 3.

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by MrPeanut
Thu Jul 23, 2020 2:34 pm
Forum: Civil Aviation
Topic: AA 2020 Q2 results
Replies: 56
Views: 11527

Re: AA Q2 results

I think looking at the June cash burns to project forward is a bit disingenuous since that was by far the best post-covid month. The situation in Q3 is significantly worse than in June. A better metric to compare across airlines is the guided Q3 burn rate. AA still appears to be significantly highe...

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by MrPeanut
Tue Jul 21, 2020 8:40 pm
Forum: Civil Aviation
Topic: Updated: American Airlines Business & Finance Discussion
Replies: 355
Views: 66648

Re: Updated: American Airlines Business & Finance Discuss

Another person believes American Airlines "go big or go home" attitude to the current COVID-19 crisis and lack of focus on preserving cash increases the likelihood that AA will ultimately be forced into bankruptcy. American Airlines: Management's Risk-Taking Raises Bankruptcy Risk https:/...

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by MrPeanut
Sun Jul 19, 2020 5:34 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

Congratulations to American upon the coup of turning JetBlue and Alaska into Eagle Flights and Eagle Shuttles. That’s an interesting spin to put on this. I guess time will tell who ends up benefiting. I guess you don’t buy the argument that all three airlines could benefit. I think your bigger winn...

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by MrPeanut
Sat Jul 18, 2020 7:55 pm
Forum: Civil Aviation
Topic: American Airlines Network Thread - 2020
Replies: 1724
Views: 237128

Re: American Airlines Network Thread - 2020

The AA SEA strategy is a bit piecemeal so far (calling it a "TPAC hub" is a bit generous at this point IMHO). SEA-BLR was the first route announced, and SEA was chosen as the U.S. gateway for that flight largely out of necessity (aircraft range limitations). That's not a big enough market...

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by MrPeanut
Sat Jul 18, 2020 7:30 pm
Forum: Travel, Polls & Preferences
Topic: AA to eliminate meal service on many domestic routes 2,200+
Replies: 17
Views: 2124

AA to eliminate meal service on many domestic routes 2,200+

According to the article, AA is eliminating meal service on non-premium domestic routes over 2,200 miles and short distance international routes. In place of traditional meal service, passengers will receive fruit and cheese and a snack basket. This reduction in onboard service comes on heals of oth...

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by MrPeanut
Thu Jul 16, 2020 5:19 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnership

In case you missed it AA is expanding long-haul from NYC, and upguaging 50 seaters at NYC. Both can be accomplished while still reducing overall capacity. The less profitable routes dropped and kicked over to JetBlue while the remaining routes upgraded - and some of those upgraded routes could be o...

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by MrPeanut
Thu Jul 16, 2020 3:17 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnership

Correct me if I am wrong, but with these partnerships AA+B6/AS will now be the largest carrier in NYC, BOS, LAX, SEA, South Florida, Dallas, DC, PHX, & CLT? You are assuming AA stays the same size in these markets. They are shrinking certain areas in lieu of partnerships. They have no choice, t...

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by MrPeanut
Thu Jul 16, 2020 3:14 pm
Forum: Civil Aviation
Topic: AA & B6 announce Northeast Partnership
Replies: 323
Views: 41320

Re: AA & B6 announce Northeast Partnership

I think AA is planning on significantly downsizing both coasts in lieu of these partnerships. It’s no secret they struggled on the west coast (enter Alaska) and dropped all those JFK slots (enter JetBlue). AA is going to be much smaller after Covid-19, so it appears their plan is to draw down those ...

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