notes from the recent schedule extension on some BOS markets. Just following how they adjust to each market YoY and whether or not the announced frequencies changes are kept around from last year. Just commenting on markets that changed. Looking at frequency changes and upgauging/down gauging. Generally speaking, most A320 markets will see some capacity increase from A320 reconfigs.
B6 BOS-FLL JAN 1.6>6 FEB 0>2
Feb is actually down a flight whereas Jan is up. Still all on A320s so the capacity increase here is minimal. Not sure why they can't add more here.
B6 BOS-JAX JAN 0.6>2 FEB 0>0.8
So this is one case where they completely upgauged from E90s to A320s and cut a flight. Capacity should be about the same. Looks to be one way to combat declining yield from DL capacity adds in leisure markets where frequency is not as important.
B6 BOS-LAS JAN 1.0>4 FEB 0>1.7
Definite increase here to 4x daily with 2 on mint
B6 BOS-LGB JAN 0.3>1.0[1.8] FEB 0>0.4[1.7]
LA area as a whole is seeing less capacity here. Continuing the cut from last year
B6 BOS-RDU JAN 1.1>5 FEB 0>1.9
This is one route where their frequency addition in summer/fall didn't seem to carry through to winter month.
B6 BOS-SAN JAN 0.5>2[1.9] FEB 0>1.0[1.9]
Seems like a permanent change to 3x daily with one flight on A320
B6 BOS-TPA JAN 1.1>4 FEB 0>1.7
Another cut here where they are seeing 4x everyday rather than 5x on peak days.
So overall, looks like a good number of changes are kept around. There is some cuts and upgauging to leisure markets. Shifting most of the E90s from leisure markets to business markets. Not the greatest schedule update if you are looking for more growth.
Thanks! Some thoughts:
BOS-FLL: I agree they can add capacity there, although I think they feel pretty comfortable with their position given that this is a hub-to-hub market. I'm pretty sure this is one of their most profitable markets.
Agreed with your assessment on BOS-JAX. The A320's allow for much lower CASM, which can help them compete with DL.
It will be interesting to see how BOS-LAS fares with 4x during the low season. That's a lot of capacity.
BOS-LGB going down to 1x year-round is smart. Frankly, I think they should look at adding a fifth frequency on BOS-LAX (and sixth on BOS-SFO) to pull further way from the competition. Yields seem to have stabled, if not increased, especially on BOS-SFO.
Disappointing to see the additional BOS-RDU flights haven't carried through to the winter. Although, I suspect this could change very quickly.
The additional capacity on BOS-SAN - especially during the slow season - is really interesting. Perhaps a preemptive move to keep DL off?
B6 really appears to be struggling to TPA. WN may have an opening in this market, given their strong TPA point-of-sale (although I suspect the majority of this traffic is BOS-based).
This is even more impressive given that very high completion factor (99.7% versus 99% last May), which will put pressure on CASM growth. I think there is room for B6 to have a stronger Q2 than initially expected.
OTP looks to be improving not just throughout the year, but also compared to last year (73.8% OTP last May). Lower overtime expense and customer comp expense will further help CASM. This is also pretty impressive given that JFK is down one runway.