Again, it’s frustrating for me to see these really high fared markets in middle of the country where B6 is not participating. They have great point of sale than WN at south Florida. And they are slugging out with WN on these lower fared markets like AUS while too slow to enter new markets. I have wondered for a while how WN keeps going in FLL with their sub-performance in a lot of markets I looked at where they compete with B6. And it’s obvious that they just do really well in markets without B6 presence.
Thank you for the analysis. They are always a great read.
But I think you answered your own question in this paragraph. B6 has great point of sale advantage for passengers from the South Florida area, but many of these flyover country markets have extensive demand TO South Florida and not vice versa. WN can take advantage of their well established reputation in the middle of the country to get their FFs to FLL for vacation, B6 would have to compete uphill. Not saying that they can't outrun WN off a route, but it would be much easier to run them off a route with bidirectional point of sale rather than snowbird traffic. A similar case could be made for MSP-Florida vs. DL.
I think this notion is also supported by the fact that B6 does better against WN in destinations that have a heavy FLL POS (E.g. SJU, CUN, PUJ).