When SkyWest opened their new fancy hangar, rumors from reliable sources told me that DL was looking to add potential SkyWest CRJ flights from BNA. Now that BNA is considered a focus city, I wonder if DL would send some OO CRJs on a few P2P routes out of BNA.
I wouldn't be surprised at all by this, I don't even see any DL OO departures from BNA next Summer, and only 1 or 2 in the spring. This could potentially
mean they plan on using OO flying to add more routes, ex. BNA-MCO daily, BNA-AUS, BNA-MSY, and some other lower hanging fruit.
I don’t see this happening at all. They won’t go up against WN on those routes and they’d likely lose a ton of money.
I don't interpret it this way, this isn't like DL would be trying something like PHX-DFW; BNA, MCO, MSY, and to a lesser extent AUS all are sizable stations for DL. Furthermore, DL has the advantage over WN in terms of corporate accounts, meaning they would have a leg up over WN in tailoring to business travelers in these markets even considering the fact they are weaker in terms of Market Share. In fact I don't believe there is a single current DL route from BNA where h2h DL doesn't have a significant fare premium over WN.
1. MCO is a large station for DL, and served seasonally already.
2. Take into account that MCO-RDU/CVG/IND are run daily or multiple times daily year-round, and it shouldn't be a surprise that DL could likely replicate that in BNA.
2a. The obvious counter to this would be that WN is bigger in BNA than any of those cities, meaning more competition would deter DL. However, if you compare BNA-MCO to IND-MCO, the routes are quite similar in terms of WN+ULCC flights, yet DL has been able to run IND-MCO successfully for years.
3. DL already captures 30-40 PDEW worth of passengers on BNA-MCO, adding n/s service would easily stimulate (or shift) passengers to DL's n/s service
1. Drawing off DL's strengths in these markets, adding BNA-MSY/AUS would give DL great coverage of the south from BNA with RDU/ATL already being served. Which would further help DL secure corporate contracts in the region.
2. There aren't many DL data points on these routes since BNA-ATL-MSY/AUS is really the only logical connection people can make if they want to take DL.
Furthermore, WN is not in a position to retaliate to any DL advances in the market given their fleet situation. Lastly, some CR9s to MSY/AUS/MCO hardly pose a thread to WN at BNA and even if WN were to retaliate in some way, DL will be able to handle it given how they have entered more challenging markets from RDU, BOS, SEA, e.t.c