https://www.nytimes.com/2019/04/10/trav ... oston.html
“If JetBlue becomes successful, then the large airlines are going to fear that another airline, whether it’s low cost or ultralow cost,” will try the same thing and further split the market, Mr. Harteveldt said. “We will probably see them over-respond to whatever JetBlue does.”
Ready for a bloodbath, everyone?
“We see obscene fares across the Atlantic,” (chief executive Robin) Hayes said. “People will be paying a lot less for a business class experience than they pay today.”
Premium airfares on transcontinental flights in the United States declined, he noted, after JetBlue in 2014 introduced its “Mint” cabin, which featured lie-flat business class-like seats.
This seems to be their lever.
JetBlue’s fleet could also be a competitive advantage. The airline ordered 13 Airbus A321neo long-range variants — a narrowbody jet with capacity for fewer passengers than the larger planes other airlines fly on many trans-Atlantic routes. That means the airline will require fewer tickets to be sold than their competitors to be profitable.
Mr. Hayes added that the long-range A321neo could ultimately open more routes that other airlines currently serve with planes like the Airbus A350 or Boeing 787, including more European cities like Dublin, Paris and Amsterdam. Mr. Harteveldt agreed the planes were an advantage to the airline.
Or the competitors will start flying A321neoLR as well, and perhaps NMA/A322/etc some day as well.
Last edited by Revelation
on Wed Apr 10, 2019 10:03 pm, edited 1 time in total.