I think AA is getting that it's current approach is not working, which is part of the reason OASIS is getting delayed. AA has a lot of good assets. It has plenty of time to turn around. It's premium product is good on the times I've flown with them. I think AAL is quite underpriced compared to some of the other airline stocks.
The pause to the Oasis retro is probably due to the summer schedule, and needing those ac to fly rather than be down for service. Once summer ends they’ll be back on track.
AA might be reconsidering the Oasis strategy, but the current pause in reconfiguration is absolutely attributable to the MAX grounding. It's also why United isn't painting airplanes in the new livery.
The ultimate coup would be to bring Kirby back as CEO.
Please, no. I'd almost rather be stuck with Dougie than bring Kirby back. Last thing we need is for AA's meals to get snacked again.
Scott Kirby will be United's next CEO, and is the architect behind United's turnaround. Oscar smoothed out the remaining loose ends and ill will from the merger, but United is a winner now because of Kirby's plan, which is well into its second year. The first management team with Oscar at the helm was warmer and fuzzier, but no more competent than the band of misfits under Jeff. United was rudderless until Kirby came over. It's hard to deny that, looking at the stock and operational performance of the company since his arrival. American lost perhaps the best airline manager in the business when Kirby left, and he took a lot of talented people with him. AA has suffered for it.
Delta has been cutting its domestic meal service to the bone, too. United isn't alone in this regard.
I agree with the notion that AA needs some fresh leadership.