tphuang wrote:MIAFLLPBIFlyer wrote:Brickell305 wrote:The B6 FLL-PUJ is only surprising because of the time of year it’s happening. I also don’t think it’s entirely just the PUJ end as they haven’t done similar suspensions from BOS/JFK. I also don’t know of any other carrier that flies FLL/MIA-PUJ suspending flights outright. It was just two or so weeks ago that the OAG thread showed B6 reducing 10 different FLL-Caribbean routes year on year. There seems to be a particular weakness there. B6 may be doing well domestically from FLL but international (Caribbean) seems like a whole other kettle of fish.
Seems NK and WN are having an impact on these routes. WN MAX situation not withstanding, I think Southwest was willing to absorb losses in FLL just to drive a weakening competitor in B6 to the brink. Even if WN isn't performing as well on these routes as B6 they are having an impact and have the financial security to engage in predatory behavior. Also NK seems a stronger force at FLL relative to WN and B6 then they have in sometime and appear financially healthier than B6 long-term.
Also the BA drop-down to 2 dailies from MIA is interesting. Will AA replace that flight? Does this give DL/VS an opening for a second daily or upgauge?
NK is the bigger problem for B6. WN I don't think is much of a concern going forward. All the numbers show WN is weakening at FLL and NK is strengthening. WN growth over the 2 years didn't gain them any traction. That kind of growth doesn't last. NK has grown and gotten more profitable at FLL.
Unfortunately given the situation at BOS and with A321NEO delays, FLL is not going to get much growth in the next year or so. You are going to see some reductions on underperforming routes to fund additions elsewhere. They dialed back frequencies to some Latin American markets but they've also added GCM/STI/SX/GYE in the past year and half. People got used to B6 adding 15 to 20% flights a year at FLL, but we are not in that phase right now, so they are going adjust schedule based on demand. DR i think is temporary unless tourism never comes back there. MEX is gone and I personally think Cuba reductions need to happen also.
I think once A220 comes along and basic economy pricing comes into play, FLL will start growing again more rapidly.
I think the big thing here is the lack of 321s coming. That has obviously hit B6 and caused them to figure out what is really important and what isn’t worth it.
As usual for some reason it’s omg B6 is failing and I don’t for the life of me understand why that is the theme here. SWA just pulled out of EWR and a bunch of flights from Bos are they a failing airline? How about ALK reductions on the west coast?
Financially speaking this idea that JetBlue is being pushed to the brink is simply crazy. They are going to spend another 800 million to buy back stock (I wish they would do something else with it)
Right now ALL THEY CARE ABOUT IS EPS and management is doing everything they can to get it. Now that’s a totally different debate to have about that obsession.
I think basic economy will definitely help but Jetblue isn’t about to die. It’s been said for 19 years now and is getting old.
They will probably have ehhh earnings on the 22nd so I expect another JetBlue is close to death thread.
Oh oh and they can’t compete with Delta or SWA or Spirit and they are not on time and who cares about mint and they will never be successful going over the pond and on and on.
Now the real debate is what is our wonderful management team going to do about the morale that keeps sinking, that is real and if not taken care of could actually push JetBlue into a bad place.