tphuang wrote:I've been trying to figure out implications for new routes based on their released statements.
http://otp.investis.com/clients/us/jetb ... wsid=69683
This part caught my eyes
"JetBlue will also accelerate its growth in key cities, bringing its award-winning service to more customers. JetBlue will grow in greater New York City, adding flights at LaGuardia (LGA) and Newark (EWR), while also increasing its presence at JFK for seamless connections to American’s expanded international network. "
"As New York’s Hometown Airline®, JetBlue plans to increase flying out of New York’s three major airports, bringing its award-winning experience to more customers. Its growth at JFK will be aimed at offering even more connection opportunities to American’s growing international network of destinations. From both New York and Boston, JetBlue plans to enhance service to strategic markets, including those on the East Coast, West Coast, and in the Southeast. This will further build on JetBlue’s recently announced growth between EWR and nine markets, including Mint service to LAX and SFO. "
and this part is interesting also
“Leisure travel is important to our customers, and JetBlue’s network paired with their award-winning service, are the perfect fit,” said Vasu Raja, Chief Revenue Officer at American Airlines. “Both airlines’ customers value access to more destinations, whether it’s a JetBlue customer who wants more direct access to South America from New York, or an American customer who wants more robust service to Florida. Together, we can give our customers the best of both worlds.”
The biggest reason AA did this deal because they wanted to have JetBlue replace them on a lot of the within-perimeter routes that have been operated by Eagle that were really high cost. I think AA will drop all of these flights and look to have JetBlue replace as much as that as possible. Within perimeter domestic markets from JFK served by Eagle that doesn't currently have JetBlue service from JFK include:
BWI, CVG, CLE, CMH, IND, ORF, PHL, PIT, RIC, DCA
From this list, BWI and PHL are not going to happen because they are too close to have material O&D traffic (which JetBlue needs)
They serve CLE, PIT, RIC and DCA from BOS. I'd rank the likelihood of adding services to those places from JFK in this order DCA, CLE, RIC, PIT. I think all except PIT are likely.
Of the remaining places (CVG, CMH, IND and ORF), it'd really depend on JetBlue's appetite of opening new stations at this point. I would think this partnership should open JetBlue up to adding flights to places where AA has ff but not flights to JFK/BOS. That would include STL, CMH and IND.
The explicitly mentioned adding flights from NY and BOS to strategic markets in east coast, west coast and southeast. So I'm just taking a look at all the places that may have demand from JFK, BOS, EWR and LGA that would be in these region.
BOS - Not too many obvious missing links. Most of their missing markets are in middle of the country.
SNA and ONT seem to be possible adds on the west coast as we discussed earlier.
IAD (if they are willing to re-enter) and ORF seem the most possible on the east coast
SDF, MEM and BHM are the only markets in south east and these are not large markets.
JFK - Nothing really on the west coast outside of SNA since they are very well connected there
I see CLT as an obvious add. Aside from that, IAD, DCA, RIC, ORF, SDF and MEM are all possible. I still don't see these as more important adds as some of the missing links in the midwest.
EWR - AA probably doesn't care much about EWR, so JetBlue is the reason EWR is so prominently featured in this partnership. Their room at EWR just suddenly gotten wider with the possibility that AA will let them use AA's gates there. Also, EWR-PHX made a lot more sense in light of this partnership. Keeping this partnership in mind, I see the most likely adds in these regions are
RDU, BNA, MSY, SNA, BUR, SJC
LGA - One of the most glaring holes out of AA's LGA network is their lack of Florida flights outside of MIA. Vasu also mentioned NY to Florida in his comment. I think expansion of Florida flights and maybe MSY are which much in the cards. I don't know how many slots they will be able to get from AA to do beyond that.
I think what often gets overlooked when talking about AA and JFK is the number of AA flights to Latin American destinations. Everyone harps about how much AA has diluted their TATL service from JFK (which is true), but AA still remains the dominant legacy player on NYC flights to Latin America. Again, when someone says Latin America and AA, and people tend to only think about MIA. And while MIA is obviously AAs Latin America hub, there is still a lot of Latin American flying from JFK too. This should play into Raja’s comments about AA being able to offer B6 pax more international options. Point being, when considering AA long haul from JFK... think South more than East.