jetbluefan1
Posts: 3305
Joined: Wed Dec 31, 2003 8:39 am

Re: JetBlue Network Thread - 2020

Fri Jan 17, 2020 6:41 pm

tphuang wrote:
https://paxex.aero/2020/01/jetblue-long-beach-oackland-cuts-2020/
A summary of the changes.
aside from the above, looks like the following seasonal changes
5th JFK-LAS flight in summer
3rd JFK-BGI flight in summer
3rd JFK-MBJ flight in winter
2x daily on MCO-CUN/MBJ in summer (I thought these were already 2x for some reason)
3x daily on MCO-RIC in winter (good add)
2x FLL-PVD in winter (surprised it's taken this long)

Seems like FLL has really taken one to gut recently with a lot of cuts. Just not the same tolerance for weak performances. FLL has not done well in Q3/4.

At JFK, looks like they are taking advantage of the AA retreat. That 5th LAS flight should fill in nicely for AA probably dropping LAS soon. Before this, flights/capacity had dropped on JFK-LAS with AS/AA cuts despite demand remaining strong. 2x JFK-BNA will probably push AA and its 44 seaters off that route. Seems like they are up 4 flights in peak summer season (unless there is cuts elsewhere). Not really sure where those slots are coming from. They are probably over 180 flights a day now in peak summer season.

Overall, quite a positive day for JFK. There is really very few weak routes left out of JFK. The weakest ones left are probably PDX, RNO, ABQ, BTV, CHS and SAV. If they have to make more adjustments. The best part is finally dropping HAV and replaced it with flights people actually want to take.

I see that UA is dropping CLE-LGA. I wonder what it would take for them to get those slots off UA.

I think there will be further BOS changes that will get its own announcement. I would think there has to be some kind of retaliation against AA.


I'm starting to get concerned about the endgame for FLL. My understanding is that there is a decent amount of traffic between South Florida and BGI/STI, all of which are markets where B6 has some strength (I think they are the biggest at STI actually), so it's surprising they couldn't make them work. They're also clearly struggling on FLLHAV, and recently exited MEX. If these large markets cannot sustain service from FLL's largest carrier, then what's going to happen as DL builds up MIA and further pressures South Florida yields? Very troubling IMO.

The death by a thousand cuts at LGB is beyond me. What's the point of cutting SJC/OAK/SMF and leaving everything else? Makes no sense.

I'm happy to see JFKBNA announced - and am maybe a bit surprised (even though I predicted it would finally happen this year). This should do well

JFKGUA will also do well, and is totally unsurprising.

The closure of OAK is a long time coming. It has always been one of the weaker transcon markets, and it's not a big loss to the network considering their strong Mint transcon presence at SFO.

The MCO changes are encouraging. The cuts at HAV/PAP are largely due to weakness in those particular end markets IMO, and the additions to RIC/MBJ/CUN show that there is some strength with Orlando point-of-sale.
 
btvhopper
Posts: 79
Joined: Tue Oct 09, 2018 8:26 pm

Re: JetBlue Network Thread - 2020

Fri Jan 17, 2020 8:37 pm

tphuang wrote:
Alright, this is a look at how well B6 did in the summer leisure market nearby. Since I included PWM here, I also added BUF/SYR/ROC/BTV as comparison.
CityPairDist Carrier Board AvgFare NSFare ConnFare% NS PerFlight# Flights LF Yield
JFKHYA 196 B6 09750 203.47 203.00 235.55 98.54% 100.0 129 75.58% 153.43
JFKACK 199 B6 39020 199.62 199.38 270.09 99.66% 100.0 610 63.97% 127.54
LGAACK 202 9E 03591 204.97 204.97 000.00 100.00% 049.9 087 82.74% 169.60
LGAACK 202 B6 09484 202.08 200.92 320.24 99.03% 100.0 164 57.83% 116.19
HPNACK 191 B6 08436 191.32 191.32 000.00 100.00% 100.0 132 63.91% 122.27
BOSACK 091 B6 19143 176.07 176.07 000.00 100.00% 100.0 263 72.79% 128.15
DCAACK 405 B6 05597 208.15 196.97 258.23 81.75% 100.0 076 73.64% 145.06
DCAACK 405 YX 13990 289.57 174.49 347.11 33.33% 075.9 215 85.73% 149.59
JFKMVY 173 B6 22649 223.99 223.81 265.19 99.56% 100.0 314 72.13% 161.43
BOSMVY 070 B6 11133 148.53 148.53 000.00 100.00% 100.0 159 70.02% 104.00
JFKPWM 273 9E 24819 177.44 177.44 000.00 100.00% 058.7 493 85.78% 152.20
JFKPWM 273 B6 38967 178.85 178.85 000.00 100.00% 100.7 482 80.26% 143.55
JFKBTV 266 9E 23300 129.98 129.98 000.00 100.00% 058.2 502 79.72% 103.63
JFKBTV 266 B6 42009 128.29 128.29 000.00 100.00% 101.0 542 76.73% 098.43
JFKBUF 301 9E 55565 153.42 153.40 154.05 97.85% 076.0 819 89.29% 136.97
JFKBUF 301 B6 83715 162.70 162.38 360.91 99.84% 101.5 937 88.06% 142.99
JFKSYR 209 9E 25617 130.69 130.69 000.00 100.00% 066.7 509 75.47% 098.62
JFKSYR 209 B6 27632 122.92 121.75 424.60 99.61% 101.4 361 75.50% 091.92
JFKROC 264 9E 28384 161.44 161.44 000.00 100.00% 073.0 453 85.82% 138.55
JFKROC 264 B6 44055 149.29 149.31 137.50 99.79% 100.2 532 82.65% 123.41

Keep in mind that B6 added a lot of ACK capacity last summer which had an adverse affect on the Q2 numbers, since they started the ACK season really early this past year. Q3 numbers looked a lot more in line with 2018.

HYA had about the same capacity and yield was about the same.

JFK/LGA/HPN-ACK definitely had lower yield than JFK-ACK from 2018. Down from 148 to 125 this past summer. So 2018 was 18% higher. This was due to 35% more flights. I think they probably made more money overall than 2018 on ACK even with the lower margins, but maybe they should not have stuck to basically the same capacity this summer of 2020. Or at least, I would advocate EWR-ACK instead of LGA-ACK, since LGA/JFK captures a lot of the same customers.

DCAACK did really well. Yield was up 12%. This probably explains why they are adding DCA-MVY this summer.

BOS-ACK was up 5% over a year ago, so they added a 3rd flight here.

JFK-MVY was down 9% over a year ago but remains the highest margined route in the system.

BOS-MVY was down a little more than that, but should still be a profitable route. Maybe it's competing too much with car+ferry option here.

The one I was surprised about was JFK-PWM. It's yield was only worse than MVY and HYA. There is no way this route gets canceled with that kind of number.

Looking at the remaining E90 routes out of JFK, BUF does really well in summer time. I assume there is a lot of leisure demand here in summer time to Niagara falls and maybe wine region of Canada. This year they cut a flight for the summer and the numbers looked even better. ROC does well enough in summer time. SYR/BTV remains as weak as previous years. BTV could be in danger if it's not around for political reasons.

Looking at this, I think BZN should do well as a summer destination. BNA should also do well in summer season. I'm sure B6 is looking at the leisure demand there as well as the business demand.

Any other summer destinations we can think of that B6 could try for NYC/Boston folks?


Comparing BTV to leisure destinations like ACK and BZN is useless.

B6's JFK-BTV route is a feeder route and not the market demand is not O&D. Delta keeps them at their heals so O&D yield/prices is pretty low but B6 makes good money on the connecting leg since there's not a lot of other competition in the BTV market. Unlike BZN/ACK/MVY the target market for BTV and upstate NY travelers are leisure travels from Vermont/upstate (again, often not heading to JFK but just connecting through it); not visitors from NYC. There's a lot of data to back this up.

I also here BTV in rumors (that come from folks who have no clue of the situation) along with PDX/RNO-JFK as potential cuts. Again, PDX and RNO are O&D; not so with BTV. The yield figures you're looking at are totally useless for SYR, ROC and BTV.
 
FSDan
Posts: 2876
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Re: JetBlue Network Thread - 2020

Fri Jan 17, 2020 9:33 pm

tphuang wrote:
Any other summer destinations we can think of that B6 could try for NYC/Boston folks?


If they wanted to jump into the transborder market, JFK-YVR could be a good start (seeing as how CX just dropped the route).

TVC is another strong summer market, although I don't think B6's fleet is the best fit (mainline to TVC only really seems to be sustained from MSP/DTW).
This is my signature until I think of a better one.
 
tphuang
Posts: 3879
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Re: JetBlue Network Thread - 2020

Fri Jan 17, 2020 9:37 pm

jetbluefan1 wrote:
I'm starting to get concerned about the endgame for FLL. My understanding is that there is a decent amount of traffic between South Florida and BGI/STI, all of which are markets where B6 has some strength (I think they are the biggest at STI actually), so it's surprising they couldn't make them work. They're also clearly struggling on FLLHAV, and recently exited MEX. If these large markets cannot sustain service from FLL's largest carrier, then what's going to happen as DL builds up MIA and further pressures South Florida yields? Very troubling IMO.

The death by a thousand cuts at LGB is beyond me. What's the point of cutting SJC/OAK/SMF and leaving everything else? Makes no sense.

I'm happy to see JFKBNA announced - and am maybe a bit surprised (even though I predicted it would finally happen this year). This should do well

JFKGUA will also do well, and is totally unsurprising.

The closure of OAK is a long time coming. It has always been one of the weaker transcon markets, and it's not a big loss to the network considering their strong Mint transcon presence at SFO.

The MCO changes are encouraging. The cuts at HAV/PAP are largely due to weakness in those particular end markets IMO, and the additions to RIC/MBJ/CUN show that there is some strength with Orlando point-of-sale.

Well according to the Caribbean thread, there is little O&D between FLL-BGI/STI. Which seems to be the prime problem here, where B6 chases O&D and its network doesn't support enough connections at this point.

I think FLL is just put on the back burners right now. There is less tolerance for weaker markets. They do well domestically, but some of the island markets have been tough with all the NK capacity additions. BOS gets all the resources in this fight with DL/AA. It's most likely going to get all the A220s when they come in. All these cuts will allow them to add more flights out of BOS that will be bad for margin at least in the short term. NYC gets net add still, because it's the cash cow that makes money on everything. It seems like even 10 more additional good slots at JFK would do wonders to their system wide margin. As they seek to continue to maximize profitability at JFK, I think you will see more of these within perimeter routes that don't achieve revenue target get cut. I liked their moves this week because they finally cut back two obvious weak routes from JFK and added to at least 3 cities(LAS, BNA, BZN) that should help their relevance to New Yorkers. I'm sure GUA will be great in margins, but most of these VFR routes are not helpful for someone looking to pick a preferred carrier.

To me, the question is when they are going to shift the attention back to FLL and what they will look like. I think at least 2020 and 2021 is going to be all about Europe + finishing building up BOS. At some point the A220s are really going to start rolling in and they shouldn't all go to Boston. Are they going to be used to finish building up FLL? Are they going to be used to build up MCO? Are they going to be used to build up LAX when they get additional gates?
 
CaptCoolHand
Posts: 72
Joined: Mon Oct 22, 2018 12:24 pm

Re: JetBlue Network Thread - 2020

Fri Jan 17, 2020 9:48 pm

nine4nine wrote:
KlimaBXsst wrote:
JoseSalazar wrote:
MINT pax go to SFO in that area, which is where JB flies mint. OAK never had it.

Similarly, LAX has all the MINT flights in the LA basin...there are none at LGB/BUR/ONT, for now.


Oh, no MINT out of the LGB focus city. That is kind of odd?



Low-yielding, non-premium station.


What 9said. Plus there’s a finite number of mint aircraft and they to to the highest yield market.
 
trueblew
Posts: 85
Joined: Thu Nov 15, 2018 10:16 pm

Re: JetBlue Network Thread - 2020

Sat Jan 18, 2020 12:45 am

KlimaBXsst wrote:
JoseSalazar wrote:
KlimaBXsst wrote:
If a JetBlue hub, focus city, or large catchment area such as OAK on the west coast, can’t support MINT, well maybe JetBlue should not be there in the first place.

How is MINT doing out of LGB?

MINT pax go to SFO in that area, which is where JB flies mint. OAK never had it.

Similarly, LAX has all the MINT flights in the LA basin...there are none at LGB/BUR/ONT, for now.


Oh, no MINT out of the LGB focus city. That is kind of odd?


I'm not sure you understand the Mint product or the demographic in these areas. SFO and LAX are where the premium pax go, so there goes Mint. With respect to OAK, B6 already has SFO and SJC quite well-covered and doesn't need the low-performing east bay flights. And with respect to LGB, it is a low-yielding intra-west hub... not where you'd send your premium pax.
 
arfbool
Posts: 91
Joined: Wed Sep 08, 2010 2:02 am

Re: JetBlue Network Thread - 2020

Sun Jan 19, 2020 9:48 pm

What's going on with the A21N fleet? #38 has been in Burbank since Friday night, where it does not belong, and #27 hasn't moved since Wednesday from JFK (per Flightaware). A21N Burbank flights have been suddenly switched backed to core 321ceo, and are 2/2 in stopping in Salt Lake City on the return.
 
tphuang
Posts: 3879
Joined: Tue Mar 14, 2017 2:04 pm

Re: JetBlue Network Thread - 2020

Sun Jan 19, 2020 10:54 pm

A lot of changes this week on OAG, more than what we've read so far
B6 ACK-BOS JUN 2>1.4[1.2] JUL 3>1.7[1.7] AUG 3>1.7[1.7] SEP 0.7>0.4[0.8]
B6 ACK-LGA JUN 0.9>0.5[0.9] JUL 1.3>0.7[1.4] AUG 1.3>0.7[1.5]
B6 AUS-BOS JUN 2>3[1.0] JUL 2>3[1.0] AUG 2>3[1.0] SEP 0.5>0.8[1.7]
B6 AUS-FLL MAY 1.0>1.6[1.0]
B6 AUS-JFK MAY 2>3[2]
**B6 BGI-FLL MAY 0.4>0[1.0] JUN 0.4>0[0.8] JUL 0.4>0[0.5] AUG 0.5>0[0.6]
B6 BGI-JFK JUN 2>3[1.9] JUL 2>3[1.7] AUG 2>3[1.7] SEP 0.6>0.8[1.7]
*B6 BNA-JFK MAY 0>2[0] JUN 0>2[0] JUL 0>2[0] AUG 0>2[0] SEP 0>0.5[0]
B6 BOS-BUF JUN 5>3[5] JUL 4>3[5] AUG 5>3[5] SEP 1.3>0.8[4]
*B6 BOS-BZN JUL 0>0.3[0] AUG 0>0.3[0]
B6 BOS-EWR AUG 8>7[5]
B6 BOS-JFK MAR 6>7[5]
B6 BOS-LAS MAY 4>5[4]
Kinda surprised to see BOS to anywhere ending
*B6 BOS-OAK JUN 0.7>0[0.3] JUL 1.0>0[0.6] AUG 1.0>0[0.5] SEP 0.3>0[0.1]
B6 BOS-SAN MAR 3>2.0[1.8]
B6 BOS-SAV JUN 2>1.4[1.3] JUL 2>1.0[1.1] AUG 2>1.0[1.2] SEP 0.5>0.3[1.6]
B6 BOS-SJU MAR 2.5>3.6[2.0] APR 2.4>3.1[2.0]
B6 BQN-JFK MAY 1.2>2.2[1.9]
Daily seems like too much
*B6 BZN-JFK JUN 0>0.7[0] JUL 0>1.0[0] AUG 0>1.0[0] SEP 0>0.3[0]
B6 CHS-JFK MAR 2>3[2]
B6 CUN-MCO JUN 1.1>1.7[1.0] JUL 1.0>1.9[1.0] AUG 1.0>1.9[1.0] SEP 0.3>0.5[1.0]
B6 DEN-JFK MAY 1.0>2[1.6]
B6 FLL-JFK MAY 7>9[7] JUN 6>9[6] JUL 6>8[6] AUG 6>8[6] SEP 1.6>2[6]
B6 FLL-LAS FEB 1.9>1.4[1.0] MAR 2>1.1[1.0]
B6 FLL-PAP MAY 3>1.0[2] JUN 3>2[3]
B6 FLL-RIC MAY 1.4>1.9[1.7]
B6 FLL-SJO MAY 1.0>0.5[1.0]
**B6 FLL-STI MAY 0.6>0[1.0] JUN 0.6>0[1.0] JUL 0.6>0[1.0] AUG 0.6>0[1.0]
*B6 GUA-JFK JUN 0>1.0[0] JUL 0>1.0[0] AUG 0>1.0[0] SEP 0>0.3[0]
**B6 HAV-JFK MAY 1.0>0.2[1.0] JUN 1.0>0.1[1.0] JUL 1.0>0.1[1.0] AUG 1.0>0.2[1.0] SEP 0.3>0.0[1.0]
**B6 HAV-MCO MAY 1.0>0[1.0] JUN 1.0>0[1.0] JUL 1.0>0[1.0] AUG 1.0>0[1.0] SEP 0.3>0[1.0]
B6 JFK-KIN FEB 2>3[2.0] MAR 2>3[2]
B6 JFK-LAS MAY 4>5[4] JUN 4>5[4] JUL 4>5[4] AUG 4>5[3] SEP 1.1>1.3[4]
B6 JFK-LAX JUL 10>11[10] AUG 10>11[10]
B6 JFK-MBJ JUN 3>2.0[2] JUL 3>2[3] AUG 3>2[4] SEP 1.1>0.8[3]
B6 JFK-MSY FEB 1.6>2[2]
B6 JFK-NAS MAY 2>1.0[1.8]
*B6 JFK-OAK MAY 0.9>0[0.7] JUN 1.0>0[0.8] JUL 1.0>0[1.0] AUG 1.0>0[1.0] SEP 0.3>0[0.8]
B6 JFK-PAP MAY 2>1.0[2]
B6 JFK-PBI MAY 3>4[3]
B6 JFK-POS FEB 1.0>1.6[1.0] MAR 1.0>1.2[1.0]
B6 JFK-PUJ MAY 3>2[3]
B6 JFK-RSW JUN 2>3[2] JUL 2>3[2] AUG 2>3[2] SEP 0.5>0.8[2]
Why didn'y they leave LGB completely? It seems inevitable.
B6 LAS-LGB MAY 3>2[3] JUN 3>2[3] JUL 3>2[3] AUG 3>2[3] SEP 0.8>0.5[3]
*B6 LGB-OAK MAY 2>0[2] JUN 2>0[2] JUL 2>0[2] AUG 2>0[2] SEP 0.5>0[3]
*B6 LGB-SJC MAY 2>0[2] JUN 2>0[2] JUL 2>0[2] AUG 2>0[2] SEP 0.5>0[2]
*B6 LGB-SMF MAY 2>0[2] JUN 2>0[2] JUL 2>0[2] AUG 2>0[2] SEP 0.5>0[2]
B6 MBJ-MCO JUN 1.3>2[1.0] JUL 1.0>2[1.0] AUG 1.0>2[1.9] SEP 0.3>0.5[1.1]
B6 MCO-NAS MAY 1.0>0.7[0.7]
**B6 MCO-PAP MAY 0.7>0[0.7] JUN 0.8>0[0.9] JUL 0.9>0[1.0] AUG 0.9>0[1.0] SEP 0.2>0[0.7]

If you are keeping the scores, a lot of additions for JFK. They are easily over 180 flights a day now in July/August.

Not sure where they got an additional mint frame for JFK-LAX, but their schedule on there looks quite promising, even better than AA's schedule and last flight is scheduled to get in before 1 am. Now, they have the flight here in the summer. And their LAS schedule looks pretty good with that 5th flight.

The Florida flights seem to be downgauged (FLL/MCO are back up to 8/9 a day but with a lot of A320s). Someone on OAG thread claims these are due to Port authority telling B6 to use its unused slots or lose them. That would make sense with what they are doing here, but I struggle to figure out where this is coming from given that they've been adding flights at JFK. Did they have offer 180 slots all along or did they pick up some more recently. Or maybe they have so many flights scheduled outside of slot restricted hours that many of their flights just haven't been using slots. Who knows. It's certainly good news they have some room to add flights in peak summer season.

Some of the cuts are a little hard to swallow though, BOS-BUF down to 3x daily makes no sense to me. I hope this is just a 2020 move. Not sure why AUS add to FLL/JFK are only for 1 month. Maybe we will see them continue post peak summer season.

PAP continues to be a disaster.

Not sure what's up with these late adds to Feb/March schedule.
 
JoseSalazar
Posts: 83
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Re: JetBlue Network Thread - 2020

Sun Jan 19, 2020 11:01 pm

If they really need to up JFK slot usage...a day PHX flight makes a ton of sense since they are adding a day BOS. The PHX B6 staff will be there already. Better than some of these underperforming markets imo.
 
doulasc
Posts: 852
Joined: Sat Dec 17, 2011 5:12 pm

Re: JetBlue Network Thread - 2020

Sun Jan 19, 2020 11:04 pm

I wish JetBlue would return to CMH
 
jplatts
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Re: JetBlue Network Thread - 2020

Sun Jan 19, 2020 11:08 pm

JoseSalazar wrote:
If they really need to up JFK slot usage...a day PHX flight makes a ton of sense since they are adding a day BOS. The PHX B6 staff will be there already. Better than some of these underperforming markets imo.


If B6 has some unused slots at JFK, there are a few other nonstop routes such as JFK-CLE, JFK-DFW, and JFK-MSP that could be added by B6 out of JFK.
 
USAirALB
Posts: 2106
Joined: Tue Sep 11, 2007 4:46 am

Re: JetBlue Network Thread - 2020

Sun Jan 19, 2020 11:29 pm

I would be pretty surprised if BTV was cut. Wasn't it one of the original blue cities and the first city added in New England? Not that saved OAK but still. I think it has been flown since the get-go or at least 2000.

I wouldn't be surprised if they cut ALB. I don't understand the presence in the market (other than appeasing Schumer) considering WN/F9/G4 also do ALB-Florida and yields must be trash.
RJ85, F70, E135, E140, E145, E70, E75, E90, CR2, CR7, CR9, 717, 732, 733, 734, 735, 73G, 738, 739, 744, 752, 753, 762, 772, 77E, 77W, 789, 319, 320, 321, 332, 333, 343, 359, 388
 
KlimaBXsst
Posts: 637
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Re: JetBlue Network Thread - 2020

Sun Jan 19, 2020 11:36 pm

So MINT is not a tool, that creates value yield seepage from the dominant low cost type carrier.

MINT exists as a niche in places where the “US3” have dropped the ball. If the US3 up their premium product pricing game is MINT sustainable?
Aesthetically the A 340 got it right!
 
evank516
Posts: 2014
Joined: Wed Mar 01, 2017 12:15 am

Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 12:15 am

jplatts wrote:
JoseSalazar wrote:
If they really need to up JFK slot usage...a day PHX flight makes a ton of sense since they are adding a day BOS. The PHX B6 staff will be there already. Better than some of these underperforming markets imo.


If B6 has some unused slots at JFK, there are a few other nonstop routes such as JFK-CLE, JFK-DFW, and JFK-MSP that could be added by B6 out of JFK.


JFK-DTW is also pretty high yielding. Wouldn't shock me to see B6 jump in on that. Of course DL will probably respond and upgauge, but it'll probably do well. The route needs competition too.
 
tphuang
Posts: 3879
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Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 12:36 am

doulasc wrote:
I wish JetBlue would return to CMH

I think BOS-CMH is probably right up top as the next target for them. I have to imagine they announce a new BOS to midwest market sometimes this year.

KlimaBXsst wrote:
So MINT is not a tool, that creates value yield seepage from the dominant low cost type carrier.

MINT exists as a niche in places where the “US3” have dropped the ball. If the US3 up their premium product pricing game is MINT sustainable?

Mint is rated very well and its much lower cost than legacy premium offerings. That has allowed them to add markets beyond the traditional JFK-LAX/SFO. But realistically, even with their costs, it still only works for a limited set of markets.

Imo, PHX is the most likely new mint market.

evank516 wrote:
JFK-DTW is also pretty high yielding. Wouldn't shock me to see B6 jump in on that. Of course DL will probably respond and upgauge, but it'll probably do well. The route needs competition too.


They probably will do about as well on that as JFK-CLT. Doesn't make a lot of sense to try routes within 500 miles of NYC from JFK. Vast majority of demand is out of LGA. If they want to retaliate against DL, MSP is a much better option. I think that might happen if they want to add more flight.

But realistically, they need to have save some slots for Europe and for these important transcon markets like LAX/SFO that continue to grow but see no additional flight. I really do hope they can add that 7th flight to SFO. The A21N delivery issues really hurt them.
 
arfbool
Posts: 91
Joined: Wed Sep 08, 2010 2:02 am

Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 1:08 am

Speaking of MINT, is this some kind of conspiracy, a MINT plane scheduled for B62359 tomorrow? I'm lost.

https://flightaware.com/live/flight/N96 ... /KJFK/KBUR
 
JoseSalazar
Posts: 83
Joined: Mon Oct 14, 2019 3:18 am

Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 1:24 am

arfbool wrote:
Speaking of MINT, is this some kind of conspiracy, a MINT plane scheduled for B62359 tomorrow? I'm lost.

https://flightaware.com/live/flight/N96 ... /KJFK/KBUR

Doesn’t appear you can buy a seat on it either. Return flight is JBU8058...which is interesting. The original flight 2358 appears to be canceled. Guessing they are subbing a mint plane for a non-mint flight?
 
arfbool
Posts: 91
Joined: Wed Sep 08, 2010 2:02 am

Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 2:41 am

JoseSalazar wrote:
arfbool wrote:
Speaking of MINT, is this some kind of conspiracy, a MINT plane scheduled for B62359 tomorrow? I'm lost.

https://flightaware.com/live/flight/N96 ... /KJFK/KBUR

Doesn’t appear you can buy a seat on it either. Return flight is JBU8058...which is interesting. The original flight 2358 appears to be canceled. Guessing they are subbing a mint plane for a non-mint flight?


You’ve also got A21N #38 stranded there since Friday. Not posted yet which bird will be flying 8058. Weird.
 
evank516
Posts: 2014
Joined: Wed Mar 01, 2017 12:15 am

Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 3:35 am

tphuang wrote:
doulasc wrote:
I wish JetBlue would return to CMH

evank516 wrote:
JFK-DTW is also pretty high yielding. Wouldn't shock me to see B6 jump in on that. Of course DL will probably respond and upgauge, but it'll probably do well. The route needs competition too.


They probably will do about as well on that as JFK-CLT. Doesn't make a lot of sense to try routes within 500 miles of NYC from JFK. Vast majority of demand is out of LGA. If they want to retaliate against DL, MSP is a much better option. I think that might happen if they want to add more flight.

But realistically, they need to have save some slots for Europe and for these important transcon markets like LAX/SFO that continue to grow but see no additional flight. I really do hope they can add that 7th flight to SFO. The A21N delivery issues really hurt them.


Europe aside, what is your basis for saying that? Why would B6 even attempt DTW from LGA when their hub/focus city is JFK? Why wouldn't they break into a market monopolized by DL, who makes good yields on this route while flying mostly RJs with a mainline frequency sprinkled in? CLT already has competition from JFK between DL and AA, but DTW doesn't have anyone but DL.
 
tphuang
Posts: 3879
Joined: Tue Mar 14, 2017 2:04 pm

Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 11:25 am

evank516 wrote:
tphuang wrote:
doulasc wrote:
I wish JetBlue would return to CMH

evank516 wrote:
JFK-DTW is also pretty high yielding. Wouldn't shock me to see B6 jump in on that. Of course DL will probably respond and upgauge, but it'll probably do well. The route needs competition too.


They probably will do about as well on that as JFK-CLT. Doesn't make a lot of sense to try routes within 500 miles of NYC from JFK. Vast majority of demand is out of LGA. If they want to retaliate against DL, MSP is a much better option. I think that might happen if they want to add more flight.

But realistically, they need to have save some slots for Europe and for these important transcon markets like LAX/SFO that continue to grow but see no additional flight. I really do hope they can add that 7th flight to SFO. The A21N delivery issues really hurt them.


Europe aside, what is your basis for saying that? Why would B6 even attempt DTW from LGA when their hub/focus city is JFK? Why wouldn't they break into a market monopolized by DL, who makes good yields on this route while flying mostly RJs with a mainline frequency sprinkled in? CLT already has competition from JFK between DL and AA, but DTW doesn't have anyone but DL.


That's the point, they are unlikely to ever enter the NYC-DTW, because it's a waste of their precious JFK slot on a route that at best will be a little below system average margins like CLT. There is not much difference between DTW and CLT.
- both are really short routes
- both have a legacy fortress hub and other legacy compoetition.
- both have minimal ULCC competition

Between that and MSP, MSP makes a lot more sense because it's a lot further out, so JFK becomes more appealing. The shorter the route is, the less likely for people to fly out of JFK.

There are many places they can deploy aircraft that would be more profitable than JFK-DTW.
 
evank516
Posts: 2014
Joined: Wed Mar 01, 2017 12:15 am

Re: JetBlue Network Thread - 2020

Mon Jan 20, 2020 6:14 pm

tphuang wrote:
evank516 wrote:
tphuang wrote:


They probably will do about as well on that as JFK-CLT. Doesn't make a lot of sense to try routes within 500 miles of NYC from JFK. Vast majority of demand is out of LGA. If they want to retaliate against DL, MSP is a much better option. I think that might happen if they want to add more flight.

But realistically, they need to have save some slots for Europe and for these important transcon markets like LAX/SFO that continue to grow but see no additional flight. I really do hope they can add that 7th flight to SFO. The A21N delivery issues really hurt them.


Europe aside, what is your basis for saying that? Why would B6 even attempt DTW from LGA when their hub/focus city is JFK? Why wouldn't they break into a market monopolized by DL, who makes good yields on this route while flying mostly RJs with a mainline frequency sprinkled in? CLT already has competition from JFK between DL and AA, but DTW doesn't have anyone but DL.


That's the point, they are unlikely to ever enter the NYC-DTW, because it's a waste of their precious JFK slot on a route that at best will be a little below system average margins like CLT. There is not much difference between DTW and CLT.
- both are really short routes
- both have a legacy fortress hub and other legacy compoetition.
- both have minimal ULCC competition

Between that and MSP, MSP makes a lot more sense because it's a lot further out, so JFK becomes more appealing. The shorter the route is, the less likely for people to fly out of JFK.

There are many places they can deploy aircraft that would be more profitable than JFK-DTW.


The main difference between CLT and DTW is two airlines vs on airline competing. DL has a monopoly on JFK-DTW. Yields are very good and prices are very steep.

While I agree with you about MSP, the level of competition is equal. No one else but DL flies JFK-MSP, but I don't know if yields are as high as DTW.
 
tphuang
Posts: 3879
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Re: JetBlue Network Thread - 2020

Tue Jan 21, 2020 1:11 pm

alright, looks like some extra seat added for superbowl. Too bad they don't fly to Kansas city.

https://www.businesswire.com/news/home/ ... 005397/en/
12 extra flight on FLL-SFO
10 extra flight on FLL-JFK
 
MKIAZ
Posts: 253
Joined: Thu May 01, 2014 5:24 am

Re: JetBlue Network Thread - 2020

Tue Jan 21, 2020 1:52 pm

CaptCoolHand wrote:
Yea. Rumors flying about the demise of LGB and moving ops to lax.

All rumor now.



Do they even have the gates at LAX for this? Where could they even move at LAX to have space for this? AA/UA/DL aren't giving up any gates.

They do need a west coast hub and LAX would be *perfect* if they can secure the gates.
 
flyby519
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Re: JetBlue Network Thread - 2020

Tue Jan 21, 2020 2:53 pm

MKIAZ wrote:
CaptCoolHand wrote:
Yea. Rumors flying about the demise of LGB and moving ops to lax.

All rumor now.



Do they even have the gates at LAX for this? Where could they even move at LAX to have space for this? AA/UA/DL aren't giving up any gates.

They do need a west coast hub and LAX would be *perfect* if they can secure the gates.


Maybe gain 1-2 gates at the midfield concourse when that opens? With only 15 flights left at LGB it wouldn’t take much space to cancel remaining short haul and move the rest to LAX
 
SyracuseAvGeek
Posts: 565
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Re: JetBlue Network Thread - 2020

Tue Jan 21, 2020 3:00 pm

I’m honestly surprised with how high yielding DTW is, why they haven’t yet gone to GRR. That’s a big part of the state of Michigan they are missing out on. And until recently no airline flew GRR-BOS/JFK, but Allegiant announced GRR-BOS last week with service beginning in May.
"I haven't been everywhere yet, but it's on my list."
 
phllax
Posts: 551
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Re: JetBlue Network Thread - 2020

Wed Jan 22, 2020 7:34 am

arfbool wrote:
JoseSalazar wrote:
arfbool wrote:
Speaking of MINT, is this some kind of conspiracy, a MINT plane scheduled for B62359 tomorrow? I'm lost.

https://flightaware.com/live/flight/N96 ... /KJFK/KBUR

Doesn’t appear you can buy a seat on it either. Return flight is JBU8058...which is interesting. The original flight 2358 appears to be canceled. Guessing they are subbing a mint plane for a non-mint flight?


You’ve also got A21N #38 stranded there since Friday. Not posted yet which bird will be flying 8058. Weird.


It was operated by 964. With the exception of 358 on Monday, all CEO operated flights on 358/2358 have stopped for gas. LAS tonight, DEN Sunday, SLC Friday.
 
dtremit
Posts: 159
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Re: JetBlue Network Thread - 2020

Wed Jan 22, 2020 3:41 pm

SyracuseAvGeek wrote:
I’m honestly surprised with how high yielding DTW is, why they haven’t yet gone to GRR. That’s a big part of the state of Michigan they are missing out on. And until recently no airline flew GRR-BOS/JFK, but Allegiant announced GRR-BOS last week with service beginning in May.


GRR has a much smaller catchment area than DTW -- the CSA is 1.5M vs 5.3M in Detroit. And Detroit numbers don't include Windsor or Toledo, both of which use DTW heavily. Hence total enplanements in 2018 were something like 10% of DTW.

Traffic in between DTW and GRR also would tend to break towards DTW in most cases, I think -- AZO is an hour from GRR and about two from DTW, but people will make the drive for more options. LAN is just about equidistant. Both of those also have good connectivity to DTW and ORD for people who'd rather connect than drive (plus DCA flights from LAN).
 
Planeboy17
Posts: 375
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Re: JetBlue Network Thread - 2020

Wed Jan 22, 2020 5:04 pm

MKIAZ wrote:
CaptCoolHand wrote:
Yea. Rumors flying about the demise of LGB and moving ops to lax.

All rumor now.



Do they even have the gates at LAX for this? Where could they even move at LAX to have space for this? AA/UA/DL aren't giving up any gates.

They do need a west coast hub and LAX would be *perfect* if they can secure the gates.

LAX is building a new midfield terminal and there are rumors that B6 is in talks to get 5 or more gates at that terminal.
 
tphuang
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 1:06 pm

Earnings out for 2019 Q4. Not great numbers I must say. We already know about -2.7 RASM decline. CASM-ex was flat which is in the midpoint of guidance. I was expecting them to do better than that given the high completion rate.

Q1 guidance is not good. 0 to 3% RASM growth, which sounds good except when we consider the low growth 1.5 to 3.5% due to NEO delivery delays. Other factor that should have allowed higher RASM growth but didn't include introductory of BE and elimintation of a couple of low RASM routes like MEX/Secondary Cuba. CASM-EX is 1.5 to 3.5. Again, a little higher than expected given the progress made in 2019, but probably due to the low growth. The full year CASM growth looks better (anticipated to be -2% to 0). I'm sure a lot of that is from the adding 12 seats to the A320s.

More A321NEO delays. Only expecting at most 11 deliveries this year after 6 in 2019. So Airbus is now 10 aircraft behind schedule by end of 2020. First A220 looks to be on schedule to be delivered this year.

Apparently, they did sign agreement for used aircraft to mitigate the A321NEO delays. I assume this is where the additional mint flying comes from. Since all the A321NEOs are to be in the all-core configuration.

Says Q4 showed strong trends in transcon and business market. Latam improved from high single digit declines in 3Q19. My guess is that it's quite underperforming YoY, hence the recent cuts from FLL/MCO to the region.
 
juan885
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 3:44 pm

4 used a321s are being leased with their existing interiors. Anyone know who they're coming from?
 
User avatar
EWR22LAS25
Posts: 14
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 4:01 pm

tphuang wrote:
Earnings out for 2019 Q4. Not great numbers I must say. We already know about -2.7 RASM decline. CASM-ex was flat which is in the midpoint of guidance. I was expecting them to do better than that given the high completion rate.

Q1 guidance is not good. 0 to 3% RASM growth, which sounds good except when we consider the low growth 1.5 to 3.5% due to NEO delivery delays. Other factor that should have allowed higher RASM growth but didn't include introductory of BE and elimintation of a couple of low RASM routes like MEX/Secondary Cuba. CASM-EX is 1.5 to 3.5. Again, a little higher than expected given the progress made in 2019, but probably due to the low growth. The full year CASM growth looks better (anticipated to be -2% to 0). I'm sure a lot of that is from the adding 12 seats to the A320s.

More A321NEO delays. Only expecting at most 11 deliveries this year after 6 in 2019. So Airbus is now 10 aircraft behind schedule by end of 2020. First A220 looks to be on schedule to be delivered this year.

Apparently, they did sign agreement for used aircraft to mitigate the A321NEO delays. I assume this is where the additional mint flying comes from. Since all the A321NEOs are to be in the all-core configuration.

Says Q4 showed strong trends in transcon and business market. Latam improved from high single digit declines in 3Q19. My guess is that it's quite underperforming YoY, hence the recent cuts from FLL/MCO to the region.



Not only an all core configuration, but with their existing interior. I think it's a bad look to rush these. Take your time and configure them appropriately.
 
tphuang
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 4:03 pm

They are leasing 4 used aircraft. No comment on if airbus is paying for this.

Remain confident in London plan for 2021. Not sure how far back this get pushed with all the delays.

Cabin restyling completed 53 so far. Due to Airbus delays, adjusting restyling stage to finish restyling by early 2021.

Got asked a lot about $2.50 to $3 EPS. Doesn't sound like the analysts are convinced of their answer.

Expecting 50 bp RASM headwind due to PR earthquake, making capacity adjustment due to that.

Need to learn how to optimize buyups in the fare option 2.0

double digit growth in ancillary, mostly from loyalty program, some from bag fees

It's painful to listen to Joanna talk. she just doesn't seem to know what she is talking about at all.

In comparison, both Steve and Robin seem to know entirely what they are talking about. Really miss MSG. The new guy doesn't give me much confidence at all.

Is anyone surprised by more delays to cabin restyling? I'm surprised they actually got around to leasing used aircraft. I would be shocked if some E90s don't stick around a little longer.
 
cpl22586
Posts: 59
Joined: Thu Jun 28, 2012 1:39 am

Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 4:09 pm

juan885 wrote:
4 used a321s are being leased with their existing interiors. Anyone know who they're coming from?


Those are coming from Thomas Cook.
 
cpl22586
Posts: 59
Joined: Thu Jun 28, 2012 1:39 am

Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 4:13 pm

arfbool wrote:
What's going on with the A21N fleet? #38 has been in Burbank since Friday night, where it does not belong, and #27 hasn't moved since Wednesday from JFK (per Flightaware). A21N Burbank flights have been suddenly switched backed to core 321ceo, and are 2/2 in stopping in Salt Lake City on the return.


The one that was stuck in Burbank required a engine change.
 
727LOVER
Posts: 8499
Joined: Tue Oct 09, 2001 12:22 am

Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 4:24 pm

When is their 20th anniversary...Feb 11?
I'm assuming there will be a special painted plane.

Hey Jetblue! You should send that plane on the very first routes, BUF & TPA
"We must accept finite disappointment, but never lose infinite hope." - Martin Luther King, Jr.
 
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EWR22LAS25
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 5:19 pm

727LOVER wrote:
When is their 20th anniversary...Feb 11?
I'm assuming there will be a special painted plane.

Hey Jetblue! You should send that plane on the very first routes, BUF & TPA


You mean BUF-JFK-FLL, AKA Flight 1
 
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jfklganyc
Posts: 5602
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 6:40 pm

I had another FAA jumpseater yesterday

Garden city, works with B6


I wouldn’t be surprised if Etops causes a London delay after hearing him talk about it
 
SoCalFlyer
Posts: 64
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 8:49 pm

If these current planes are the existing Thomas Cook coming with current interiors, as is. I wonder if they’ll keep them at 220 seats. Or take out 20 seats.
 
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VS4ever
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 9:27 pm

SoCalFlyer wrote:
If these current planes are the existing Thomas Cook coming with current interiors, as is. I wonder if they’ll keep them at 220 seats. Or take out 20 seats.


depends on which ones they are, some have 220, some have 214, I know small difference with 6 seats, if they wanted commonality with the rest of the core, maybe they will just block off the last couple of rows, however the leg room isn't going to be so pretty as the regular craft if so.
That feeling when you sit at the end of a runway, brakes are released and the raw power takes over. Now that is a thing of beauty and it never gets old.
 
FARmd90
Posts: 319
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 9:44 pm

VS4ever wrote:
SoCalFlyer wrote:
If these current planes are the existing Thomas Cook coming with current interiors, as is. I wonder if they’ll keep them at 220 seats. Or take out 20 seats.


depends on which ones they are, some have 220, some have 214, I know small difference with 6 seats, if they wanted commonality with the rest of the core, maybe they will just block off the last couple of rows, however the leg room isn't going to be so pretty as the regular craft if so.

Even if they were to just block off the last row these particular frames would need a 5th FA. I would think it would be pretty easy to take some seats out and reshuffle the rows for 200 seats and send them flying. Or they would have to track them and make sure a 5th is on board for the flights.
 
SoCalFlyer
Posts: 64
Joined: Fri Oct 10, 2014 12:16 am

Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 10:01 pm

FARmd90 wrote:
VS4ever wrote:
SoCalFlyer wrote:
If these current planes are the existing Thomas Cook coming with current interiors, as is. I wonder if they’ll keep them at 220 seats. Or take out 20 seats.


depends on which ones they are, some have 220, some have 214, I know small difference with 6 seats, if they wanted commonality with the rest of the core, maybe they will just block off the last couple of rows, however the leg room isn't going to be so pretty as the regular craft if so.

Even if they were to just block off the last row these particular frames would need a 5th FA. I would think it would be pretty easy to take some seats out and reshuffle the rows for 200 seats and send them flying. Or they would have to track them and make sure a 5th is on board for the flights.



But wouldn’t that require the back galley to be taken out. We had to do that when we went from 190-200 seats on our current A321. It just seems like it would make sense to just keep it as is, until they do a permanent restyle. It would require a 5th inflight Crewmember as you said.
 
tphuang
Posts: 3879
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 10:36 pm

What's the evidence that these leased A321s are not getting reconfigured?

I read through their entire earnings call and didn't see anything about that. I did see confirmation again that there will be expansion of mint program. We know so far, they've added additional frequency to JFK-SAN, JFK-LAX and BOS-LAX. We also know there is no mint configured A321NEO coming in (all HD). So unless these leased A321s are going to be mint configured, I don't see anyway they can support these additional flights. I in fact anticipate all 4 to be mint configured.

We know the Caribbean market is going through a rough period, especially out of FLL. We know there is a huge expansion in BOS that's going to hurt the revenue performance there. The one market they admit that is doing well still is the transcon market. And with AA cutting back at JFK, there is a very obvious window to add flights in the transcon markets. They already added flight to LAX, LAS and SAN. I would expect the final A321 to be added to either JFK-SFO or BOS-SFO in mint configuration. We will see.

They continue to say that FLL buildup is important. But from what I can see, all the growth is in Boston and New York.
 
SoCalFlyer
Posts: 64
Joined: Fri Oct 10, 2014 12:16 am

Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 10:46 pm

tphuang wrote:
What's the evidence that these leased A321s are not getting reconfigured?

I read through their entire earnings call and didn't see anything about that. I did see confirmation again that there will be expansion of mint program. We know so far, they've added additional frequency to JFK-SAN, JFK-LAX and BOS-LAX. We also know there is no mint configured A321NEO coming in (all HD). So unless these leased A321s are going to be mint configured, I don't see anyway they can support these additional flights. I in fact anticipate all 4 to be mint configured.

We know the Caribbean market is going through a rough period, especially out of FLL. We know there is a huge expansion in BOS that's going to hurt the revenue performance there. The one market they admit that is doing well still is the transcon market. And with AA cutting back at JFK, there is a very obvious window to add flights in the transcon markets. They already added flight to LAX, LAS and SAN. I would expect the final A321 to be added to either JFK-SFO or BOS-SFO in mint configuration. We will see.

They continue to say that FLL buildup is important. But from what I can see, all the growth is in Boston and New York.


They sent out a FAQs sheet to us, and said “the planes will fly with their current interiors, and will fly that way for some time. And, that down the road in the future they would get the Jetblue interior.” Straight from the horses mouth. They won’t have the current cabin when they arrive. And no immediate plans to install it.
 
tphuang
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Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 10:59 pm

SoCalFlyer wrote:
tphuang wrote:
What's the evidence that these leased A321s are not getting reconfigured?

I read through their entire earnings call and didn't see anything about that. I did see confirmation again that there will be expansion of mint program. We know so far, they've added additional frequency to JFK-SAN, JFK-LAX and BOS-LAX. We also know there is no mint configured A321NEO coming in (all HD). So unless these leased A321s are going to be mint configured, I don't see anyway they can support these additional flights. I in fact anticipate all 4 to be mint configured.

We know the Caribbean market is going through a rough period, especially out of FLL. We know there is a huge expansion in BOS that's going to hurt the revenue performance there. The one market they admit that is doing well still is the transcon market. And with AA cutting back at JFK, there is a very obvious window to add flights in the transcon markets. They already added flight to LAX, LAS and SAN. I would expect the final A321 to be added to either JFK-SFO or BOS-SFO in mint configuration. We will see.

They continue to say that FLL buildup is important. But from what I can see, all the growth is in Boston and New York.


They sent out a FAQs sheet to us, and said “the planes will fly with their current interiors, and will fly that way for some time. And, that down the road in the future they would get the Jetblue interior.” Straight from the horses mouth. They won’t have the current cabin when they arrive. And no immediate plans to install it.

in that case, I really have no idea how they are getting those additional mint flying then.
 
FARmd90
Posts: 319
Joined: Tue Nov 18, 2014 9:49 pm

Re: JetBlue Network Thread - 2020

Thu Jan 23, 2020 11:13 pm

SoCalFlyer wrote:
FARmd90 wrote:
VS4ever wrote:

depends on which ones they are, some have 220, some have 214, I know small difference with 6 seats, if they wanted commonality with the rest of the core, maybe they will just block off the last couple of rows, however the leg room isn't going to be so pretty as the regular craft if so.

Even if they were to just block off the last row these particular frames would need a 5th FA. I would think it would be pretty easy to take some seats out and reshuffle the rows for 200 seats and send them flying. Or they would have to track them and make sure a 5th is on board for the flights.



But wouldn’t that require the back galley to be taken out. We had to do that when we went from 190-200 seats on our current A321. It just seems like it would make sense to just keep it as is, until they do a permanent restyle. It would require a 5th inflight Crewmember as you said.


I never got to see what the 321s looked like when they were 190 seats. I’ve only know them as the 200 layout. But I think they way the back is set up now on the Thomas cook planes is how the 321s originally looked at jetblue.
 
flyby519
Posts: 1502
Joined: Tue Jul 24, 2007 3:31 am

Re: JetBlue Network Thread - 2020

Fri Jan 24, 2020 1:14 am

jfklganyc wrote:
I had another FAA jumpseater yesterday

Garden city, works with B6


I wouldn’t be surprised if Etops causes a London delay after hearing him talk about it


Because of the WN ETOPS allegations? viewtopic.php?p=21957501

Or just because B6 is being B6?
 
727LOVER
Posts: 8499
Joined: Tue Oct 09, 2001 12:22 am

Re: JetBlue Network Thread - 2020

Fri Jan 24, 2020 2:19 am

EWR22LAS25 wrote:
727LOVER wrote:
When is their 20th anniversary...Feb 11?
I'm assuming there will be a special painted plane.

Hey Jetblue! You should send that plane on the very first routes, BUF & TPA


You mean BUF-JFK-FLL, AKA Flight 1



Now that I think about it..I think you're right
"We must accept finite disappointment, but never lose infinite hope." - Martin Luther King, Jr.
 
B6BOSfan
Posts: 36
Joined: Fri Apr 19, 2019 5:11 am

Re: JetBlue Network Thread - 2020

Fri Jan 24, 2020 4:06 am

tphuang wrote:
SoCalFlyer wrote:
tphuang wrote:
What's the evidence that these leased A321s are not getting reconfigured?

I read through their entire earnings call and didn't see anything about that. I did see confirmation again that there will be expansion of mint program. We know so far, they've added additional frequency to JFK-SAN, JFK-LAX and BOS-LAX. We also know there is no mint configured A321NEO coming in (all HD). So unless these leased A321s are going to be mint configured, I don't see anyway they can support these additional flights. I in fact anticipate all 4 to be mint configured.

We know the Caribbean market is going through a rough period, especially out of FLL. We know there is a huge expansion in BOS that's going to hurt the revenue performance there. The one market they admit that is doing well still is the transcon market. And with AA cutting back at JFK, there is a very obvious window to add flights in the transcon markets. They already added flight to LAX, LAS and SAN. I would expect the final A321 to be added to either JFK-SFO or BOS-SFO in mint configuration. We will see.

They continue to say that FLL buildup is important. But from what I can see, all the growth is in Boston and New York.


They sent out a FAQs sheet to us, and said “the planes will fly with their current interiors, and will fly that way for some time. And, that down the road in the future they would get the Jetblue interior.” Straight from the horses mouth. They won’t have the current cabin when they arrive. And no immediate plans to install it.

in that case, I really have no idea how they are getting those additional mint flying then.


Reconfigure a few of the current A321s into mint ones, and use the leased ones to replace the reconfigured ones?
 
nine4nine
Posts: 560
Joined: Tue Mar 28, 2017 3:44 pm

Re: JetBlue Network Thread - 2020

Fri Jan 24, 2020 4:44 am

SoCalFlyer wrote:
tphuang wrote:
What's the evidence that these leased A321s are not getting reconfigured?

I read through their entire earnings call and didn't see anything about that. I did see confirmation again that there will be expansion of mint program. We know so far, they've added additional frequency to JFK-SAN, JFK-LAX and BOS-LAX. We also know there is no mint configured A321NEO coming in (all HD). So unless these leased A321s are going to be mint configured, I don't see anyway they can support these additional flights. I in fact anticipate all 4 to be mint configured.

We know the Caribbean market is going through a rough period, especially out of FLL. We know there is a huge expansion in BOS that's going to hurt the revenue performance there. The one market they admit that is doing well still is the transcon market. And with AA cutting back at JFK, there is a very obvious window to add flights in the transcon markets. They already added flight to LAX, LAS and SAN. I would expect the final A321 to be added to either JFK-SFO or BOS-SFO in mint configuration. We will see.

They continue to say that FLL buildup is important. But from what I can see, all the growth is in Boston and New York.


They sent out a FAQs sheet to us, and said “the planes will fly with their current interiors, and will fly that way for some time. And, that down the road in the future they would get the Jetblue interior.” Straight from the horses mouth. They won’t have the current cabin when they arrive. And no immediate plans to install it.


Oh good lord I just booked a BUR-JFK run on the 321 In May and hope I don’t get stuck on one of these ex-Thomas Cook birds with the tight legroom and lack of IFE. When are they going in service.
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w3gar
Posts: 21
Joined: Wed Mar 13, 2019 2:24 am

Re: JetBlue Network Thread - 2020

Fri Jan 24, 2020 5:00 am

Now that Avianca is about to end JFK-SAP in a few weeks, I can see B6 adding this route to their network in the future and do good on it.

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