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ctrabs0114
Posts: 1089
Joined: Mon Oct 09, 2017 8:09 am

Re: Southwest Fleet/Network Thread - 2020

Thu May 14, 2020 2:32 am

jplatts wrote:
Is WN likely to take advantage of the additional slots that will become available at SNA starting on January 1, 2021? Is WN likely to re-add any previously dropped nonstop routes out of SNA such as SNA-AUS/MDW/DAL/HOU in its upcoming schedule extension?


I wouldn't be shocked if any adds to SNA aren't a part of this schedule extension, especially since we really don't know where things will stand re: COVID19 impact on flying at that time. California's lockdown is far stricter than most states and there's a good probability that the state, particularly LA/Orange County, might be lagging as far reopening their respective economies compared to other states.
2019: DAL, MCI, PHX, LAS, DFW, SAT, ORD, SLC, SEA, DTW, PHL, MIA, LAX; B73G (WN x3), B738 (WN, AA, DL), A20N (NK), MD83 (AA), B788 (AA x2), CS1 (DL), B739 (DL), B712 (DL), B752 (AA), B763 (AA), B77W (AA), B789 (AA)
Next: TBA
 
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Midwestindy
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Re: Southwest Fleet/Network Thread - 2020

Tue May 19, 2020 12:51 pm

Good news from WN today:
LFs & bookings topping expectations
Net positive bookings through May 18
LF expected to be 35-45% for June which is impressive given they are only cutting capacity by 45%
Cash burn down to $20M by June, enough cash on hand for nearly 2 years

https://www.marketwatch.com/story/south ... 2020-05-19
Status for 2019/2020: AAdvantage Platinum, Delta Gold, Southwest A-List
 
WN732
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Re: Southwest Fleet/Network Thread - 2020

Tue May 19, 2020 1:57 pm

Midwestindy wrote:
Good news from WN today:
LFs & bookings topping expectations
Net positive bookings through May 18
LF expected to be 35-45% for June which is impressive given they are only cutting capacity by 45%
Cash burn down to $20M by June, enough cash on hand for nearly 2 years

https://www.marketwatch.com/story/south ... 2020-05-19


That is great news!
 
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SumChristianus
Posts: 627
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Re: Southwest Fleet/Network Thread - 2020

Wed May 20, 2020 1:47 am

Midwestindy wrote:
Good news from WN today:
LFs & bookings topping expectations
Net positive bookings through May 18
LF expected to be 35-45% for June which is impressive given they are only cutting capacity by 45%
Cash burn down to $20M by June, enough cash on hand for nearly 2 years

https://www.marketwatch.com/story/south ... 2020-05-19


Is this a sign that their initially ridiculed strategy of not cutting as much as the others is paying off?

I would think UADL have much worse numbers compared to normal (instead perhaps load factor) than WN/AA do.

Any good news is still good news for everyone.
UA DL LH NW AA WN - Hope I don't have to leave WY for a while
"Born in Wonder, Brought to Wisdom"
 
joeblow10
Posts: 444
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Re: Southwest Fleet/Network Thread - 2020

Wed May 20, 2020 3:31 am

SumChristianus wrote:
Midwestindy wrote:
Good news from WN today:
LFs & bookings topping expectations
Net positive bookings through May 18
LF expected to be 35-45% for June which is impressive given they are only cutting capacity by 45%
Cash burn down to $20M by June, enough cash on hand for nearly 2 years

https://www.marketwatch.com/story/south ... 2020-05-19


Is this a sign that their initially ridiculed strategy of not cutting as much as the others is paying off?

I would think UADL have much worse numbers compared to normal (instead perhaps load factor) than WN/AA do.

Any good news is still good news for everyone.


In WN’s case, it’s probably more of a combination that A) they have been running big sales, double points promotions, and email blasts throughout the past few months and B) they likely have a comparatively higher % of leisure traffic compared to the other 3

If AA starts seeing loads increasing more so than UA and DL, then I’d say the connections theory definitely holds some weight too.
 
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Midwestindy
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Re: Southwest Fleet/Network Thread - 2020

Wed May 20, 2020 2:17 pm

WN has scheduled additional IND-ATL/TPA/MCO flights for Memorial day weekend.

Looks like CMH-RSW/ATL, BNA-TPA, MKE-TPA, BUF-TPA, and likely more are also seeing at least one additional flight this weekend
Status for 2019/2020: AAdvantage Platinum, Delta Gold, Southwest A-List
 
Jshank83
Posts: 3574
Joined: Tue Nov 01, 2016 2:23 pm

Re: Southwest Fleet/Network Thread - 2020

Wed May 20, 2020 2:23 pm

Midwestindy wrote:
WN has scheduled additional IND-ATL/TPA/MCO flights for Memorial day weekend.

Looks like CMH-RSW/ATL, BNA-TPA, MKE-TPA, BUF-TPA, and likely more are also seeing at least one additional flight this weekend


I think there are a fair amount of extra flights added to florida like you say. I think they are all 6XXX flight numbers

STL-RSW
STL-ECP
Some extra DAL-PNS among others
 
737max8
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Re: Southwest Fleet/Network Thread - 2020

Wed May 20, 2020 5:32 pm

I was surprised to see a few 6XXX flights added between LAS and DAL for Memorial Day weekend despite Las Vegas still being shut down.
The thoughts and opinions expressed in my comments do not represent that of any airline or affiliate.
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WaywardMemphian
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Re: Southwest Fleet/Network Thread - 2020

Wed May 20, 2020 7:28 pm

Jshank83 wrote:
Midwestindy wrote:
WN has scheduled additional IND-ATL/TPA/MCO flights for Memorial day weekend.

Looks like CMH-RSW/ATL, BNA-TPA, MKE-TPA, BUF-TPA, and likely more are also seeing at least one additional flight this weekend


I think there are a fair amount of extra flights added to florida like you say. I think they are all 6XXX flight numbers

STL-RSW
STL-ECP
Some extra DAL-PNS among others



Florida beaches are fully open. People ready to do something.
 
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Midwestindy
Posts: 5378
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Re: Southwest Fleet/Network Thread - 2020

Thu May 21, 2020 2:35 pm

More June flights were added last night, mostly on Thu-Sun to Florida destinations
Status for 2019/2020: AAdvantage Platinum, Delta Gold, Southwest A-List
 
737MAX7
Posts: 154
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Re: Southwest Fleet/Network Thread - 2020

Thu May 21, 2020 3:33 pm

737max8 wrote:
I was surprised to see a few 6XXX flights added between LAS and DAL for Memorial Day weekend despite Las Vegas still being shut down.

I’m going to take a guess it’s for mainly west coast connections. I work an LAS flight everyday at BNA, it’s pretty much bulked out with transfer freight to the west coast along with mostly xfer bags to SLC, SNA, SJC ETC.
 
Boston757
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Re: Southwest Fleet/Network Thread - 2020

Thu May 21, 2020 3:35 pm

Broward county and Miami-Dade beaches remain closed!
 
Brickell305
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Re: Southwest Fleet/Network Thread - 2020

Thu May 21, 2020 7:22 pm

joeblow10 wrote:
SumChristianus wrote:
Midwestindy wrote:
Good news from WN today:
LFs & bookings topping expectations
Net positive bookings through May 18
LF expected to be 35-45% for June which is impressive given they are only cutting capacity by 45%
Cash burn down to $20M by June, enough cash on hand for nearly 2 years

https://www.marketwatch.com/story/south ... 2020-05-19


Is this a sign that their initially ridiculed strategy of not cutting as much as the others is paying off?

I would think UADL have much worse numbers compared to normal (instead perhaps load factor) than WN/AA do.

Any good news is still good news for everyone.


In WN’s case, it’s probably more of a combination that A) they have been running big sales, double points promotions, and email blasts throughout the past few months and B) they likely have a comparatively higher % of leisure traffic compared to the other 3

If AA starts seeing loads increasing more so than UA and DL, then I’d say the connections theory definitely holds some weight too.

I’d also add their much more customer friendly cancellation policy. You can book on WN confidently knowing that if you change your mind, you’ll get your money back and not just credit towards a future flight or something of the sort.
 
bob75013
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Re: Southwest Fleet/Network Thread - 2020

Thu May 21, 2020 8:14 pm

Brickell305 wrote:
joeblow10 wrote:
SumChristianus wrote:

Is this a sign that their initially ridiculed strategy of not cutting as much as the others is paying off?

I would think UADL have much worse numbers compared to normal (instead perhaps load factor) than WN/AA do.

Any good news is still good news for everyone.


In WN’s case, it’s probably more of a combination that A) they have been running big sales, double points promotions, and email blasts throughout the past few months and B) they likely have a comparatively higher % of leisure traffic compared to the other 3

If AA starts seeing loads increasing more so than UA and DL, then I’d say the connections theory definitely holds some weight too.

I’d also add their much more customer friendly cancellation policy. You can book on WN confidently knowing that if you change your mind, you’ll get your money back and not just credit towards a future flight or something of the sort.


Well that's not exactly true. If you cancel, you get a travel fund -- just like on every other airline. The difference is that SW never charged you $200+ to actually use the fund. The other difference is that newly created travel funds can be used thru summer, 2022.
 
tomaheath
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Re: Southwest Fleet/Network Thread - 2020

Fri May 22, 2020 12:27 am

How has there boarding process changed with the recent event?
 
Jshank83
Posts: 3574
Joined: Tue Nov 01, 2016 2:23 pm

Re: Southwest Fleet/Network Thread - 2020

Fri May 22, 2020 12:53 am

tomaheath wrote:
How has there boarding process changed with the recent event?


They board either 10 or 20 at a time.
 
Flflyer83
Posts: 88
Joined: Tue Apr 14, 2020 4:40 pm

Re: Southwest Fleet/Network Thread - 2020

Fri May 22, 2020 3:56 am

bob75013 wrote:
Brickell305 wrote:
joeblow10 wrote:

In WN’s case, it’s probably more of a combination that A) they have been running big sales, double points promotions, and email blasts throughout the past few months and B) they likely have a comparatively higher % of leisure traffic compared to the other 3

If AA starts seeing loads increasing more so than UA and DL, then I’d say the connections theory definitely holds some weight too.

I’d also add their much more customer friendly cancellation policy. You can book on WN confidently knowing that if you change your mind, you’ll get your money back and not just credit towards a future flight or something of the sort.


Well that's not exactly true. If you cancel, you get a travel fund -- just like on every other airline. The difference is that SW never charged you $200+ to actually use the fund. The other difference is that newly created travel funds can be used thru summer, 2022.


That’s not exactly true either. If you purchase an Anytime or Business Select fare, you get your money back.
 
Bradin
Posts: 362
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Re: Southwest Fleet/Network Thread - 2020

Fri May 22, 2020 6:56 pm

I recently flew on a WN 737-800 from SMF-LAX. We filled rows 3-10 and there were at most two individuals per row.

The rest of the aircraft was empty. I would have loved to space out more except they kept us in the first few rows for load balancing.
 
Vctony
Posts: 677
Joined: Sun Aug 01, 1999 10:51 am

Re: Southwest Fleet/Network Thread - 2020

Fri May 22, 2020 7:00 pm

bob75013 wrote:
Brickell305 wrote:
joeblow10 wrote:

In WN’s case, it’s probably more of a combination that A) they have been running big sales, double points promotions, and email blasts throughout the past few months and B) they likely have a comparatively higher % of leisure traffic compared to the other 3

If AA starts seeing loads increasing more so than UA and DL, then I’d say the connections theory definitely holds some weight too.

I’d also add their much more customer friendly cancellation policy. You can book on WN confidently knowing that if you change your mind, you’ll get your money back and not just credit towards a future flight or something of the sort.


Well that's not exactly true. If you cancel, you get a travel fund -- just like on every other airline. The difference is that SW never charged you $200+ to actually use the fund. The other difference is that newly created travel funds can be used thru summer, 2022.


All of my VFR travel for the rest of the year (and in years past) has been booked on WN due to their cancellation policy. I don't want to jump through hoops or spend ridiculous extra amounts of money with AA or DL in case there's another wave of COVID or something else occurs.
 
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Midwestindy
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Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 8:47 pm

During an employee town hall earlier this month, a Southwest Airlines employee asked a group of executives, "are we willing to aggressively pursue our competitors while they are in a weakened position?"

"In keeping with Southwest fashion, my answer would be yes," Bob Waltz, Southwest vice president of Flight Operations, said in response
https://www.bizjournals.com/dallas/news ... id-19.html

WN is only cutting its schedule by 50% in June, while UA & DL plan 80-90% cuts in the same month, and I think the way they explain it in the article is interesting.

"What we're also trying to do there is also have that amount of supply just slightly ahead — still a little bit of that Southwest Effect — try to stimulate a little bit of that ridership to come back, but also be ready in some of those markets that some of our other network carriers who are in much more dire financial straits, really aren't going to be in a position to come back and defend," Waltz said. "We want to be able to take advantage of that if we can."

With WN only planning to be down 30% later this year, there is a lot of room for them to be more aggressive.
Status for 2019/2020: AAdvantage Platinum, Delta Gold, Southwest A-List
 
flybry
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:00 pm

Does Southwest have a death wish?
 
Aither
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:07 pm

Nobody should be surprised.
This is what many LCCs have done during previous crises.
Carriers like Emirates used to say in their early years they are carrying the demand other airlines do not want to carry.
We are all monitoring what others are doing capacity wise. Today there are only losers but in a few years ...
Never trust the obvious
 
DDR
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:10 pm

WN is not a LCC
 
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IrishAyes
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:20 pm

If this came from GK or other senior leaders at WN, I would be a bit more shocked to see this. VP of Flight Ops, on the other hand, don't resonate to me with the same levels of cred. This smells of #FakeNews, and seeing that it came from the DMN, which has truly lost of ton of respectable writing over the decades (quite sad), I'm not surprised.
 
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aemoreira1981
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:37 pm

flybry wrote:
Does Southwest have a death wish?


The idea is that since WN has a short stage length on its flights (very few more than 3 hours), it can squeeze competitors on short-haul. WN also has the most unencumbered assets of the US4. The idea could to take advantage of AA out west and in the Plains, especially out of PHX and DAL.
 
tphuang
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:45 pm

Isn't this kind of obvious? WN got a huge war chest and very little debt. They can sustain a money losing competition for a while to capture market share and build new fortress hubs. Many easy moves for them to make:
- Acquire smaller airlines to either eliminate competitor (NK), add slots (B6) or get gates at relevant airports (AS/F9/B6)
- build back up and then expand in DEN while UA is slowly adding back capacity. That's gotta be there number 1 priority in their domestic work.
- Add gates at LAX to take advantage of AA/UA cuts there
- Acquire/lease more slots at LGA/DCA from financially weak carriers of AA/UA
- If AA cuts back significantly at PHX, take advantage of that to become largest carrier at PHX
- Expand in SFO if UA cuts back there

I would be very worried about WN if I am one of their competitors. They will be close to their pre-COVID capacity by next summer imo.

And it's not just WN that can take advantage of legacy carriers cutting back.
Things are wide open for B6 in NYC. JFK will have more slots, EWR will have more gates open and LGA will most likely have some slots available. BOS will be wide open.
AS will be able to expand at SFO if they want.
NK is going to look to grow at LGA and EWR. It will grow at South Florida where everyone else is cutting back.
All the ULCCs will capture more of the leisure market.

DL management has told their employees that yield will be trash until 2022. High yielding international and corporate stuff will be slow to return. The stuff that will come back first are the leisure stuff. All of which favors non-legacy carriers.
 
joeblow10
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:51 pm

He’s not wrong - there are really two carriers who are being much more aggressive in terms of bringing back (or rather... not eliminating) capacity: WN and AA. I can’t even buy tickets on many DL flights in June because they’ve hit their LF capacity, and UA has extremely limited options. Take MCO-SEA for example on a Thursday in June, 2-3 options on DL, one (!) on UA, 5-8 on AA and WN.

WN has the war chest to capitalize. AA is taking a huge risk-reward approach. If it pays off, both will come out much stronger.
 
nws2002
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:53 pm

DDR wrote:
WN is not a LCC


Their CASM is lower than AA/DL/UA/B6/HA, at least as of 2018 which are the latest numbers I could find quickly. While they are higher than the ULCC (NK/F9/G4) they are nowhere near the big 3.
 
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TVNWZ
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:54 pm

There is always profit to be made in adversity.
 
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william
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:54 pm

SWA has done this in past, why do we think it would be different now. SWA has gotten good at being opportunistic. Creation of MDW, BWI and DEN hubs comes to mind.
 
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jaybird
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 9:55 pm

"When your competitor is drowning - you shove a hose down their throat!"
That's the business world - you take advantage of your competitors disadvantages!
 
Nicknuzzii
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 10:06 pm

WN should become relevant Northeast of Philadelphia before fighting others everywhere else.
 
hiflyeras
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 10:49 pm

joeblow10 wrote:
Take MCO-SEA for example on a Thursday in June, 2-3 options on DL, one (!) on UA, 5-8 on AA and WN.


AS is still flying daily n/s MCO-SEA. June schedule has not been updated but it'll be Flt#9 departing MCO at 1030am daily.
 
CaptainObvious1
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 11:07 pm

Nicknuzzii wrote:
WN should become relevant Northeast of Philadelphia before fighting others everywhere else.


Why, then the following should also happen...

UA should become relevant south of Washington DC
B6 should become relevant west of the Appalachian Mountains
AS should become relevant east of the Sierra Nevada
AA should become relevant on the west coast
DL should become relevant in the southwest
SY should become relevant outside of Minneapolis
G4 should become relevant in large cities
 
joeblow10
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 11:23 pm

hiflyeras wrote:
joeblow10 wrote:
Take MCO-SEA for example on a Thursday in June, 2-3 options on DL, one (!) on UA, 5-8 on AA and WN.


AS is still flying daily n/s MCO-SEA. June schedule has not been updated but it'll be Flt#9 departing MCO at 1030am daily.


I know - I guess I just meant the big 4 so to speak. AS seems to be doing fairly well in capacity all things considered
 
kiowa
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 11:35 pm

flybry wrote:
Does Southwest have a death wish?


Agree, "lets see who can bleed the longest"
 
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smithbs
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Fri May 22, 2020 11:56 pm

This should be of no surprise to anyone. For any company out there, the last several recessions have shown that if you can keep the books solvent and your head up, you can do well. Being complacent about a recovery may see the recovery pass you by.

WN does seem uniquely positioned to lead the recovery. Domestic focus, flexible assets, workable finances, and catering to passengers of limited scope seems to line up well with the market. WN's lack of international partners might not be a liability for some time.

I would be curious if AS has similar ambitions, maybe against DL in SEA and UA in CA. There are opportunities to be considered, especially since AS might be better structured for the recovery.

I do worry about HA. Is there concern that their Hawaii market will be as slow as international travel to resume? Since COVID appears more potent amongst Pacific Islanders, I'm wondering if HA will lag in the recovery in their markets southwest of Hawaii.
 
MO11
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 12:28 am

nws2002 wrote:
DDR wrote:
WN is not a LCC


Their CASM is lower than AA/DL/UA/B6/HA, at least as of 2018 which are the latest numbers I could find quickly. While they are higher than the ULCC (NK/F9/G4) they are nowhere near the big 3.


Southwest is nearly a penny higher than JetBlue (more if you don't count fuel), and way higher that Alaska, which also isn't an LCC.
 
ctrabs0114
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 12:34 am

Nicknuzzii wrote:
WN should become relevant Northeast of Philadelphia before fighting others everywhere else.


And B6 should be a little more relevant outside of New York, Boston and (to a lesser extent) Florida. Or AS should be more relevant past the Rockies.

See how iffy your logic is?
2019: DAL, MCI, PHX, LAS, DFW, SAT, ORD, SLC, SEA, DTW, PHL, MIA, LAX; B73G (WN x3), B738 (WN, AA, DL), A20N (NK), MD83 (AA), B788 (AA x2), CS1 (DL), B739 (DL), B712 (DL), B752 (AA), B763 (AA), B77W (AA), B789 (AA)
Next: TBA
 
questions
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Joined: Thu Sep 15, 2011 4:51 am

Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 12:38 am

IrishAyes wrote:
If this came from GK or other senior leaders at WN, I would be a bit more shocked to see this. VP of Flight Ops, on the other hand, don't resonate to me with the same levels of cred. This smells of #FakeNews, and seeing that it came from the DMN, which has truly lost of ton of respectable writing over the decades (quite sad), I'm not surprised.


For the most part, walking into the HQ of WN is like walking into the Shady Rest Hotel in Petticoat Junction.

There are some pockets of sophisticated, smart thinkers but it’s not widely prevalent. There are a ton of folks holding onto the legacy culture and folklore of the past, as if it’s the inspiration for the future. While certain aspects of the company's culture should carry forward, how that’s defined is widely misunderstood. The airline is quite different today. I wouldn’t bet on a lot of VP’s being in a position to correctly articulate the company’s strategy, especially during a crisis — even in terms that are appropriate to share with the media.
 
Dieuwer
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 12:41 am

The competition is not AA or AS, it is the Federal Reserve Printing Press.
If you think Trump will allow a major airline to go under and have 50,000+ unemployed on the streets in an election year.... think not.
 
flyguychi
Posts: 57
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 12:48 am

MO11 wrote:
nws2002 wrote:
DDR wrote:
WN is not a LCC


Their CASM is lower than AA/DL/UA/B6/HA, at least as of 2018 which are the latest numbers I could find quickly. While they are higher than the ULCC (NK/F9/G4) they are nowhere near the big 3.


Southwest is nearly a penny higher than JetBlue (more if you don't count fuel), and way higher that Alaska, which also isn't an LCC.


Whiles Southwest might not be an ULCC, Even Alaska acknowledges Southwest has a lower CASM than them....look at their third quarter 2019 investor presentation.
Stage-Length Adjusted Non-Fuel CASM
Southwest: 8.12
Alaska: 8.93
JetBlue: 9.25
United: 10.86
Delta: 11.19
American: 11.32

59EA1E54-782B-4188-BF71-E58A924B6B1B.png
 
williaminsd
Posts: 341
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 12:55 am

And why wouldn't they? The same capitalism and competition that affords us cheap fares and great frequencies affords the ability for the well-positioned to crush weaker counterparts. It also keeps these competitors sharp and responsive to the flying public to avoid extinction. These executives run Southwest Airlines, not the "Weak Airline Charity Foundation." They are doing exactly what I would expect. It's up to the other airlines to execute the appropriate response.
 
kiowa
Posts: 762
Joined: Wed Jun 08, 2011 12:37 am

Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 1:10 am

williaminsd wrote:
And why wouldn't they? The same capitalism and competition that affords us cheap fares and great frequencies affords the ability for the well-positioned to crush weaker counterparts. It also keeps these competitors sharp and responsive to the flying public to avoid extinction. These executives run Southwest Airlines, not the "Weak Airline Charity Foundation." They are doing exactly what I would expect. It's up to the other airlines to execute the appropriate response.


Didn't Southwest suck up the same taxpayer dollars as the other airlines with the latest government bailout? That is not capitalism or competition. Those words don't even belong in the US airline lexicon for many years to come or until the government gets paid back.
 
williaminsd
Posts: 341
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Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 1:17 am

kiowa wrote:
williaminsd wrote:
And why wouldn't they? The same capitalism and competition that affords us cheap fares and great frequencies affords the ability for the well-positioned to crush weaker counterparts. It also keeps these competitors sharp and responsive to the flying public to avoid extinction. These executives run Southwest Airlines, not the "Weak Airline Charity Foundation." They are doing exactly what I would expect. It's up to the other airlines to execute the appropriate response.


Didn't Southwest suck up the same taxpayer dollars as the other airlines with the latest government bailout? That is not capitalism or competition. Those words don't even belong in the US airline lexicon for many years to come or until the government gets paid back.


They weren't all loans (looks like about 30% needs to be repaid over five years), so the government is not going to get "paid back" much other than keeping citizens gainfully employed and paying taxes into the treasury. Accepting federal funds, unless stipulated, in no way obligates Southwest to not aggressively target weakness in its competitors.
Last edited by williaminsd on Sat May 23, 2020 1:34 am, edited 1 time in total.
 
WN732
Posts: 821
Joined: Sat Feb 26, 2011 12:49 am

Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 1:25 am

flybry wrote:
Does Southwest have a death wish?


They know what they're doing.
 
AA747123
Posts: 287
Joined: Wed Dec 14, 2016 5:15 pm

Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 1:26 am

Southwest knows what they are doing, they have never lost money in their history. I am sure they will post a profit on the second quarter.
 
United1
Posts: 4187
Joined: Wed Oct 08, 2003 9:21 am

Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 1:35 am

AA747123 wrote:
Southwest knows what they are doing, they have never lost money in their history. I am sure they will post a profit on the second quarter.


None of the analysts believe that....

Q2 -3.05 a share
Q3 -1.41 a share
2020 -4.75 a share (roughly a 2.8 billion dollar loss)

Those are averages I posted but even the most optimist analyst predicts quarterly and annual losses for WN this year. It is worth noting that in 2021 WN, UA and DL are projected to be profitable. AA however...not so much.

I'm not surprised that WN executive said they would be taking advantage of the situation. All of the airlines are trying to make lemons into lemonade.
Last edited by United1 on Sat May 23, 2020 1:40 am, edited 1 time in total.
I know the voices in my head aren't real but sometimes their ideas are just awesome!!!
 
panamair
Posts: 4345
Joined: Fri Oct 12, 2001 2:24 am

Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 1:40 am

AA747123 wrote:
Southwest knows what they are doing, they have never lost money in their history. I am sure they will post a profit on the second quarter.


What are you talking about? They just posted losses for Q1 2020:

http://investors.southwest.com/news-and ... -110107839
 
PSU.DTW.SCE
Posts: 8173
Joined: Mon Jan 28, 2002 11:45 am

Re: Southwest Airlines planning on squeezing competitors in weaker positions

Sat May 23, 2020 1:51 am

This sounds more like a rally the troops message than anything with substance
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