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OB1504 wrote:
Little to no LCC competition between the United States and South America. It’s a smart call on Delta’s part to focus there.
ctrabs0114 wrote:MIflyer12 wrote:IIRC the Delta press release talked about 41 MIA flights from ten U.S. cities. That makes calling it a hub quite an exaggeration, but that's a.net. I think the idea that DL is going to start MIA services to every 2nd and 3rd tier burgh to connect to a few LATAM flights that aren't even daily in many cases - in competition with AA's hub - is utterly daft.
Not to mention that the adds to MIA-MCO/TPA are DL Connection flights operated by Republic, who apparently has an operating base at MIA.
enilria wrote:I think B6 and AS have the same strategy: buy the other one.
MIAFLLPBIFlyer wrote:Brickell305 wrote:enilria wrote:Thanks to everybody for all the kind words. This week was a blockbuster!
Regarding B6:
I think B6 and AS have the same strategy: buy the other one.
They are pursuing that in two ways: retreat to points of strength to improve margins to get Wall Street to support them being the buyer and at the same time eliminating overlap with the other in their region. B6 is really burning the deck chairs. I think they may win in The Who buys who battle, but at what cost. Cutting FLL routes is shocking.
The FLL cuts aren’t surprising. They’ve been showing weakness on FLL-Caribbean for a full year now.
B6 is likely to trim FLL even further in the next round of cuts. B6 is under pressure everywhere. NK has grown stronger at FLL, and absent MAX problems so has WN. BOS is turning into a bloodbath but one B6 cannot afford to retreat from. B6 has also lost ground at MCO over the last year or two.
MAH4546 wrote:MIAFLLPBIFlyer wrote:BenflysDTW wrote:I wonder if DL would be willing to add CVG-MIA. A few years ago they started MIA-IND/CMH/DCA as seasonal weekend service.
Not sure if CVG is coming - DL still flies FLL-CVG so perhaps. I think more possible is more flying from east coast markets to MIA to feed the JV partners and pressure AA on those routes. BOS/LGA/JFK, maybe a single daily DCA if a slot is open.
DL already flies MIA-BOS/LGA/JFK.
amcnd wrote:jmscsc wrote:I don't recall DL flying 3x/day on the SBN-MSP route before. That's a significant increase. But it is at the start of college football season, which might be the reason.
It’s also a MX base for SkyWest....
jmscsc wrote:amcnd wrote:jmscsc wrote:I don't recall DL flying 3x/day on the SBN-MSP route before. That's a significant increase. But it is at the start of college football season, which might be the reason.
It’s also a MX base for SkyWest....
Very true. I forgot about the MX base. Thanks.
enilria wrote:Thanks to everybody for all the kind words. This week was a blockbuster!tphuang wrote:good morning enilria. Thanks for posting it early. I love itenilria wrote:AA AUS-MIA JUN 3>4[3] JUL 3>4[3] AUG 3>4[3] SEP 3>4[3] OCT 3>4[3]
i would imagine this is to keep DL out as well as strengthen their AUS position.AA JFK-LAS APR 0.9>0[2]
AA JFK-LAX JUN 12>10[11] JUL 12>10[10] AUG 12>10[10]
AA JFK-SAN APR 0.5>0[2.0]
3 o the largest JFK transcon markets. Not sure why they keep extending LAS/SAN and then cutting. LAX down to 10 to 11x daily has to be a little concerning.
Interesting they had scheduled it to go from 1/week to 14/week YOY until now*AV JFK-SAP APR 0.3>0[0.2] MAY 0.3>0[0.3] JUN 0.3>0[0.3] JUL 0.3>0[0.3] AUG 0.3>0[0.3] SEP 0.3>0[0.3] OCT 0.3>0[0.3]
(AV MIA-SAP APR 1.0>0[0.8] MAY 1.0>0[0.8] JUN 1.0>0[0.6] JUL 1.0>0[1.0] AUG 1.0>0[0.9] SEP 1.0>0[0.8] OCT 1.0>0[0.8]
if B6 is paying attention, this is the next Central American market for them ripe for taking. There is enough Honduras expat populaiton in NY/NJ area for a flight.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]
Given what we've already learnt this week. I don't even know where to start with this one. This seems like a bunch of panic moves by a management/route planning department before a bad earnings call.
Seriously, they are adding to JFK-KIN/MSY/POS 2 weeks before the schedule changes? What is going on here? Are these changes for real. Who makes route additions that close-in? They seemed to have reverted back to the tried and true strategy of adding to JFK whenever they are hurting elsewhere. Which is fine, but they are up 7 flights a day in the peak summer season. Where are these slots coming from? Are they getting a few from AA? I can't imagine they had that many slots sitting around unused for July/August. Someone help me here?
PAP looks like a complete disaster. Again, some super close-in cuts in March. Also, some super late adds to AUS, not sure what's up with that. These one month adds seem to be so weird.
LAS/LAX adds and SAN before this seem to be directly related to AA making cuts on their end. Again, where are they getting the additional JFK slots in peak summer season?DL AUS-JFK MAY 3>4[3] JUN 3>4[3] JUL 3>4[3] AUG 3>4[3]
seems like counter to AA adding that second flight here.DL AZO-DTW JUL 4>5[4] AUG 4>5[4] SEP 4>5[5] OCT 4>5[5]
DL CLE-DTW AUG 6>7[5] SEP 6>8[5] OCT 6>8[5]
DL CMH-DTW SEP 7>8[6] OCT 7>8[6]
DL CVG-RDU JUN 1.7>3[1.8] JUL 1.7>3[1.5] AUG 1.7>3[1.8] SEP 1.7>3[1.7] OCT 1.7>3[1.6]
DL DTW-IND SEP 6>7[6] OCT 6>7[6]
DL DTW-ROC SEP 4>5[4] OCT 4>5[4]
There should be less DTW complaints this weak. Also, CVG-RDU seems to be another way to build up both cities that's not too painful. Gotta think they have to balance out these new adds in places like MIA with growth in more traditionally strong areas.DL GEG-SEA JUL 8>9[8] AUG 8>9[8] SEP 8>9[8] OCT 8>9[8]
DL IAD-SEA JUN 1.7>1.3[1.0]
DL will need to add more than this to keep up with AS at SEA.**DL MCO-MIA MAY 0>4[0] JUN 0>5[0] JUL 0>5[0] AUG 0>5[0] SEP 0>5[0] OCT 0>5[0]
*DL MIA-RDU MAY 0>0.6[0] JUN 0>2[0.2] JUL 0>2[0.2] AUG 0>2[0.1] SEP 0>2[0] OCT 0>2[0]
*DL MIA-SLC AUG 0>1.0[0] SEP 0>1.0[0] OCT 0>1.0[0]
5 TPA? That gets cut back I bet.
**DL MIA-TPA MAY 0>4[0] JUN 0>5[0] JUL 0>5[0] AUG 0>5[0] SEP 0>5[0] OCT 0>5[0]
They are up at least 17 flights from the last 2 weeks to MIA. I'd say that's quite significant.**UA CLE-LGA APR 4>0[4] MAY 4>0[4] JUN 4>0[5] JUL 4>0[5] AUG 4>0[5] SEP 4>0[5] OCT 4>0[4]
and the anticipation starts, where are these LGA slots going to. I remember a while back they cut 3 flights on LGA-RDU. Where did those slots go?
Regarding B6:
I think B6 and AS have the same strategy: buy the other one.
They are pursuing that in two ways: retreat to points of strength to improve margins to get Wall Street to support them being the buyer and at the same time eliminating overlap with the other in their region. B6 is really burning the deck chairs. I think they may win in The Who buys who battle, but at what cost. Cutting FLL routes is shocking.
capitalflyer wrote:jmscsc wrote:amcnd wrote:
It’s also a MX base for SkyWest....
Very true. I forgot about the MX base. Thanks.
This could also be a preemptive move by DL to ward off new UA flights to DEN which is at the top of the list for SBN and UA for new service. Football season usually doesn't see many additional flights. Rather equipment is upgauged. For DL this means more 717 and less CR2.
jmscsc wrote:capitalflyer wrote:jmscsc wrote:
Very true. I forgot about the MX base. Thanks.
This could also be a preemptive move by DL to ward off new UA flights to DEN which is at the top of the list for SBN and UA for new service. Football season usually doesn't see many additional flights. Rather equipment is upgauged. For DL this means more 717 and less CR2.
As a SBN resident and DL flyer I look forward to the upgauge from the horrible CR2. I've also wondered when the DEN flights might resurface. When Frontier operated them they seemed to attract a decent load factor. However, they were started with the A319/320 which was a lot of plane for a new route. I think UA would make sense with a more reasonably sized regional jet.