I was reading through some old forums, mainly the Spirit and Southwest ones. Man A-Net is funny. Its so interesting to see how people used to hate on Southwest for being a "Circus" and not being "Cheap and Reckless" in terms of labor and operations. Now we have Spirit and people see Southwest as the golden airline. Its also funny seeing how people perceive Breeze as it is created by JetBlue's founder so its automatically going to be a greatest thing since sliced bread when its really just Allegiant with free Wi-Fi and maybe one or two different things.
I posted upthread on Allegiant, Spirit, and Frontier's really poor customer satisfaction. One thing Neeleman is known for is creating airlines with good customer satisfaction. Comparing Allegiant and Breeze is worth a discussion:
1. Breeze claims their app is going to provide a better customer experience. I posted upthread how Allegiant noted in their last conference call they updated their homepage and app. In my opinion, that was really needed. So a once possible large competitive advantage was diluted. See the link below for "Allegiant 2.0" which helped. A lot for Allegiant, Breeze made a lot of noise on the app and Allegiant recognized and reduced the competitive weakness.
2. Customer experience. Allegiant still doesn't have service with a smile. It is a bit hectic to fly on.
3. Fees, Breeze has fewer fees and at least initially lower bag fees.
4. The A220s will have comfy seats. A small revenue enhancer for Breeze.
5. Cost structure. Like it or not, the pilot shortage is over. Breeze will have an easy time hiring in E-jet pilots. I wonder their strategy fir A220 pilots.
6. Conversely, Allegiant has ample stock of used A320CEOs to choose from. They should expand quickly. I see enough opportunity in 2x to 5x per week for years of growth.
7. Long haul will be an advantage for Breeze thanks to the A220. So once Breeze needs that as expansion, there will be a unit cost advantage vs Allegiant. I expect this to occur in a few years.
8. Customer base. Breeze has no existing customers to sell new routes advantage Allegiant. But due to many years of poor customer satisfaction, not a huge advantage for Allegiant if Breeze can get their name out.
9. Small gauge. Thanks to as already noted lease rates 1/3rd of what Azul was paying, Breeze van use the E190/195 to start markets with little risk.
10. Neeleman is amazing at PR. In my opinion at Morris Air, Westjet, JetBlue, and Azul he is one if the rare characters who gets extra PR easy a la Sir Richard Branson. Just my opinion...
10. Costs per passenger, I have never seen an airline setup to have a lower overhead and transaction cost than Breeze.
I find his prior airlines much less hassle than the competition. Allegiant is improving. They are a far better airline than 3 years ago in my opinion.
In my opinion, the newer Allegiant presentations are the best in the industry. That implies well run (stiff competition).https://ir.allegiantair.com/static-file ... f510573ad7
I see room for competition marketed as higher end. I fully agree it us quite the Allegiant business model. That said, there is room for Breeze. I like the fewer "gotcha" fees of Breeze.
We will have to see. I see Breeze marketing ramping up once they are allowed to sell.
6 months without TV. The best decision of my life.