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.
I'm not shocked most airline applications especially at anywhere that's not a big 6 carrier basically fill out a really complete application here (https://www.airlineapps.com/
), then import from your logbook and apply to everything that's a better job than what you have currently, and reimport your new times every 3-4 months, so what this tells me is about 25% of regional pilots or 75% of E-jet pilots (assuming everyone bothered to read that part of the requirements) perceive breeze to be a better job than working for republic, skywest, mesa, et all.
I would have to go through more contracts, but Delta had "flow down" provisions where their pilots may replace regional pilots. Considering one of those options, Compass, shut down, there is a block of available pilots.https://paxex.aero/pilots-furloughs-put ... al-fleets/
Regionals aren't flying much. Many might see this as an opportunity to get into Breeze early (be high on seniority). This allows moving to that growing A220 fleet, if they choose, after 3 years.
There had been discussions in the 2020 thread (and a lawsuit by an airline union) about whether Breeze's hiring practices were age discrimination. Not offering any opinion on that but was watching an UVU video on the program and the women from Breeze mentioned that they do have online masters programs that were allowed to be hired thru the college program.
Health and Public Service
Business (coming soon)https://youtu.be/KLp3N3XHP54?t=1293
(the portion of the video where they mention the masters degrees)
I'm wondering if this is why Breeze's lawyers have ok'd this arrangement for hiring as one can get a masters in business at any stage in life. Again just putting that out there as I don't recall hearing anyone mention that.
The masters option gives an out. Until Breeze unionizes (which kills a cost advantage), they will be a target. On some airlines, senior FAs make all the difference. One one airline that used to be my favorite and now I don't fly, seniority ensured rather lazy FAs. I wouldn't trust them to know the safety protocols. In particular the one where the coffee maker was an intellectual challenge...
FAs have an important safety role. I would hope one per flight, the purser, would be retrained at a more senior level. That said, 90% of a FA role is customer service. If Breeze flies 15 days a month, say 4 hours a day, that is a true part time position, even with training.
Breeze will have very low costs... I'm curious bif the previously posted links with 55% load factors for break even are true. (I'm a skeptic in general, this isn't about Breeze per se as I expect lower fares for a bit.)
Don't misunderstand me, I'm excited for Breeze. My opinion is they are an Allegiant better structured to serve myself than Allegiant (if I was in the target region). Why? I would order that filet sandwich.
That and a less "gotcha" revenue model is far more attractive to myself. e.g., I fly DL and B6 as the only hassle is getting to the plane, not the airline. (We have all had our bad experiences.)
I'm also excited about an app designed for easy flight switches. Hey DL, after I move a flight, don't advise me the obsolete boarding pass is ready, that makes me think something went wrong on moving flight days...
On another thought, Breeze will start up just in time to get ready for a busy summer.
6 months without TV. The best decision of my life.