It’s always the same yet y’all talk in circles. JetBlue needs to get its operations under control they can’t keep going like this. Ok they cut back flights to stabilize stuff. Omg JetBlue is in trouble they are cutting flights.
JetBlue needs to do something different and get out of just the east coast. Ok they go to buy Spirit. Omg they can’t do that no no it won’t get approved and they can’t pull it off anyway they would be better as a stand alone.
Ok JetBlue is going to be a stand alone. Omg no they can’t keep up with the big guys they are too small to compete they need to merge or do something. Cool we have an NEA agreement that helps us in our largest base’s omg obviously management is failing look at this agreement.
I am the first one to agree with the operation issue but that is literally what they are doing. I hope it works but again we are far from the end of JetBlue.
I agree to a certain extent. The armchair CEOs on here tend to talk out of both sides of their mouths. However, instead of doing just one of those things (NEA, LAX, EWR, NK merger) they’re trying to do ALL of them which leads most outsiders to the conclusion that there just isn’t a cohesive strategy.
To me, EWR is too much right now. Focus on JFK and right the ship there before trying to over expand at another airport in the area. I get that there’s extra traffic to be captured in Newark but it doesn’t make sense when you can’t run a reliable operation at your main airport in the area.
I also think their pull back in Florida where they are traditionally strong is going to hurt them in the long run. It just seems like another abandoning of core markets to try a half hearted expansion elsewhere (namely EWR and LAX).
I can see wanting to buy NK and use that to expand out west or in the middle of the country. I also see the logic in the NEA (even though as a lawyer I see anti trust issues) to expand their footprint, but not both.
This isn’t an apples to apples comparison, and JetBlue in a MUCH better financial position, but in some ways B6 reminds me of BN at the end. Expanding too rapidly and biting off more than they can chew. Again it’s not a direct comparison, and I too believe that B6 is not anywhere close to going away. It just seems to me that they need to think more strategically and focus on reliability, shoring up their core markets, THEN try to expand.
One other thought. At the end of previous downturns, LCCs grew dramatically when things rebounded. WN and B6 both experienced growth spurts in the 9/11 recovery and the financial crisis recovery. WN also grew dramatically in the post Gulf War I era in the 90s. I think both airlines thought they could just dust off that old playbook and rapidly expand just like they did before. However, this time is so different that that simply won’t work.