Moderators: richierich, ua900, PanAm_DC10, hOMSaR
TexasAirCorp wrote:Hate having to reference Simple Flying, however they've released a fairly interesting airline on Breeze's pax numbers for last year. https://simpleflying.com/breeze-passengers-served/
In a memo to Breeze employees, Neeleman has stated that the airline has carried approx 330,000 passengers on 5,500 flights. That suggests around 60 pax per flight, or an average 55.5% load factor (on an E190). I've no idea what Breeze's break-even load factor is, however I think I can safely say it's most likely above 55%. Doesn't look overly great on paper, however I guess this justifies the early network/frequency tweaks (plus I should add the normal 'it's a new airline' and COVID claptrap).
An interesting point added to the memo is that over 20% of pax are already repeat customers. Considering Breeze only started flying seven months ago and their whole network isn't really aimed at frequent flyers, I'd say that's pretty impressive.
Will be very exciting to see what Neeleman and his team have up their sleeves for 2022, can't wait for what they have planned for their A223s.
PITFlyer330 wrote:that wasnt a memo to breeze employees, everyone got it if you signed up for emails from breeze
they said they can breakeven with 50-60 passengers
wjcandee wrote:The important thing about anything Neeleman is that he's going to line up a huge, gigantic, enormous cushion of investment capital before he pulls the trigger on anything. That's how JetBlue survived some initial hiccups and dips that would have sunk anyone else. If they're running about 50-60 pax and already have 20 percent repeat pax without any of the amenities that people are accustomed to, that bodes well for them.
phatfarmlines wrote:wjcandee wrote:The important thing about anything Neeleman is that he's going to line up a huge, gigantic, enormous cushion of investment capital before he pulls the trigger on anything. That's how JetBlue survived some initial hiccups and dips that would have sunk anyone else. If they're running about 50-60 pax and already have 20 percent repeat pax without any of the amenities that people are accustomed to, that bodes well for them.
It would be interesting to compare the startup performance between B6 and MX (really hate that IATA code, MX will always be Mexicana to me). B6 started right at the tail-end of the "Dot.com" boom, though at the time, it catered predominately to a leisure crowd, so its profits it made were not impacted by the impending bust.
Blerg wrote:So how many plane should Breeze have by May/June 2022? That's when demand starts growing really fast.
wjcandee wrote:That's all pretty-good considering they don't have IFE, in-seat power, Wifi, etc. at the moment, although I assume that it's coming in the A220s.
The important thing about anything Neeleman is that he's going to line up a huge, gigantic, enormous cushion of investment capital before he pulls the trigger on anything. That's how JetBlue survived some initial hiccups and dips that would have sunk anyone else. If they're running about 50-60 pax and already have 20 percent repeat pax without any of the amenities that people are accustomed to, that bodes well for them.
It's also a testament to something that Southwest understood a long time ago: people will forego a little on-plane comfort for the convenience of a single-seat ride. My s/o is flying to a Carribbean island shortly. There are a very-few nonstop flights from the origin. Those take about 3 hours. A connection anywhere makes the trip 6 hours minimum. DL has one daily nonstop, and she will take that. Although she vastly-prefers DL over anyone else, if DL did not have that nonstop, she wouldn't think twice about jumping on F9 for the nonstop.
If I'm in Bentonville, AR, a place that has people with solid incomes and lifestyle, and I want to go to Tampa, sure, I might want the miles from connecting on my regular mainline carrier. But, geez, if I can just do a nonstop on Breeze that takes about 2.25 hours versus connecting in DFW or ATL for a 4-6 hour total trip, I'm gonna give Breeze a serious look. It becomes even more appealing if you want to fly to MSY or SAT from XNA (two other places that MXY flies form there).
flightsimer wrote:Blerg wrote:So how many plane should Breeze have by May/June 2022? That's when demand starts growing really fast.
17 Ejets (10 E190’s and 7 E195’s) and 6-8 A220’s.
Wneast wrote:Over in the PAE thread there is talk about PNW base opening in 2022 is there a chance for a GEG base? I would say obviously BOI but they would probably turn out to be in high competition with AS.
flightsimer wrote:Wneast wrote:Over in the PAE thread there is talk about PNW base opening in 2022 is there a chance for a GEG base? I would say obviously BOI but they would probably turn out to be in high competition with AS.
Any airport that is considered underserved or that could see a new LCC enter in certain markets could potentially be a base, which means realistically, 75% of the US airports could be…
MavyWavyATR wrote:Does anyone think it'd be worthwhile for Breeze to eventually replace the E190/95 with the -100 variant of the A220? That way, they'd have the benefit of fleet commonality along with reduced expenses relating to training, crew & parts/maintenance.
MavyWavyATR wrote:Does anyone think it'd be worthwhile for Breeze to eventually replace the E190/95 with the -100 variant of the A220? That way, they'd have the benefit of fleet commonality along with reduced expenses relating to training, crew & parts/maintenance.
superjeff wrote:MavyWavyATR wrote:Does anyone think it'd be worthwhile for Breeze to eventually replace the E190/95 with the -100 variant of the A220? That way, they'd have the benefit of fleet commonality along with reduced expenses relating to training, crew & parts/maintenance.
The E-Jets are a temporary stopgap measure for MX until they get enough A220's. So I think MX will ultimately be all A220. The percentage of -100 vs -300 (or even -500, should Airbus announce it) may vary, but the E-Jets, I think, are temporary and won't be aroundthat long.
flightsimer wrote:Blerg wrote:So how many plane should Breeze have by May/June 2022? That's when demand starts growing really fast.
17 Ejets (10 E190’s and 7 E195’s) and 6-8 A220’s.
flightsimer wrote:superjeff wrote:MavyWavyATR wrote:Does anyone think it'd be worthwhile for Breeze to eventually replace the E190/95 with the -100 variant of the A220? That way, they'd have the benefit of fleet commonality along with reduced expenses relating to training, crew & parts/maintenance.
The E-Jets are a temporary stopgap measure for MX until they get enough A220's. So I think MX will ultimately be all A220. The percentage of -100 vs -300 (or even -500, should Airbus announce it) may vary, but the E-Jets, I think, are temporary and won't be aroundthat long.
The Ejets were temporary when first announced but they are a longer term asset the airline intends to use.
The -100 will likely never be on property, the CapEx on it is just too high to use it on Ejet routes and frequencies. Put it it into perspective, the single A220 on property costs more than the entire Ejet fleet on property on a monthly lease basis.
MEA-707 wrote:flightsimer wrote:Blerg wrote:So how many plane should Breeze have by May/June 2022? That's when demand starts growing really fast.
17 Ejets (10 E190’s and 7 E195’s) and 6-8 A220’s.
So far they have 10 x E190 and 3x E195, little news about more Embraers lately. Any idea which 4 E195 they will get ? Will they 'max' out at 17 EJets or plan to grow that fleet further after June?
WaywardMemphian wrote:flightsimer wrote:superjeff wrote:
The E-Jets are a temporary stopgap measure for MX until they get enough A220's. So I think MX will ultimately be all A220. The percentage of -100 vs -300 (or even -500, should Airbus announce it) may vary, but the E-Jets, I think, are temporary and won't be aroundthat long.
The Ejets were temporary when first announced but they are a longer term asset the airline intends to use.
The -100 will likely never be on property, the CapEx on it is just too high to use it on Ejet routes and frequencies. Put it it into perspective, the single A220 on property costs more than the entire Ejet fleet on property on a monthly lease basis.
I do wonder about E2s down the road especially with engine commonality.
lightsaber wrote:WaywardMemphian wrote:flightsimer wrote:The Ejets were temporary when first announced but they are a longer term asset the airline intends to use.
The -100 will likely never be on property, the CapEx on it is just too high to use it on Ejet routes and frequencies. Put it it into perspective, the single A220 on property costs more than the entire Ejet fleet on property on a monthly lease basis.
I do wonder about E2s down the road especially with engine commonality.
The E-jets are currently used on a low utilization basis that only works with low fixed cost aircraft. It makes more sense to replace them with aged A223s when they are cheap instead of buying expensive new aircraft.
Lightsaber
freakyrat wrote:Another Notre Dame Hockey Charter for Breeze. Sports Charters are good business
https://flightaware.com/live/flight/MXY ... /KUNV/KSBN
SYRAVGEEK wrote:freakyrat wrote:Another Notre Dame Hockey Charter for Breeze. Sports Charters are good business
https://flightaware.com/live/flight/MXY ... /KUNV/KSBN
A Surprisingly large amount of Breeze sports charters recently, considering how young the airline is.
SYRAVGEEK wrote:freakyrat wrote:Another Notre Dame Hockey Charter for Breeze. Sports Charters are good business
https://flightaware.com/live/flight/MXY ... /KUNV/KSBN
A Surprisingly large amount of Breeze sports charters recently, considering how young the airline is.
MEA-707 wrote:flightsimer wrote:Blerg wrote:So how many plane should Breeze have by May/June 2022? That's when demand starts growing really fast.
17 Ejets (10 E190’s and 7 E195’s) and 6-8 A220’s.
So far they have 10 x E190 and 3x E195, little news about more Embraers lately. Any idea which 4 E195 they will get ? Will they 'max' out at 17 EJets or plan to grow that fleet further after June?
sunking737 wrote:Charters are paid in full up front.
FlyingElvii wrote:MEA-707 wrote:flightsimer wrote:17 Ejets (10 E190’s and 7 E195’s) and 6-8 A220’s.
So far they have 10 x E190 and 3x E195, little news about more Embraers lately. Any idea which 4 E195 they will get ? Will they 'max' out at 17 EJets or plan to grow that fleet further after June?
Given current pricing and conditions, the 190’s might just be too good of a deal to pass up for a new entrant.
FlyerTalkUserNa wrote:I can’t wait to find out where they’re going to fly the A220’s. Can’t wrap my head around where the range and cabin mix would be best utilized out of TPA.
PlaneEnjoyer7 wrote:Could they be used to fly to Central America/South America?
ryanrap1 wrote:Does anyone think SAT will get more nonstops from them?
PlaneEnjoyer7 wrote:ryanrap1 wrote:Does anyone think SAT will get more nonstops from them?
Idk. Breeze cut two routes from SAT last year, but i could see SAT to PIT with the A220's.
CMHtraveler wrote:PlaneEnjoyer7 wrote:ryanrap1 wrote:Does anyone think SAT will get more nonstops from them?
Idk. Breeze cut two routes from SAT last year, but i could see SAT to PIT with the A220's.
SAT to CMH as well. Connecting on this route later this week on WN via HOU, my kingdom for a direct option.
PlaneEnjoyer7 wrote:CMHtraveler wrote:PlaneEnjoyer7 wrote:Idk. Breeze cut two routes from SAT last year, but i could see SAT to PIT with the A220's.
SAT to CMH as well. Connecting on this route later this week on WN via HOU, my kingdom for a direct option.
How would you say that Breeze is doing in Columbus? Is there any demand in that market?
lightsaber wrote:FlyingElvii wrote:MEA-707 wrote:So far they have 10 x E190 and 3x E195, little news about more Embraers lately. Any idea which 4 E195 they will get ? Will they 'max' out at 17 EJets or plan to grow that fleet further after June?
Given current pricing and conditions, the 190’s might just be too good of a deal to pass up for a new entrant.
It also seems the regionals "spun off" quite a few E175 qualified crews, enabling an easy transition.
The price of the E190s reflects AC, AA, Azul, and soon JetBlue replacing E1s in bulk. There are currently 161 E1-19x built looking for a home, stored, or were scrapped. The economics really only work for the Breeze model of only flying when revenue is higher (e.g., the Allegiant model of no Tuesdays or Wednesday flying for most city pairs).
https://www.airfleets.net/exploit/production-e190.htm
With the A220s coming into the fleet, they'll have have a fascinating expansion. I know the A220s won't fly scheduled service until 2Q2022, but I look forward to seeing how the added range, seats (in particular 1st class seats), and better economics change their model. In effect, it will be like two little airlines growing together.
It will be telling, after say six months, on how many more E19xs Breeze inducts into the fleet after the first 17.
There does seem to be a pilot shortage with pay going up. I find it interesting the E-jet pilot rates went up far less than the offered A220 rates. If the E-jet revenue isn't enough to justify pay rates that attract new pilots than that will definitely crimp the size of the fleet.
https://ca.style.yahoo.com/one-newest-a ... 00928.html
Lightsaber
FLALEFTY wrote:- All E190/195 flying consists of day trips (no overnights) and it does not operate on Tuesdays or Wednesdays
- A220 will operate 7 days per week with 2, 3, and 4 day trips
...
- First A220-300 delivered in October 2020 – 1 per month thereafter for 80 months
- Ejet fleet projected to grow to 30 over the next 3 years
- A220 fleet projected to grow to nearly 40 over the next 3 years
lightsaber wrote:FLALEFTY wrote:- All E190/195 flying consists of day trips (no overnights) and it does not operate on Tuesdays or Wednesdays
- A220 will operate 7 days per week with 2, 3, and 4 day trips
...
- First A220-300 delivered in October 2020 – 1 per month thereafter for 80 months
- Ejet fleet projected to grow to 30 over the next 3 years
- A220 fleet projected to grow to nearly 40 over the next 3 years
Thank you for the information. What we see is that during the next 3 years the A220 fleet will eventually overtake the E-jet fleet in quantity of aircraft. I'm happy to see the growth to 30 E-jets. Not as much as I hoped (as a fan of Breeze, I wanted more growth showing the model is really working) for the E-jets. The A220s are on a pace at 1 per month which will just be steady growth.
Just the fact the E-jets won't fly (except for charters) on Tuesdays and Wednesdays shows how their utilization will be kept low. I expect we'll see the A220s flying more hours per day too (their variable costs are just that much better that routes that couldn't make a profit on the E-jets will on the A220).
It will be interesting to see the longer term plans for the two fleets. The E-jets were an opportunistic buy. Now they're safe until the older A220s depreciate to the point they could be utilized in low utilization duty. So safe for a decade. It will be interesting to see how they do long term.
Lightsaber
flightsimer wrote:lightsaber wrote:FLALEFTY wrote:- All E190/195 flying consists of day trips (no overnights) and it does not operate on Tuesdays or Wednesdays
- A220 will operate 7 days per week with 2, 3, and 4 day trips
...
- First A220-300 delivered in October 2020 – 1 per month thereafter for 80 months
- Ejet fleet projected to grow to 30 over the next 3 years
- A220 fleet projected to grow to nearly 40 over the next 3 years
Thank you for the information. What we see is that during the next 3 years the A220 fleet will eventually overtake the E-jet fleet in quantity of aircraft. I'm happy to see the growth to 30 E-jets. Not as much as I hoped (as a fan of Breeze, I wanted more growth showing the model is really working) for the E-jets. The A220s are on a pace at 1 per month which will just be steady growth.
Just the fact the E-jets won't fly (except for charters) on Tuesdays and Wednesdays shows how their utilization will be kept low. I expect we'll see the A220s flying more hours per day too (their variable costs are just that much better that routes that couldn't make a profit on the E-jets will on the A220).
It will be interesting to see the longer term plans for the two fleets. The E-jets were an opportunistic buy. Now they're safe until the older A220s depreciate to the point they could be utilized in low utilization duty. So safe for a decade. It will be interesting to see how they do long term.
Lightsaber
The Ejet fleet will go beyond 30 aircraft. They have identified routes that would allow them to go north of 150 Ejets. Staffing and price will be the driving factor for Ejets. They have said time and time again they will be opportunistic with that fleet.
Even the internal fleet projections show more than 30 Ejets through the next 3 years.
FLALEFTY wrote:
flightsimer wrote:lightsaber wrote:FLALEFTY wrote:- All E190/195 flying consists of day trips (no overnights) and it does not operate on Tuesdays or Wednesdays
- A220 will operate 7 days per week with 2, 3, and 4 day trips
...
- First A220-300 delivered in October 2020 – 1 per month thereafter for 80 months
- Ejet fleet projected to grow to 30 over the next 3 years
- A220 fleet projected to grow to nearly 40 over the next 3 years
Thank you for the information. What we see is that during the next 3 years the A220 fleet will eventually overtake the E-jet fleet in quantity of aircraft. I'm happy to see the growth to 30 E-jets. Not as much as I hoped (as a fan of Breeze, I wanted more growth showing the model is really working) for the E-jets. The A220s are on a pace at 1 per month which will just be steady growth.
Just the fact the E-jets won't fly (except for charters) on Tuesdays and Wednesdays shows how their utilization will be kept low. I expect we'll see the A220s flying more hours per day too (their variable costs are just that much better that routes that couldn't make a profit on the E-jets will on the A220).
It will be interesting to see the longer term plans for the two fleets. The E-jets were an opportunistic buy. Now they're safe until the older A220s depreciate to the point they could be utilized in low utilization duty. So safe for a decade. It will be interesting to see how they do long term.
Lightsaber
The Ejet fleet will go beyond 30 aircraft. They have identified routes that would allow them to go north of 150 Ejets. Staffing and price will be the driving factor for Ejets. They have said time and time again they will be opportunistic with that fleet.
Even the internal fleet projections show more than 30 Ejets through the next 3 years.
Jetport wrote:Very cheap fare sales on Breeze (now expired). I think Breeze is going to need to be patient and use up lots of liquidity to survive. Bad entry timing into a saturated market.
https://thepointsguy.com/deals/breeze-a ... lash-sale/