|Quoting codc10 (Reply 6):|
Pretty poor showing for the strongest quarter of the year, at least relative to Delta. The clock is ticking on Smisek & Co.
|Quoting MaverickM11 (Reply 7):|
Even when you compare it to the same period in DL's merger, which has about a 3 year lead....
|Quoting delimit (Reply 10):|
Given the relative strength of the market compared.to 3 years ago, the contrast is rather more stark.
I think you guys are correct if we compare where UA
is now to where DL
was at the 3 mark in there merger with NW
its obvious that UA
is way behind where DL
was at this point. Every quarter it is one excuse after another as to why UA
performance isn't where it should be 3 years into this merger. In a lot of instances I defend UA
on this website because I am an employee but there is no defense for this abysmal performance even though this 3rd quarter performance was better than our performance in 2012 it still wasn't enough.
When I read Smisek & CO
response on Flying Together (employee intranet) he keeps saying the same thing over and over again. "I'm very disappointed with UA
financial performance although we have the best route structure we need to do more to optimize not only our route structure but our aircraft as well and do it in a cost effective manner." He also keeps touting UA
is replacing older aircraft with newer more efficient aircraft amongst other excuses. But when I look at DL
they have a mixture of old and new aircraft, DL
has a rather larger narrow body order outstanding and they also have some wide bodies on order as well but yet some how DL
have figured out how to optimize their fleet. UA
(Smisek & CO
) have blamed this quarters poor performance on to many "low yield" bookings and in a private video on the employee intranet UA
even had executives talk about a few things and what stood out for me was the conversation about our revenue from baggage fees having dropped this past quarter as more and more customers decide to check their bags at the gate for free. I hope that video is never made public because blaming the customer for deciding to check their bags at the gate is really disgusting. If a customers bag can make it thru the x-ray machine whats wrong with them using that loophole and checking their bag at the gate for free. I'm sure DL
has a lot of customers who are using that same loop hole and checking their bag at the gate but yet DL
performance was still much better than UA
's. When leadership start blaming customers for their failures then I think its time for leadership to go.
What our 3rd quarter performance showed is that all these fare wars UA
engaged in with so many other airlines really did hurt UA
's bottom line and although UA
has billions in the bank the decisions made by senior level management really did cost this airline hundreds of millions of dollars. Saying we had to many low yield bookings this quarter is part of the reason for our poor performance well in my opinion UA
made those low yield booking available so of course customers are going to book the lowest available fare but you don't blame the customer for that. I have to wonder how much money did UA
loose trying to fight of competitors with some of the low ball fares we saw this past quarter in certain markets?
In the end I have to wonder was going to war with all these other airlines worth the cost? I understand that UA
has to defend itself when another airline enters its turf but it seems like UA
has done more damage to itself than any competitor could ever hope to achieve. Although 2013 has been much better for UA
than 2012 we are not where we should be and the time for excuses is running out. This airline has potential what we need is leadership who understands the potential and knows how to make UA
live up to its potential. When I look at DL
from an outsiders point of view I see an airline that is well managed an airline that is moving in the right direction and leaders who understand the business they are in, these are things UA
does not have.