Quoting enilria (Thread starter): AA PHL-AUS SEP 0.4>0.2 |
Quoting enilria (Thread starter): DL PHL-LHR APR 1.0>0.6 MAY 1.0>0.7 SEP 1.0>0.6 |
Quoting usairways85 (Reply 1): |
Quoting enilria (Thread starter): AA LAX-BNA JUN 2>3 JUL 2>3 AUG 2>3 |
Quoting enilria (Thread starter): AA LAX-LAS JUN 6>8 JUL 6>8 AUG 6>8 SEP 6>7 |
Quoting enilria (Thread starter): AA LAX-MCO JUN 2>3 JUL 2>3 AUG 2>3 |
Quoting enilria (Thread starter): AA LAX-SFO JUN 12>13 JUL 12>13 AUG 11>13 SEP 9>13 |
Quoting enilria (Thread starter): *AA LAX-ANC JUN 0>1.0 JUL 0>1.0 AUG 0>0.7 *AA LAX-BDL JUN 0>0.9 JUL 0>1.0 AUG 0>1.0 SEP 0>1.0 AA LAX-BNA JUN 2>3 JUL 2>3 AUG 2>3 AA LAX-BOS SEP 5>4 AA LAX-FAT JUN 3>4 JUL 3>4 *AA LAX-JAC JUL 0>1.0 AUG 0>0.7 AA LAX-LAS JUN 6>8 JUL 6>8 AUG 6>8 SEP 6>7 *AA LAX-MCI JUN 0>1.0 JUL 0>1.0 AUG 0>1.0 SEP 0>1.0 AA LAX-MCO JUN 2>3 JUL 2>3 AUG 2>3 *AA LAX-MSP JUN 0>1.9 JUL 0>2 AUG 0>2 SEP 0>2 *AA LAX-MSY JUN 0>1.0 JUL 0>1.0 AUG 0>1.0 SEP 0>1.0 AA LAX-NRT SEP 1.0>0.8 *AA LAX-OMA JUN 0>1.0 JUL 0>1.0 AUG 0>1.0 SEP 0>1.0 *AA LAX-PDX JUN 0>3 JUL 0>3 AUG 0>3 SEP 0>3 AA LAX-RDU JUN 1.0>2.0 JUL 1.0>2 AUG 1.0>1.7 AA LAX-RNO JUN 4>5 JUL 4>5 AUG 4>5 SEP 4>5 AA LAX-SAN AUG 8>6 SEP 9>6 AA LAX-SAT JUL 3>2 *AA LAX-SEA JUN 0>5 JUL 0>5 AUG 0>5 SEP 0>5 AA LAX-SFO JUN 12>13 JUL 12>13 AUG 11>13 SEP 9>13 AA LAX-SJC JUN 5>6 JUL 5>6 AA LAX-SLC JUN 3>4 JUL 3>4 SEP 4>3 AA LAX-SMF JUN 5>6 JUL 5>6 AUG 5>6 SEP 4>6 AA LAX-STL JUN 2>3 JUL 2>3 AUG 2>3 SEP 2>3 AA LAX-TUS SEP 4>3 AA LAX-XNA SEP 1.0>2 AA LAX- Quoting realsim (Reply 4): | Wow, I think that's the highest frequency these routes have ever seen. |
Quoting usairways85 (Reply 6): |
Quoting enilria (Thread starter): **WS BNA-YYZ JUL 0>0.7 AUG 0>0.7 SEP 0>0.7 WS DFW-YYC SEP 1.0>0.2 WS LAS-YWG JUL 0.6>0.3 AUG 0.5>0.3 WS LAX-YVR JUL 2>3 AUG 2>3 SEP 2>3 **WS LAX-YYZ JUL 0>1.0 AUG 0>1.0 SEP 0>1.0 WS MCO-YYZ JUL 1.7>3 AUG 1.7>3 SEP 1.4>3 WS PSP-YEG MAY 0.3>0.0 |
Quoting enilria (Thread starter): DL ATL-XNA JUN 6>7 |
Quoting avi8 (Reply 8): Where is AA getting the aircraft for this massive LA expansion? I know they are constantly receiving more aircraft but I thought they were replacing old aircraft with those. |
Quoting thenoflyzone (Reply 9): Well, WS is clearly shifting capacity away from recession stricken Alberta, and transferring it to YYZ. |
Quoting enilria (Thread starter): AA LAX-NRT SEP 1.0>0.8 |
Quoting enilria (Thread starter): AA ORD-PEK SEP 1.0>0.8 AA ORD-PVG SEP 1.0>0.8 |
Quoting usairways85 (Reply 6): Quoting enilria (Reply 2): Not just anecdotal. T100 shows its empty. How do AA/BA fair on the route. |
Quoting B757capt (Reply 7): Quoting usairways85 (Reply 6): LHR from PHL has done very well since AA merger. |
Quoting avi8 (Reply 8): Where is AA getting the aircraft for this massive LA expansion? |
Quoting commavia (Reply 12): or decrease capacity |
Quoting thenoflyzone (Reply 9): Well, WS is clearly shifting capacity away from recession stricken Alberta, and transferring it to YYZ. |
Quoting tbboko802 (Reply 10): Quoting realsim (Reply 4): UA IAH-FOE FEB 0.1>0.0 United has never flown to Topeka from IAH (that I recall). |
Quoting enilria (Reply 15): It's not that they can't shift capacity around in any scenario, the question is what is being cut to find all this capacity? |
Quoting enilria (Reply 15): Wall Street won't let this be a net increase with their stand on capacity. Something will be cut. |
Quoting commavia (Reply 16): a mix of capacity reductions elsewhere |
Quoting commavia (Reply 16): We've seen capacity reductions in many other markets over the last few weeks - it's been well commented on here. |
Quoting enilria (Reply 15): I asked the same question. It's not that they can't shift capacity around in any scenario, the question is what is being cut to find all this capacity? Wall Street won't let this be a net increase with their stand on capacity. Something will be cut. |
Quoting enilria (Reply 18): But where is the question. |
Quoting enilria (Reply 18): They are up nearly 5% in domestic ASMs for June and July as of this change. I doubt that sticks. These are the largest domestic gainers in absolute ASM increase for Summer, but I'm showing the % increase for reference. #1 LAX +14% #2 ORD +6% #3 JFK +15% (that's surprising) #4 CLT +3% #5 DFW +2% |
Quoting enilria (Reply 18): #3 JFK +15% (that's surprising) |
Quoting enilria (Reply 15): |
Quoting commavia (Reply 16): |
Quoting enilria (Reply 18): |
Quoting commavia (Reply 20): |
Quoting enilria (Thread starter): AA LAX-BNA JUN 2>3 JUL 2>3 AUG 2>3 |
Quoting enilria (Thread starter): **WS BNA-YYZ JUL 0>0.7 AUG 0>0.7 SEP 0>0.7 |
Quoting ericm2031 (Reply 23): Have the OO -700s been loaded yet for LAX? |
Quoting ericm2031 (Reply 23): And I'm surprised by the big reduction in LAX-SAN frequency unless YOY it's still adjusting for the pull down of the 50 seaters |
Quoting ericm2031 (Reply 23): Lastly, is AA all E175 on LAX-SFO or is there some mainline still in there? |
Quoting thenoflyzone (Reply 9): Well, WS is clearly shifting capacity away from recession stricken Alberta, and transferring it to YYZ. |
Quoting UALFAson (Reply 22): Quoting enilria (Thread starter): AA LAX-BNA JUN 2>3 JUL 2>3 AUG 2>3 As previously noted, AA has never run 3x service on this route. |
Quoting HPRamper (Reply 19): Even for a low-oil market share grab? |
Quoting HPRamper (Reply 19): I have to think PHX is involved. |
Quoting commavia (Reply 20): Quoting enilria (Reply 18): But where is the question. And I think you answered that question: PHL, PHX, etc. |
Quoting commavia (Reply 20): Personally, I think the more representative way of assessing these capacity shifts among markets is to look at seats and not ASMs |
Quoting commavia (Reply 20): I agree with you that - at least based on the company's own guidance - AA is unlikely to ultimately have domestic capacity up net 5% YoY. |
Quoting B757capt (Reply 21): I think you are seeing increased utilization from AA. |
Quoting UALFAson (Reply 22): Quoting enilria (Thread starter): AA LAX-BNA JUN 2>3 JUL 2>3 AUG 2>3 As previously noted, AA has never run 3x service on this route. |
Quoting UALFAson (Reply 22): Quoting enilria (Thread starter): **WS BNA-YYZ JUL 0>0.7 AUG 0>0.7 SEP 0>0.7 This is a real surprise! I've seen nothing mentioned in local media here. Not even on BNA's FB page. Thanks, as always, enilria, for the weekly update, including the AA ASM analysis. Interesting stuff! |
Quoting enilria (Reply 27): Thanks and congrats to BNA. AC still flies BNA as well? |
Quoting enilria (Reply 27): Something negative is coming in Fall to balance the Summer expansion. PHX is a likely source./quote] [quote=enilria,reply=27]Yes, BUT those are small cuts and huge increases. |
Quoting enilria (Reply 27): I kind of agree, but we are talking about Wall Street reaction which forces ASM as the metric. |
Quoting commavia (Reply 24): No, still plenty of mainline. Of the 13 flights/day, 5 are mainline (mix of 737, A319 and A321) and the rest are Eagle/Compass EMB175s. To my knowledge, 13/day is - by a considerable margin - the most frequency AA has ever had in this market, at least going all the way back to right after Air Cal. Even in the peak of the late 1990s/early 2000s, after the Reno merger, I don't believe AA ever had more than 8-9 flights/day on this route (albeit, at that time, all mainline MD80/737). |
Quoting commavia (Reply 20): And I think you answered that question: PHL, PHX, etc. |
Quoting commavia (Reply 20): Personally, I think the more representative way of assessing these capacity shifts among markets is to look at seats and not ASMs, because when comparing an airline's presence at an airport, a seat is a seat regardless of how far it's flying. Not saying ASMs are not an important metric, nor that they don't provide insight into other, different, aspects of airline comparisons. But when look at airports, seats seems like the more appropriate metric to me - personally. |
Quoting ericm2031 (Reply 30): They're approaching DL levels on that route of being nearly hourly so I'm surprised they're still running some mainline on there. |
Quoting ericm2031 (Reply 30): With DL ending their shuttle product on the route |
Quoting longhauler (Reply 28): Yes, Air Canada Express operated by Air Georgian. CL-65 Twice a day. I don't see WS posted anywhere either, probably an Encore Q400? |
Quoting commavia (Reply 29): Quoting enilria (Reply 27): I kind of agree, but we are talking about Wall Street reaction which forces ASM as the metric. "Wall Street" isn't monolithic. I think there are at least some analysts who understand the relative merits of one metric over another. |
Quoting usairways85 (Reply 31): And I'd make an assumption that many of PHL's ASM cuts are on just a few routes (PHL-TLV, PHL-EDI, 1x PHL-LHR, and about 10 flights PHL-LGA/DCA). |
Quoting B757capt (Reply 7): LHR from PHL has done very well since AA merger. |
Quoting enilria (Reply 2): Not just anecdotal. T100 shows its empty. |
Quoting tbboko802 (Reply 13): According to IAH numbers YYC-IAH has been doing fairly well |
Quoting Rdh3e (Reply 34): You've got a low bar for "very well". This is one of the emptiest flights across the Atlantic. PHL-LHR T100 Load Factors: Aug14…86.8 Sep14…67.6 Oct14…65.3 Nov14…58.8 Dec14…70.3 Jan15….60.4 Feb15…48.6 Mar15…59.7 Apr15…54.8 May15..54.7 Jun15…69.8 Jul15….74.9 Avg....64.4 |
Quoting Rdh3e (Reply 34): PHL-LHR T100 Load Factors: Aug14…86.8 Sep14…67.6 Oct14…65.3 Nov14…58.8 Dec14…70.3 Jan15….60.4 Feb15…48.6 Mar15…59.7 Apr15…54.8 May15..54.7 Jun15…69.8 Jul15….74.9 Avg....64.4 |
Quoting enilria (Reply 33): The numbers quoted above are domestic and PHL-LGA/DCA have almost no impact on ASMs because they are so short. |
Quoting knope2001 (Reply 36): What strikes me especially odd about this is that PHL is a massive hub with plenty of potential feed to put butts into those empty LHR seats if the price was low enough. |
Quoting usairways85 (Reply 37): PHL is anomaly that I've given up on figuring out. I'm a PHL resident, but someone who frequently gets up to EWR because of a much wider selection of nonstop destinations and frequencies. |
Quoting commavia (Reply 32): Quoting ericm2031 (Reply 30): With DL ending their shuttle product on the route Is Delta discontinuing the "Shuttle" branding on LAX-SFO? Wasn't aware of that. It's still shown on their website. |
Quoting enilria (Reply 35): Here are DL's LFs: Apr15 19% - 46 points behind AA/BA/US May15 36% - 31 points behind Jun15 48% - 31 points behind Jul15 51% - 29 points behind |
Quoting AirFiero (Reply 38): HU SJC-PEK APR 0.7>0.6 MAY 0.7>0.5 JUN 0.7>0.6 Looks like a slight reduction. Any idea how this translates into flights per week? |
Quoting AirFiero (Reply 38): HU SJC-PEK APR 0.7>0.6 MAY 0.7>0.5 JUN 0.7>0.6 Looks like a slight reduction. Any idea how this translates into flights per week? |
Quoting enilria (Thread starter): Surprised they are increasing... DY JFK-FDF APR 0.4>0.6 DY JFK-PTP APR 0.4>0.6 |
Quoting enilria (Thread starter): **DL SLC-MEM JUN 1.0>0 JUL 0.9>0 |
Quoting commavia (Reply 32): Is Delta discontinuing the "Shuttle" branding on LAX-SFO? Wasn't aware of that. It's still shown on their website |
Quoting knope2001 (Reply 36): Thanks as always, enilria, for posting this stuff.. |
Quoting knope2001 (Reply 36): What strikes me especially odd about this is that PHL is a massive hub with plenty of potential feed to put butts into those empty LHR seats if the price was low enough. |
Quoting Sightseer (Reply 40): Thanks Enilria! |
Quoting Sightseer (Reply 40): Yikes. |
Quoting slcdeltarumd11 (Reply 43): Quoting enilria (Thread starter): **DL SLC-MEM JUN 1.0>0 JUL 0.9>0 Seriously hope this is a mistake |
Quoting slcdeltarumd11 (Reply 43): MEM you cant even offer a summer peak flight to the Western hub? |
Quoting enilria (Reply 45): Agreed. Perhaps they are desperate to keep DL out of the market in Winter so they run extra flights? |
Quoting slcdeltarumd11 (Reply 43): Quoting enilria (Thread starter): **DL SLC-MEM JUN 1.0>0 JUL 0.9>0 Seriously hope this is a mistake. Is not a loss for SLC at all, but for MEM you cant even offer a summer peak flight to the Western hub? I would think all those years of MEM being a hub they could at least offer this. Woudnt be surprisd if this gets reversed in a few weeks. |
Quoting usairways85 (Reply 46): This summer BA plans a very fluid schedule with many combinations for their 2 flights(772/788; 772/772; 789/788; 772/789, etc.). |
Quoting AVLAirlineFreq (Reply 47): Quoting slcdeltarumd11 (Reply 43): Quoting enilria (Thread starter): **DL SLC-MEM JUN 1.0>0 JUL 0.9>0 Seriously hope this is a mistake. Is not a loss for SLC at all, but for MEM you cant even offer a summer peak flight to the Western hub? I would think all those years of MEM being a hub they could at least offer this. Woudnt be surprisd if this gets reversed in a few weeks. This has come and gone before, right? |
Quoting enilria (Thread starter): **DL SLC-MEM JUN 1.0>0 JUL 0.9>0 |