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The State of North American Transborder Demand
President Trump has started a trade war with Mexico and Canada. He's also threatening Canada's sovereignty. How bad is this for Canadian and Mexican…
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Brian Sumers
It's Watch-And-Wait For U.S. Airlines
Carriers say demand has softened. Also in this issue: both Ed Bastian and Scott Kirby poked at American, JetBlue needs to pick a partner, and Southwest…
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Brian Sumers
5
Is There a Reason to Choose Southwest Anymore?
if it becomes exactly like the rest, what will keep Southwest from becoming the worst?
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Brian Sumers
3
How Worried Should We Be?
United and American are seeing weakness in D.C., but is this an isolated problem? Also in today's newsletter: musings on Canada, ULCCs, Southwest, Scott…
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Brian Sumers
3

February 2025

It’s not Herb’s Southwest anymore
Layoffs are awful for people who lose their jobs. But are they bad for business? Also: JetBlue's loyalty push, and United apparently is paying more for…
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Brian Sumers
4
Allegiant Counters an Industry Trend
The airline has major growth planned for 2025. But executives say there is a good reason for the extra seats.
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Brian Sumers
2
What to Make of Southwest's New CFO
Also: United temporarily will gain gates in Chicago, and American has a new customer experience division.
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Brian Sumers
4
Is Barry Biffle Now on Message?
On an earnings call, Frontier's CEO neither responded to Scott Kirby nor sparred with a Wall Street analyst. Instead, he spoke about his airline's…
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Brian Sumers
Southwest's Secret Weapon
On its recent earnings call, executives spent little time discussing commercial initiatives. Instead, they want you to know the value of their…
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Brian Sumers

January 2025

Alaska Likes What it Sees at Hawaiian
The company has had full control for more than four months. It told investors it has seen no surprises. That's a good thing.
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Brian Sumers
What’s Left to Say About American?
The airline is just going to muddle through for the foreseeable future, isn't it? It makes money. But less than its competitors. And I don't see an…
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Brian Sumers
5
Scott Kirby Seems to Enjoy Being Correct
He said he's amused by any ULCC that is betting it can make money in New York. Anyone know which airline he might be targeting?
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Brian Sumers
1
© 2025 Brian Sumers
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