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American and Southwest Say 'Look Over Here'
Both substantially underperformed in the second quarter and gave mediocre guidance, and both tried something to keep you focused on other stuff.
Jul 26
•
Brian Sumers
5
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American and Southwest Say 'Look Over Here'
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Delta's Colossal Mess-Up
My wife and one kid were stuck in Atlanta, so maybe I'm biased. But I thought Delta's premium brand stood for more than this.
Jul 23
•
Brian Sumers
15
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Delta's Colossal Mess-Up
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5
Alaska Would Like Delta and United to Show Some Respect
The airline reminds you that there are three — not two — U.S. airlines at the top of the profitability heap.
Jul 22
•
Brian Sumers
9
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Alaska Would Like Delta and United to Show Some Respect
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Our Biggest Problem is Irrational Competitors, United Says
United's top executives had harsh words for some of their domestic competitors and their loss-making routes
Jul 19
•
Brian Sumers
12
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Our Biggest Problem is Irrational Competitors, United Says
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Ed Bastian Also Isn't Sure About ULCCs
Speaking on his airline's second quarter earnings call, Delta's CEO wasn't as blunt as Scott Kirby. But he also wasn't optimistic about the discount…
Jul 12
•
Brian Sumers
11
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Ed Bastian Also Isn't Sure About ULCCs
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Why is Alaska Flying from St. Louis to Puerto Vallarta?
The airline announced 18 new routes on Wednesday. A few are head-scratchers. What's going on here?
Jul 11
•
Brian Sumers
11
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Why is Alaska Flying from St. Louis to Puerto Vallarta?
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What Happened With Southwest's Revenue Management System?
The airline's COO explains in an interview. Also: why has Southwest joined Google Flights?
Jul 8
•
Brian Sumers
5
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What Happened With Southwest's Revenue Management System?
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June 2024
Southwest’s Revenue Problem
Plus: Hawaiian buys more time for its loyalty program-backed bond, and Ed Bastian acknowledges a rivalry with United.
Jun 27
•
Brian Sumers
6
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Southwest’s Revenue Problem
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3
Why Sun Country is Pivoting to Cargo
The passenger market is saturated, and the airline is seeing some "slight weakness" in demand. So it's moving closer to Amazon.
Jun 22
•
Brian Sumers
10
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Why Sun Country is Pivoting to Cargo
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3
Maybe Expansion Didn't Ruin WestJet
Before the pandemic, Canada's top LCC had lost focus. But private equity appears to be having some success with a turnaround.
Jun 19
•
Brian Sumers
8
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Maybe Expansion Didn't Ruin WestJet
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United's Plans For Tokyo
United wants to see if it can shift some Guam-based airplanes to Tokyo, chief commercial officer Andrew Nocella and network SVP Patrick Quayle told me…
Jun 14
•
Brian Sumers
18
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United's Plans For Tokyo
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Will Canada’s Last ULCC Sink Or Swim?
"Now as Canada's only ULCC, it's just our responsibility to — pardon my French — not to fuck it up."
Jun 11
•
Brian Sumers
5
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Will Canada’s Last ULCC Sink Or Swim?
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