It’s going to be a smaller airline industry. That much seems sure, for at least the next few years as carriers adjust to a world with less travel. Fewer planes. Fewer routes. Fewer airline workers. It’s not a pretty picture.
Read The IssueThe earnings parade marches on. More airlines reported their calendar fourth results last week, including Japan’s two major airlines. In a break with pre-Covid norms, ANA is now outperforming its smaller and more internationally-focused rival JAL. In India, IndiGo continues...
Read MoreWith earnings season in full swing, we now have a clear picture of airline trends in the U.S. The Big Three — American, Delta, and United — all performed admirably in the fourth quarter, boosted no doubt by exceptionally strong...
Read MorePolite. Complimentary. Respectful. Nobody would use these adjectives to describe Scott Kirby’s attitude toward low-cost airlines. The United Airlines chief showed up for the company’s fourth quarter earnings call with a baseball bat, swinging at rivals for sins ranging from...
Read More