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Issue No. 786

Will Spirit Recover Faster Than its Rivals?

The fourth quarter is now underway, with the Covid crisis showing few signs of easing. There is, to be sure, some positive momentum in a few domestic markets. Russia is leading the way with y/y demand growth. China’s not quite…

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Issue No. 846

Airlines’ Long Covid

Airlines around the world are looking past the pandemic to a future in which Covid-19 may be endemic. But just as with some people who contract the disease, the effects of Covid may last longer than the initial shock. One...

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Issue No. 845

Allegiant Bets on Boeing

In the first week of the new year, Allegiant decided to make some news. The long-time Airbus operator ordered 50 Boeing 737 Max-family aircraft, with options for 50 more. Allegiant downplayed the news by saying it has operated a mixed...

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Issue No. 844

A Year of Inflection Points

If there's one phrase that airline executives have repeated this year, it's "inflection point" (followed closely by "pent-up demand"). The pandemic's inflection point would mark when Covid-19 began to recede, pent-up demand was unleashed, and the recovery really began. Remember...

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