Blue No More: With altered tactics and some favorable macro forces, JetBlue is on the upswing

JetBlue is on the upswing

As recently as 2014, just two U.S. airlines—United and Virgin America, both then synonymous with despair—recorded lower operating margins than JetBlue. Even more uncomfortably, JetBlue’s margin was a massive 10 points lower than Spirit’s, giving rise to a dominant new narrative: Ultra-low-cost carriers were conquering the world, while JetBlue, with its higher-cost model, was falling […]

Looking Back, Looking Ahead: The top 10 developments in 2016—and what to watch in 2017

The top 10 developments in 2016—and what to watch in 2017

In many ways, to the eyes of the world’s airlines, 2016 looked a lot like 2015, which was a radical break from pre-2014 conditions. Again this year, the industry operated with a backdrop of low fuel prices, strong traffic growth, a strong U.S. dollar and more favorable economic circumstances for countries less dependent on commodity […]

The New President Speaks: Not that new president. Scott Kirby talks with AW about how to make United great again

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Late one afternoon in late August, two press releases from two airlines announced— moments apart—that Scott Kirby was no longer president of American and had become president of United. The next day, United’s market capitalization increased by $1.3b, almost certainly the airline industry’s largest-ever such surge due to a personnel move. Last week, having just […]

Off-Peak Seasonal Disorder: Europe’s airlines did well in general during Q3. But will recent trends foster full-year success?

Off-Peak Seasonal Disorder: Europe’s airlines did well in general during Q3. But will recent trends foster full-year success?

At first glance, Europe’s airline industry might look every bit as healthy as its U.S. counterpart. After all, the collective operating margin of its 11 largest publicly-traded carriers was 17% last quarter, almost equal to the 18% earned by America’s 10 largest airlines. But first glances can be deceiving. Sure, Europe’s airlines did just as […]