The Airline Weekly Lounge Podcast

Airline Weekly Lounge Episode 42: Ryanair’s Runaway Success
traceyintorcia

Ryanair is like a runaway train, in that nothing seems to be able to stop it. Despite unfavorable hedges, terrorism, air traffic control strikes and plenty of economic weakness, the airline still managed to turn a profit during the historically...

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Airline Weekly Lounge Episode 41: Korean Divergence
traceyintorcia

Why are we seeing such different results from the two big Korean airlines? Korean Air again overcame systemic challenges to deliver a standout performance in the first quarter. And although the fuel situation certainly helped, the story wasn’t only about...

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Airline Weekly Lounge Episode 40: Emirates Strikes Back
traceyintorcia

Emirates last week posted an operating margin nearing 10% for its fiscal year. That’s significantly better than the 7% the year before and a whole lot better than the 5%, 4%, and 3% posted in the years prior to that....

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Airline Weekly Lounge Episode 39: Eurowing and a Prayer
traceyintorcia

Is growing Eurowings a safe bet? Lufthansa’s low-cost unit had a rough first quarter and that might not be the last. Eurowings is growing like gangbusters, propelling itself into the teeth of a crowded airline market and doing so with...

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Airline Weekly Lounge Episode 38: Delta CEO Interview
traceyintorcia

Delta’s new CEO Ed Bastian thinks it’s great that the competition is trying to catch up to Delta in terms of operational performance. He also says, without hesitation, that the competition—namely American Airlines—won’t catch his airline and makes the case...

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Airline Weekly Lounge Episode 37: Southwest and Alaska Outperform
traceyintorcia

While Delta, American and United have all seen both revenues and costs dropping, Southwest and Alaska just experienced the opposite in the first quarter. In fact, Southwest and Alaska rode a wave of rising revenues (say that three times fast)...

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Airline Weekly Lounge Episode 36: Delta Feels No Pain
traceyintorcia

Here’s a simple recipe for success: Make all the right moves in all the right places. Whether overseas or in the U.S., Delta has managed to avoid the pockets of pain being experienced by its U.S. peers, who have even...

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Airline Weekly Lounge Episode 35: Chinese Airlines Show Stress
traceyintorcia

Is China’s slowing economy taking its toll on the country’s Big Three carriers? So far Air China, China Eastern and China Southern have held up well and posted a rather good 2015. But the fourth quarter of 2015 showed some...

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Airline Weekly Lounge Episode 34: Will Virgin and Alaska Be Happy Together?
traceyintorcia

Alaska Airlines clearly wants to be the dominant carrier on the West Coast, and if its purchase of Virgin America goes through, it will have four focus cities—Los Angeles, San Francisco, Portland and Seattle—all clustered on the Pacific. Such a...

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Airline Weekly Lounge Episode 33: Is Virgin Merging With Alaska?
traceyintorcia

If the U.S. airline market were to see even more consolidation, what kind of effect would it have? That’s one question we consider in a discussion about the possible acquisition of Virgin America by another airline. We also talk about...

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Airline Weekly Lounge Episode 32: Post-Brussels Attack Roundup
traceyintorcia

Attacks at airports are rare, and Tuesday’s bombing at Brussels Airport will no doubt have repercussions around the world. Which airlines will see the worst financial impact from the attacks? Brussels Airlines, not surprisingly, is most vulnerable. Unfortunately, the airline...

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Airline Weekly Lounge Episode 31: Turkish Blend
traceyintorcia

It’s good to be a Gulf carrier—Gulf carriers are well positioned to connect the whole world. But it might be better to be a near-the-Gulf carrier like Turkish Airlines. Turkish offers a blend of service as an intercontinental carrier and...

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