So this is happening: A major international airline faces a blockade. We admit it—this is a new one for us, with little to no history as a guide. Nonetheless, Qatar Airways faces a travel and trade embargo from four nearby countries, which overnight wiped 18 destinations off Qatar’s route map and essentially propped up a […]
Marching Into Battle: Southwest’s latest expansion targets are markets where it can expect a fight
It’s rightly called an LCC. But it’s also an HRC: a high-revenue carrier. Southwest long ago gained fame by inventing lowcost air travel, but its success today is just as importantly tied to the revenue power it exercises, not from having the best product, the most comprehensive loyalty plan nor the most ancillary services but […]
Airline Weekly Lounge Episode 72: Good is good
The earnings picture for U.S. carriers in the first quarter was much worse than last year’s Q1—but that doesn’t mean it wasn’t good. It was indeed good—and good is good. Their success comes while wrestling with rising labor and fuel costs, and fickle demand. Allegiant continues to lead, and with confidence surely brimming, it’s buying […]
Airline Weekly Lounge Episode 63: All Smiles
While the revenue story has improved for U.S. carriers, the cost story has become a headwind. Still, as American Airlines demonstrated in its fourth quarter results, costs are a headwind that can be overcome. With that, AA joined Delta and United in delivering solid fourth quarters and downright strong full-year results. And things only got […]
Airline Weekly Lounge Episode 50: Peaked Perhaps?
Earnings season is in full swing and really there’s too much to talk about within the average commute or treadmill run. So we’ll talk fast. And in this episode, our fast talk starts with American Airlines’ billion-dollar quarter and, naturally, how that compares to rivals Delta and United. Speaking of which, United posted a second-quarter […]
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