Airline Weekly Lounge Episode 28: The French Correction

Airline Weekly Lounge Episode 28: The French Correction

What’s it gonna take to fix Air France/KLM? The airline group has a number of problems—from labor inflexibility to a soft French economy—all in a very competitive part of the world. But there are reasons for hope: Gulf carriers could one day slow their growth, Air France/KLM still has the gold standard in joint ventures and, heck, labor concessions are always a possibility. Air Canada improved its 2015 operating margin from 6% to 11%—no easy task in a country that’s seeing economic and currency headwinds. The bad news for Copa Airlines is that its operating margin dropped from 18% to 7%. The good news is that Copa still has a profit margin at all, as it’s an airline heavily exposed to troubled Brazil and Venezuela. And why doesn’t Virgin America want to offer a basic economy seat option?

Jaksot(423)

Airline Weekly Lounge Episode 8: Africa's Biggest Airline?

Airline Weekly Lounge Episode 8: Africa's Biggest Airline?

Ethiopian Airlines is growing aggressively—and apparently profitably—while other African carriers are struggling. The airline’s centralized location seems to give it a big advantage over other African...

23 Syys 201522min

Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite

Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite

Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and ...

16 Syys 201526min

Airline Weekly Lounge Episode 5: Cold Comfort in Canada

Airline Weekly Lounge Episode 5: Cold Comfort in Canada

Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is a far cry from what U.S. ca...

18 Elo 201520min

Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market

Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market

The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we ta...

12 Elo 201523min

Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated

Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated

With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from ...

5 Elo 201524min

Airline Weekly Lounge Episode 2: Postcards from the Hedge

Airline Weekly Lounge Episode 2: Postcards from the Hedge

American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic ...

29 Heinä 201523min

Airline Weekly Lounge Episode 1: Can It Get Any Better?

Airline Weekly Lounge Episode 1: Can It Get Any Better?

Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reporte...

22 Heinä 201525min

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