Interview: Airlines for America's Chief Economist

Interview: Airlines for America's Chief Economist

Back in the aughts, Airlines for America's Chief Economist John Heimlich often showed a slide with an alarming statistic: Coffee giant Starbucks' market capitalization was more than that of the entire U.S. airline industry combined. So much has changed in the last 10 years, as the airline industry recovered from the 9/11 terrorist attacks, SARS, and oil prices of $148 per barrel, among other trials and tribulations. Skift Airline Weekly Editor Madhu Unnikrishnan and Heimlich had a chance to catch up at the Boyd Group's International Aviation Forecast Summit in August. Unnikrishnan reminded Heimlich of that slide and asked him if those turbulent times could return. Heimlich explained how the industry has changed: different management, improved aircraft technology, and consolidation being among the most important factors. But he warned that the airline industry is uniquely exposed to exogenous shocks, like geopolitical turmoil, weather, and the price of oil. The airline industry is continuing to evolve, with new aircraft technology, like the Airbus A321 XLR, making low-cost, long-haul a better business proposition, Heimlich said. But will anyone crack that low-cost, long-haul code? And what about small-community air service in the U.S. and Canada, now that airlines have retired or are in the process of retiring their smallest aircraft?

Jaksot(421)

Japan Airlines vs. ANA: Who's On Top?

Japan Airlines vs. ANA: Who's On Top?

In this week's show, Gordon and Jay discuss the latest results from Japan's two mega-airline groups. With inbound visitor numbers soaring, but domestic air travel down, we analyze the key financial an...

5 Helmi 34min

U.S. Earnings Season: Half-Time Report

U.S. Earnings Season: Half-Time Report

In part one of this week's show, Gordon and Jay discuss the latest quarterly earnings from American Airlines and JetBlue. In part two, the discussion turns to Ryanair, with a deep dive into its financ...

29 Tammi 36min

New from Skift: Executive Conversations Shaping the Travel Industry

New from Skift: Executive Conversations Shaping the Travel Industry

We’re sharing a preview of a new podcast from Skift called Skift Take Sessions. Skift Take Sessions is a weekly, journalist-led podcast built from the most important conversations shaping the global ...

26 Tammi 2min

Delta vs United: Premium Boom, Economy Squeeze

Delta vs United: Premium Boom, Economy Squeeze

It is earnings season, and this week on the Airline Weekly Lounge, Jay Shabat and Meghna Maharishi break down Q4 2025 results from United and Delta, recorded on Wednesday, January 21, 2026. They comp...

22 Tammi 21min

Allegiant–Sun Country Merger: What’s Really at Stake?

Allegiant–Sun Country Merger: What’s Really at Stake?

In this special edition of the Airline Weekly Lounge, Gordon is joined by Jay and Meghna to discuss Allegiant's plan to acquire Sun Country Airlines for $1.5 Billion. Fresh off the phone with Allegian...

12 Tammi 34min

Inside the Ethiopian Airlines Playbook

Inside the Ethiopian Airlines Playbook

Ethiopian Airlines is one of African aviation's outstanding success stories. We explore how the carrier grew profitably, built global reach, and what its strategy means for the future of the sector. I...

8 Tammi 42min

The David Neeleman Interview

The David Neeleman Interview

Recorded on-stage at our recent Skift Aviation Forum, Gordon sits down with aviation legend David Neeleman. In this fast-paced discussion, few topics are left on the table, as we hear Neeleman's views...

1 Tammi 25min

The Joanna Geraghty Interview

The Joanna Geraghty Interview

Recorded on-stage at our recent Skift Aviation Forum, Gordon is in conversation with JetBlue CEO, Joanna Geraghty. We hear why the deck is stacked against smaller carriers in the U.S., and why she thi...

25 Joulu 202524min

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