The U.S. Air Travel Recovery Flatlines

The U.S. Air Travel Recovery Flatlines

If one thing's clear from the airlines that have reported third-quarter results it's that the U.S. domestic travel recovery has plateaued. That's not necessarily bad, passenger numbers are above 2019 levels, but the industry's higher cost structure could make a low-growth environment challenging. Edward Russell and Jay Shabat discuss. Plus, the latest from Routes World in Istanbul. Reading List American Airlines Had a Rough Quarter, but Points to 2024 Tailwinds United Faces Higher Costs – and What Else We Learned on the Earnings Call Air France-KLM’s SAS Takeover: Do Copenhagen, Oslo, and Stockholm Hubs Stay? Fast-Growing Istanbul Airport Wants More Budget Airline Competition AirAsia, Chastened from Pandemic Losses, Takes Disciplined Approach to Growth Royal Jordanian, Wizz Air Weigh Costs of Israel-Hamas War

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Jet2's Secret Sauce

Jet2's Secret Sauce

Presented by American Airlines In part one, Gordon Smith and Jay Shabat examine the fascinating story behind British leisure carrier Jet2, and explain why it's an airline worth watching. In part two, ...

16 Elo 202433min

The Q2 2024 Earnings Scoreboard

The Q2 2024 Earnings Scoreboard

Presented by American Airlines In part one, Gordon Smith and Jay Shabat reveal which U.S. airlines had the best and worst second quarters of 2024. In part two, we turn our attention to the latest deve...

9 Elo 202434min

Former American Airlines Chief Commercial Officer Vasu Raja on Aviation's Current Inflection Point

Former American Airlines Chief Commercial Officer Vasu Raja on Aviation's Current Inflection Point

Today we’re bringing you a bonus episode featuring an exclusive interview with former American Airlines Chief Commercial Officer Vasu Raja, who left American earlier this year after two years in the r...

7 Elo 202446min

How Was Q2 for JetBlue?

How Was Q2 for JetBlue?

In part one, Gordon Smith and Jay Shabat discuss the latest earnings from JetBlue and examine the U.S. carrier's turnaround plan. In part two, we turn our attention to IndiGo and discover what makes i...

2 Elo 202435min

The Ben Smith Interview

The Ben Smith Interview

As the 2024 Olympics get underway in Paris, we speak with the CEO of the Air France-KLM Group, Ben Smith. He’s in conversation with Skift’s Editor-in-Chief Sarah Kopit and Head of Research Seth Borko,...

26 Heinä 202439min

Hong Kong's Slow Climb

Hong Kong's Slow Climb

In part one, Gordon Smith and Jay Shabat discuss Q2 results from Delta Air Lines and Norwegian, looking for clues as to what the future could hold for other operators. In part two, we turn our attenti...

19 Heinä 202431min

Qantas: From Perth to Paris

Qantas: From Perth to Paris

In part one, Gordon Smith and Jay Shabat discuss Qantas' latest ultra long-haul endeavor and ask what it tells us about the carrier's wider commercial strategy. In part two, we examine the latest twis...

12 Heinä 202432min

Air France's Olympic Headache

Air France's Olympic Headache

In part one, Gordon Smith and Jay Shabat examine why this summer's Olympic and Paralympic Games in Paris are likely to be a financial drag on Air France. In part two, we turn our attention to U.S. air...

4 Heinä 202435min

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