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

Jaksot(422)

Diversifying Delta's Business

Diversifying Delta's Business

Delta Air Lines held an investor day this week where CEO Ed Bastian said business was “gangbusters.” That’s what Wall Street wanted to hear but it appears also true for a company that sees significant...

30 Kesä 202324min

India's Airlines Go Shopping in Paris

India's Airlines Go Shopping in Paris

Indian airlines IndiGo and Air India grabbed headlines with orders at the Paris Airshow this week. Can the country support all of their planned growth? Edward Russell and Jay Shabat discuss. Plus, the...

23 Kesä 202325min

The Brains Behind Air Canada's Network

The Brains Behind Air Canada's Network

Air Canada is flying double-daily high-density Boeing 777s — its equivalent of an Airbus A380 as Mark Galardo put it — to Athens this summer to meet some of the best travel demand it has ever seen. Ga...

16 Kesä 202324min

Takeaways From the IATA Annual Meeting

Takeaways From the IATA Annual Meeting

The mood in Istanbul at the IATA Annual General Meeting was definitely jubilant this year. Despite all the challenges airlines face — and, frankly, when do they not face challenges? — attendees celebr...

9 Kesä 202327min

Summer Air Travel Record Forecast

Summer Air Travel Record Forecast

U.S. airports saw roughly 300,000 more travelers than in 2019 over the Memorial Day weekend holiday, a sign of a busy summer to come. Are airlines ready? Edward Russell and Jay Shabat discuss. Plus, D...

2 Kesä 202323min

The Return of Icelandair

The Return of Icelandair

Icelandair had a rough few years before and during Covid. But the airline believes it has turned the financial corner, and forecasts its best results in seven years. Edward Russell and Jay Shabat disc...

26 Touko 202321min

Air Canada Off to a Good Start

Air Canada Off to a Good Start

Air Canada lost money in the first quarter of 2023. But that's no surprise. Wintertime losses are common for the carrier. But the red ink was minimal, setting it up for a strong year. Plus, a discussi...

22 Touko 202324min

Ryanair Makes Up With Boeing

Ryanair Makes Up With Boeing

Ryanair gave Boeing a boost, and let bygones be bygones, by ordering up to 300 new 737 Maxes. It’s the European discounter’s largest-ever order. Edward Russell and Jay Shabat discuss the deal. Plus, A...

12 Touko 202327min

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