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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Airline Weekly Lounge Episode 16: Spirit Air CEO Interview

Airline Weekly Lounge Episode 16: Spirit Air CEO Interview

More than anything, Spirit Airlines’ business model is built on low fares, which it uses to stimulate demand and fill its planes. But what happens when fuel prices drop, enabling airlines like JetBlue...

17 Marras 201529min

Airline Weekly Lounge Episode 14: IAG Is A-OK

Airline Weekly Lounge Episode 14: IAG Is A-OK

Whew! The busiest week of earnings season has us hustling. We kick off our around-the-world sprint with IAG, the airline group that is British Airways, Iberia, Vueling and more recently Aer Lingus. Wh...

4 Marras 201523min

Airline Weekly Lounge Episode 13: Great American

Airline Weekly Lounge Episode 13: Great American

Well that didn’t last long. American Airlines, the biggest carrier in the world, set a new quarterly profit record, with a $1.9b net profit in the third quarter. Of course, there are some technicaliti...

27 Loka 201522min

Airline Weekly Lounge Episode 12: Delta's Payday

Airline Weekly Lounge Episode 12: Delta's Payday

How did Delta achieve its record-breaking quarter? We touch on some of the root causes, including Delta’s push for cheap aircraft and near-perfect operations. Also, we discuss Delta’s plan for flat or...

20 Loka 201520min

Airline Weekly Lounge Episode 11: Lufthansa's Competition Grows

Airline Weekly Lounge Episode 11: Lufthansa's Competition Grows

Lufthansa is facing competition from Ryanair, Wizz Air, easyJet, Air Berlin, Vueling, Turkish Airlines, Emirates and probably your brother. Competition is not a new thing, but the severity is growing....

14 Loka 201524min

Airline Weekly Lounge Episode 10: Southwest’s Golden Years

Airline Weekly Lounge Episode 10: Southwest’s Golden Years

In airline years, Southwest is certainly old enough to be put out to pasture. Instead, the massive airline is making money like never before. Could some of its contrarian moves, like no bag fees, actu...

7 Loka 201520min

Airline Weekly Lounge Episode 9: A New Frontier

Airline Weekly Lounge Episode 9: A New Frontier

Posting a $54m profit in its second quarter, Frontier Airlines has joined the ranks of America’s most profitable airlines. Frontier and America’s other ultra-low-cost carrier, Spirit, are both highly ...

30 Syys 201526min

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

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