Airline Weekly Lounge28 Elo 2025

Can Spirit Airlines Survive?

In part one, Jay and Meghna discuss the prospects of Spirit Airlines as it struggles to revive. In part two, the conversation turns north to Air Canada and its path ahead following a costly, peak-season flight attendant strike. Five Key Takeaways Spirit Airlines faces existential risk – with bankruptcy, liquidation, merger, or recovery as possible paths, but its ULCC model looks increasingly unsustainable in today’s market. Structural industry shifts hurt ULCCs – post-pandemic demand favors premium and international travel, squeezing carriers like Spirit and Frontier that rely on dense domestic leisure routes. Air Canada’s strike shows labor power – flight attendants achieved rare wins like boarding pay, setting precedents for North American labor negotiations. Financial impact on Air Canada is major – losing nearly a quarter of annual operating profits during peak season could drag down 2025 results despite prior momentum. Fleet and strategy decisions loom – Air Canada’s choice between Airbus and Boeing for widebody replacements could shape its competitive and political positioning in the next decade. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠⁠ X: ⁠⁠⁠https://x.com/Airline_Weekly/⁠⁠⁠ Facebook: ⁠⁠⁠https://www.facebook.com/airlineweekly/⁠⁠⁠ Instagram: ⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠ WhatsApp: ⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠ Subscribe to ⁠⁠⁠@SkiftNews⁠⁠⁠ and never miss an update from the airline and travel industries.

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The Airline Europe Wrote Off — and Shouldn't Have

Gordon and Jay unpack how Iberia engineered one of the most dramatic financial turnarounds in modern airline history. Plus: Singapore Airlines posts a solid start to the year, but its Air India stake ...

21 Touko 39min

The Profit Gap Splitting U.S. Airlines

Gordon sits down with Skift airlines reporter Meghna Maharishi to break down a revealing Q1 earnings season for U.S. carriers — separating the standouts from the strugglers. Plus: the latest merger ch...

15 Touko 27min

Spirit Airlines: The Post-Mortem

Spirit Airlines is the first major U.S. carrier to go out of business in more than two decades. In this special edition, Gordon is joined by Jay and Meghna to unpack what went wrong — from blocked mer...

7 Touko 38min

What's Going Wrong at JetBlue?

Gordon and Jay open with JetBlue's latest quarterly results, unpacking what's behind the airline's struggles and what it might take to get back on course. Then they turn to Norwegian, where a strong s...

30 Huhti 33min

Will Washington Save Spirit Airlines?

Could the U.S. Government shore up Spirit Airlines? Gordon and Jay break down the latest industry chatter about the troubled carrier's future, including fresh commentary from President Trump. Then the...

23 Huhti 35min

Could United Really Merge with American Airlines?

Will two of America's biggest airlines become one? Gordon and Jay dig into whether a United-American mega-merger is actually on the table and ask what further consolidation would mean for the industry...

16 Huhti 27min

Delta Confronts the Oil Price Crisis

Delta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience. In part two, the con...

9 Huhti 41min

Who Will Lead IATA Next?

Gordon and Jay unpack major leadership moves shaping the industry, from Willie Walsh’s shift to IndiGo to Michael Rousseau’s departure from Air Canada. Later, they dive into fuel prices and what’s ahe...

2 Huhti 40min