Airline Weekly Lounge Episode 28: The French Correction

Airline Weekly Lounge Episode 28: The French Correction

What’s it gonna take to fix Air France/KLM? The airline group has a number of problems—from labor inflexibility to a soft French economy—all in a very competitive part of the world. But there are reasons for hope: Gulf carriers could one day slow their growth, Air France/KLM still has the gold standard in joint ventures and, heck, labor concessions are always a possibility. Air Canada improved its 2015 operating margin from 6% to 11%—no easy task in a country that’s seeing economic and currency headwinds. The bad news for Copa Airlines is that its operating margin dropped from 18% to 7%. The good news is that Copa still has a profit margin at all, as it’s an airline heavily exposed to troubled Brazil and Venezuela. And why doesn’t Virgin America want to offer a basic economy seat option?

Episoder(421)

Who Will Lead IATA Next?

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 Apr 40min

An Aviation Crisis – with a Twist

An Aviation Crisis – with a Twist

In part one, Gordon and Jay unpack a whirlwind few days for the global airline industry, including fresh insights on jet fuel prices. In part two, the conversation turns to intriguing developments at ...

26 Mar 28min

Making Sense of the Fuel Price Crisis

Making Sense of the Fuel Price Crisis

Fuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant. In this week’s show, Gordon and Jay break down how U.S. airlines are...

19 Mar 41min

Jet Fuel Shock & Shutdown TSA Lines: Airlines Brace for a Volatile Spring

Jet Fuel Shock & Shutdown TSA Lines: Airlines Brace for a Volatile Spring

Jay Shabat is joined by Meghna Maharishi and Skift's Head of Research Seth Borko for a crossover Airline Weekly Lounge that hits two pressure points at once: a sudden jet fuel spike and the growing ai...

12 Mar 40min

A Gulf Airline Crisis Like No Other

A Gulf Airline Crisis Like No Other

In a week when the world's busiest international airline ground to a halt and Gulf hubs faced aerial attack, Gordon and Jay explore the impact of the Iran war on the aviation industry. In part two, we...

5 Mar 49min

Is Singapore Airlines Still A Profit Superstar?

Is Singapore Airlines Still A Profit Superstar?

In part one, Gordon and Jay review the latest numbers from Singapore Airlines and explain why context is key when determining success. In part two, we preview the annual results from British Airways a...

26 Feb 36min

American Airlines Is Falling Behind. Here’s Why

American Airlines Is Falling Behind. Here’s Why

Delta and United are dominating airline profits while American falls behind, and Frontier struggles to recover. Jay Shabat and Meghna Maharishi break down airline earnings, American’s leadership pres...

19 Feb 28min

Icelandair: Moving in the Right Direction?

Icelandair: Moving in the Right Direction?

In part one of this week's show, Gordon and Jay crunch the latest financials from Icelandair and discuss how it plans to become sustainably profitable. In part two, the conversation turns to global ai...

12 Feb 38min

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