Airline Weekly Lounge Episode 70: Virgin Sacrificed

Airline Weekly Lounge Episode 70: Virgin Sacrificed

The merger of Alaska Airlines and Virgin American is now well under way and begs the question: How is the integration taking shape? In a word: rosy. Of course, Alaska will be sacrificing the Virgin brand. But Alaska’s management says it’s finding more synergies on both the cost and revenue sides than expected. One of the more interesting moves is that Alaska won’t be joining the Big Three and JetBlue in providing a lie-flat product on transcontinental routes. In other news, Norwegian is adding two new routes out of London Gatwick. While Virgin Atlantic reported a third consecutive annual profit in 2016, that streak might end in 2017. Lastly, Cathay Pacific reported its first annual loss since 2008 and there are, unfortunately, a few reasons that make a turnaround tough.

Episoder(424)

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 Sep 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 Sep 201522min

Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite

Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite

Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and ...

16 Sep 201526min

Airline Weekly Lounge Episode 5: Cold Comfort in Canada

Airline Weekly Lounge Episode 5: Cold Comfort in Canada

Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is a far cry from what U.S. ca...

18 Aug 201520min

Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market

Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market

The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we ta...

12 Aug 201523min

Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated

Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated

With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from ...

5 Aug 201524min

Airline Weekly Lounge Episode 2: Postcards from the Hedge

Airline Weekly Lounge Episode 2: Postcards from the Hedge

American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic ...

29 Jul 201523min

Airline Weekly Lounge Episode 1: Can It Get Any Better?

Airline Weekly Lounge Episode 1: Can It Get Any Better?

Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reporte...

22 Jul 201525min

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