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

Episoder(422)

 American Airlines CEO Robert Isom

American Airlines CEO Robert Isom

American Airlines CEO Robert Isom joined Edward Russell on stage at the Skift Aviation Forum on November 1. Enjoy their wide-ranging discussion from the year-end holiday outlook to international growt...

3 Nov 202336min

Hawaiian and Volaris's Struggles

Hawaiian and Volaris's Struggles

Hawaiian Airlines and Volaris are two very different carriers. But they have one thing in common right now: A lot of planes affected by the issues with certain Pratt & Whitney geared turbofan engines ...

27 Okt 202325min

Delta's Profit Machine

Delta's Profit Machine

The reaction to Delta Air Lines' controversial loyalty program changes so far have proved more bluster than anything else. Its profit, and outlook, remain sound even as U.S. domestic demand slows to "...

13 Okt 202325min

Air France-KLM Moves on SAS

Air France-KLM Moves on SAS

SAS is making some big changes. As part of its bankruptcy restructuring, Air France-KLM, along with other investors, will take a minority stake in the Scandinavian airline prompting a new commercial a...

6 Okt 202330min

Breeze Founder and CEO David Neeleman

Breeze Founder and CEO David Neeleman

Breeze Airways founder and CEO, and perennial airline entrepreneur, David Neeleman sat down for a wide ranging conversation with Brian Sumers at the Skift Global Forum in New York this week. On stage,...

29 Sep 202328min

What Are Mexican Airlines to Do?

What Are Mexican Airlines to Do?

Mexico's airlines face two countervailing trends: the reopening of the U.S. to new growth countered by new restrictions at the country's busiest airport, Mexico City International. Edward Russell and ...

22 Sep 202324min

What's Happening at Spirit and Frontier?

What's Happening at Spirit and Frontier?

Slower bookings and "heightened" airfare discounting are hurting Frontier Airlines and Spirit Airlines this quarter. That means potentially deep losses for the ultra low-cost carriers. Edward Russell ...

15 Sep 202324min

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