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)

Europe's Airline Merger Mania

Europe's Airline Merger Mania

Air France-KLM wants TAP Air Portugal, but so does International Airlines Group. IAG also wants Air Europa, and maybe even EasyJet. And the Lufthansa Group is back in play for ITA Airways. Edward Russ...

4 Nov 202224min

Norwegian Air's Turnaround

Norwegian Air's Turnaround

Who would have thought three years ago that we'd be talking about the bright future for Norwegian Air? One restructuring and pandemic later, and the discounter is profitable and taking corporate trave...

28 Okt 202221min

Latin American Airline Caution

Latin American Airline Caution

Latin American airline executives are mostly bullish on the near-term outlook but, given their exposure to the strong U.S. dollar and other macro pressures, are cautious about what the new year may ho...

21 Okt 202225min

Is Travel Countercyclical?

Is Travel Countercyclical?

Delta Air Lines CEO Ed Bastian claimed this week, after his airline reported a robust third quarter profit and sees seemingly unsated demand, that travel is "countercyclical" to the economic winds. An...

16 Okt 202222min

The World’s All-Star Airports

The World’s All-Star Airports

What's the ado with Austin, Cancun, Ho Chi Minh City, Paris Orly, and Riyadh? All of the airports are seeing tremendous growth above pre-pandemic levels. Edward Russell and Jay Shabat discuss why. Plu...

8 Okt 202221min

American Airlines’ Blended Travel Boom

American Airlines’ Blended Travel Boom

The "real revenue growth" at American Airlines is in blended trips, or travel that includes both business and personal aspects, Chief Commercial Officer Vasu Raja said at the Skift Global Forum earlie...

30 Sep 202224min

Orlando Airport’s Rebound

Orlando Airport’s Rebound

The U.S. travel recovery is strong, and maybe nearly complete. If there is one airport that epitomizes the strength of the leisure-first recovery, it is Orlando where seemingly endless domestic demand...

25 Sep 202224min

Indian Aviation’s Moment

Indian Aviation’s Moment

Is Indian aviation's moment here? Air India under Tata ownership has a deal for new airplanes, while the country's largest airline, IndiGo, keeps growing and several new startups are adding new compet...

16 Sep 202226min

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