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)

Airline Weekly Lounge Episode 48: Azul’s Ambitions

Airline Weekly Lounge Episode 48: Azul’s Ambitions

Brazil’s Azul is no doubt an innovative airline. But has it become too clever by half with its low-cost longhaul venture? A couple years into the experiment, we discuss it in this episode. Meanwhile, ...

13 Jul 201633min

Airline Weekly Lounge Episode 47: Turkish Troubles

Airline Weekly Lounge Episode 47: Turkish Troubles

Turkish Airlines and its cross-town rival Pegasus were seeing trouble in their business before the attack on Istanbul’s Ataturk International Airport. In this episode we try to assess—or at least spec...

5 Jul 201629min

Airline Weekly Lounge Episode 46: Left Behind by Brexit?

Airline Weekly Lounge Episode 46: Left Behind by Brexit?

In the wake of Brexit, will the U.K. be able to remain in the European Common Aviation Area? We don’t know. But we do know that if the U.K. is relegated to some other status, it would obviously impact...

28 Jun 201639min

Airline Weekly Lounge Episode 45: Six Degrees of Singapore Airlines

Airline Weekly Lounge Episode 45: Six Degrees of Singapore Airlines

Wherever you go in the airline industry, you’re never too far from Singapore Airlines, a carrier that played a primary role in—count ‘em— four of the bigger storylines last week. Singapore is pulling ...

21 Jun 201629min

Airline Weekly Lounge Episode 44: Struggling SAS

Airline Weekly Lounge Episode 44: Struggling SAS

Scandinavia’s SAS posted a pretty rough quarter despite huge tailwinds from its healthy home economy and cheap fuel. Fierce competition, labor concerns and operational problems all share the blame. Is...

14 Jun 201638min

Airline Weekly Lounge Episode 43: United Tries to Put You to Sleep

Airline Weekly Lounge Episode 43: United Tries to Put You to Sleep

United last week revealed its new premium experience named Polaris, which includes its business class cabin. Ironically, the big design features in the cabin are all about missing the experience, beca...

8 Jun 201631min

Airline Weekly Lounge Episode 42: Ryanair's Runaway Success

Airline Weekly Lounge Episode 42: Ryanair's Runaway Success

Ryanair is like a runaway train, in that nothing seems to be able to stop it. Despite unfavorable hedges, terrorism, air traffic control strikes and plenty of economic weakness, the airline still mana...

31 Mai 201633min

Airline Weekly Lounge Episode 41: Korean Divergence

Airline Weekly Lounge Episode 41: Korean Divergence

Why are we seeing such different results from the two big Korean airlines? Korean Air again overcame systemic challenges to deliver a standout performance in the first quarter. And although the fuel s...

25 Mai 201625min

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