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

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Episoder(428)

Paris Air Show 2025: Highs and Lows

Paris Air Show 2025: Highs and Lows

In part one of this week's show, Gordon and Jay discuss the major developments from this year's Paris Air Show. In part two, the conversation turns to Vietnam, as we learn more about its rapidly growi...

26 Jun 202533min

The Resurgence of Virgin Australia

The Resurgence of Virgin Australia

Today Jay Shabat is joined by Meghna Maharishi to discuss the recent developments in the airline industry, focusing on Virgin Australia and its turnaround after bankruptcy. They explore the implicatio...

19 Jun 202526min

Grounded Ambitions: Can Spirit and Wizz Soar Again?

Grounded Ambitions: Can Spirit and Wizz Soar Again?

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat tackle the challenges faced by Wizz Air and Spirit Airlines. They discuss Wizz Air's struggles with engine issues, marke...

12 Jun 202537min

Making Sense of the JetBlue and United Partnership

Making Sense of the JetBlue and United Partnership

For this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat delve into the recent partnership between JetBlue and United Airlines. They discuss the implications of this collaborat...

5 Jun 202525min

IATA's Willie Walsh Talks Tariffs, Air Traffic Control and Oil Prices

IATA's Willie Walsh Talks Tariffs, Air Traffic Control and Oil Prices

In this special edition of the Airline Weekly Lounge, Gordon Smith shares highlights from a recent interview with Willie Walsh, Director General of IATA and former CEO of IAG. From Trump's tariffs to ...

29 Mai 202526min

Ryanair's Rosy Summer Ahead

Ryanair's Rosy Summer Ahead

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat delve into the latest financial results of Ryanair, discussing its operational strategies, challenges, and future outloo...

22 Mai 202533min

Can Singapore Airlines Do It Again?

Can Singapore Airlines Do It Again?

In this week's show, Gordon Smith and Jay Shabat preview the latest financial results from Singapore Airlines, traditionally one of the world's most profitable long-haul operators. The pair also discu...

15 Mai 202536min

Our Round-the-World Airline Adventure

Our Round-the-World Airline Adventure

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat take listeners on a global tour of the airline industry's Q1 earnings results. They discuss the contrasting fortunes of ...

8 Mai 202537min

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