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)

Breeze Airways' Big Break: A ULCC Finally Profits

Breeze Airways' Big Break: A ULCC Finally Profits

Note: This episode was recorded prior to the American Eagle collision with a military helicopter on January 29, 2025. In this episode of the Airline Weekly Lounge, hosts Jay Shabat and Meghna Maharish...

31 Jan 202526min

Setting the Scene for a Brazilian Airline Mega-Merger

Setting the Scene for a Brazilian Airline Mega-Merger

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss significant developments in the airline industry, focusing on a potential mega merger in Brazil involving Azul ...

24 Jan 202539min

Why Egypt Is an Airline Market Worth Watching

Why Egypt Is an Airline Market Worth Watching

In this episode, Gordon and Jay discuss the current state of the Egyptian aviation scene, highlighting the booming tourism sector despite regional unrest. They explore the factors contributing to Egyp...

17 Jan 202532min

 The U.S. Airlines Growing and Shrinking in 2025

The U.S. Airlines Growing and Shrinking in 2025

Gordon Smith and Jay Shabat crunch the big numbers to reveal which U.S. carriers are in expansion mode in the first quarter of 2025 and which operators are shrinking year-on-year.  Takeaways The US ...

10 Jan 202532min

What Does 2025 Mean for the Airline Industry?

What Does 2025 Mean for the Airline Industry?

In this week’s episode, Gordon Smith and Jay Shabat turn their attention to the year ahead. Going region-by-region, the pair share the emerging stories that are on their radar for 2025 and beyond.  C...

2 Jan 202531min

The Biggest Airline Trends of 2024 (Part Two)

The Biggest Airline Trends of 2024 (Part Two)

In this week’s episode, Gordon Smith and Jay Shabat are back for the second half of their 2024 trends countdown. Hot topics include the impact of a strong U.S. Dollar and chronic supply chain issues. ...

27 Des 202430min

The Biggest Airline Trends of 2024 (Part One)

The Biggest Airline Trends of 2024 (Part One)

In this week’s episode, Gordon Smith and Jay Shabat discuss the biggest trends to have shaped the airline sector in 2024. From continued consolidation to a horror show for U.S. LCCs, we reflect on a f...

19 Des 202434min

Airline Junk Fees Under Scrutiny

Airline Junk Fees Under Scrutiny

In this week’s episode, Gordon Smith and Jay Shabat are joined by Skift airlines reporter Meghna Maharishi to discuss why ancillary fees are coming under pressure from lawmakers in Washington. In part...

13 Des 202432min

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