Air France-KLM's Outlook

Air France-KLM's Outlook

What does Air France-KLM think of the future? It's bullish. Jay Shabat and Edward Russell discuss the group's recent investor day. Reading List Air France-KLM Bullish on the Future TAP Air Portugal Sale Delayed Up To a Year, Air France-KLM CEO Says The Airline Weekly team outlines the significant changes at Air France-KLM since Ben Smith became CEO in 2018. The airline, which was underperforming compared to its peers, has seen considerable improvements, particularly in the operating margin of Air France, which was notably low in 2019. Key strategies discussed include the transformation of Air France's short-haul routes, particularly moving operations at Orly Airport to their low-cost carrier, Transavia France. This move aims to address the historic losses in domestic routes. They also touch on the expansion of the Flying Blue loyalty program and the integration of SAS's loyalty program. The hosts discuss the airline's fleet strategies, focusing on Air France KLM's preference for the Airbus A350 and Boeing 787 and 777 models, and the potential risks of relying heavily on a single aircraft type. Shabat and Russell also cover Air France KLM's business strategy, including their approach to fleet diversification and cost-cutting measures, and they speculate on potential future developments, like the acquisition of Air Europa if IAG's deal falls through, and the impact of Air France-KLM's stake in SAS. Hosts: Jay Shabat and Edward Russel Producer: Jose Marmolejos

Episoder(421)

The 2025 Half-Time Airline Report

The 2025 Half-Time Airline Report

In this episode, Gordon and Jay reflect on the first half of 2025 in the airline industry, discussing key trends such as global demand, the impact of the U.S. dollar, and the ongoing consolidation wit...

3 Jul 202523min

Paris Air Show 2025: Highs and Lows

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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...

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The Resurgence of Virgin Australia

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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...

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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

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