Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite
Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and ...
16 Sep 201526min
Airline Weekly Lounge Episode 5: Cold Comfort in Canada
Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is a far cry from what U.S. ca...
18 Aug 201520min
Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market
The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we ta...
12 Aug 201523min
Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated
With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from ...
5 Aug 201524min
Airline Weekly Lounge Episode 2: Postcards from the Hedge
American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic ...
29 Juli 201523min
Airline Weekly Lounge Episode 1: Can It Get Any Better?
Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reporte...
22 Juli 201525min
