Originally Posted by slowplay

Take a look at your chart again, remembering these are only projections.

WN/F9 are shrinking. F9 is really shrinking.

B6, NK, and VX are growing, adding just over 1.5 million seats. Their (B6 and VX) growth is primarily at the expense of bankrupt American Airlines. SAVE's businesss model is very different - they're taking the bottom end customer and an afterthought to the network business model. VX hasn't made money...ever. B6's capacity is way up, but their relative yields are down, and their load factor is shaky.

Your data is showing Alaska somewhat steady. According to George and the LA guys they were taking over the world...

Bottom line, these are good numbers. By focusing on profits instead of market share, by competing in core markets rather than chasing incremental passengers, it appears that some management teams have learned (albeit temporarily) some lessons. And note for Delta the change in average aircraft size, as small jets get parked.

We're in a mature market, and it's now the world's second largest. I'd rather see the industry compete rationally than chase passengers with no yield.