Originally Posted by
sailingfun
If Delta had JB CASM we would be growing rapidly. We don't have JB CASM
And JB doesn't have DL RASM. We're taking it to them, finally, in NYC and doing quite well. Yet we surrender an absolute crown jewel in BOS, one that is as recession-proof and affluent a market full of perpetual travelers. At least we have AS doing some of our trans cons to compete with JB though. AS CASM must be awesome.
Besides, DL CASM continues to increase because of capacity dicipline and JB (and others) CASM continues to remain lower because we allow them to live in perpetual growth mode. Those lines will continue to diverge in our drive for short term quarterly smash, yet the more the lines diverge the more we will think further capacity reductions are in order. Quarterly bonuses > sustainable business models any day in today's B schools.