Originally Posted by
P-3Bubba
I think this is where we’re going. And rightfully so. There are customers in those cities and they’ll buy jetblue tickets. I think you see a C-series order and a simultaneous A321LR order soon. Another way to work into the heartland of the continental US and put all rumors to bed with a trans-Atlantic service.
LOOK OUT JUICERS THE BUBS IS GETTIMG POSITIVE AGAIN!!!
-Bubs
If JB orders the CSeries and A321 LRs, Robin will finally have the flexibility he needs to grow the business profitably. The CSeries could be used anywhere (short, longer or thinner routes requiring low CASMs to compete) and the LRs can provide connections to Western Europe out of JFK/BOS and the northern half of South America out of FLL. The fleet needs to be flexible, ergonomic (for business travelers) and offer low operating costs. Although I like riding on the E190s, they are not flexible from a route perspective and not cost effective.
If JB can't grow through mergers with fewer good candidates left, JB has to grow organically through route expansion, more foreign airline marketing alliances and increased operating margins (lower CASM). Fleet flexibility will be a key component going forward and Robin knows it.