Originally Posted by
Bluedriver
Q2 Earnings email from CFO in short...
NO Profit Sharing (thanks to the rotten-to-the-core ***FORMULA***). While JB's primary competitor paid 14% last year and is forecast to pay more next year...
More Airbus delays... I'd be curious to see a comparison among A321NEO airlines to see if JB takes a higher percentage of delivery delays than other healthy airlines... Delayed cabin refresh, so JB's customers can continue to enjoy interiors from Fred Flintstone's era.
Costs. Costs. Costs. Make sure you continue to remember you do, and must, work harder for less.
Just saved you 5 minutes.
Focus on costs are what Wall Street needs to see from us. I don’t consider that to a negative data point.
I’d also say that delaying aircraft, delaying cabin refresh could point to a merger or some other type of consolidation. We have the dough to do the cabin refresh, and everyone from Robin down knows it needs to happen. I can certainly make a case that this is positioning for the future vs fear to spend $$.
Either way, we are just folks guessing on an anonymous board.