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Old 04-24-2020 | 02:58 PM
  #9  
Excargodog's Avatar
Excargodog
Perennial Reserve
 
Joined: Jan 2018
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My take?

Big three in deep kimchee. Too many fleet types to be nimble enough to respond to a changing marketplace and overhead will eat them alive.

Worst case? F9 and NK merge. In that event the two survivors of the Big Three are in very deep kimchee.

SWA I think will hold its own. Probably Alaska too

I realize that others opinions will differ but I think that international travel will be the last to come back and 20-25% of business travel never will return.