Originally Posted by
1Taco
They’re basing it off the fleet plan for summer 2021 rather than block hours. In yesterday’s townhall it was mentioned that there was a small chance the fleet plan could be out this week. Obviously it’s very dynamic with future orders and what can and can not be deferred or parked. After the fleet plan is out, I would think an AE would be out a week or 2 after.
Sounds good, but define "fleet plan."
What I mean by that is how can they possibly have a legit, comprehensive fleet plan right now based on anything? Current numbers are meaningless but we'll get much more clarity a couple months from now.
They already committed to 88/90's gone, which isn't the biggest deal since the majority 88's were gone this year anyway and the smaller 90 fleet is likely safely in the "demand reduction" zone for any realistic scenario.
From an article in another thread:
"...bookings for Thanksgiving are up 38 percent from last year, while the other winter holidays are up 40 percent."
If the "fleet plan" is basically the 88/90's gone that wold make sense. But if they commit to irreversable fleet decisions and staffing/displacement decisions that would take several years to undo, they could be simply locking in revenue/marketshare/profit loss for years to come.