Originally Posted by
nuball5
Wish we could get some numbers of what they’re thinking for the next 18 months. Delta said they need to be 2,500-3,500 lighter around sometime in 2021. Really the only thing I’ve gathered is they are modeling a L shaped recovery and that recovery happening sometime late 2021.
DL has a very different network and their modeling will be drastically different than a carrier like B6. It is generally thought that widebody intl and domestic business will be the two segments that lag in the recovery vs leisure and VFR on the front end of the recovery. A carrier like B6 is better positioned to capitalize on leisure/VFR.
We will certainly see some pain with losing business travel in BOS, but our recovery trajectory will look very different from DL’s.