Thread: SkyWest ?’s
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Old 10-29-2020 | 02:53 PM
  #1303  
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brocklee9000
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Originally Posted by captive apple
I guess a big question is with covid the American 700s won’t be growth for American, so there will have to be a loser. I’d guess Mesa?
Rumors are fun but I try not to take much stock in them or participate. So just looking at the trends since covid, it gives some hints. Mesa parks 700s and gets more UA 175, their DFW and PHX flying has come back up but not as robust, and we keep sending more and more CRJ guys to DFW and PHX after months of stagnation. And we all know Mesa has kicked off their cargo flying and wants to grow on that side. Perhaps their eventual focus will be a slow wind down of AA, and bolstered UA and DHL flying. The investor call mentioned something about how the added flying wasn’t really from growth with a partner, so naturally one can deduce it’s a reshuffle and reduction somewhere, as you said in your comment.
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