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Old 09-08-2021 | 10:31 AM
  #72  
172skychicken
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Joined: Mar 2014
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From: 757/767
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Originally Posted by gloopy
Likely. But I also wonder when (not if) DL will deploy 321's to some TA routes. CASM is king with RASM not far behind, at least on paper. If JB is successful in sniping lay flat customers on their terms as much as they want to grow into it, DL, UA and AA will have no choice but to fight back with everything they have.
I doubt the footprint would expand much from what the 757 was doing precovid. If the lie flat 757s weren't able to generate enough CASM advantage vs the current generation 767 and A330 to justify keeping them on more TATL routes, I don't see how the A321 with 140 some seats does against the A350 or A339 either. From the RASM side of the house, we can make all the jokes we want about there being no money in cargo, but the narrowbodies are much less capable cargo lifters. A huge reason air freight prices soared with COVID was that so much capacity operated by passenger carriers essentially evaporated overnight. We may never operate dedicated freighters again, but that revenue is still a key component of our transatlantic operation. The lie flat product on the 757s is in desperate need of a refresh. My bet is that those are configured into the 199 seat domestic configuration as the A321s with lie flats come on property.
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