Thread: Spirit and Frontier… just the beginning

  #24  
BeatNavy , 02-07-2022 03:59 PM
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BeatNavy
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Quote: We'll have to agree to disagree on that. Whether an antitrust suit by the DOJ succeeds or not is definitely questionable, but it won't be for lack of trying. Telecom mergers are NOT the same thing as airline mergers, and the administration in office at the time of proposed merger/acquisition also makes a yuge difference. Based on what is already occurring, I see significant DOJ scrutiny and legal action against any Big 4 related mergers for at least the next few years. It is what it is.

https://www.justice.gov/opa/pr/justi...n-airlines-and
https://www.wsj.com/articles/justice...ce-11632232697
https://thehill.com/policy/transport...ue-partnership
Cool story, but they also filed suit against AA/US. https://www.justice.gov/opa/pr/justi...us-airways-and

I don’t think they’d approve AA/B6 right now. But apparently long term 70% of JetBlue’s flights will be NEA codeshared flights. If the NEA survives DOJ scrutiny, they are 70% through for a full on merger, at least as far as viewing the combined AA/B6 from an single entity/antitrust standpoint. Throw in AA’s RJ shrinkage, natural attrition, trading some slots and gates to further equalize some of the markets (namely in NYC/BOS), a recession, and God forbid a bankruptcy and a restructuring plan that involves shedding some debt/assets/whatever, I don’t think it’s out of the question.

I don’t think AS/B6 or WN/B6 is out of the question either. Possibly even UA/B6 with a lot of NYC divestiture. DL/B6 no chance.

I predict we will see a whole new wave of consolidation, and we are just along for the ride. No sense in getting spun up about it until we see it in the news. And even then, it’s out of the hands of every single pilot on how it goes.
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