Originally Posted by
gloopy
It might not be ideal, but they are adding a lot of seats, including premium lay flat seats, at a deep discount. If we keep ignoring that we will wake up to eye watering revenue and margins lost.
Was it Bethune whho said you're only as smart as your dumbest competitor?
The worst thing we could do is to continue to allow this on their terms. They undercut us deeply below our cost, we undercut them deeper below theirs, subsidized across a broader profitable market.
It doesn't matter if it’s the best plane to do it in, it only matters if its good enough to profitably (for them) continue to dump deep discounts in premium seats and clearly it is. If we don't use their stratedgy against them, we'll wake up to millions of added seats and gutted FC yields and by the time we fully feel the effects, they'll be ready to get that 3rd fleet type and do it even better.
Delta Will Fly To London Gatwick Airport To Stick It To JetBlue And Norse Atlantic
I am happy we are addressing the problem in the way you described.