I was at JetBlue for a little while before WN. I think they have the best customer experience and product in the US right now. They’re dipping their toes in the European water with London and Paris. They hit every piece of sand in the Caribbean with a runway. More importantly, they are an aspirational brand. People want to fly on JetBlue. Celebrities post photos on instagram when they’re riding in JetBlue Mint class. Lynn Manuel Miranda included JetBlue in a song in his Broadway musical “In the Heights”.
SWA on the contrary is an intermediary product. People tolerate it to get where they actually want to be. Same with Spirit and Frontier. If the Spirit JetBlue merger is consummated and JetBlue is the surviving brand, it will be a juggernaut with a unique combination of low fares, broad route network, and terrific product that we just can’t compete with.
Personally, if I had a crystal ball, I think that JetBlue is the better long term bet right now. But I’ve been accused of being a little negative in the past…