Originally Posted by
dracir1
The Allegiant model we're following is a survival tactic. Since about 2018, we have clearly been targeting AA but now they have their feces collacted and are working out solutions to their debt. And, the longer contract negotiations drag out is the longer mid/jr CAs and FO have to contemplate/make the jump there and make up the seniority $ loss. So, the AA market share confiscation plan didn't work.
Then, the brilliant plan to purchase NK got trumped by a more desparate airline. Consolation prize was that JB overpaid and there was a $100M payout but ultimately that didn't work either.
Now, UA is offering street CA practically and have opened up bases in Vegas and Orlando. UA has clearly targeted our pilots and now DEN, LAS and MCO bases may see some retention issues.
We tried to expand in DEN by buying gates (w/o jet bridges mind you) but fornicated the dog horribly with that and the lack of city of DEN planning.
Despite the utterly poor mgt decision making, we still find a way to make money in some quarters (and probably will for this one we're in now).
Fortunately (or unfortunately depending on how you view it), there are still tons of "tricks" to try. Multiple bases and day trips is just the next one. This move will probably make up some ground in the short term but will be countered by the big 3/SW in the near future to where our mgt will cook up some new idea.
I'm really surprised we don't haul cargo yet.