Originally Posted by
Boomer
What's this big May announcement? At one point Ursula said she might have more information at the May shareholders meeting, but that's way different from "Jetblue will have Big News coming in May!"
To me it sounded more like a kid asking if they can turn in a book report next week... not because it's going to be Epic, but rather because it's only half finished.
As in, "they're still coming up with a Plan B" - which is exactly what Ursula said yesterday during the pocket session.
They might well still be developing a plan B. But in May I believe you will see Junior Mint or Mint Lite to be mostly fleet-wide. Not sure if that means 100% fleet, or 70% fleet. But that's what I think you hear in May.
Along with that will be projections of improved loyalty and credit card spend, as high value customers will finally have a good reason to reach Mosaic. And with that increased loyalty they will forecast more revenue/margin for the airline.