Originally Posted by
rickair7777
Well, No. Pax can't go on Amazon and ship themselves to Vegas for the weekend.
SWA has a lot of iron, gates, and slots and accounts for a very significant % of domestic capacity. All of that isn't going anywhere.
Might be some tweaks to the model, but there's still enough demand and "capacity discipline" (Thanks Boeing!) in the industry that there's plenty of money to be made, in one niche or another.
I think it’s Sears in the sense that SWA sat on its hands while the world completely changed around them and they became obsolete.
Yes SWA has a ton of market share but they don’t make any money from said market share. That’s because they offer an absolutely terrible product within an outdated business model. There is no magic wand waving management can do at this point that will solve years of inaction.