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Old 05-01-2025 | 11:33 AM
  #6  
marcal
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Originally Posted by runinonfumes
with F9….

back to JB, merger’s are mostly about reducing competition. It would benefit us if UA and JB tie up. They would have to decrease service along the east coast to Florida. That a win for us. It would distract UA and perhaps add a marketing challenge as to how to keep UA product on tract and able to capture the JB hVC . Hard to say all mergers are a gamble and most really cost more in long run and don’t really add long term market gains. No more then if the weaker company just shut down the remaining ones slowly added in the capacity in a productive, strategic and profitable manner.
They typically need to shed overlapping routes in a merger but the DOJ looks at EWR-FLL and JFK-FLL as not overlapping, even though it is obvious they both serve NYC to SoFla. They may not need to shed much. I hope DL is paying their lobbyists and congressman whatever they need to prevent that.
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