Originally Posted by
Gooselives
A report from Tourism Economics predicts that international travel to the U.S. will fall by 15.2% by end of 2025. Jetstar and Qantas announced they are stopping flights to Hawaii. Jetstar is pulling out of USA completely. As more countries boycott the USA do you see us canceling our 787 orders? Our country that I served for becomes more unrecognizable by the day. Moreover, shelves are starting to look bare. We are losing the trade war of this self inflicted economic crisis.
Definitely need to take a wait and see approach. The company's guidance so far looks like there's a negative impact but not a "cancel 130 widebody order" negative impact.
It's even entirely possible this is a short term impact that recovers by next year, it's also possible things are totally unrecognizable next year. We literally don't know.
Worrying about it at this point isn't worth the mental effort. The time to worry about it was last fall.