Originally Posted by
benzoate
As earnings are on the 27th it’s important to note 11-12% of jetblue routes overlap with spirit. Modest at best. I don't see how Spirit shrinking, or ceasing to exist, truly benefits Jetblue. United, according to Kirby, cracked the code on ULCC pricing and can offer that low fare on a limit seating basis making largely negating spirits affect to the bottom line. Delta and AA have followed suit.
Agree for the most part. NK ceasing to exist removes low fare competitive pressure in FLL, which would allow JB to add capacity with seemingly little competitive response. I’m not sure it will be so easy, and some other competitor is bound to show up.
JB isn’t in a strong position to compete considering our financials. Any battle in FLL is likely to be short lived.