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.
it’s not necessarily the overall overlap system wide, it’s the competition in our second largest hub not hub FLL. Spirit drove us out of a lot of SA markets and even a few domestic. If they cease to exist we will immediately re enter Columbia and several domestics from FLL. We also immediately gain pricing power on the remaining routes we overlap. Fll-the islands, fll-bos, fll-Lga, fll-Rdu.