Originally Posted by
Schwanker
I heard Kirby is pulling back 5 pts of capacity??? You saying he intends to grow to take advantage of high fuel prices?
Just watch what he does.
He is cutting unprofitable routes now which is really only 3% 2 % is already baked in.
1% comes from TLV DBX flying
1% comes from the ORD fiasco.
the other 3% is marginal to unprofitable flying. What is 3% of our schedule? A couple hundred flights over peak summer?
there are no planned cuts for the fall and winter schedule.
he started the dominos falling now all the others will announce their cuts. But where United is different is they are taking 130+ airplanes this year so when oil drops (and it will) United will be the first back into the markets to claim market share. Just like he did after COVID. Any flying that is dropped by a distressed carrier (JetBlue slots, Spirit bankruptcy, Frontier??) will be picked up immediately.
Kirby will grow out of this….hes going to Southwest it from 2008 when they muscled in everywhere.