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Old Yesterday | 08:10 AM
  #44  
tallpilot
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Joined: Dec 2011
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From: A320 FO
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Originally Posted by Jetlikespeed
I disagree about the Pacific Northwest. Alaska is really built up Portland now and if you look at the seat seats in Seattle from 2015 to now, Delta stayed at about 20% and we’ve grown to just under 60%, including horizon Skywest in Alaska the Pacific Northwest is definitely the moat.

JetBlue’s in a bad spot cause they never had a fortress hub they’re under yield pressure in Boston and JFK and we’re competing with spirit in Fort Lauderdale, although that may become their biggest moat if spirit folds. Seattle, it does seem like Alaska. Has lockdown due to Delta being unable to grow seat share since 2015. During Covid, the door was wide open in Portland, but we just got lucky that Delta never made a play for Portland and that we’ve built it up in our now parking planes at the D gates in Portland, but Portland pure luck that Delta stayed out during the five years after Covid, where it was not built up
Correct. Alaska has proven brand loyalty in Seattle. If they achieve the same in Portland it is a very significant moat.
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