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Old 06-25-2020 | 05:19 AM
  #71  
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Originally Posted by ERJFO
JetBlue isn't leading in those markets from a revenue perspective. Look at Mint fares (in a data source not by doing a Google search) Delta, United, ect are destroying their yeilds.
You are conflating revenue and yields. You understand they can not be a revenue leader while their "yeilds" [sic] aren't being "destroyed" right? Other airlines ran larger equipment pre-covid (some as big as 777 as in the case of United BOS-SFO in order to provide a decent front-of-cabin competitive product) and have much larger overhead costs on premium services that JB doesn't have. Revenue should indeed be higher if you run a 300-seat aircraft against a 160-seat aircraft.

JB's yields on premium transcon are not being destroyed by Delta, United, "ect" [sic], pre-covid obviously. In fact, one could argue the reason JB just expanded Mint to EWR-LAX/SFO is due to the yield and product advantage they have over United. I guess we can wait and see if that works out.
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Old 06-25-2020 | 07:33 AM
  #72  
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Originally Posted by disenchantMINT
You are conflating revenue and yields. You understand they can not be a revenue leader while their "yeilds" [sic] aren't being "destroyed" right? Other airlines ran larger equipment pre-covid (some as big as 777 as in the case of United BOS-SFO in order to provide a decent front-of-cabin competitive product) and have much larger overhead costs on premium services that JB doesn't have. Revenue should indeed be higher if you run a 300-seat aircraft against a 160-seat aircraft.

JB's yields on premium transcon are not being destroyed by Delta, United, "ect" [sic], pre-covid obviously. In fact, one could argue the reason JB just expanded Mint to EWR-LAX/SFO is due to the yield and product advantage they have over United. I guess we can wait and see if that works out.
I should have been more clear. I'm talking about revenue per seat and average cabin wide fare. When I look at JB fares in the premium cabin versus DL and UA, they are much lower.
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Old 06-25-2020 | 07:38 AM
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Originally Posted by ERJFO
I should have been more clear. I'm talking about revenue per seat and average cabin wide fare. When I look at JB fares in the premium cabin versus DL and UA, they are much lower.
You have discovered the entire premise of JB Mint. Congrats. Just wait until you see what they do with London premium fares. Your head will explode!
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Old 06-25-2020 | 11:36 AM
  #74  
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Originally Posted by disenchantMINT
You have discovered the entire premise of JB Mint. Congrats. Just wait until you see what they do with London premium fares. Your head will explode!
Sure, but the LF% isn't there.
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Old 06-25-2020 | 12:42 PM
  #75  
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Originally Posted by ERJFO
Sure, but the LF% isn't there.
yes right now.... good thing it isn’t starting for
over a year....
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Old 06-25-2020 | 04:26 PM
  #76  
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The only time I will ever care about B listers in the cabin is if there is an override attached to it.
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Old 06-26-2020 | 12:09 AM
  #77  
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Originally Posted by ERJFO
Sure, but the LF% isn't there.
Load factor AND yield were just fine pre-Covid. This is a VX merger thread, right? Honestly you come across as not knowing what you're talking about. And not just because you couldn't spell yield.
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Old 06-27-2020 | 12:56 AM
  #78  
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Originally Posted by disenchantMINT
Load factor AND yield were just fine pre-Covid. This is a VX merger thread, right? Honestly you come across as not knowing what you're talking about. And not just because you couldn't spell yield.
Spelling has never been my strong suit. Neither is thinking clearly at 2AM, yet, here I am.

The only point I was really trying to make is that VX never had the highest front cabin yields in the transcon markets. Someone made the point that VX lost "A-listers" to JetBlue and while they might have lost celebrities, VX never had the most lucrative traffic in the market.

Additionally, it's hard to imagine the majority of VX's west coast point of sale moving over to JetBlue just based on the limited network that JetBlue has intra west coast. It makes obvious sense that some or most NYC based VX frequent fliers moved over to JetBlue as Mint came alive and VX went away.

In terms of profitability, there is a reason JetBlue is expanding Mint. My earlier comparison of revenue per seat is meaningless without looking at cost, to your point. The non-flying cost of the other carriers offering lie flat seats in the California- NYC market and JetBlue are very different; this allows JetBlue to compete with lower fares. It is also the reason the big three are moving to larger and larger gauge in an effort to reduce CASM.

My argument was never intended to be about the success of the Mint product. It was however a disagrement around how "premium" VX's premium traffic was and where that traffic went after the merger.
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