A350-1000 and other Fleet News
#501
Gets Weekends Off
Joined APC: Apr 2020
Posts: 2,238
I could see 787, but I don’t think there’s a chance of 777. 787 to replace 763 and ultimately 764 does align with the “simplification” goal. Two “types” in one.
#502
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Joined APC: Jan 2020
Position: 330B
Posts: 118
#504
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Joined APC: Apr 2016
Position: Looking left
Posts: 3,283
#505
#506
Gets Weekends Off
Joined APC: Jul 2007
Position: Left seat of a little plane
Posts: 2,409
It doesn't matter what their margins are. Only that they are dumping premium supply with no sign of slowing down. Their fares on premium lay flat products are frequently a fraction of what ours are. We ignore them and their endless growth at our peril and one day we will look back on these days where it would have been easy to crush them when we have to deal with a much stronger competitor.
Focusing on quarterly numbers while a competitor grows on their terms in our premium markets will prove to be a bigger mistake than paying bilions for regionals to close them, bowing down to another regional for 300M of our own money to prevent liquidation and selling off hedges right before they spiked in value.
Focusing on quarterly numbers while a competitor grows on their terms in our premium markets will prove to be a bigger mistake than paying bilions for regionals to close them, bowing down to another regional for 300M of our own money to prevent liquidation and selling off hedges right before they spiked in value.
#507
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Joined APC: Jan 2022
Position: :)
Posts: 464
#509
Gets Weekends Off
Joined APC: Jul 2010
Position: window seat
Posts: 12,524
Huh? That sentence is a head-scratcher. If the margin isn't there, the route isn't sustainable, and it'll disappear. Also, if your argument is that a Skyteam ticket costs too much, it seems a bit misleading to compare pricing on individual legs; real world pax flying with one of the immunized JVs are likely connecting at least once via a much deeper network than B6 alone can offer. That convenience naturally commands a premium.
Of course, each of the big 3 should be keeping a close eye on B6 and Norse/Play/et al., but so far the threat hasn't demonstrated any teeth.
Of course, each of the big 3 should be keeping a close eye on B6 and Norse/Play/et al., but so far the threat hasn't demonstrated any teeth.
Over focusing on per flight profitability for per quarter numbers is how you let a ruthless competitor grow to critical mass right under your nose. But that's tomorrow guy's problem isn't it?
#510
Gets Weekends Off
Joined APC: Jul 2010
Position: window seat
Posts: 12,524
We're probably all getting gouged with the existing duopoly anyway.