jetBlue, Competition, Seniority, and You
05-01-2025 | 09:45 AM
#1
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jetBlue, Competition, Seniority, and You
https://onemileatatime.com/news/jetb...d-partnership/
Purely for conversation:
I think JB is a radioactive concern for us.
The best thing for Delta and us, is they remain independent.
A UAL/JB partnership is not great for us, and a merger is awful as they would massively dominate NYC. Not a ton of overlapping routes since UAL has zero JFK flying.
Another overlooked option that I’d be looking at if I’m Ben Mininucci(Alaska CEO) is a JB merger catapulting Alaska into Global network carrier overnight. Again, simply
more competition.
And finally a potential DL/JB merger. I don’t think this would work with overlapping routes but a Delta/JB seniority integration would be a nightmare with their much younger pilot group.
Any thoughts?
I just hope our execs are paying attention.
Purely for conversation:
I think JB is a radioactive concern for us.
The best thing for Delta and us, is they remain independent.
A UAL/JB partnership is not great for us, and a merger is awful as they would massively dominate NYC. Not a ton of overlapping routes since UAL has zero JFK flying.
Another overlooked option that I’d be looking at if I’m Ben Mininucci(Alaska CEO) is a JB merger catapulting Alaska into Global network carrier overnight. Again, simply
more competition.
And finally a potential DL/JB merger. I don’t think this would work with overlapping routes but a Delta/JB seniority integration would be a nightmare with their much younger pilot group.
Any thoughts?
I just hope our execs are paying attention.
05-01-2025 | 10:19 AM
#2
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Joined: Feb 2020
Posts: 668
Likes: 1
https://onemileatatime.com/news/jetb...d-partnership/
Purely for conversation:
I think JB is a radioactive concern for us.
The best thing for Delta and us, is they remain independent.
A UAL/JB partnership is not great for us, and a merger is awful as they would massively dominate NYC. Not a ton of overlapping routes since UAL has zero JFK flying.
Another overlooked option that I’d be looking at if I’m Ben Mininucci(Alaska CEO) is a JB merger catapulting Alaska into Global network carrier overnight. Again, simply
more competition.
And finally a potential DL/JB merger. I don’t think this would work with overlapping routes but a Delta/JB seniority integration would be a nightmare with their much younger pilot group.
Any thoughts?
I just hope our execs are paying attention.
Purely for conversation:
I think JB is a radioactive concern for us.
The best thing for Delta and us, is they remain independent.
A UAL/JB partnership is not great for us, and a merger is awful as they would massively dominate NYC. Not a ton of overlapping routes since UAL has zero JFK flying.
Another overlooked option that I’d be looking at if I’m Ben Mininucci(Alaska CEO) is a JB merger catapulting Alaska into Global network carrier overnight. Again, simply
more competition.
And finally a potential DL/JB merger. I don’t think this would work with overlapping routes but a Delta/JB seniority integration would be a nightmare with their much younger pilot group.
Any thoughts?
I just hope our execs are paying attention.
05-01-2025 | 11:00 AM
#3
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Joined: Dec 2007
Posts: 6,131
Likes: 192
https://onemileatatime.com/news/jetb...d-partnership/
Purely for conversation:
I think JB is a radioactive concern for us.
The best thing for Delta and us, is they remain independent.
A UAL/JB partnership is not great for us, and a merger is awful as they would massively dominate NYC. Not a ton of overlapping routes since UAL has zero JFK flying.
Another overlooked option that I’d be looking at if I’m Ben Mininucci(Alaska CEO) is a JB merger catapulting Alaska into Global network carrier overnight. Again, simply
more competition.
And finally a potential DL/JB merger. I don’t think this would work with overlapping routes but a Delta/JB seniority integration would be a nightmare with their much younger pilot group.
Any thoughts?
I just hope our execs are paying attention.
Purely for conversation:
I think JB is a radioactive concern for us.
The best thing for Delta and us, is they remain independent.
A UAL/JB partnership is not great for us, and a merger is awful as they would massively dominate NYC. Not a ton of overlapping routes since UAL has zero JFK flying.
Another overlooked option that I’d be looking at if I’m Ben Mininucci(Alaska CEO) is a JB merger catapulting Alaska into Global network carrier overnight. Again, simply
more competition.
And finally a potential DL/JB merger. I don’t think this would work with overlapping routes but a Delta/JB seniority integration would be a nightmare with their much younger pilot group.
Any thoughts?
I just hope our execs are paying attention.
Unfortunately I believe this is the Ace under Kirby's sleeve and he know he can pull it off under the Trump Administration just by telling him how good his leadership is and how nice his hair looks. It's highly likely jetBlue gets bought and UAL is the front-runner. Alaska the dark horse.
Maybe Delta can get Sun Country. Next few years will likely be interesting to say the least
05-01-2025 | 11:09 AM
#4
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Joined: Mar 2015
Posts: 13,215
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From: ir.delta.com
Excellent topic for discussion. JB/UAL merger would be a big problem for Delta as the new United would become a force to be reckoned with globally.
Unfortunately I believe this is the Ace under Kirby's sleeve and he know he can pull it off under the Trump Administration just by telling him how good his leadership is and how nice his hair looks. It's highly likely jetBlue gets bought and UAL is the front-runner. Alaska the dark horse.
Maybe Delta can get Sun Country. Next few years will likely be interesting to say the least
Unfortunately I believe this is the Ace under Kirby's sleeve and he know he can pull it off under the Trump Administration just by telling him how good his leadership is and how nice his hair looks. It's highly likely jetBlue gets bought and UAL is the front-runner. Alaska the dark horse.
Maybe Delta can get Sun Country. Next few years will likely be interesting to say the least
05-01-2025 | 11:29 AM
#5
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Joined: Aug 2007
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with F9….
back to JB, merger’s are mostly about reducing competition. It would benefit us if UA and JB tie up. They would have to decrease service along the east coast to Florida. That a win for us. It would distract UA and perhaps add a marketing challenge as to how to keep UA product on tract and able to capture the JB hVC . Hard to say all mergers are a gamble and most really cost more in long run and don’t really add long term market gains. No more then if the weaker company just shut down the remaining ones slowly added in the capacity in a productive, strategic and profitable manner.
back to JB, merger’s are mostly about reducing competition. It would benefit us if UA and JB tie up. They would have to decrease service along the east coast to Florida. That a win for us. It would distract UA and perhaps add a marketing challenge as to how to keep UA product on tract and able to capture the JB hVC . Hard to say all mergers are a gamble and most really cost more in long run and don’t really add long term market gains. No more then if the weaker company just shut down the remaining ones slowly added in the capacity in a productive, strategic and profitable manner.
05-01-2025 | 11:33 AM
#6
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Joined: Sep 2005
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with F9….
back to JB, merger’s are mostly about reducing competition. It would benefit us if UA and JB tie up. They would have to decrease service along the east coast to Florida. That a win for us. It would distract UA and perhaps add a marketing challenge as to how to keep UA product on tract and able to capture the JB hVC . Hard to say all mergers are a gamble and most really cost more in long run and don’t really add long term market gains. No more then if the weaker company just shut down the remaining ones slowly added in the capacity in a productive, strategic and profitable manner.
back to JB, merger’s are mostly about reducing competition. It would benefit us if UA and JB tie up. They would have to decrease service along the east coast to Florida. That a win for us. It would distract UA and perhaps add a marketing challenge as to how to keep UA product on tract and able to capture the JB hVC . Hard to say all mergers are a gamble and most really cost more in long run and don’t really add long term market gains. No more then if the weaker company just shut down the remaining ones slowly added in the capacity in a productive, strategic and profitable manner.
05-01-2025 | 11:55 AM
#7
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Joined: Mar 2015
Posts: 13,215
Likes: 664
From: ir.delta.com
with F9….
back to JB, merger’s are mostly about reducing competition. It would benefit us if UA and JB tie up. They would have to decrease service along the east coast to Florida. That a win for us. It would distract UA and perhaps add a marketing challenge as to how to keep UA product on tract and able to capture the JB hVC . Hard to say all mergers are a gamble and most really cost more in long run and don’t really add long term market gains. No more then if the weaker company just shut down the remaining ones slowly added in the capacity in a productive, strategic and profitable manner.
back to JB, merger’s are mostly about reducing competition. It would benefit us if UA and JB tie up. They would have to decrease service along the east coast to Florida. That a win for us. It would distract UA and perhaps add a marketing challenge as to how to keep UA product on tract and able to capture the JB hVC . Hard to say all mergers are a gamble and most really cost more in long run and don’t really add long term market gains. No more then if the weaker company just shut down the remaining ones slowly added in the capacity in a productive, strategic and profitable manner.
05-01-2025 | 12:25 PM
#9
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Joined: Dec 2007
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AI says there is no viable merger strategy to counteract a UAL/JB tie up. Delta would probably devote max resources to stopping the deal
Delta's options to counter a hypothetical United-JetBlue merger are even more limited:
- No Major U.S. Airline Remains Unaligned: All other large U.S. carriers (American, Southwest, Alaska, and now the combined Alaska-Hawaiian) are either too large for regulatory approval or already merged.
- Regional/Niche Carriers: Delta could look at smaller regional airlines, but these would not provide the scale or network boost of a JetBlue-United combination.
- International Partnerships: Delta may deepen or expand its global alliances (such as with Air France-KLM, Virgin Atlantic, LATAM, or WestJet) to strengthen its international reach.
- Organic Growth and Product Investment: With few domestic merger options, Delta could focus on expanding its own network, improving its product, and investing in loyalty or technology to differentiate itself.
05-01-2025 | 12:36 PM
#10
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Joined: Mar 2015
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From: ir.delta.com
Your trust in AI is misplaced. There would be a divestment requirement for some assets. If spirit and JB couldn't get unfettered approval, what makes you think UAL will? That last sentence says it all... "a major domestic merger is highly unlikely under current regulatory conditions"
