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Old 12-07-2021, 09:02 AM
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Default NK competition

I don't get it... Didn't BB say that there was this massive near 90 percent untapped ULCC market? It seems like every announcement either us or spirit is a near market for market match.

Case in point, this Philly expansion by spirit:

https://thepointsguy.com/news/spirit-airlines-philadelphia-nonstop-flights-expansion/amp/
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Old 12-07-2021, 09:44 AM
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You’re making a basic assumption that Spirit is our direct competition. I’m not sure it is.
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Old 12-07-2021, 11:03 AM
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Originally Posted by ToddChavez View Post
I don't get it... Didn't BB say that there was this massive near 90 percent untapped ULCC market? It seems like every announcement either us or spirit is a near market for market match.

Case in point, this Philly expansion by spirit:

https://thepointsguy.com/news/spirit...expansion/amp/
Good chance there's room for 2 in those markets.
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Old 12-07-2021, 12:43 PM
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The article even quotes the spirit CEO saying Frontier is not his competition.
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Old 12-07-2021, 12:45 PM
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Originally Posted by Stayontarget View Post
The article even quotes the spirit CEO saying Frontier is not his competition.
"Frontier has made a bold move directly into Spirit’s original and largest base, Fort Lauderdale. Perhaps they felt that with Spirit now betting on growth at Miami, they would defend Fort Lauderdale a little less. Or maybe they just said “our costs are lower, so we can win now.” Either way, the two airlines represent the bulk of the ULCC capacity in the U.S. and so competing with each other rather than everyone else brings this dynamic into a new chapter." - Former CEO of Spirit Ben Baldanza

https://www.forbes.com/sites/benbald...ading-us-ulcc/
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Old 12-07-2021, 12:56 PM
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We are most definitely competing with Spirit.

Now that both companies are publicly traded, virtually everything the CEOs say in public is thru the lense of investor opinions. If they say they aren't competing, it's because they don't want to spook investors that the competition is going to hurt the company.
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Old 12-07-2021, 01:37 PM
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Originally Posted by Aero1900 View Post
We are most definitely competing with Spirit.

Now that both companies are publicly traded, virtually everything the CEOs say in public is thru the lense of investor opinions. If they say they aren't competing, it's because they don't want to spook investors that the competition is going to hurt the company.
Agreed.

We are 100% in competition with Spirit and to say we aren't is ignorant. They moved into MIA and literally copied and pasted our routes, then we went into FLL, now they're expanding PHL.

Who is going to win this competition? No idea, but Frontier hasn't been shy about pulling metal out before when it makes sense to do so.
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Old 12-07-2021, 01:56 PM
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Originally Posted by EAFF95 View Post
Agreed.

We are 100% in competition with Spirit and to say we aren't is ignorant. They moved into MIA and literally copied and pasted our routes, then we went into FLL, now they're expanding PHL.

Who is going to win this competition? No idea, but Frontier hasn't been shy about pulling metal out before when it makes sense to do so.

Yup. Daniel shurz knows what he’s doing. We would have closed the doors a few times had it not been for that guy.
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Old 12-07-2021, 02:41 PM
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Originally Posted by fcoolaiddrinker View Post
Yup. Daniel shurz knows what he’s doing. We would have closed the doors a few times had it not been for that guy.
RDU? AUS? What happened with them….oh yeah, NK happened.
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Old 12-07-2021, 03:25 PM
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Originally Posted by Bravo3 View Post
RDU? AUS? What happened with them….oh yeah, NK happened.

I’m pretty sure the widget ran us out of both of those markets.


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