F9/NK rises like a Phoenix
10-25-2024 | 06:43 AM
#21
Prime Minister/Moderator
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From: Engines Turn or People Swim
Adding B6 to our mix would certainly improve our critical mass, and long-term ability to swim in the deep end with the big four, but our leaders would probably consider it a "nice to have", not an existential survival need. So they could probably take it or leave it, at least as things stand now.
10-25-2024 | 06:46 AM
#22
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From: Engines Turn or People Swim
High fares are probably due to inflation, labor getting paid more, and lack of NB capacity due to boeing.
10-25-2024 | 07:37 AM
#23
SDQ Base Chief
Joined: Mar 2006
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From: 320 CA
I have a feeling you're right. While I think the HAL acquisition was a good business call (risky but necessary to bulk up to avoid getting squeezed out in the long run) it's also partly a vanity project for the AS top dogs. They didn't put them selves in charge of (partly) global airline just to hand the keys over to somebody else (they're young).
Adding B6 to our mix would certainly improve our critical mass, and long-term ability to swim in the deep end with the big four, but our leaders would probably consider it a "nice to have", not an existential survival need. So they could probably take it or leave it, at least as things stand now.
Adding B6 to our mix would certainly improve our critical mass, and long-term ability to swim in the deep end with the big four, but our leaders would probably consider it a "nice to have", not an existential survival need. So they could probably take it or leave it, at least as things stand now.
10-25-2024 | 07:44 AM
#24
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Joined: Sep 2015
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Forget AS at this point. You all couldn't agree on who would run the combined Airline anyway. Why not wait for F9/NK to shake out and then merge with them? Full Airbus fleet and a balanced domestic route network spread evenly throughout the country. AS/B6 would be a barbell network. Strong on the opposite coasts without much of anything in the middle of the country. It would be too reliant on transcons only and that's not sustainable against the Big 4 IMO.
10-25-2024 | 07:51 AM
#25
SDQ Base Chief
Joined: Mar 2006
Posts: 6,084
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From: 320 CA
Forget AS at this point. You all couldn't agree on who would run the combined Airline anyway. Why not wait for F9/NK to shake out and then merge with them? Full Airbus fleet and a balanced domestic route network spread evenly throughout the country. AS/B6 would be a barbell network. Strong on the opposite coasts without much of anything in the middle of the country. It would be too reliant on transcons only and that's not sustainable against the Big 4 IMO.
10-25-2024 | 08:05 AM
#26
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From: Engines Turn or People Swim
10-25-2024 | 08:09 AM
#27
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From: Engines Turn or People Swim
Forget AS at this point. You all couldn't agree on who would run the combined Airline anyway. Why not wait for F9/NK to shake out and then merge with them? Full Airbus fleet and a balanced domestic route network spread evenly throughout the country. AS/B6 would be a barbell network. Strong on the opposite coasts without much of anything in the middle of the country. It would be too reliant on transcons only and that's not sustainable against the Big 4 IMO.
While there was some hope that the regionals would fail and it would all go in-house, the legacies bent over backwards to keep them on life support for better days, so low cost outsourced feed is just a business reality in the competitive landscape going forward.
10-25-2024 | 08:21 AM
#28
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^^^This^^^ It’s only a matter of time before AS/HA/B6 merge (if F9/NK merge). It may also be dependent on the next administration
, and of course the C-Suite ego’s on which brand name survives/rules. But I have a feeling the B6 C-Suite would be forced to take a back seat to AS leadership.
The only wildcard might be for a couple of activist investors to force a WN/B6 merger to force B6 to larger scale, and bring WN into the next level of premium offerings, trans-Atlantic, and fleet diversity with all of Boeing’s issues.
Will be an interesting few years to say the least.
, and of course the C-Suite ego’s on which brand name survives/rules. But I have a feeling the B6 C-Suite would be forced to take a back seat to AS leadership.The only wildcard might be for a couple of activist investors to force a WN/B6 merger to force B6 to larger scale, and bring WN into the next level of premium offerings, trans-Atlantic, and fleet diversity with all of Boeing’s issues.
Will be an interesting few years to say the least.
10-25-2024 | 08:27 AM
#29
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AS has regional feed, which can help with the flyover states. In a hypothetical merger the unions would have to consider whether it might be in everyone's best interest to allow *proportional* growth of the RJ feed to help flesh out the lower density states.
While there was some hope that the regionals would fail and it would all go in-house, the legacies bent over backwards to keep them on life support for better days, so low cost outsourced feed is just a business reality in the competitive landscape going forward.
While there was some hope that the regionals would fail and it would all go in-house, the legacies bent over backwards to keep them on life support for better days, so low cost outsourced feed is just a business reality in the competitive landscape going forward.
10-25-2024 | 08:36 AM
#30
Prime Minister/Moderator
Joined: Jan 2006
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From: Engines Turn or People Swim
I agree, but might need RJ feed to bring in the low density market in places like that.
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