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Supermid 12-13-2024 02:03 PM


Originally Posted by ARL120384 (Post 3860787)
The way the email was worded is that it will be an in-house retrofit. So hopefully pretty easy. Now, who knows what kind of additional service they will add to this class, and if it will require, at the minumim, fridges or ovens. That may complicate things.

So basically the “big front seats” that spirit was doing?

I agree, I HIGHLY doubt a company in cost saving mode and short aircraft is going to start doing big equipment list changes and galley reconfigurations.

knewyork 12-13-2024 02:52 PM


Originally Posted by Supermid (Post 3861362)
So basically the “big front seats” that spirit was doing?

I agree, I HIGHLY doubt a company in cost saving mode and short aircraft is going to start doing big equipment list changes and galley reconfigurations.


And yet they are opening 2 lounges. Not even just one. It’s like some people here would rather see them do absolutely nothing. You know how you get out of cost saving mode? Make money.

nuball5 12-13-2024 04:07 PM


Originally Posted by knewyork (Post 3861377)
And yet they are opening 2 lounges. Not even just one. It’s like some people here would rather see them do absolutely nothing. You know how you get out of cost saving mode? Make money.


Barclays is paying for the two lounges.

Bgood 12-13-2024 06:00 PM


Originally Posted by RiddleEagle18 (Post 3861035)
The announcement wasnt so much knee jerk as it felt forced by the rest of the industries moves.

The project has been going on forever, and that’s the problem. The seat they picked isn’t even certified yet and according to that same reliable plan you came across, the first one won’t even arrive until mid 2026.

It is still the right move, it just should have been made at least a year ago.

Supermid said "it’s a last minute knee-jerk reaction" and others (not here) have been saying the same. I would disagree since "last minute knee-jerk" wouldn't have those proposals that has been getting updated throughout this year.

I would also say the last few years was focused on the M&A with NK. I doubt there would be any execution of "plan B" if "plan A" went through. We would've had other bigger plans and first class seat would've gone on the back burner. So I don't think it's reasonable to say that they should've annouced this a year or 2 ago when bigger things were in play.

Supermid 12-13-2024 06:46 PM


Originally Posted by knewyork (Post 3861377)
And yet they are opening 2 lounges. Not even just one. It’s like some people here would rather see them do absolutely nothing. You know how you get out of cost saving mode? Make money.

I have not read anything by anyone here or elsewhere recommending the company does nothing, not sure where you’re going there.

The lounges are a good idea and I hope it succeeds, execution will be critical.

todd1200 12-14-2024 05:07 AM

It seems pretty obvious that these announcements are timed to help shape market sentiment. You don't tell the world that you're spending a bunch of cash on fleet upgrades, etc. when you just told them you're losing millions of dollars. You wait until later in the year when the infinitesimal attention spans have moved on, then the market will reward you for decisively responding to shifting consumer demand, rather than punish you for failing to execute effective cost saving initiatives, or whatever.

knewyork 12-14-2024 08:18 AM


Originally Posted by nuball5 (Post 3861405)
Barclays is paying for the two lounges.

I’m not doubting you because I don’t know much about that kind of thing, but wasn’t there talk for a while that they weren’t going to because of the high costs?

Fly4FunAA 01-10-2025 12:49 PM

The speculation on this forum is interesting and I think we will see some changes soon…

I could see SWA taking a hard look at JetBlue in the near future. They honestly could compliment each other well with the network and aircraft. Plus, AS is busy merging with Hawaiian and I doubt the DOJ will allow 3 mergers at once.

Very long term, I can see Delta, American, United, and Southwest eventually merging with the rest of the LCCs and just leaving primarily 4 major airlines.

I believe United will merge/aquire with Spirit before they go with JetBlue. Kirby has already been talking about Spirit for a while.

Flyby1206 01-10-2025 02:02 PM


Originally Posted by Fly4FunAA (Post 3869411)
The speculation on this forum is interesting and I think we will see some changes soon…

I could see SWA taking a hard look at JetBlue in the near future. They honestly could compliment each other well with the network and aircraft. Plus, AS is busy merging with Hawaiian and I doubt the DOJ will allow 3 mergers at once.

Very long term, I can see Delta, American, United, and Southwest eventually merging with the rest of the LCCs and just leaving primarily 4 major airlines.

I believe United will merge/aquire with Spirit before they go with JetBlue. Kirby has already been talking about Spirit for a while.

Agreed, I don’t think it is crazy to see UA make a move for NK. That would set off another round of consolidation for all the big players. DL/F9? AA/JB? WN/AS?

Ted Striker 01-10-2025 02:44 PM


Originally Posted by Flyby1206 (Post 3869452)
Agreed, I don’t think it is crazy to see UA make a move for NK. That would set off another round of consolidation for all the big players. DL/F9? AA/JB? WN/AS?

My money is still on Alaska at some point during this administrations term. It would coast through most regulation hurdles. I think Icahn and that other investor that jumped in recently are cost around $6ish. I could see them wanted to cash out via merger/acquisition and walk w/ the bag at 2-3x. These guys are too smart to want to hold onto airline stock long term. To be honest it would probably be better for all employees long term. To be folded into a full service national network. Jb, no profits for 6+ years, hoping to just break even 2025. We need to be cranking out 100’s of millions of dollars in profit per quarter for the next 5+ years just to keep this train running long term. An East coast only airline just isn't built for long term survivability/profitability. Way too many obstacles.. wx, atc, costs, competition. We have no real advantage over any carrier to charge a premium. I certainly hope jetforward works and I’m wrong.


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