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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.
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. |
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. |
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. |
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. 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. |
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.
The lounges are a good idea and I hope it succeeds, execution will be critical. |
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.
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Originally Posted by nuball5
(Post 3861405)
Barclays is paying for the two lounges.
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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. |
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. |
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?
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