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09-07-2025 | 11:16 AM
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Should UAL make a solid challenge for those routes I could see AA reacting as they do continue to fall behind. What does all of this mean for JetBlue? It doesn’t appear any legacy carrier cares to absorb Jetblue at the moment. This does not bode well for the self described niche carrier.
09-07-2025 | 12:05 PM
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From: 320 CA
While true, JG and MSG have stated they enjoy the ability to pick and choose their partners and it appears being forced into on specific alliance is contrary to their goals. Depending on how Spirit shrinks or cuts routes I wouldn’t be surprised to see UAL challenge for any routes JetBlue or Frontier also desires.
Should UAL make a solid challenge for those routes I could see AA reacting as they do continue to fall behind. What does all of this mean for JetBlue? It doesn’t appear any legacy carrier cares to absorb Jetblue at the moment. This does not bode well for the self described niche carrier.
Should UAL make a solid challenge for those routes I could see AA reacting as they do continue to fall behind. What does all of this mean for JetBlue? It doesn’t appear any legacy carrier cares to absorb Jetblue at the moment. This does not bode well for the self described niche carrier.
But AA might have their own ideas about things and decide to make an offer to buy JB. I still think that’s a long shot and a dose of wishful thinking, but we’ll see. Would AA like to remain relevant in NYC and grow their BOS market share?
09-07-2025 | 12:48 PM
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Yes, I believe JB mgmt is going down the standalone path, not joining an alliance, etc. I don’t think JB mgmt is trying to push a merger with anyone. I don’t think UA wants a merger with JB.
But AA might have their own ideas about things and decide to make an offer to buy JB. I still think that’s a long shot and a dose of wishful thinking, but we’ll see. Would AA like to remain relevant in NYC and grow their BOS market share?
But AA might have their own ideas about things and decide to make an offer to buy JB. I still think that’s a long shot and a dose of wishful thinking, but we’ll see. Would AA like to remain relevant in NYC and grow their BOS market share?
Why does DAL allow it? At this point, I believe, it keeps AA in check and prevents UAL from becoming a competitor.
I truly don’t know what they will do going forward but it’s AA’s best interest to limit what UAL does in JFK.
09-07-2025 | 01:25 PM
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From: 320 CA
jetblue is just dumb enough to survive but not smart enough to thrive. Their whole existence is at the mercy of DAL. At any given moment DAL could overlay every route and with the same product, better service and world wide network Jetblue would cease to exist.
Why does DAL allow it? At this point, I believe, it keeps AA in check and prevents UAL from becoming a competitor.
I truly don’t know what they will do going forward but it’s AA’s best interest to limit what UAL does in JFK.
Why does DAL allow it? At this point, I believe, it keeps AA in check and prevents UAL from becoming a competitor.
I truly don’t know what they will do going forward but it’s AA’s best interest to limit what UAL does in JFK.
DL growing BOS keeps JB from getting a dominant hub with which they could further subsidize expansion in JFK or other hubs.
09-07-2025 | 01:38 PM
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I seriously doubt they’d let the largest airline be approved for another merger with that much more growth…. Thoughts? It IS a new administration but by the time this hypothetical were to happen it would likely be happening with the next admin.
09-07-2025 | 01:54 PM
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DAL has the control, UAL wants the control and AA is at risk of never having the opportunity to control.
09-07-2025 | 02:55 PM
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- JetBlue has around 30% market share at JFK, around 5% market share at LGA, and around 5% market share at EWR
- Delta has just under 50% market share at JFK, around 50% market share at LGA, and around 5% market share at EWR
- American has around 20% market share at JFK, around 25% market share at LGA, and around 5% market share at EWR
- United has 0% market share at JFK, around 5% market share at LGA, and around 80% market share at EWR
And keep in mind JetBlue’s route structure. 30% market share in JFk to one largely one market in the SouthEast. It would be extremely easy for DAL to nail the coffin shut.
09-07-2025 | 03:09 PM
SDQ Base Chief
Joined: Mar 2006
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From: 320 CA
- JetBlue has around 30% market share at JFK, around 5% market share at LGA, and around 5% market share at EWR
- Delta has just under 50% market share at JFK, around 50% market share at LGA, and around 5% market share at EWR
- American has around 20% market share at JFK, around 25% market share at LGA, and around 5% market share at EWR
- United has 0% market share at JFK, around 5% market share at LGA, and around 80% market share at EWR
And keep in mind JetBlue’s route structure. 30% market share in JFk to one largely one market in the SouthEast. It would be extremely easy for DAL to nail the coffin shut.
page 3 put it into perspective and shows JB+AA would roughly match DL or UA for NYC market share as a whole
https://www.panynj.gov/content/dam/a...G_SEP_2024.pdf
09-07-2025 | 03:14 PM
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page 3 put it into perspective and shows JB+AA would roughly match DL or UA for NYC market share as a whole
https://www.panynj.gov/content/dam/a...G_SEP_2024.pdf
https://www.panynj.gov/content/dam/a...G_SEP_2024.pdf
Agreed. The $64,000 question is whether AA can stomach the attempt and the Jetblue BOD agrees.
Or…
The NYC players agree the implosion solves their problems. One of the few interesting tidbits from that book we all had to read to be hired back in the day is all these CEO’s talk to one another.
09-07-2025 | 07:01 PM
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jetblue is just dumb enough to survive but not smart enough to thrive. Their whole existence is at the mercy of DAL. At any given moment DAL could overlay every route and with the same product, better service and world wide network Jetblue would cease to exist.
Why does DAL allow it? At this point, I believe, it keeps AA in check and prevents UAL from becoming a competitor.
I truly don’t know what they will do going forward but it’s AA’s best interest to limit what UAL does in JFK.
Why does DAL allow it? At this point, I believe, it keeps AA in check and prevents UAL from becoming a competitor.
I truly don’t know what they will do going forward but it’s AA’s best interest to limit what UAL does in JFK.
United is totally focused on creating fortress hubs in ORD, DEN and IAH. Each with 550-600 daily flights. This is the focus for 2026. Not JFK. AA needs to be more worried about what's going on in ORD and the gates they just lost to United than JFK.
JFK is a useful distraction but not worth as much as people think.
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