UAL CEO On Spirit & Frontier
10-22-2023 | 11:20 AM
#41
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During the company’s third-quarter earnings call, CEO Scott Kirby said, “We also expect ... the domestic market is going to see a shakeout that leads to an improvement in [United’s] margins over the medium to long term. It’s impossible to call the timing exactly. But I guess that we’ll see meaningful industry changes about 2H ‘24.” The scenario he describes entails one or more low-cost airlines failing as industrywide cost growth brings their unit costs closer to those of the full-service airlines.
https://stocks.apple.com/AunqTdSE7SWKUMzbdppvwiA
During the company’s third-quarter earnings call, CEO Scott Kirby said, “We also expect ... the domestic market is going to see a shakeout that leads to an improvement in [United’s] margins over the medium to long term. It’s impossible to call the timing exactly. But I guess that we’ll see meaningful industry changes about 2H ‘24.” The scenario he describes entails one or more low-cost airlines failing as industrywide cost growth brings their unit costs closer to those of the full-service airlines.
https://stocks.apple.com/AunqTdSE7SWKUMzbdppvwiA
10-22-2023 | 12:23 PM
#42
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More Kirby
During the company’s third-quarter earnings call, CEO Scott Kirby said, “We also expect ... the domestic market is going to see a shakeout that leads to an improvement in [United’s] margins over the medium to long term. It’s impossible to call the timing exactly. But I guess that we’ll see meaningful industry changes about 2H ‘24.” The scenario he describes entails one or more low-cost airlines failing as industrywide cost growth brings their unit costs closer to those of the full-service airlines.
https://stocks.apple.com/AunqTdSE7SWKUMzbdppvwiA
During the company’s third-quarter earnings call, CEO Scott Kirby said, “We also expect ... the domestic market is going to see a shakeout that leads to an improvement in [United’s] margins over the medium to long term. It’s impossible to call the timing exactly. But I guess that we’ll see meaningful industry changes about 2H ‘24.” The scenario he describes entails one or more low-cost airlines failing as industrywide cost growth brings their unit costs closer to those of the full-service airlines.
https://stocks.apple.com/AunqTdSE7SWKUMzbdppvwiA
10-22-2023 | 02:03 PM
#43
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Actually not a fan of Kirby. Thought you’d guys want to know what he’s saying. I think of Kirby what APA thought of Crandall. He’s an a$$ hole but he’s our a$$ hole
10-22-2023 | 05:39 PM
#44
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