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Originally Posted by LinaPeru
(Post 3909522)
it’s not about doubling in size. The ULCCs are the only airlines trying to make money through moving economy passengers. That’s why Barry is always droning on about CASM this, CASM that, .08¢ CASM, blah blah blah. The legacies have figured out moving pax is a side show. It’s a losers game.
Delta makes its money through credit cards, cargo, MRO services, training services, oil wells, premium/business, upgrades, intl. travel, lounges, on top of all the other ancillary fees (bags, Wi-Fi, drinks, etc.). They also have a large regional network of 50-70 seat rjs that allow them to maintain routes and markets year round, while the ULCCs have to move in and out of markets because they can’t fill a 321 neo during the offseason. They probably run those RJs at a loss, hence why they have a much larger CASM. Again, they don’t care about moving pax. doublign in size by over paying for a bankrupt company, bloated with debt, while waving a bear paw, and telling pax how much you love them isn’t the panacea you think it is. doubling the size = a larger network and way better CC revenue. Why do you think frontier is so heavily invested in building loyalty right now. They know there’s no money in the actual fair, thus why we are getting a new app, first class, and completely redone loyalty program. It’s all about building a product that stimulates Credit cards. If you go back and listen to earnings calls/investor summits then you will hear him say having a larger airline needs to occur along with partners around the world to make people buy into your airline CC. if frontier would have overpaid for spirit they would have moved forward during bankruptcy and bought spirit then. they were cost disciplined and rejected the counter proposal. Everyone can talk smack about indigo but they are not bad investors. End of story, this business is all about scale. |
Originally Posted by LinaPeru
(Post 3909522)
it’s not about doubling in size. The ULCCs are the only airlines trying to make money through moving economy passengers. That’s why Barry is always droning on about CASM this, CASM that, .08¢ CASM, blah blah blah. The legacies have figured out moving pax is a side show. It’s a losers game.
Delta makes its money through credit cards, cargo, MRO services, training services, oil wells, premium/business, upgrades, intl. travel, lounges, on top of all the other ancillary fees (bags, Wi-Fi, drinks, etc.). They also have a large regional network of 50-70 seat rjs that allow them to maintain routes and markets year round, while the ULCCs have to move in and out of markets because they can’t fill a 321 neo during the offseason. They probably run those RJs at a loss, hence why they have a much larger CASM. Again, they don’t care about moving pax. doublign in size by over paying for a bankrupt company, bloated with debt, while waving a bear paw, and telling pax how much you love them isn’t the panacea you think it is. |
Originally Posted by redhot
(Post 3909550)
doubling the size = a larger network and way better CC revenue. Why do you think frontier is so heavily invested in building loyalty right now. They know there’s no money in the actual fair, thus why we are getting a new app, first class, and completely redone loyalty program. It’s all about building a product that stimulates Credit cards.
If you go back and listen to earnings calls/investor summits then you will hear him say having a larger airline needs to occur along with partners around the world to make people buy into your airline CC. if frontier would have overpaid for spirit they would have moved forward during bankruptcy and bought spirit then. they were cost disciplined and rejected the counter proposal. Everyone can talk smack about indigo but they are not bad investors. End of story, this business is all about scale. You throwing more 240 seat planes on unprofitable routes after over paying for a company that comes with a ton of debt, and no new markets, is what I have a problem with. Planes need to go places, on profitable routes, with sufficient frequency to attract the credit card customers you speak of. This is especially true for the ULCCs, which as I said before, still makes their money primarily from moving pax. We also have the unfortunate luxury of trying to find undiscovered routes or trying to break into heavily fortified routes. We also have to figure out these routes based on a 190seat or 230/240 seat aircraft. We don’t get the luxury of adjusting aircraft when demand fluctuates. When was the last time F9 chased a competitor from a route? Or has it been the other way around? My memory tells me it’s been the latter. Basic rules of economy and supply and demand doesn’t change just by multiplying by x2. |
Originally Posted by loudclouds
(Post 3909565)
oh god shut up this industry is all about scale even idiots know this. Merge the dang airlines and we’ll figure the rest out later.
quit and go to American. Figure the rest out later. |
Originally Posted by LinaPeru
(Post 3909574)
you shut up. TC ran your Mickey Mouse operation into the ground and now you’re desperate for F9 to white knight and save your seniority progression. And you’ll fear monger anyone in your way to get it.
quit and go to American. Figure the rest out later. |
Originally Posted by loudclouds
(Post 3909575)
I bet you’re the angry little fat boy with the sparse mustache that nobody wants to fly with
When I see her at Play It Again Sam she always acts like she knows me. Even tho she gets my name wrong every time. It’s cool though. I don’t like commitments. |
Originally Posted by LinaPeru
(Post 3909577)
Nope. But I’m def the guy stuffing dollar bills down your mom’s g string
When I see her at Play It Again Sam she always acts like she knows me. Even tho she gets my name wrong every time. It’s cool though. I don’t like commitments. cheers |
Originally Posted by loudclouds
(Post 3909578)
You and I will both die in ULCC hell.
cheers |
Why we didn’t partner with Bilt I’ll never understand. Alaska/Hawaii did.
they process something like over 25% of renters payments in the US. |
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