New Merger…
02-07-2022 | 08:41 AM
#21
Line Holder
Joined: Mar 2018
Posts: 1,374
Likes: 54
I'm LUAL and it's on both sides. There are some LCAL and LUAL pilots who will be miserable over the merger until the day they die. And like it or not, this was the best course of action for our two companies. It was a good fit.
I'd be happier if smallsac hadn't closed SEA; that was a bonehead move. And it'd be nice to see us get a FL hub. Other than those two items, we've got a solid route structure.
I'd be happier if smallsac hadn't closed SEA; that was a bonehead move. And it'd be nice to see us get a FL hub. Other than those two items, we've got a solid route structure.
02-07-2022 | 09:13 AM
#22
New Hire
Joined: Jun 2021
Posts: 8
Likes: 0
CASM is not the end-all be-all competitive advantage ULCC leaders would have you believe. Driving CASM into the ground is not how big airlines actually create and sustain their success. UAL's loyalty program alone is worth more than 4 times the combined market cap of NK & F9.
I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.
02-07-2022 | 09:21 AM
#23
Gets Weekends Off
Joined: Mar 2006
Posts: 5,213
Likes: 14
From: guppy CA
While not the end-all be-all, wasn’t reducing CASM a significant driver behind UAL’s huge narrowbody order?
I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.
I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.
02-07-2022 | 10:13 AM
#24
Gets Weekends Off
Joined: Dec 2011
Posts: 2,040
Likes: 252
From: A320 FO
While not the end-all be-all, wasn’t reducing CASM a significant driver behind UAL’s huge narrowbody order?
I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.
I get it—UAL would be unwise to try to compete with ULCCs purely on cost—but as I understand it Kirby has placed more emphasis on getting CASM down. I reckon this is a good news story for UAL’s long-term health.
02-07-2022 | 10:46 AM
#26
New Hire
Joined: Jun 2021
Posts: 8
Likes: 0
The good news about narrowbodies is that, during a downturn, they can still be redeployed effectively. With limited international and/or business travel (also as noted in another post above), widebodies can quickly become really expensive paperweights.
Regarding staffing, one does wonder how they’ll be able to staff their jets.
02-07-2022 | 10:51 AM
#27
Banned
Joined: Oct 2010
Posts: 309
Likes: 0
I'm LUAL and it's on both sides. There are some LCAL and LUAL pilots who will be miserable over the merger until the day they die. And like it or not, this was the best course of action for our two companies. It was a good fit.
I'd be happier if smallsac hadn't closed SEA; that was a bonehead move. And it'd be nice to see us get a FL hub. Other than those two items, we've got a solid route structure.
I'd be happier if smallsac hadn't closed SEA; that was a bonehead move. And it'd be nice to see us get a FL hub. Other than those two items, we've got a solid route structure.
02-07-2022 | 11:08 AM
#28
Gets Weekends Off
Joined: Aug 2020
Posts: 2,657
Likes: 116
I could be wrong, but as I understand it, it’s the other way around—UAL is reducing its use of UAX because it is upgauging by buying all those narrow bodies. Either way, the policy seems sound—a full 737 should have a lower CASM than an RJ on the same route (much like, as Andy noted in a post above, widebodies have lower CASMs than narrowbodies).
The good news about narrowbodies is that, during a downturn, they can still be redeployed effectively. With limited international and/or business travel (also as noted in another post above), widebodies can quickly become really expensive paperweights.
Regarding staffing, one does wonder how they’ll be able to staff their jets.
The good news about narrowbodies is that, during a downturn, they can still be redeployed effectively. With limited international and/or business travel (also as noted in another post above), widebodies can quickly become really expensive paperweights.
Regarding staffing, one does wonder how they’ll be able to staff their jets.
02-07-2022 | 11:18 AM
#29
Gets Weekends Off
Joined: Mar 2006
Posts: 5,213
Likes: 14
From: guppy CA
