International Tourism
 

A report from Tourism Economics predicts that international travel to the U.S. will fall by 15.2% by end of 2025. Jetstar and Qantas announced they are stopping flights to Hawaii. Jetstar is pulling out of USA completely. As more countries boycott the USA do you see us canceling our 787 orders? Our country that I served for becomes more unrecognizable by the day. Moreover, shelves are starting to look bare. We are losing the trade war of this self inflicted economic crisis.

I don’t see that happening. It says you posted this yesterday and maybe you were flying but Monday’s market performance seems to have been a positive reaction of the US and PRC agreeing to reduce each others tariffs so I am not so sure how long this doom and gloom narrative is going to last.

I can’t speak for Australia or the Hawaiian market but the flights to the far east (Korea, Japan, Taiwan, and PRC) have been prrrrrrrity full.

I am not sure where you live….maybe you are used to seeing Canadian sunbirds or other large groups of European tourists…..and don’t see them anymore.
Maybe I am just way too stuck in my suburban New York North Jersey bubble where everyday I see more and more foreigners.

One more thing the shelves look bare I think is more of stores changing to the increasing millennial and Gen Z trend (disappointing to me) to have your groceries delivered or picked up curbside.

Definitely need to take a wait and see approach. The company's guidance so far looks like there's a negative impact but not a "cancel 130 widebody order" negative impact.

It's even entirely possible this is a short term impact that recovers by next year, it's also possible things are totally unrecognizable next year. We literally don't know.

Worrying about it at this point isn't worth the mental effort. The time to worry about it was last fall.

I get it, but let’s slow your roll here… First off, our and other US carriers international POS (point of sale) is Us dominant where as international carriers POS are their home countries dominant…. If there is an impact, it will be due to the layoffs, cut back on spending by families and companies here in the US….
That impact remains to be seen.

I think it will be blip on the radar, I don’t think it’s a cancel a bunch of jets type bump though…

Also, Summer travel isn’t here yet…

It doesn't appear management is all that worried at this point.

https://thepointsguy.com/news/united...olaris-cabins/

Actually, falling demand in the back is ALL THE MORE REASON to step up your game in the front...

If it's clear that Trump wants to be "gifted" a widebody to be given to him for his personal use if he or when leaves office, how many new 787 "donations" would it take to get EWR fixed in our favor? 1? 2? Maybe 1 plus a personal hangar, plus a personal E-VTOL? If we toss in an option for the first boom jet off the line do you think we can make all United passengers and cargo visa and tariff exempt? If we're losing millions due to EWR delays, a ~$200 million one time expense would be an excellent investment opportunity for the company!

he can be given one of our older 737-900’s for Melania to use

Didn’t see context…..

the 747-800 is being gifted to the US Government… once gifted he plans on having the DoD use it (as AF1 spare domestically) until the new AF1s are completed. No Government employee (to include him) is allowed to accept a personal gift over $20… that’s why Presidential Libraries are full of displays of expensive gifts given during their days in office…