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John Carr 09-18-2025 11:41 AM


Originally Posted by SkyGodKing (Post 3950639)
The ULCC model is over, and the Big Three have seen it, with even Southwest showing signs of the shift. Gone are the days of Song, Metro, Continental Lite, DeltaExpress, Shuttle by United, and Ted.

Fixed.

Although the "market forces" of ALL the aforementioned aren't quite the same really.

4 were pre 9/11 attempts to take on the LCC market, 2 were post.

BlueScholar 09-18-2025 12:16 PM


Originally Posted by CRJCapitan (Post 3950687)
Not sure what you guys expect him to say. He was responding to someone who is trying to actively undermine Frontier's credibility with Wall St and the consumer market. You really think everyone else is just going to roll over whenever your CEO says something?


There is nothing wrong with a CEO defending their company and stock price, but if the author had any shred of journalistic credibility or a reader has a shred of media literacy the article should have been written with a far more skeptical tone instead of burying the lede in the last line of the article.

C11DCA 09-18-2025 01:48 PM

CASM is only one half of the profitability equation. You need the RASM part too.

So what if Frontier’s costs are lower than United’s? They still aren't charging enough to cover those costs while United DAL AA (sort of) SWA is. Spirit certainly hasn’t been.



FriendlyPilot 09-18-2025 03:42 PM


Originally Posted by C11DCA (Post 3950791)
CASM is only one half of the profitability equation. You need the RASM part too.

So what if Frontier’s costs are lower than United’s? They still aren't charging enough to cover those costs while United DAL AA (sort of) SWA is. Spirit certainly hasn’t been.

They aren't even a competitor in most revenue categories. Frontier provides one product, Basic Economy, and only domestically. United has a ton of International revenue as well as first, business, economy plus etc domestically.

Frontier competes with United to the extent that Denny's competes with Cheesecake Factory.

buzzer 09-18-2025 04:01 PM

[QUOTE=FriendlyPilot;3950840]. Frontier provides one product, Basic Economy, and only domestically.

Don’t disagree with what you are saying but F9 has a number of international flights.

VacancyBid 09-18-2025 04:39 PM

[QUOTE=buzzer;3950845]

Originally Posted by FriendlyPilot (Post 3950840)
. Don’t disagree with what you are saying but F9 has a number of international flights.


There's not a good distinction between ULCC international and Network International


Intercontinental, maybe? Dallas to Monterrey and Newark to Tokyo are not the same.

CaseTractor 09-18-2025 04:47 PM


Originally Posted by FriendlyPilot (Post 3950840)
They aren't even a competitor in most revenue categories. Frontier provides one product, Basic Economy, and only domestically. United has a ton of International revenue as well as first, business, economy plus etc domestically.

Frontier competes with United to the extent that Denny's competes with Cheesecake Factory.


wait…. I love Denny’s….. is that bad?:D


Too funny analogy though!

John Carr 09-18-2025 05:57 PM


Originally Posted by FriendlyPilot (Post 3950840)
They aren't even a competitor in most revenue categories. Frontier provides one product, Basic Economy, and only domestically. United has a ton of International revenue as well as first, business, economy plus etc domestically.

Good point. Plus, how much does F9 make on their credit card vs the others?


Frontier competes with United to the extent that Denny's competes with Cheesecake Factory.
Gross. But I do love me some Denny’s……

Can easily get a more healthy/nutrient dense meal there than the last time I ate at CF, which is, I can’t even remember when….

DogPit 09-18-2025 06:17 PM


Originally Posted by BlueScholar (Post 3950661)
Why did the "journalist" wait until the last line of the article to point out that Frontier is losing money? A better headline would be "CEO of the airline that lost $70M last quarter is telling the CEO of the airline that made $1 billion last quarter that he's wrong", but I guess accuracy isn't important in these puff piece, click bait articles.

Accuracy isn’t required in journalism anymore. It’s not even taught in class.

11atsomto 09-20-2025 02:42 AM


Originally Posted by FriendlyPilot (Post 3950840)

Frontier competes with United to the extent that Denny's competes with Cheesecake Factory.

At first I thought……but they do…….its mostly unhealthy food that targets to mostly overweight often obese Americans….and Wikipedia classifies them as Table service chain dining.

However something I noticed …..a Cheesecake factory is almost always located within a shopping mall or part of a large outlet center what in the northeast we call an outdoor mall.

Where as a Denny’s is almost always located on a state highway (white and black square) in a lower middle class suburb with traffic on the side that’s commuter heavy in the morning. With its own stand alone parking lot with signs saying “Dennys only, all others will be towed”

Seeing the direction of those two trends in our society, Friendly I might say United is the Dennys and Frontier are the Cheesecakes.


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