Barry claps back at Kirby
 

Frontier CEO fires back at United CEO's criticism of discount airlines

Frontier Airlines CEO Barry Biffle fired back at his counterpart at United Airlineswho said the deep-discount model in the U.S. is dead.

“That’s cute,” Biffle said Wednesday at the Skift Global Forum, a travel conference in New York. “If he’s good at math he would understand that we have a [flight] oversupply issue in the United States.”

Biffle’s comments were a response to United CEO Scott Kirby, who said last week at an airline conference in Long Beach, California, that he thought the largest U.S. discounter, Spirit Airlines, would go out of business. Spirit in August entered its second bankruptcy in less than a year after failing to find sturdy financial footing.

When Kirby was asked why he thought Spirit would shut down, he responded, “Because I’m good at math.”

Kirby added that if Biffle wants Frontier to be the largest of the U.S. discount carriers, then he’s going to be the “last man standing on a sinking ship.”




Biffle pointed to his airline’s lower unit costs — 7.50 cents per available seat mile, excluding fuel, compared with far-larger United’s 12.36 cents per available seat mile in the second quarter — and said the budget carrier caters to customers who might not be flying at all, as well as those who want a cheap flight but are splurging on other things when traveling, like luxury hotels.

When asked Wednesday about whether Frontier relies on extra capacity left on the table by United, Biffle replied, “That’s like the CEO of Nordstrom saying ‘I allow customers to buy jeans from Walmart.’”

Both Frontier and United, along with other airlines like JetBlue Airways, have announced that they’re adding new flights on major Spirit routes to win over its customers as it struggles.

Ultra-low-cost airlines have struggled from a jump in costs after the pandemic, an oversupply of domestic U.S. flights that have pushed down fares, and competition from larger airlines that offer both no-frills basic economy tickets and global networks to burn frequent flyer models on.

“Customers care about value, and they don’t get value on a [ultra-low-cost carrier],” Kirby told CNBC on Tuesday.

Those budget airlines long relied on rock-bottom fares and fees for everything else from seat assignments to cabin baggage, a model large network airlines have copied with their basic economy tickets. Now, Spirit, Frontier and others are looking to offer more upscale offerings and bundles that include things they used to charge for.

Frontier swung to a $70 million net loss in the second quarter but forecast unit revenue growth in the mid-to-high single digits in the third, and to “provide a solid foundation for profitability in 2026.”

“ Frontier swung to a $70 million net loss in the second quarter.”

Sure Barry, mic drop.

Good luck with that, Barry. I foresee the big 3 offering a lot of basic economy seats on competing routes.

Stock prices as of the closing bell on 9/17/25:

UAL $105.51
Frontier: $5.52

Suck it Frontier.

What is “wrong” with the ULCC Model is that the Big Three have adapted to it. They are using price insensitive first and business class revenue to in essence subsidize the economy travelers in back, while using their frequency from hub to hub to provide more convenient service with more reliable backup. They are holding on to the most lucrative per seat-mile flying while also draining the pool of potential ULCC and even LCC customers.

The judge that killed the B6 - NK merger was (I will say this politely) both naive and misinformed.

Dump frontier now if you’re holding it , before it goes tits up

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, and Ted. The Big Three now simply need to saturate markets with "Basic Economy" seats to undercut Spirit and Frontier, whose strategy was to target the major hubs and take the cheaper flyers. Airlines like Alaska, Hawaiian, and JetBlue also see this, which explains why Alaska and Hawaiian are expanding internationally, and JetBlue is struggling to remain competitive. I don't believe Frontier will be much better off even without Spirit. We are finally seeing the self-correction of deregulation, though it's taken 40 years.

LCC is low-cost in comparison to a model that doesn’t exist anymore. It’s gonna be hard to run an airline in the 30’s without high margin customers.

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.

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?