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Old 09-08-2020, 09:47 AM
  #531  
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Originally Posted by pangolin
We don’t have tsa data for anything but 2019 and 2020. That said we will know something solid in about 10 days as to trend.
Sure we do. It’s not on a nice web page but rather in an obscure format that you need to write some code for to extract it. But it’s all there broken down by each security checkpoint at every airport for every hour of every day going back several years.
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Old 09-08-2020, 09:53 AM
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Originally Posted by bradthepilot
Sure we do. It’s not on a nice web page but rather in an obscure format that you need to write some code for to extract it. But it’s all there broken down by each security checkpoint at every airport for every hour of every day going back several years.
Pm me details on where to get it.
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Old 09-08-2020, 01:44 PM
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I’ve been wondering if the Labor Day weekend will end up being a great “audition” of sorts for the airlines particularly for the nervous Nellie’s out there. Now that we’ve reached another COVID high in pax traffic, maybe a lot of the people we flew over the last weekend will help spread the word about how easy and safe it was. They will in turn tell bosses, co-workers, family, friends, et al. Maybe, just maybe, this could be a good spring board to the easing of minds and a reduction in fear.
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Old 09-09-2020, 04:34 AM
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Default TSA Numbers

704,075
36.4%

Some leftovers from the holiday most likely.


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Old 09-09-2020, 05:01 AM
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Originally Posted by RiddleEagle18
704,075
36.4%

Some leftovers from the holiday most likely.
This is consistent with the patterns seen following previous holidays. In both cases, Tuesday counts were higher than the subsequent Wednesday, while normally Wednesday is a bit higher than Tuesday.
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Old 09-09-2020, 05:18 AM
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Originally Posted by RiddleEagle18
704,075
36.4%

Some leftovers from the holiday most likely.


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also if you adjust for the earlier holiday last year and compare the Tuesday after Labor Day 2019 (9/3) to 2020 (9/8), in % YoY you still get a very respectable 33.3%
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Old 09-09-2020, 05:19 AM
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Keep in mind that we are achieving 30% of last years loads at probably half the average yield they were getting last year. We need to look at revenue not passengers. Revenue is horrid.
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Old 09-09-2020, 05:28 AM
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Originally Posted by sailingfun
Keep in mind that we are achieving 30% of last years loads at probably half the average yield they were getting last year. We need to look at revenue not passengers. Revenue is horrid.
You're not wrong, and it's a good idea. I'd suggesting finding a source of accurate data for yields, then starting a separate thread about it. This thread covers the TSA data...
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Old 09-09-2020, 05:44 AM
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Originally Posted by sailingfun
Keep in mind that we are achieving 30% of last years loads at probably half the average yield they were getting last year. We need to look at revenue not passengers. Revenue is horrid.
this is 100% true, but you won’t get any pricing power so long as aircraft are parked and the ones that are flying are doing so with open seats (true open seats or Covid blocked).

So the first marathon is the one from down 97% in April to only down about say 20% YoY. Once that marathon is complete, and all the fleet is flying and doing so at say north of 70%LF and north of 80% total of last year, we will start the next marathon on bringing yields up.

The good news is once the first marathon is nearly over, airlines should be at least breaking even again, and most furloughs will start coming back.

Yields are key to turning profits again for sure, and with that the final furloughed pilots returning, and new hiring and growth resuming.
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Old 09-09-2020, 06:12 AM
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Originally Posted by Soxfan1
this is 100% true, but you won’t get any pricing power so long as aircraft are parked and the ones that are flying are doing so with open seats (true open seats or Covid blocked).

So the first marathon is the one from down 97% in April to only down about say 20% YoY. Once that marathon is complete, and all the fleet is flying and doing so at say north of 70%LF and north of 80% total of last year, we will start the next marathon on bringing yields up.

The good news is once the first marathon is nearly over, airlines should be at least breaking even again, and most furloughs will start coming back.

Yields are key to turning profits again for sure, and with that the final furloughed pilots returning, and new hiring and growth resuming.
The first marathon could be titled the Fight of the Century. No butts in chairs, no yield.

I think we are using pre-COVID thinking. Pre-COVID, yields = profits = need pilots (via recalls or new pilot hiring)

Post-COVID, yields = profits = just keep making profits = make more profits = stretch every dime = THINK about recalls

I think COVID is to the airlines what the financial meltdown (2007-2009) was to banks.

back to TSA talk...
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