Any "Latest & Greatest" about Delta?
01-16-2012, 10:59 AM
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I don't know the exact timeline but it will probably update when individual schedules are loaded into i-crew. This usually happens between the 16th and the 17th, but obviously NLT the first PCS run on the 20th.
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01-16-2012, 12:01 PM
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01-16-2012, 12:07 PM
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01-16-2012, 12:13 PM
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So the legacy airlines practice "capacity dicipline" for the greater good of the industry and the so called "LCC's" grow like crazy. You can't shrink your way to profitability. If today's MBA crowd thinks we can keep shrinking at a rate that pulls more seats than LCC/start-ups add that is clearly an unsustainable business model.
Each legacy needs to go after a LCC hard, no matter the cost because the cost of not doing so may be everything. You can't keep giving away marketshare to a lower cost competitor just to drive up yields in the short term.
Each legacy needs to go after a LCC hard, no matter the cost because the cost of not doing so may be everything. You can't keep giving away marketshare to a lower cost competitor just to drive up yields in the short term.
WN/F9 are shrinking. F9 is really shrinking.
B6, NK, and VX are growing, adding just over 1.5 million seats. Their (B6 and VX) growth is primarily at the expense of bankrupt American Airlines. SAVE's businesss model is very different - they're taking the bottom end customer and an afterthought to the network business model. VX hasn't made money...ever. B6's capacity is way up, but their relative yields are down, and their load factor is shaky.
Your data is showing Alaska somewhat steady. According to George and the LA guys they were taking over the world...
Bottom line, these are good numbers. By focusing on profits instead of market share, by competing in core markets rather than chasing incremental passengers, it appears that some management teams have learned (albeit temporarily) some lessons. And note for Delta the change in average aircraft size, as small jets get parked.
We're in a mature market, and it's now the world's second largest. I'd rather see the industry compete rationally than chase passengers with no yield.
01-16-2012, 12:19 PM
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Take a look at your chart again, remembering these are only projections.
WN/F9 are shrinking. F9 is really shrinking.
B6, NK, and VX are growing, adding just over 1.5 million seats. Their (B6 and VX) growth is primarily at the expense of bankrupt American Airlines. SAVE's businesss model is very different - they're taking the bottom end customer and an afterthought to the network business model. VX hasn't made money...ever. B6's capacity is way up, but their relative yields are down, and their load factor is shaky.
Your data is showing Alaska somewhat steady. According to George and the LA guys they were taking over the world...
Bottom line, these are good numbers. By focusing on profits instead of market share, by competing in core markets rather than chasing incremental passengers, it appears that some management teams have learned (albeit temporarily) some lessons. And note for Delta the change in average aircraft size, as small jets get parked.
We're in a mature market, and it's now the world's second largest. I'd rather see the industry compete rationally than chase passengers with no yield.
WN/F9 are shrinking. F9 is really shrinking.
B6, NK, and VX are growing, adding just over 1.5 million seats. Their (B6 and VX) growth is primarily at the expense of bankrupt American Airlines. SAVE's businesss model is very different - they're taking the bottom end customer and an afterthought to the network business model. VX hasn't made money...ever. B6's capacity is way up, but their relative yields are down, and their load factor is shaky.
Your data is showing Alaska somewhat steady. According to George and the LA guys they were taking over the world...
Bottom line, these are good numbers. By focusing on profits instead of market share, by competing in core markets rather than chasing incremental passengers, it appears that some management teams have learned (albeit temporarily) some lessons. And note for Delta the change in average aircraft size, as small jets get parked.
We're in a mature market, and it's now the world's second largest. I'd rather see the industry compete rationally than chase passengers with no yield.
WHo is NK?
01-16-2012, 12:20 PM
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01-16-2012, 01:10 PM
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01-16-2012, 01:53 PM
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49ers beat them once already this year and now the forecast is for rain. So its gonna be a sloppy field at the Stick. Good for old fashioned smash mouth football, lots of turnovers if Manning has to throw. Niners with their D and running game come out victorious.
01-16-2012, 02:02 PM
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The order books for VX, B6 and NK are far too large to discount and we can't just roll over and give it to them. Soon they all will start poaching marketshare out of DL (as opposed to AA) markets. Then what? More capacity dicipline while we shrink and they grow? That increases our costs and decreases theirs, causing us to remove more capacity and them to add more. It has to stop. We need to figure out how to win and stop the growth of competitors or they will stop our growth. Its that simple.
01-16-2012, 02:51 PM
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