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Earnings Call October 25 / Predictions ?

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Old 10-27-2023, 09:49 AM
  #121  
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-45m
hmmmm……
when ya treat your passengers SO badly your have to almost GIVE seats away to fill airplanes it’s TIME


hey Barry………BU-BUY!
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Old 10-27-2023, 08:23 PM
  #122  
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Originally Posted by Aero1900
People shop on price. Im struggling to understand why we are both having to lower ticket prices when the legacies are so expensive.
Because people don't shop on price, they shop on value.

When the consumer views our product as a comparable substitute to other airlines' tickets, a significantly lower price creates value that sways their purchasing decisions. When they no longer view our product as comparable, they see no value regardless of the price, and we can't give the tickets away.
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Old 10-28-2023, 03:45 AM
  #123  
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Originally Posted by Pigpen
Because people don't shop on price, they shop on value.

When the consumer views our product as a comparable substitute to other airlines' tickets, a significantly lower price creates value that sways their purchasing decisions. When they no longer view our product as comparable, they see no value regardless of the price, and we can't give the tickets away.
So Bethune was right, you CAN make an airline so cheap, that no one will fly it.
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Old 10-28-2023, 07:39 AM
  #124  
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Originally Posted by Pigpen
Because people don't shop on price, they shop on value.

When the consumer views our product as a comparable substitute to other airlines' tickets, a significantly lower price creates value that sways their purchasing decisions. When they no longer view our product as comparable, they see no value regardless of the price, and we can't give the tickets away.
This is the post of the month. And is exactly what is going on. We are watching it happen in real time. F9 is done if they fail to re brand.
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Old 10-28-2023, 07:52 AM
  #125  
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Originally Posted by fivebyfive
This is the post of the month. And is exactly what is going on. We are watching it happen in real time. F9 is done if they fail to re brand.
I think the general perception is after you add is all the fees it's the same price an a regular airline, whether or not that is true doesn't matter, ive heard this conversation many, many times.
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Old 10-28-2023, 08:01 AM
  #126  
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Originally Posted by JoeFever1
I don't know why he's lying and saying this is the plan...because it's not possible!! If it was, Shurz would have already done it. Now he's gone and they're gonna do it? No chance no way. There's no where to put the planes and it's impossible to build a schedule with only out and backs or triangles or double turns.
Never say never. We are announcing 6 new bases!! DEN, MCO, LAS will feel the blunt of the large displacement bid coming. Turns here we come!
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Old 10-28-2023, 08:35 AM
  #127  
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Originally Posted by DumboDrop
I think the general perception is after you add is all the fees it's the same price an a regular airline, whether or not that is true doesn't matter, ive heard this conversation many, many times.
It is definitely close. With seat selection and to-from carryon fees, the price runs up rapidly. If you don’t pay for seat selection, you risk getting bumped in an overbooked (becoming less likely with all of the ticked off passengers) trip. After all the fees, it isn’t really worth it to put up with the Frontier experience. Speaking from a passengers perspective the Frontier experience sucks.

Before I was an employee, I flew my family from ATL-SFO round trip on F9. When I went to check in for the trip home, 24 hours in advance, my reservation was cancelled. Not only was I left hanging, I was charged a $99 cancellation fee for each of the three tickets. Here’s the catch: I didn’t cancel the booking. Why in the wide world of sports would I leave myself hanging like that?!?! After dealing with the newly instated chatbot and finally getting a CSR on the chat, I was told to pack sand. I had to repurchase the tickets, eventually losing $300 on the deal. Little did I know that I would be working for the company a few months later.

A rebrand and change in culture, not inside of the aircraft as the crews are great, but in the operation of the company, is sorely needed for this outfit to remain viable.
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Old 10-28-2023, 08:53 AM
  #128  
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The company is well aware. BB said on the earnings call that we are shifting towards value and loyalty. We can already see initial steps with the change to revenue driven mileage earnings - ours now has the highest multipliers even compared to the legacies. The access to liquidity was referred to by JD at least twice on the call, they know those miles are the crown jewels just like every for other airline.

I think the general perception is after you add is all the fees it's the same price an a regular airline
Yeah if you travel like a legacy passenger. That's now how you're meant to fly on a ULCC. I have a software engineer friend works remotely on the west coast who will literally grab a backpack on an off peak day and go to las vegas overnight just to party and go hiking because he can. It costs him what it would cost most people to fill up a gas tank and drive both ways to work, instead he writes some code in a free hotel room or friend's couch and then flies back home when he feels like doing laundry. That is how we're meant to be flown. My dad (a total boomer) on the other hand complains "I don't like flying Frontier, there's no business class and it costs money to add backs and select my seat" and I'm like "Dad, you're not our customer. Go buy a ticket on Delta, you're going to spend that money on us anyways". Apples and oranges gents. We compete and sell on price, value has been a different segment altogether. Whether we try to capture that to fix the demand curve is the current question. It'd be nice if we ever got memos or emails from leadership about what the strategy is instead of having to dissect earnings calls and SEC filings to figure out wtf the company is trying to achieve.
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Old 10-28-2023, 11:16 AM
  #129  
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Originally Posted by UpwardInflow
It

Before I was an employee, I flew my family from ATL-SFO round trip on F9. When I went to check in for the trip home, 24 hours in advance, my reservation was cancelled. Not only was I left hanging, I was charged a $99 cancellation fee for each of the three tickets. Here’s the catch: I didn’t cancel the booking. Why in the wide world of sports would I leave myself hanging like that?!?! After dealing with the newly instated chatbot and finally getting a CSR on the chat, I was told to pack sand. I had to repurchase the tickets, eventually losing $300 on the deal. Little did I know that I would be working for the company a few months later.
.
Why was it cancelled for you? Why were you expected to cancel?
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Old 10-28-2023, 11:31 AM
  #130  
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Originally Posted by fivebyfive
This is the post of the month. And is exactly what is going on. We are watching it happen in real time. F9 is done if they fail to re brand.
Well that's a bit dramatic.

We had one quarter of a slim loss. We have 650 million in the bank. I'd love to see some positive changes around here but there's little doom and gloom in reality. I was in Chicaho yesterday and chatted with a gate agent. I looked at the screen showing all the flights for the day. Every single flight was oversold. Not sure we are "done"
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