Hawaii808

Beijing and Manila have been destinations in the past. Japan and S. Korea are high volume/value tourist to Hawaii.

Poopchute701

Nope, have to go to United to get those widebody overnights.

Gobows

Fire the planning team, this guy knows Hawaii tourism!

fuzzball

There's more than one city in Japan. Pre-2020, HA flew up to five dailys to Tokyo alone (Tokyo being HND+NRT). Full and not cheap tickets. Add in KIX, FUK, CTS, it's not a small operation. Why they didn't add NGO is beyond me.

Poopchute701

Nagoya was rumored to be next on the list of destinations when Delta pulled out of the market.

CATIII

We had Taipei and it dodn't make money, we had Bejing and it didn't make money, we had Manilla, and it didn't make money.

But those two Haneda Tokyo gates alone are probably worth nearly 1 Billion.

Carebear

The other thing to note is Alaska has been part of one world for over 2 years now. They know where people are flying with partners. With AA pulling out of Seattle international markets, there is a hole Alaska could fill out of SEA. I’m sure Alaska will fly to the same destinations out of SEA that Hawaiian does out of HNL.

PurringRaccoon

Regarding JCBA:

1. Is it direct popular vote or electoral college? (1200 pilots vs 3500 pilots)
2. Is JCBA a prerequisite for the completion of acquisition or will the buyout commence wheter the two pilot groups agree on a contract or not? (will the both pilot groups have a leverage on doing something amazing with the JCBA?)

h8ngman

think of it more as popular vote even though I’m sure it’ll take a couple of years to get done. JCBA isn’t a requirement for the deal to be completed. The last JCBA fell into arbitration after going thru the normal negotiation process but thankfully the AS side eliminated that from the contract so it shouldn’t happen again this time. It’ll help give the combined group more leverage since the threat of arbitration isn’t around this time.

Hawaiian 5O

Correct. The Manilla and china flights were competing against government subsidized airlines. No matter how much of a good product at market price we threw at the routes, the governments of the "national" airlines propped them up so that they could under cut us no matter how low we dropped fares. We could have given seats away, and the national airlines would have matched the price until we pulled out. It was a no-win for us.

I agree that there are other places where we could be making money besides Japan. You can't take away from the fact though that when Japan is open for business, it's a cash machine for us. I've been saying for years that having all of our eggs in one basket would be our demise. If we'd have kept trying to diversify our route structure after Dunk left, we wouldn't be here now getting taken over. I hate it when I'm right.

Alaska has a potential gold mine here between Amazon and our wide body international potential. If this clears DOT and DOJ, the sky is the limit with a combiined route network. Alaska management didn't make all of their money by making stupid business decisions. I don't think they paid over three times our net worth just to shut us down or perform a castoration. Time will tell. I've only got a couple years left. Good luck to all of you young guys.