Provided there aren’t any huge scares or cases that can be traced back to specific airports or flights, I think cheap fares and the desire for changes of scenery will increasingly tempt this group of people to travel by air for leisure, especially before the schools start back up again.The biggest questions my mind are when we’ll start to see a wave of large businesses loosening up the COVID-19 related travel restrictions, and the extent to which we’ll see demand (and capacity) restricted for the big Thanksgiving and Christmas holiday travel times.I agree with you and my personal circle has similar views/practices.I dunno, first ever nonstopsb from Kennedy to DTW and MSP indicate that they are heavily targeting DL too.count the number of routes that B6 is adding in markets where another carrier is largest and the list is clearly targeted at AA and UA.Of course, market cancellations never make press releases but B6 is also dropping ATL-MCO so the net growth in DL markets is actually less than just about every other airline.Wait, I’m missing something here.
So they can essentially run all of these flights for the cost of jet-A and some soft drinks and snacks.Angry Bob – I’d say if any airline files for bankruptcy, it’s bad news for the other airlines that don’t. The significant number of non-hub routes that will fly this Summer shows that the carrier is willing to exercise that flexibility.While the bulk of the Summer route expansion might be focused on VFR traffic, JetBlue picked a few business-focused routes to restore/expand first.
Could AA have been better positioned to compete?
This allows JetBlue greater financial flexibility in choosing less-than-traditional routes for its network.
We all know you think American did a bad job at it, but you can’t argue that it was better positioned to compete than it was before it went through the bankruptcy spa.I said and repeat that AA had higher costs going into bankruptcy and didn’t maintain its advantage from bankruptcy for more than two years.
Transcon markets are the sweet spot and Newark opens up options for the carrier. United only has a handful of flights crossing the country each day in July.
AA’s high debt load and their enormous interest expense are not going away outside of bankruptcy. That’s great for JetBlue. If ever there were a time to try something completely crazy in the route planning department, this is it. There will be more within-perimeter flying out of JFK to use additional slots.B6 entering the EWR-LAX and EWR-SFO market is aimed at UA and will, if successful, push AS off the market at EWR. Alaska is just not competitive in these markets.Eric – I would think that Mint would be able to get a nice premium. Did this really happen.
All these leisure markets out of JFK, they are running flights entirely without any competition right now. The more people feel good and safe about COVID in this area, the more they are likely to do VFR trips to PR/DR. JetBlue’s capacity does not look quite as miniscule in comparison. Flying from the northeast to Florida is the easiest way to make money in this business. JFK-LAX generated far and away the most profit of any route in their network. JetBlue can only build so much from its existing hub network, especially with traffic demand generally still down 50-70% from 2019 levels.Operating routes from non-hub airports increases complexity for fleet and crew scheduling. Or learn something useful? It took a pandemic and WN leaving, but clearly B6 has room to expand now and really become a #2.
Now with COVID, UA capacity is way down, so FAA will no longer be able to deny new flights during rush hours. Or generally just think this is the type of story you'd like to see more of? That is typically easier in markets that an airline already has established service. I think those quarantine orders will simply amplify the troubles those sunbelt states are having.
The couple of AS and DL routes it added in comparison are not because those two don’t operate routes that are attractive to B6 but because those two have the capacity to make it much more difficult for B6 than AA and UA can. But these are not normal times.
They also have an abundance of aircraft they don’t need which is much harder to pare down outside of bankruptcy.and, given that AA has recently secured several billion in funds via stock sales and debt, even at rates far higher than any other airline, their chances of filing for bankruptcy in the near term have fallen dramatically, even if the Treasury does not approve a loan to them. UA has been extremely slow adding back flights at EWR. Clearly, AA has given up on JFK and their LGA will slowly become more of a outstation. If AA or UA go into bankruptcy, they will come out as a bigger threat to JetBlue than before bankruptcy where costs were more bloated. If an airline goes bankrupt, it makes it leaner and lowers costs. In the northeastern United States, JetBlue is one of the largest airlines. It’s never going to capture the business travelers that require frequency to within perimeter markets from LGA since it doesn’t have that many LGA slots. EWR worked because of their brand recognition in NY area. I don’t think they are likely to succeed here, but it’s a better idea than the other ones they came up with like focus city at BNA or LAS. But, I do agree with the general thrust of the thesis.
DL has been extremely slow adding back flights at LGA and JFK. in BOS but also in NYC.
Alaska and JetBlue put similar numbers of economy seats aft of the exit row on a 321, but Blue has only 16 seats forward of it to Chester’s 40.Mint flights were among the most profitable flights in their entire network. So, if B6 is adding what 10,…11,…whatever number of routes from the NYC market, isn’t B6 targeting the largest carriers in the whole of the market?If every airport in the NYC metro area had the same value then B6 would not be starting service at EWR.There are key distinctives between each of the 3 big NYC airports and the competitive environment is not the same at all.B6′ growth at EWR is targeted at UA while its DCA flights are targeted at AA, etc etc etcThis is insane!
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