November 24, 2015
Not so surprisingly, easyJet wrapped up a strong earnings season in Europe with some strong numbers of its own. We looked at what’s working for easyJet but also why it can’t quite top rivals Ryanair or Wizz Air. Then it’s pretty much all downhill from there. Most airlines can top Air Berlin right now. Thai Airways is struggling with overcapacity and political unrest.
Though things have improved significantly, Kenya Airways is still struggling with terrorism, Ebola and the fact that it’s tough to be in an emerging market right now. And LATAM and Gol are coping in the face of Brazil’s cratering economy. And lastly, desperate to end on a lighter note, we turn to Thanksgiving in America and touch on the realities (and myths!) of holiday air traffic.
November 17, 2015
More than anything, Spirit Airlines’ business model is built on low fares, which it uses to stimulate demand and fill its planes. But what happens when fuel prices drop, enabling airlines like JetBlue to drop fares too? In a wide-ranging interview, we asked Spirit’s CEO Ben Baldanza about such “fare compression.” We also asked him about the possibility of Spirit chasing corporate traffic (like Ryanair). How will A320-NEOs change Spirit’s network?
Other topics included Spirit’s pilot contract and the notion that Spirit is “stealing traffic” from other airlines. Lastly, we learned why it’s “crazy” to call Spirit a “no-frills” airline and why Baldanza loves the Tonka-truck yellow livery. This is our first CEO interview in The Airline Weekly Lounge. It went so well that we plan to make this a regular feature.
November 4, 2015
Whew! The busiest week of earnings season has us hustling. We kick off our around-the-world sprint with IAG, the airline group that is British Airways, Iberia, Vueling and more recently Aer Lingus. While IAG led Europe’s Big Three in profits, Lufthansa nonetheless posted its own all-time record, and Air France/KLM was no slouch.
Still benefiting from its restructuring, Japan Airlines had fantastic profits, while All Nippon Airways had merely a fine quarter. We also check in on China’s Big Three, Icelandair, Aeromexico and Jet Airways. Plus, why is Spirit Airlines not all that concerned about its profit margin? That’s a lot of airlines in a single podcast.