American Airlines Fights Back

FromAirline Weekly Lounge

Start listening View podcast show

American Airlines Fights Back

FromAirline Weekly Lounge

ratings:

Length:

28 minutes

Released:

Mar 8, 2024

Format:

Podcast episode

Description

Gordon Smith and Jay Shabat discuss a new strategy from American Airlines to win back domestic market share and boost loyalty. We also examine the impact of Turkish Airlines' Australian debut on Qantas and other major carriers.

Released:

Mar 8, 2024

Format:

Podcast episode

Titles in the series (100)

The editors of Skift Airline Weekly discuss the most interesting developments within the commercial airline industry. In keeping with Skift Airline Weekly’s style, conversation generally centers on one question: How do you make money in this industry?

Skip carousel

Airline Weekly Lounge Episode 9: A New Frontier: Posting a $54m profit in its second quarter, Frontier Airlines has joined the ranks of America’s most profitable airlines. Frontier and America’s other ultra-low-cost carrier, Spirit, are both highly profitable and have big growth ambitions. As long as o... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 18: Korean Air's Success Amid the Struggle: The number of challenges facing Korean Air could fill an A380. Nonetheless the airline remains quite profitable. Korean Air’s prime competitor, Asiana, has not been as fortunate, and we discuss the differences. Meanwhile, Aegean Airlines is doing just fi... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 10: Southwest’s Golden Years: In airline years, Southwest is certainly old enough to be put out to pasture. Instead, the massive airline is making money like never before. Could some of its contrarian moves, like no bag fees, actually be working? Or is it something else? Oil prices a... by Airline Weekly Lounge
20 min listen
Airline Weekly Lounge Episode 2: Postcards from the Hedge: American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic AA and reject hedging altogether? Those are some of th... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 1: Can It Get Any Better?: Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reported earnings last week. They were exemplary, of course, ... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 13: Great American: Well that didn’t last long. American Airlines, the biggest carrier in the world, set a new quarterly profit record, with a $1.9b net profit in the third quarter. Of course, there are some technicalities at play here, but it broke Delta’s two-week old rec... by Airline Weekly Lounge
22 min listen
Airline Weekly Lounge Episode 11: Lufthansa's Competition Grows: Lufthansa is facing competition from Ryanair, Wizz Air, easyJet, Air Berlin, Vueling, Turkish Airlines, Emirates and probably your brother. Competition is not a new thing, but the severity is growing. Meanwhile, Air New Zealand resides in a small country... by Airline Weekly Lounge
24 min listen
Airline Weekly Lounge Episode 41: Korean Divergence: Why are we seeing such different results from the two big Korean airlines? Korean Air again overcame systemic challenges to deliver a standout performance in the first quarter. And although the fuel situation certainly helped, the story wasn’t only about... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated: With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from Ryanair and Wizz Air is that it’s good to be an ultra-... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market: The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we take the opportunity to consider the condition of Japan’... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 5: Cold Comfort in Canada: Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is a far cry from what U.S. carriers are experiencing. Why is there such a disparity... by Airline Weekly Lounge
20 min listen
Airline Weekly Lounge Episode 12: Delta's Payday: How did Delta achieve its record-breaking quarter? We touch on some of the root causes, including Delta’s push for cheap aircraft and near-perfect operations. Also, we discuss Delta’s plan for flat or zero capacity growth in the fourth quarter. And will ... by Airline Weekly Lounge
20 min listen
Airline Weekly Lounge Episode 8: Africa's Biggest Airline?: Ethiopian Airlines is growing aggressively—and apparently profitably—while other African carriers are struggling. The airline’s centralized location seems to give it a big advantage over other African carriers. Meanwhile, Ethiopian doesn’t face a lot of ... by Airline Weekly Lounge
22 min listen
Airline Weekly Lounge Episode 17: EasyJet Does It: 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 th... by Airline Weekly Lounge
24 min listen
Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite: Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and Continental merged, it was supposed to be “checkmate.”... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 21: Ultra Low-Cost Competition: Ultra-low-cost carriers like Frontier Airlines are facing in 2016 a whole different animal—a beast that we call “fare compression.” In fact, America in 2016 might see a first-time experiment in which the ultra-low-cost model goes up against the forces of... by Airline Weekly Lounge
28 min listen
Airline Weekly Lounge Episode 16: Spirit Air CEO Interview: 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 as... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 23: Relatively Resilient Revenues by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 33: Is Virgin Merging With Alaska?: If the U.S. airline market were to see even more consolidation, what kind of effect would it have? That’s one question we consider in a discussion about the possible acquisition of Virgin America by another airline. We also talk about possible consolidat... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 19: American Air CEO Interview: Shouldn’t Doug Parker be dancing in the end zone? He is, after all, the CEO of a mega-airline with mega-profits at a time of economic strength and falling fuel prices. But even this airline has challenges. In this week’s episode, we ask him how American ... by Airline Weekly Lounge
37 min listen
Airline Weekly Lounge Episode 42: Ryanair's Runaway Success: Ryanair is like a runaway train, in that nothing seems to be able to stop it. Despite unfavorable hedges, terrorism, air traffic control strikes and plenty of economic weakness, the airline still managed to turn a profit during the historically weak firs... by Airline Weekly Lounge
32 min listen
Airline Weekly Lounge Episode 56: Frontier Airlines CEO Interview: Because Frontier Airlines is a non-publicly-traded carrier (which, for one thing, means it doesn’t have earnings calls), it’s all the more interesting to interview the airline's CEO Barry Biffle. Of course, we asked about a possible merger with Spirit or... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 31: Turkish Blend: It’s good to be a Gulf carrier—Gulf carriers are well positioned to connect the whole world. But it might be better to be a near-the-Gulf carrier like Turkish Airlines. Turkish offers a blend of service as an intercontinental carrier and also as a gatewa... by Airline Weekly Lounge
30 min listen
Airline Weekly Lounge Episode 14: IAG Is A-OK: 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 n... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 24: Rapidly Receding Revenues: Where Delta’s revenues were relatively resilient, United’s are rapidly receding, at least in the fourth quarter. In Episode 24—informally “part two” of U.S. earnings season—we discuss the sources of United’s revenue declines and the many moves the airlin... by Airline Weekly Lounge
31 min listen
Airline Weekly Lounge Episode 40: Emirates Strikes Back: Emirates last week posted an operating margin nearing 10% for its fiscal year. That’s significantly better than the 7% the year before and a whole lot better than the 5%, 4%, and 3% posted in the years prior to that. Is the airline permanently out of its... by Airline Weekly Lounge
30 min listen
Airline Weekly Lounge Episode 39: Eurowing and a Prayer: Is growing Eurowings a safe bet? Lufthansa’s low-cost unit had a rough first quarter and that might not be the last. Eurowings is growing like gangbusters, propelling itself into the teeth of a crowded airline market and doing so with an unproven low-cos... by Airline Weekly Lounge
31 min listen
Airline Weekly Lounge Episode 46: Left Behind by Brexit?: In the wake of Brexit, will the U.K. be able to remain in the European Common Aviation Area? We don’t know. But we do know that if the U.K. is relegated to some other status, it would obviously impact airlines inside and outside the U.K. In this episode ... by Airline Weekly Lounge
38 min listen
Airline Weekly Lounge Episode 35: Chinese Airlines Show Stress: Is China’s slowing economy taking its toll on the country’s Big Three carriers? So far Air China, China Eastern and China Southern have held up well and posted a rather good 2015. But the fourth quarter of 2015 showed some signs of deterioration—even by ... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 37: Southwest and Alaska Outperform: While Delta, American and United have all seen both revenues and costs dropping, Southwest and Alaska just experienced the opposite in the first quarter. In fact, Southwest and Alaska rode a wave of rising revenues (say that three times fast) and rising ... by Airline Weekly Lounge
25 min listen

More Episodes from Airline Weekly Lounge

Skip carousel

Spirit Airlines and Japan by Airline Weekly Lounge
31 min listen
Euro-Things by Airline Weekly Lounge
32 min listen
JetBlue and Volaris by Airline Weekly Lounge
33 min listen
United's Fascinating First Quarter by Airline Weekly Lounge
33 min listen
Why Delta's Flying High by Airline Weekly Lounge
31 min listen
Low-Cost, Long-Haul Challenges by Airline Weekly Lounge
30 min listen
The Michael O'Leary Interview: The Michael O'Leary Interview by Airline Weekly Lounge
33 min listen
High Flyers and Terminal Declines by Airline Weekly Lounge
28 min listen
The Lufthansa Problem by Airline Weekly Lounge
31 min listen
IAG Earnings in the Spotlight by Airline Weekly Lounge
26 min listen
Megatrends 2024: Supply Chains and Climate Change by Airline Weekly Lounge
26 min listen
A Surprise Thai Turnaround by Airline Weekly Lounge
28 min listen
Plotting A New Frontier by Airline Weekly Lounge
29 min listen
The Rising Fortunes of Ryanair: Ryanair has its problems, but it is doing much better than most. by Airline Weekly Lounge
28 min listen
What do United Airlines and easyJet Have in Common? by Airline Weekly Lounge
43 min listen
Judge to JetBlue: No Merger for You by Airline Weekly Lounge
32 min listen
What’s the Latest with Boeing’s 737 Max? by Airline Weekly Lounge
20 min listen
Air France-KLM's Outlook by Airline Weekly Lounge
28 min listen
U.S. Airlines See Strong December Quarter Demand by Airline Weekly Lounge
28 min listen
The Alaska-Hawaiian Merger: Pros and Cons by Airline Weekly Lounge
30 min listen
An All British Affair by Airline Weekly Lounge
26 min listen
Steven Udvar-Hazy at the Skift Aviation Forum by Airline Weekly Lounge
33 min listen
Boeing’s Big Week in Dubai by Airline Weekly Lounge
25 min listen
Ryanair and Singapore Airlines Watch the Competition by Airline Weekly Lounge
25 min listen
American Airlines CEO Robert Isom by Airline Weekly Lounge
37 min listen
Hawaiian and Volaris's Struggles by Airline Weekly Lounge
25 min listen
The U.S. Air Travel Recovery Flatlines by Airline Weekly Lounge
26 min listen
Delta's Profit Machine by Airline Weekly Lounge
25 min listen
Air France-KLM Moves on SAS by Airline Weekly Lounge
30 min listen
Breeze Founder and CEO David Neeleman: Breeze Airways founder and CEO, and perennial airline entrepreneur, David Neeleman sat down for a wide ranging conversation with Brian Sumers at the Skift Global Forum. by Airline Weekly Lounge
28 min listen

Related podcast episodes

Skip carousel

Plotting A New Frontier by Airline Weekly Lounge
29 min listen
The Deal Room: Carmaker M&A, Sports & Reddit IPO's and Adam Neumann is back! by Market Maker
28 min listen
Mattel CEO, Palo Alto CEO & Carrier Global CEO: The Dow closed down over 480 points amid continued Russia-Ukraine tensions and Jim Cramer is breaking down how investors should navigate the market's move lower. Then, the market's been no child's play as of late and Cramer is talking to Mattel CEO Ynon Kreiz to hear more about where the company is headed. Next, Palo Alto climbed after hours and Cramer is talking to CEO Nikesh Arora fresh off the earnings that sent the stock soaring. Plus, Carrier Global CEO David Gitlin joins Cramer after the company's Investor Day to talk sustainability, growth targets and more. by Mad Money w/ Jim Cramer
44 min listen
The ULCC Shakeup: Big news in the U.S. ultra-low-cost-carrier market this week, as Spirit and Frontier announced their plans to merge. Meanwhile, Allegiant's long-serving CEO Maury Gallagher, who helmed one of the most profitable airlines in the world, announced his retir... by Airline Weekly Lounge
25 min listen
Personal Finance Show: Investment trust special: On this week's investment trust special James Carthew, head of research at QuotedData, joins the team to explain the importance of discounts and premiums to NAV, and some ways in which trusts boost their income. They also consider whether Asian in... by Investors' Chronicle
28 min listen
Wednesday, December 19: FedEx cuts back its full year outlook, Citi faces a loss of up to $180m on an Asian hedge fund trade and oil prices slide on supply and global growth concerns. Then, the FT's Eric Platt explains why market volatility is worrying credit investors.... by FT News Briefing
8 min listen
United and Delta Have Big Ambitions: Delta Air Lines and United Airlines unveiled ambitious plans this week. by Airline Weekly Lounge
23 min listen
Busiest Day for Earnings: Twitter Tanks, Tesla Soars & Could Southwest ‘Diversify’ from Boeing?: Here's the description: Carl Quintanilla, David Faber & Jim Cramer discuss the busiest day of earnings season: Amazon, Twitter, Intel, Southwest, Comcast, 3M, Dow, American Airlines among the companies reporting. Plus, as the grounding of its 737 Max fleet continues to weigh on Southwest Airlines, CEO Gary Kelly explains why the board will consider whether to “diversify away from Boeing aircraft” next year. by Squawk on the Street
46 min listen
9-29-2022 — Could Falling Home Prices Collapse the Financial System? by InvestTalk
47 min listen
7-14-2021: Surging Prices for Used Cars, Gasoline, Food, And Airfare Are Propelling the Inflation Increase by InvestTalk
45 min listen
Next Week's Game Plan, Incoming Splunk CEO & Hostess CEO: After a volatile week on Wall Street, with the Dow closing down 180 points, Jim Cramer is giving you his Game Plan for all the major reports that might move the market next week. Then, after a remarkably strong quarter, the incoming CEO of Splunk Gary Steele joins Cramer to talk about the better-than-expected quarter and the leadership changes happening at the company. And, it's National Snack Day, and Cramer's got an exclusive with a leader in the space - Hostess Brands CEO Andy Callahan breaks down the company's most recent quarter and long-term growth plans. by Mad Money w/ Jim Cramer
37 min listen
Meta and the "Tech Wreck", UAW-Ford Tentative Deal, Southwest and ServiceNow CEOs 10/26/23: Carl Quintanilla, Jim Cramer and David Faber discussed how investors should navigate the"tech wreck" on Wall Street -- with Nasdaq in correction territory, Meta shares falling despite a Q3 beat and Alphabet extending its sharp post-earnings decline. The UAW and Ford reached a tentative agreement nearly six weeks after the union began walkouts against Detroit's "Big 3" automakers. The CEOs of Southwest Airlines and ServiceNow joined the program to discuss their companies' respective quarterly results. Also in focus: Q3 GDP at 4.9% growth, earnings winners and losers, Morgan Stanley selects Ted Pick to succeed James Gorman as CEO, Silver Lake explores taking Ari Emanuel's Endeavor private. Squawk on the Street Disclaimer by Squawk on the Street
47 min listen
Personal Finance Show: Assessing Asia and a source of growth and income: On this week's show Ed Smith, head of asset allocation at Rathbones, explains why investors shouldn't dismiss the prospects for Chinese growth. The team also consider the wider outlook for emerging markets, and profile what could be a promisi... by Investors' Chronicle
29 min listen
Bank Earnings Parade, BlackRock CEO Larry Fink "First on CNBC" and Tesla Falls on Price Cuts 1/13/23: Jim Cramer and David Faber took an in-depth look into quarterly results from JPMorgan Chase, Bank of America, Citigroup and Wells Fargo. It is time to buy the banks? BlackRock Chairman & CEO Larry Fink joined the program. In a wide-ranging interview, the head of the world's largest asset manager discussed his firm's earnings, long-term investing and the ESG backlash. Also in focus: Tesla shares fall sharply and drag the auto sector lower after the company slashed vehicle prices in the U.S. and Europe, while shares of Delta Air Lines slump despite better-than-expected Q4 results. by Squawk on the Street
53 min listen
Delta Air Lines Pilots' New Benchmark: The Air Line Pilots Association reached an agreement-in-principal with Delta Air Lines in a deal that could set a new benchmark for pilot pay if ratified. by Airline Weekly Lounge
22 min listen
PODCAST: Daily Energy Markets - December 11th by Gulf Intelligence Podcasts
33 min listen
Off The Charts, Walgreens Boots Alliance & West Point Cadets Q&A 11/15/22: The major averages managed to eke out gains after teetering throughout the trading day and Jim Cramer is explaining why investors should trust the market's recent bounce off its downturn. Then, Cramer's taking a closer look at Walgreens Boots Alliance to see if it's a healthy investment in this market. Next, continuing his Veteran's Day Salute to Service, Cramer takes questions from the cadets of West Point Finance Club. Plus, what should investors make of the market through the end of the year? Cramer's going Off The Charts to find out. by Mad Money w/ Jim Cramer
44 min listen
Personal Finance Show: Volatility in Asia and a new investment trust: On this week's show the team are joined by James Thom, manager of the Aberdeen New Dawn Investment Trust (ABD), to discuss the recently volatility in Asian equity markets. James gives an explanation of what's been driving th... by Investors' Chronicle
23 min listen
2023 Midyear Outlook: Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Reserve done raising interest rates? Tune in to hear... by Capital Ideas Investing Podcast
30 min listen
Personal Finance Show 18 November 2016: The team discuss the merits of synthetic ETFs, and which equity managers have added the most value and consistency for investors. They are joined by special guest, James Carthew, research director at QuotedData, who explains how investment trusts have ... by Investors' Chronicle
21 min listen
BIDEN ADMINISTRATION TO REPORTEDLY ANNOUNCE BILLIONS OF DOLLARS IN SUBSIDIES FOR ADVANCED CHIPS by Earn Your Leisure
8 min listen
Episode 17: Hedging Against Jet Fuel: One day, Gary Kelly and his team had a billion-dollar idea. Literally. In the 90s, Gary implemented a cost-saving measure to protect against fluctuations in jet fuel prices, and it paid off. In this episode, we’ll hear from the Southwest Airlines Chairman and Chief Executive Officer himself about how he and a small team of analysts pioneered a program that would have one of the biggest financial impacts in the history of the airline. For more stories on Southwest Airlines’ 50 years of flying and a look behind the scenes, check out latimes.com/isthisseatopen by Is This Seat Open?
8 min listen
Surveillance: Brexit Is Bad News For NATO, Stavridis Says by Bloomberg Surveillance
31 min listen
StitchFix's New CEO, Rusty Braziel & Ventas CEO: The Dow finished down 107 points and Jim Cramer is breaking down how an investor's lazy thinking can impact their portfolio. Then, StitchFix's incoming CEO Elizabeth Spaulding joins Cramer in her first days in the role to talk about where the company's headed. Next, as infrastructure packages come close to being passed, Rusty Braziel discusses what the legislation's funding means for the green energy and hydrogen space. Plus, Ventas CEO Debra Cafaro. by Mad Money w/ Jim Cramer
45 min listen
Surveillance: Hertz EVs With Tom Brady by Bloomberg Surveillance
35 min listen
JetBlue's UK Expansion: JetBlue's President and COO, Joanna Geraghty, details plans to expand routes to the UK. She also explains what it was like to work her way up through the company, shares advice for women in aviation, and why she thinks customers love the Mint prod... by Talking Points
25 min listen
Dow Inc. CEO, Mattel CEO & Tractor Supply CEO 7/21/22: All three major averages rose, continuing yesterday's gains, and Jim Cramer is taking you through the market’s rally. Then, Dow Inc. CEO Jim Fitterling talks to Cramer about the company’s quarter, macro recession fears, ESG goals and more. Next, Mattel CEO Ynon Kreiz shares more insight on earnings and how the company is faring as it laps quarters boosted by COVID strength. Plus, Tractor Supply CEO Hal Lawton. by Mad Money w/ Jim Cramer
45 min listen
7Air Cargo prepares for launch by Cargo Facts Connect
11 min listen
10-4-2022 — Has Consumer Demand Already Started to Plunge? by InvestTalk
47 min listen
3-25-2022 - How COVID-19 Changed Investing by InvestTalk
47 min listen

Discover this podcast and so much more

American Airlines Fights Back

American Airlines Fights Back

Description

Titles in the series (100)

More Episodes from Airline Weekly Lounge

Related podcast episodes