Airline Weekly Lounge Episode 108: Is American Airlines OK?

Airline Weekly Lounge Episode 108: Is American Airlines OK?

Author: Skift October 31, 2018 Duration: 33:25
American Airlines truly set itself apart from its peers in the third quarter—and not in a good way. AA posted a dismal 7.5% operating profit margin, nearly half of Delta’s 13.9% margin. But, with good reason, management remains optimistic. United, on the other hand, has plenty to smile about right now as it offset 100% of its rising fuel costs with rising revenues. Southwest didn’t have trouble with fuel thanks to hedges, but non-fuel costs posed a headwind. Hawaiian Airlines posted the best Q3 margin of the major U.S. carriers. But Spirit might be the biggest winner of all, vaulting itself from the middle of the pack last year to nearly the front. JetBlue and Allegiant again stumbled. And although Alaska didn’t have a great result, there are plenty of reasons it should soon rejoin the leading carriers in the U.S.

Step inside the Airline Weekly Lounge, a podcast from Skift where the editors behind the industry publication gather for a deeper, more conversational look at the world of commercial flight. This isn't just a recap of headlines; it's a focused exploration of the complex forces shaping how airlines operate, compete, and ultimately survive. Each episode digs into the week's most intriguing developments, from fleet strategies and route networks to labor dynamics and the evolving culture of travel, always with a keen eye on the bottom line. The central, driving question remains: how do carriers actually turn a profit in this famously volatile business? You'll hear analysis that connects financial results to real-world operations, discussing everything from premium cabin innovations and loyalty program economics to airport politics and environmental pressures. The tone is informed and accessible, peeling back the layers on both major global network carriers and regional players. For anyone curious about the business realities behind their boarding pass, this podcast offers a regular dose of context and clarity, revealing the intricate balance of economics, service, and strategy that keeps the industry aloft. Join the editors in the lounge for a perspective that goes beyond the news cycle.
Author: Language: English Episodes: 423

Airline Weekly Lounge
Podcast Episodes
Airline Weekly Lounge Episode 2: Postcards from the Hedge [not-audio_url] [/not-audio_url]

Duration: 23:24
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 hedgin…
Airline Weekly Lounge Episode 1: Can It Get Any Better? [not-audio_url] [/not-audio_url]

Duration: 25:41
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…