Airline Weekly Lounge Episode 2: Postcards from the Hedge

Airline Weekly Lounge Episode 2: Postcards from the Hedge

Author: Skift July 29, 2015 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 hedging altogether? Those are some of the questions I ask Seth Kaplan in our second episode of The Airline Weekly Lounge. Also, while AA was on the right side of the fuel hedge bet, Air France/KLM was on the wrong side. The company was also on the wrong side of the euro-dollar bet and those two forces combined to further punish the already-limping airline pair. Back in America, Spirit Airlines had a great quarter by its own standards—but mediocre by its standards. Part of its difficulty was due to a softening revenue picture. Is such heated competition in the U.S. a surprise so soon after consolidation and with high oil prices such a recent memory? Lastly, we discuss WestJet, the subject of this week’s Airline Weekly’s cover story. The Canadian airline is clearly not afraid to changes its business model. We look at WestJet’s endeavors and more in this week’s episode.

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
Captain Theresa Claiborne Interview [not-audio_url] [/not-audio_url]

Duration: 32:25
Captain Theresa Claiborne was the first black female pilot in the United States Air Force and joined United Airlines as its second-ever black female pilot. Last month, she retired from United after 34 years and 10,000s o…
American Airlines and Southeast Asia [not-audio_url] [/not-audio_url]

Duration: 35:55
In part one of this week's specially extended episode, Gordon Smith and Jay Shabat discuss a dramatic few days at American Airlines. In part two, attention turns to Southeast Asia as we discover how some of the region's…
Ryanair Earnings and U.S. Summer Trends [not-audio_url] [/not-audio_url]

Duration: 31:33
In part one, Gordon Smith and Jay Shabat discuss the latest earnings from low-cost giant Ryanair. In part two, our focus turns to the upcoming summer travel season and what it means for the big U.S. airlines. Background…
Emirates Earnings and Booming Brazil [not-audio_url] [/not-audio_url]

Duration: 31:06
In part one of today's episode, Gordon Smith and Jay Shabat discuss Emirates' record-breaking results and ask how long these good times can last. In part two, we turn our attention to Brazil and find out how two of the c…
Spirit Airlines and Japan [not-audio_url] [/not-audio_url]

Duration: 31:27
Gordon Smith and Jay Shabat explore two big topics in this week's episode. In part one, we examine what Spirit Airlines' Q1 numbers mean for the future direction of the carrier. In part two, we turn our sights across the…
Euro-Things [not-audio_url] [/not-audio_url]

Duration: 32:33
In this week's episode, Gordon Smith and Jay Shabat take a deep-dive into the latest earnings from carriers across the European continent. From airline supergroups to more niche Nordic players, we make sense of the big n…
JetBlue and Volaris [not-audio_url] [/not-audio_url]

Duration: 33:42
With earnings season well underway, Gordon Smith and Jay Shabat examine the key trends and finer details from JetBlue and Volaris - two of the largest low-cost carriers in the Americas.
United's Fascinating First Quarter [not-audio_url] [/not-audio_url]

Duration: 33:08
Fresh out of United's Q1 earnings call, Gordon Smith and Jay Shabat discuss the headline numbers and critical trends facing the U.S. carrier.
Why Delta's Flying High [not-audio_url] [/not-audio_url]

Duration: 31:18
In this week's episode, Gordon Smith and Jay Shabat dig into Delta's latest earnings report to find out what's making the U.S. carrier one of the industry's biggest success stories.
Low-Cost, Long-Haul Challenges [not-audio_url] [/not-audio_url]

Duration: 29:57
In this week's episode, Gordon Smith is joined by Ashab Rizvi from Skift Research to discuss the key findings from a new report into the low-cost, long-haul airline sector.