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
Our Round-the-World Airline Adventure [not-audio_url] [/not-audio_url]

Duration: 37:26
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat take listeners on a global tour of the airline industry's Q1 earnings results. They discuss the contrasting fortunes of airlines across Euro…
U.S. Airlines’ Earnings Season Recap: What the Future Holds [not-audio_url] [/not-audio_url]

Duration: 23:57
In this episode of the Airline Weekly Lounge, Jay and Meghna discuss the recent Q1 earnings reports from major airlines, highlighting the mixed results and economic concerns affecting the industry. They delve into the ch…
Korean Air's Financial Flight Path [not-audio_url] [/not-audio_url]

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In this episode, Gordon and Jay delve into the latest financials from Korean Air, highlighting their Q1 earnings, the integration with Asiana Airlines, and the dynamics of the cargo business amidst global trade uncertain…
Delta's Q1 Earnings: Our Key Takeaways [not-audio_url] [/not-audio_url]

Duration: 29:13
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss Delta Airlines' recent earnings report, highlighting a solid operating margin and the impact of tariffs and economic uncertainty on…
Making Sense of Market Turmoil [not-audio_url] [/not-audio_url]

Duration: 30:18
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss significant CEO departures in the airline industry, particularly focusing on Spirit Airlines and AirBaltic. They analyze the implic…
Riyadh Air CEO on Building an Airline from Scratch [not-audio_url] [/not-audio_url]

Duration: 26:27
In this episode of the Airline Weekly Lounge, host Gordon Smith speaks with Tony Douglas, CEO of Riyadh Air, about the launch of the new national carrier for Saudi Arabia. They discuss the airline's ambitious plans, incl…
The Dynamic Growth of Air India and Indigo Airlines [not-audio_url] [/not-audio_url]

Duration: 39:47
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss insights from the Skift India Forum, focusing on interviews with Campbell Wilson, CEO of Air India, and Peter Elbers, CEO of Indigo…
The Kings of the Caribbean [not-audio_url] [/not-audio_url]

Duration: 34:48
In this week’s episode, Gordon and Jay delve into the Caribbean airline market, highlighting key players like American Airlines and the emerging low-cost carrier Aerojet from the Dominican Republic. They discuss the comp…
The World's Most Profitable Airlines [not-audio_url] [/not-audio_url]

Duration: 31:35
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbitt delve into the latest earnings season results for airlines globally. They discuss the impact of fluctuating fuel prices, analyze the perfo…
The Day Southwest Airlines Changed Forever [not-audio_url] [/not-audio_url]

Duration: 25:54
In this episode of the Airline Weekly Lounge, host Gordon Smith, along with guests Jay Shabbat and Meghna Maharishi, discuss the significant strategic changes at Southwest Airlines. The conversation covers the airline's…