A backlog with available delivery slots is both a curse and a blessing, And that’s how Allegiant Air picked its horse.
There are three steps to an airline industry recovery. First, airlines have to return capacity to the sky. Second, passengers need to fill those airplanes. Lastly, the fares those passengers pay must be economically sustainable. The industry has not yet reached the first step.
The first signs of a slowing recovery in air traffic are beginning to show in the United States just as airlines make their largest capacity increases. Even as screened passenger numbers from the Transportation Security Administration continue their upward trajectory, so do new cases of COVID-19 in states not first hit by the virus. With that growing uncertainty, the spread is showing its first indications of a slowing recovery in the months ahead.
Log-in here if you’re already a subscriber Release DateMarch 31, 2020Confusion among U.S. airlines as airplanes fly virtually empty to...
This TAC Analysis, divided into parts, dives deep into the misconceptions of Allegiant’s business model and the intrinsic value a next-generation airplane like the 737 Max brings to the airline. In a follow-on piece, we’ll look closer at this high-profile deal and how the power of the duopoly ultimately brought the 737 Max to Allegiant.
After just over three decades, Bombardier’s commercial aircraft business is approaching its end. Once the number three airliner producer on...
With receding regional aviation competitors, Embraer studies a return to a market that hasn’t had the choice of an all-new product in decades. Unique quirks of the turboprop market and Embraer technology planning will pressure E3 market potential. Big leaps in efficiency of single-aisle jets compresses the list of small markets that need a big turboprop.
What Amazon needs to do in the air is driven by the ultimate reach and purpose of the courier on the ground. Amazon has two options for the path ahead. Either way, it needs more aircraft. Competing with FedEx and UPS means diversifying into smaller aircraft, while perfecting its own rapid retail delivery means bigger freighters.
Log-in here if you’re already a subscriber Release DateAugust 17, 2022Signs of a cooling air freight market after record heatPurchase...
Log-in here if you’re already a subscriber Release DateSeptember 15, 2020Six months into the pandemic, it’s even worse for airlines...
Airlines eagerly await a world where they only have to worry about the economy.
Log-in here if you’re already a subscriber Release DateMarch 16, 2020Coronavirus plunges aviation into singular event, traditional recovery models uselessPurchase...
