North America

More Headwinds for Southwest Airlines 

Gordon Smith and Jay Shabat
June 28th, 2024 at 11:46 AM EDT

A Southwest Airlines 737 at the airport

In part one, Gordon Smith and Jay Shabat discuss why Southwest has cut its revenue outlook so drastically for the current quarter. In part two, we take stock for our Airline Weekly mid-year review, and ask what the coming six months could hold.

Don’t forget, you can find a full archive of the Lounge here.

Background Reading:

Southwest Cuts Financial Outlook, Blames Revenue Management ‘Complexities’

Activist Investor Slams Southwest’s Outlook, Says Airline is ‘Unable to Adapt’ 

Southwest Faces Activist Pressure as Elliott Takes Nearly $2 Billion Stake

Southwest Defends Strategy Amid Activist Pressure

Where Are the Women? The Airline Industry Reckons With a Broad Gender Gap

Gordon Smith and Jay Shabat
June 28th, 2024 at 11:46 AM EDT

Tags: North America

Photo credit: A Southwest Airlines 737 at the airport Airline Weekly / Edward Russell

Up Next

1
Asia-Pacific

Qantas: From Perth to Paris

In part one of this week's podcast, Gordon Smith and Jay Shabat discuss Qantas' latest ultra long-haul endeavor and ask what it tells us about the carrier's wider commercial strategy.…
2
Air France

Air France’s Olympic Headache

Gordon Smith and Jay Shabat examine why this summer’s Olympic and Paralympic Games in Paris are likely to be a financial drag on Air France.

3
Asia-Pacific

Why is Korean Air so Profitable? 

In part one, Gordon Smith and Jay Shabat discuss the factors delivering consistently strong results for Korean Air. In part two, we reveal the global airlines that were the most…
4
North America

What’s Going on at Southwest Airlines?

In part one, Gordon Smith and Jay Shabat discuss a fascinating week at Southwest, as the low-cost carrier navigates the challenges of a very vocal new activist investor. In part…
5
Interviews

Captain Theresa Claiborne Interview

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…