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Issue Overview

United Confronts New Realities

United Confronts New Realities

January 23rd, 2023

21 min read

Issue Summary

Polite. Complimentary. Respectful. Nobody would use these adjectives to describe Scott Kirby’s attitude toward low-cost airlines. The United Airlines chief showed up for the company’s fourth quarter earnings call with a baseball bat, swinging at rivals for sins ranging from underinvestment in technology to ignoring new post-Covid cost and supply conditions. Kirby’s thesis: The current state of U.S. aviation infrastructure and labor markets means that airlines can’t produce capacity at nearly the same cost as they could prior to Covid. Ultra-LCCs, specifically, are foolish to think they can maintain their pre-crisis business models of achieving cost efficiencies by growing at…

In This Issue

  • CEO Scott Kirby Charts Its Post-Pandemic Course
  • Weekly Skies
  • Fleet
  • Routes and Networks
  • Feature Story
  • By the Numbers

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