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American
Checkmate for United? Not Quite: Airline Weekly Lounge Episode 7
Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and…September 16th, 2015
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Aeroflot
The Manic Atlantic: Airline Weekly Lounge Episode 6
Airlines in the North Atlantic market are adding capacity at a furious clip. That market has been profitable and should continue to be—in the short term, at least—and airlines seem…September 9th, 2015
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Air Berlin
Cold Comfort in Canada: Airline Weekly Lounge Episode 5
Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is…August 18th, 2015
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All Nippon
The Wild, Wild Eastern Market: Airline Weekly Lounge Episode 4
The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news,…August 12th, 2015
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Air France
The European Earnings Picture Is Complicated: Airline Weekly Lounge Episode 3
With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we…August 5th, 2015
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Air France
Postcards from the Hedge: Airline Weekly Lounge Episode 2
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…July 29th, 2015
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Delta
Can It Get Any Better? Airline Weekly Lounge Episode 1
Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along…July 22nd, 2015