Delta Confronts the Oil Price Crisis
Delta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience.…
Articles tagged “North America”
Jet Fuel Shock and Shutdown Security Lines: Airlines Brace for a Volatile Spring
Jay Shabat is joined by Meghna Maharishi and Skift's Head of Research Seth Borko for a crossover Airline Weekly Lounge that hits two pressure points at once: a sudden jet…
American Airlines Is Falling Behind. Here’s Why
Delta and United are dominating airline profits while American falls behind, and Frontier struggles to recover. Jay Shabat and Meghna Maharishi break down airline earnings, American’s leadership pressure, and Frontier’s…
United's Got Swagger
United Airlines is feeling good. After another strong earnings report last week, CEO Scott Kirby took aim at rivals with unmistakable confidence. United, he insists, now belongs in an exclusive club at the very top of the U.S. airline industry. But how durable is that swagger? In this week’s feature story, we dig into United’s success and discover how it’s closing the margin gap with Delta despite clear structural disadvantages.
Delta vs United: Premium Boom, Economy Squeeze
It's earnings season, and this week on the Airline Weekly Lounge, Jay Shabat and Meghna Maharishi break down Q4 2025 results from United and Delta.
The Sunshine Merger
Allegiant and Sun Country are merging at a time when low-cost models are under pressure – and even Delta is flagging weakness in its Main Cabin. In this week's feature story, we explore the strategic logic, risks, and opportunities behind the low-cost leisure tie-up.
Allegiant–Sun Country Merger: What’s Really at Stake?
In this special edition of the Airline Weekly Lounge, Gordon is joined by Jay and Meghna to discuss Allegiant's plan to acquire Sun Country Airlines for $1.5 Billion. Fresh off…
The David Neeleman Interview
Recorded on-stage at our recent Skift Aviation Forum, Gordon sits down with aviation legend David Neeleman. In this fast-paced discussion, few topics are left on the table, as we hear…
The Joanna Geraghty Interview
Recorded on-stage at our recent Skift Aviation Forum, Gordon is in conversation with JetBlue CEO, Joanna Geraghty. We hear why the deck is stacked against smaller carriers in the U.S.,…
Is Breeze in a Squeeze?
As Breeze Airways enters its fifth year of flying, Gordon and Jay discuss the challenges and opportunities for the David Neeleman-backed U.S. carrier. In part two, our attention turns to…