Gordon and Jay open with why record revenues still aren't covering a sharp rise in costs, then turn to what JetBlue's latest outlook tells the rest of the industry.
Follow the Hosts:
Gordon Smith – LinkedIn
Jay Shabat – LinkedIn
Meghna Maharishi - LinkedIn
Connect with Airline Weekly
LinkedIn: https://www.linkedin.com/company/airline-weekly/
X: https://x.com/Airline_Weekly/
Facebook: https://www.facebook.com/airlineweekly/
Instagram: https://www.instagram.com/skiftnews/
WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/
Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
00:00 Welcome and Agenda
00:50 Why Costs Matter Now
02:37 Six Inflation Buckets
03:01 Fuel and Labor Pressures
05:00 Aircraft and Maintenance Crunch
06:22 Airport Infrastructure Inflation
08:47 Premium Service Costs
09:49 Borrowing Costs Rising
11:32 How Airlines Fight Inflation
14:19 Capacity Cuts and Pricing Power
18:15 Demand and Supply Behind Fare Hikes
21:01 OEMs and Next Aircraft Programs
22:23 Forum Plug and News Notes
23:32 Back From Break Global Forum
26:36 JetBlue Investor Update Numbers
31:14 Fort Lauderdale Strategy Post Spirit
34:34 Losses Bankruptcy Talk and Options
36:11 Merger Prospects United Southwest American
38:19 JetBlue Right of Reply Context
40:34 Wrap Up and Subscribe
