Swiss out-earned the entire Lufthansa Group network division it belongs to last quarter, while the core Lufthansa brand slid back into an operating loss. Gordon and Jay work through how a fuel bill undid a solid demand quarter, and why Swiss keeps outperforming its much larger sibling.
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00:00 Welcome and Setup
01:05 Q2 Headline Numbers
02:45 The 60 40 Airline
06:38 Ritter on Strikes and Costs
10:12 Turnaround Strategy Levers
15:22 Fleet Retirements and TAP Angle
18:44 Part Two Break
19:08 Group Airlines and TAP Debate
23:06 Austrian Brussels Eurowings Check
25:25 airBaltic Stake Watch
26:42 Europe Big Three Scorecard
29:30 Gulf Hub Traffic Shifts
31:30 Events and Closing Thanks
