Use LEFT and RIGHT arrow keys to navigate between flashcards;
Use UP and DOWN arrow keys to flip the card;
H to show hint;
A reads text to speech;
27 Cards in this Set
- Front
- Back
|
ATLSEA |
Well Positioned Market DL & AS, capacity flat for Q3 Initial LF cushion created due to capacity shifts 90% LF LTM 28% local 21% FA Margin LTM Need to trade load factor cushions foryield premiums Check curves 94 blf hdg jul Aug |
|
|
MSPSEA |
Share Market DL 7x, NK1x (NEW!), SY 3x Tweaking time bands for more yield (Aprl 29) 30% Local LTM 89% LF 20% FA Margin SY transitioning to ULCC driving LEI pressure PSB 21-60 dfd on off peak DOW tweaking PSB strategy to get more RASM vs Share |
|
|
DTWSEA |
Well Positioned PSB Market DL 7x (757), AS (2x) , NK (1x) PSB strategy to be refined for more RASM vs Shr LTM FA Margin 19% % Local LTM 28% LF LTM 91% NK Upgaged and flying 20 more days in Q318 |
|
|
LAXSEA |
Traffic Bias DL 8x has been up in capacity w more gauge and less frequencies, AA, UA flat NK Exit, VS/AS mrgr AS Up 12% 3q18 LF biased inventory outside 21DFD 65% local 86% LF LTM -14% margin LTM 0-21AP fare increases YoY drives yieldgrowth, slows build Protect seats for BIZ pax onpeak DoW Staging market to enter 21DFD window with5pt LF cushion adjusted aggressive ISM w/ AS L3M segment margin was negative but improvingYoY. April YoY margin change was -4 up from -7pts in March. YoYimprovements are driven by yield on higher fares YoY. I’m seeingflow traffic also up in last 3 months which is odd since this market istypically local ~(68% over last 12 months). Will dig into thismore. I think we could be doing better given our capacityinvestments. We noticed that it was downgaged for June (in error) andreached out to network and it has since been corrected. Workingwith the matrix and marketing teams on comms strategy to promote avodequipment. This is a currently a traffic bias and I see forward loadsare improving from Jun-Sep with headings in the 95-100s throughSeptember. Previously it was a very fragmented market with UA, AA, VX,AS, NK and DL but with NK exiting in December and AS/VS merging, we should bepoised to improve performance. On a forward basis OA capacity is down forevery month and RASM is improving nicely. AA is down about 15% andthey had a crazy low fare ~$65 that contributed to LF loss in 1q-early2Q. Opportunity exists to explore why we are losing close in load (March–April) which might explain why we have such high headings in the next 4months. I’m seeing this is a theme for several SEA markets. I knowthe team is tweaking ISM so I will speak with Chad and Andrew about that to seewhat the latest is. |
|
|
JFKSEA |
Local fare improvement DL up 6%, Mkt cap up 30.5%: AS+2/3x,AA+1/3x, B6 +1/2x •PremCabin Capacity up 39% YoY; D1 1x out of 5, Mint 2xMaximize F/C PLF while protecting seatsfor BIZ pax explore international flow markets - dig in to understand. Opportunity to better compete B6 and AS international flows Monday flights do well but rest of day struggles. can't get flow from northeast. Talk to network to ask retime. 9:00 am flight added in June-Oct. UP to 5x with this add Top corporates? where do you see fares fr first class - do we need to be positioned more openly |
|
|
DEN JFK |
Share market 79% Local LTM B6 and DL Only but AA coming in June Add ISM or Time band return direction is weaker UA service from EWR, but WN, F9, |
|
|
DENLGA |
LF Bias market DL, F9, UA, WN 93% Local ltm 88% LF LTM -3% FA Margin LTM, -13% margin April 18down 4% YoY Flows declining from CLT f9 pulling out service and starting CLTDEN Was part of CMI story in April |
|
|
HNLMSP |
33% Local LTM 91% LF LTM equipment down gage from 330 to 767 plus DOW cap decreases pricing actions taken due to SY connect on LAXMSP Pricing actions in May 2018: 21ap (nonstop) and14ap (connect only) match to SY Summer Service § TVF 25MAY18 and TVC03SEPT18 |
|
|
JFKPDX |
Share BIAS Fare environment is worse YoY going to 3x in Summer Go for LF and maintain what we had LY top declining OD was BOS where AS added BOSPDX AS, DL, B6 |
|
|
SEASFO |
AS 13 x (largest share), DL 7x but up 8% YoY going to 14% up in Sep , UA 6x DL Flies 717 and 738 110 seats abd 160 seats respectively 78 LF LTM, flat YoY 68% local LTM, flat YoY -10 Margin LTM, down 2pts YoY Facebook and Amazon |
|
|
JNUSEA/SITSEA |
AS and DL 1x daily June-September 160 seats 737 Aircraft 4% avg margin, but 16% margin in july - best performing month 9% Local on average - what are the top flows? JNU/SIT- Take time with Alaska Pod and takepostmorterm of what worked and what didn’t work for next summer - Changes this time weren’t as quick. - Put them on super sensitive list of markets- All on flow that we lost here so make surewe catch this. Flow loss |
|
|
KTNSEA |
xxx |
|
|
ANCMSP |
xx |
|
|
ANCSEA |
sss |
|
|
BOILAX |
xx |
|
|
ATL-DEN |
#4 Market SFI - Ship Fare Improvement DL 9X, UA 4x, WN 5x, F9 1x F9 pulling out but putting back capacity via CLT we have time band and Sat Stay Get close on DOW on Tues Wed |
|
|
LAXSEA |
Traffic Bias DL 10x, AA5x, UA 2x, AS 15x, 58% Local 26% Biz LF HDG 96% |
|
|
LIHSEA |
DL 1x (Red eye), AS 1x , Intra island connex on HA and UA via SFO. AWard sale in April Filed another aggressive 25% and 30% of Off peak and Peak fares with travel complete 29 Aug. New flight added in DEC, free flying Time channel is not competitive |
|
|
LAXLIH |
No category AA 3X, UA 2X,HA 1X, DL 1X UA up 69%, Poor time channel and increases form OA have led to lf deterioration 0 AP sale filed |
|
|
SLCSMF |
Share Markets DL 3x, Autonomous Market WN 1x noon time channel previous outlier in share and has turned around improving 20 pts in share gap LF 88% tends to run fuller in summer Margin 9-10%, margins improving 3- 6pts yOY strong LF trends for July and August |
|
|
SEASMF |
Share Market AS 6X , DL 4x, WN AA6x 43% local 28% Business We have large LF premiums in leisure. Gain more share do we need to add capacity. WN reducing and DL and AS adding |
|
|
SEASJC |
DL 5x, WN 5x, AS 7X Strong RASM performance 42% Business 66% local Most LF comes inside 30 dfd |
|
|
MCOSEA |
AS 2x (morning and red eye) DL 1x In august our LF comps will look better because we removed capacity LY which should moderate LF declines. |
|
|
DTWPDX |
Share Market DL 2x, AS 1x Local 38% Biz 21% LF 88-90% 13% down 9pts YoY on less local revenue PSB removal for peak summer causing share to decline but RASM improving WoW for July - August |
|
|
ATLHNL |
Well Positioned DL 1x Autonomous LF 90-92% down 2 pts YoY Local 24%Margin 18% down 5-10 pts YoY DL ASM down 16% DL Flies A330 and 767 in October Market affected by Extender fares GSA bid won FY18 from ORF, ECP, PBI, CSG Delta One service started in April 2018 LFs still headed to mid 90s and RASM improving for Aug and Sep |
|
|
LAXPDX |
Traffic Bias DL 5x, AA 3x, WN 2x, AS 8X 62% local 28% Biz in LTM LF has declined 12 points and continues to decline NK - came out of this market TY Local pax down flow pax up in last 2 months ending June We will file share recapture initiatives to get the crazy flow fares from UA out of this market |
|
|
DEN - SEA |
Share market Inventory holding up but LF continues to build but yield steadily declining DL UA AS F9 WN |
