Delta is Ending PHL-LHR
Jun 26, 2017, 11:48 am
#61
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Even if they could, doesn't the JV require that DL prioritize KLM/AF for flights to those regions or is DL free to push VS for connections beyond Europe?
Jun 26, 2017, 11:49 am
#62
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Jun 26, 2017, 12:23 pm
#63
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A key part of the DL acquisition of the VS stake was to re-orient the VS network toward the US. The public discussions at the time suggested that much of the VS network to other regions was losing money. Accordingly, I'd be surprised to see VS reverse course so quickly and get back into markets where the ME3 have significantly depressed yields.
Jun 26, 2017, 12:29 pm
#64
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I'm assuming that DL knew they were going to struggle selling seats on this flight and just took the losses as part of the cost to get an additional slot at LHR. I would have to guess that the slot is going to one of the hubs. It makes the most sense since unlike CDG or AMS, DL really doesn't have feed beyond LHR through its partners.
Jun 26, 2017, 12:39 pm
#65
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A key part of the DL acquisition of the VS stake was to re-orient the VS network toward the US. The public discussions at the time suggested that much of the VS network to other regions was losing money. Accordingly, I'd be surprised to see VS reverse course so quickly and get back into markets where the ME3 have significantly depressed yields.
Jun 26, 2017, 12:46 pm
#66
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Keep in mind Brexit, laptop ban, the Trump effect, UK terrorism and Norwegian (and other) LCC London growth can change the playing field pretty quickly.
Just trying to think outside the obvious
Just trying to think outside the obvious
Last edited by woodford02A; Jun 26, 2017 at 1:00 pm
Jun 26, 2017, 12:53 pm
#67
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I'm assuming that DL knew they were going to struggle selling seats on this flight and just took the losses as part of the cost to get an additional slot at LHR. I would have to guess that the slot is going to one of the hubs. It makes the most sense since unlike CDG or AMS, DL really doesn't have feed beyond LHR through its partners.
Jun 26, 2017, 12:59 pm
#68
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From LHR, VS also flies DEL, DXB and LOS
Jun 26, 2017, 1:06 pm
#69
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But none of those things, save maybe the Trump effect, impact the US-UK market more than the UK-ROW market.
Jun 26, 2017, 2:25 pm
#70
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BA only makes this flight work because of connections to the rest of Europe, which DL and VS lack. The lack of a European feed makes any non-hub city unlikely, as VS already serves pretty much every city in the US that doesn't need connecting passengers. My money is CVG or a DL hub.
Jun 26, 2017, 2:40 pm
#71
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Jun 26, 2017, 3:04 pm
#72
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Not sure, they are all daily or close to it and have been flown for some time. VS did axe some other markets like YVR, BOM, NRT, NBO, ACC in the past few years.
Jun 26, 2017, 3:15 pm
#73
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VS only has something like 38 planes. They would literally have to remove all of their non LHR/USA flights to accomplish that, and I'm still not certain they'd have enough lift to accomplish that.
Jun 26, 2017, 3:25 pm
#74
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Jun 26, 2017, 7:35 pm
#75
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