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[CAPA] jetBlue Airways is poised to disrupt the trans-Atlantic market

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[CAPA] jetBlue Airways is poised to disrupt the trans-Atlantic market

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Old Oct 4, 2016, 11:11 am
  #1  
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[CAPA] jetBlue Airways is poised to disrupt the trans-Atlantic market

jetBlue Airways, armed with its premium product Mint, is poised to disrupt the trans-Atlantic market

"Periodically throughout the last few years jetBlue has hinted that long haul trans-Atlantic flights could be a possibility at some point in its evolution. But in mid-2016 the company took a more concrete step towards serving trans-Atlantic routes by altering its Airbus order book – potentially to support long haul expansion.

JetBlue’s decision to option the Airbus A321LR occurs at a time when airlines such as WestJet, Norwegian Air Shuttle and WOW Air are pushing the low cost model into the long haul international market. Perhaps the steps those airlines are taking to carve out the low cost niche in the long haul space has accelerated jetBlue’s evaluations of trans-Atlantic service. The company has declared that it would make a decision about its options for the long-range Airbus narrowbody in 2017 ahead of the narrowbody’s debut in 2019.

The biggest drivers for jetBlue’s decision to enter the long haul trans-Atlantic market are identifying routes where it can inject low fares to stimulate traffic and drive revenue. The company’s base in Boston is emerging as the epicentre for those potential opportunities."


The rest of the article is here:
http://centreforaviation.com/analysi...-market-304430
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Old Oct 4, 2016, 3:25 pm
  #2  
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Nothing particularly new there. Been talking about this since the disclosure was made last quarter, if not longer. Oh, and JetBlue has not actually committed to the LR yet.
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Old Oct 11, 2016, 10:01 pm
  #3  
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Does Boston have enough originating traffic that will pay enough to sustainably support a JetBlue flight to LHR or CDG? In competition with all the majors who have feeder routes? I hope the route planning teams are conservative about it!
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Old Oct 12, 2016, 6:11 am
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There are a lot of B6 flights feeding into Logan and, quite frankly, it's going to be their price and service reputation going for them with possibly only their IRROPS reputation working against them. On top of that, there's room for growth at Logan whereas the NY area airports are all controlled (if memory serves) with their number of slots.

And I don't think it will be Heathrow if they go to London. It'll most likely be Gatwick as that seems to me to be where the low cost airlines are growing (like Wow and Norwegian). I can't see them going to Luton or Stanstead.
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Old Oct 12, 2016, 6:14 am
  #5  
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Originally Posted by djplong
whereas the NY area airports are all controlled (if memory serves) with their number of slots.
EWR is no longer slot controlled as of the end of this month.

Filling a couple planes across the Atlantic on shorter routes ex-BOS will be relatively easy for JetBlue. Getting to broader coverage and more destinations will be harder and take time. But the company has grown in to new markets before. I give them decent odds of success on this one.
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Old Oct 13, 2016, 10:16 pm
  #6  
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Originally Posted by djplong
...possibly only their IRROPS reputation working against them.
There's the rub. Mint on BOS-LGW for half what the majors charge for J: great. Delayed out there for two or three days because a 1x / day flight goes tech and there's no interlining: not great.
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Old Oct 14, 2016, 5:17 am
  #7  
 
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Originally Posted by BearX220
There's the rub. Mint on BOS-LGW for half what the majors charge for J: great. Delayed out there for two or three days because a 1x / day flight goes tech and there's no interlining: not great.
B6 has interlining agreements with the following airlines serving LGW that should hopefully get you back to JFK or BOS. Hopefully B6 would be wise to enhance any agreements.

EI
IB
BA
TP
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Old Oct 17, 2016, 7:31 pm
  #8  
nsx
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Email sent out this afternoon may presage an international announcement:

"Tomorrow's gonna be huge...
Keep an eye on your inbox to see what we have up our sleeves. Or wings."
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Old Oct 18, 2016, 10:35 am
  #9  
 
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Originally Posted by nsx
Email sent out this afternoon may presage an international announcement:

"Tomorrow's gonna be huge...
Keep an eye on your inbox to see what we have up our sleeves. Or wings."
Appears this was just for a fall sale?
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