I guess the only people LY might lose will be those who can chose which Carrier they want to fly and as long as Carrier X is the same or less then LY, unless a person is Senior enough where they can fly whomever no matter what
Otherwise LY wins as Im sure most companies have a deal with LY and will decide which Carriers its employees can fly on
Seems the only ones that will lose will be those people who cant chose on whom they want to fly