FlyerTalk Forums - View Single Post - What is AA's greatest strategic threat? [Speculation]
Old Nov 16, 2011 | 6:02 pm
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sdsearch
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Originally Posted by worldwidedreamer
Let's look at competitive differentiators among big competitors:
UA & DL global network with great partners. As Smeisek says: if we or our partners don't go there, "you don't want to go there."

WN most flexible tickets and direct flights almost anywhere to anywhere in the US

B6 & VX best y product

AS Monopoly in Alaska, high value product in/out of SEA/PDX

US low costs and excellent alliance partners

AA? Advantage is marginally better than peer FFPs.
Are you showing a west coast bias?

Your competitve differentiation for AS is based on Alaska (the state), SEA/PDX (a couple smaller airports), but then DFW and MIA and in turn the Latin American network aren't there for AA?

Meanwhile, UA and DL with their partners do have so holes in Latin America (that AA doesn't), and that's likely to grow if the LAN/TAM merger goes through and thus TAM goes into OneWorld as expected. But I guess no one wants to go there?
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