FlyerTalk Forums - View Single Post - May 2012 DOT Data Released

Jul 10, 2012 | 11:56 pm

#28

fastair

Join Date: Jun 2004

Location: What I write is my opinion alone..don't read into it anything not written.

Posts: 9,721

Quote:

Originally Posted by spin88

Actually in May United consolidated was +.8%, but MAINLINE was (.4)% This compares to DL/UA/SW at +6% and AA at +7.3%

June's numbers for UA are consolidated +5-6%, mainline +4-5%. However, there is an adjustment for come business interuption claim of +1% (see UA press release), not sure if that fixes it, or if the comp is still off at June 2011 was the aftermath of the Japan Tsunami.

For comparison, DL/US/SW were at +6% and American was at +8.6%.

So, UA actually did better this month than past months, but still fell further behind all of the competition.

But as others have said, the Q2 financials will be interesting, as will Q3, and then Q4 when the summer rush is over.

Nomalize that for AA, which I believe reduced service 2.6% vs UA which increased service (only a tiny bit .1%). It is easy to get RASM gains when you reduce service, more difficult when you add service. Simple laws of supply/demand. Reduce supply for same demand, and people pay more. Increase supply with same demand, people pay less.

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