FlyerTalk Forums - View Single Post - Alaska Air stock falls sharply on difficulties with Virgin, Horizon Air
Old Oct 28, 2017, 1:30 pm
  #126  
milypan
 
Join Date: Dec 2004
Location: SFO
Programs: BART Platinum, AA Plat Pro
Posts: 1,158
Originally Posted by fly18725
Trying to be everything to everyone is a crappy strategy.
I don’t think anyone here is arguing that AS should be everything to everyone. We’re just asking them to be something to someone.

They don’t have a good network, they don’t have great prices, and they don’t offer a superior product. The most you can really say is that they’re not terrible on any one dimension. Small ULCCs have had success by eschewing a comprehensive network and simply offering point-to-point service in various markets — i.e. being “relevant” in these markets, using AS lingo — at very low prices. AS’s cost structure won’t allow that, but they also don’t offer anything that would induce many travelers to pay a premium.

I don’t think they’re doomed, but I have a hard time seeing any strategy or vision from them right now.
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