Originally Posted by
phil94028
F9 and NK seem to be getting killed by Basic Economy from the big carriers. Watched a late evening F9 SFO-LAS flight board a few weeks ago and looked like a max of 40 people got on it. The lack of frequency and people not understanding what the ancillary revenue rule, that got increasingly greedy, did not help.
In other words, a growing number of travelers are willing to pay extra for comfort and convenience. Time for WN to get onboard.
Originally Posted by
phil94028
My guess as others have pointed out is that Elliot will pump and dump the stock and leave a hugely bigger mess at the company than there is already. They are in an incredibly difficult situation with labor costs and their fleet strategy.
Pumping the stock will require changes to address issues within management's power - other than labor cost, and to some extent, fleet strategy (latter is addressed by more effective scheduling, route selection). There was a time that WN had some of the lowest labor costs in the industry, now they are all pretty much on par. Unclear how this results in "...
a hugely bigger mess at the company than there is already ...".