Originally Posted by
tcuhrc
One can make the case that this is just AC catching up, but it's still a huge cut all in one go.
Fair enough. However, like layoffs, there's no pleasing the entire group. If these cuts at AC are "once" (cut sharply, hard, and quickly), then is that better than 5 more years of slower cuts?
Glass half full / half empty I guess. However, it's clear to me on investor AC calls that AC's demand for premium products is through the roof. They intentionally culled low margin SEs on purpose to try to alleviate the demand for their premium products. (as they should)
Originally Posted by
tcuhrc
Beyond the fact that the SS will continue to be full like it is now because none of this precludes anyone from buying paid J (at the prices it is currently available at, no less), it doesn't make AC J a highly competitive product for long-haul flights (which I assume you know is when the SS can actually be accessed).
I ponder if AC is going after people like me. I want to try Starlux F out of LAX or whatever next but if AC can suppress demand for SS (which by the way, one can still redeem their way into SS anyway as I'm sure you know if they pay more points) then they might improve the experience enough for me to fly them over an F product.
I don't know. I still don't think AC has done enough to win my business exclusively but I'm still processing.