DL Encroaches Further on AS' Turf - Master Thread
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#1
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DL Encroaches Further on AS' Turf - Master Thread
As reported in the DL forum:
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX...
Looks like Delta is playing hardball in SEA. Also interesting to note that with this addition, the continental US feed into the Narita hub is almost fully replicated in SEA.
1. New SEA-SFO (6x daily eff Mar 28, 7x daily eff Jun 05) on CP E175:
5781 SEASFO 0630-0840
5805 SEASFO 0855-1105*
5734 SEASFO 1000-1210
5736 SEASFO 1200-1410
5738 SEASFO 1515-1725
5742 SEASFO 1730-1940
5787 SEASFO 2025-2235
* eff June 05 2014
5734 SFOSEA 0700-0905
5736 SFOSEA 0915-1120
5738 SFOSEA 1135-1340
5782 SFOSEA 1300-1505*
5742 SFOSEA 1445-1650
5787 SFOSEA 1750-1955
5785 SFOSEA 2010-2215
* eff June 05 2014
2. SEA-LAX goes to 7x daily in June, utilizing a mix of 6x CP E175 and one Delta A319.
3. SEA-LAS will get an extra frequency in Apr 2014 bringing it to 5x daily.
1. New SEA-SFO (6x daily eff Mar 28, 7x daily eff Jun 05) on CP E175:
5781 SEASFO 0630-0840
5805 SEASFO 0855-1105*
5734 SEASFO 1000-1210
5736 SEASFO 1200-1410
5738 SEASFO 1515-1725
5742 SEASFO 1730-1940
5787 SEASFO 2025-2235
* eff June 05 2014
5734 SFOSEA 0700-0905
5736 SFOSEA 0915-1120
5738 SFOSEA 1135-1340
5782 SFOSEA 1300-1505*
5742 SFOSEA 1445-1650
5787 SFOSEA 1750-1955
5785 SFOSEA 2010-2215
* eff June 05 2014
2. SEA-LAX goes to 7x daily in June, utilizing a mix of 6x CP E175 and one Delta A319.
3. SEA-LAS will get an extra frequency in Apr 2014 bringing it to 5x daily.
#2
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As reported in the DL forum:
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX...
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX...
It is always much more convenient when a trip involves one airline, and business travelers prefer that. If I am flying on AS SFO-SEA then DL SEA-PVG and the AS flight goes mechanical in SFO, AS will be very limited at how they can reaccommodate that customer compared to having a DL SFO-SEA flight go pear shaped.
AS is not going to react, DL is doing what is best for DL and AS will do what is best for AS. That might mean reduced frequencies now that DL flies it, no point for AS to offer the same # of frequencies when the aircraft can be used on more profitable routes with little or no competition. Or add more frequencies on those routes to protect their territory.
Or just simply do nothing and just move along. Time will tell. But DL is starting to look more attractive for west coast customers and I think UA is going to be the biggest loser here and rightly so with their ridiculous cuts/downgauges...
#3
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That's a lot of lift on SEA-SFO/LAX between AS, DL, UA and VX. Great for price wars. Not so great for the airlines
What makes you think that DL's going to stop at SEA-SFO?
I think there's a good chance the AS-DL partnership disappears within the next few years- once DL has all the feed they need at SEA, why bother? I also think DL is trying to do a "merge or die" on AS.
AS is not going to react, DL is doing what is best for DL and AS will do what is best for AS. That might mean reduced frequencies now that DL flies it, no point for AS to offer the same # of frequencies when the aircraft can be used on more profitable routes with little or no competition.
I think there's a good chance the AS-DL partnership disappears within the next few years- once DL has all the feed they need at SEA, why bother? I also think DL is trying to do a "merge or die" on AS.
#4
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AS may be a partner, but in the end they are competition for DL and the best way to drive up profits aside from innovation is by eliminating competition [mergers, acquistion, putting them out of business, territorial monopoly like the cable companies, etc].
#6
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AS already has much reduced capacity over years past on the route. Most SFO flyers (even on DL) don't need to fly to SEA to get across the Pacific.
Interesting move. I doubt AS is going to dump capacity and start a fare war (not that one may not occur).
Interesting move. I doubt AS is going to dump capacity and start a fare war (not that one may not occur).
#8
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I see a lot about this AS vs. DL "war" on several blogs. I am not so sure that there really is a war going on. I think it is more likely that with DL's massive increase in international flying out of SEA that AS is not able to provide sufficient feed. These are E175 that DL is operating so we are not really talking that much volume.
#9
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Two entirely separate business models. DL did not get into upping its West Coast game (including SFO-LAX) to engage in a price war which ultimately hurts the bottom line. There's little in this for DL and everything in it for AS.
If this experiment fails, DL can repurpose its West Coast microhaul strategy in a few weeks. AS, on the other hand, can't really do that.
If this experiment fails, DL can repurpose its West Coast microhaul strategy in a few weeks. AS, on the other hand, can't really do that.
#10
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Seems that DL is cherry picking the bigger west coast O&D routes from SEA...LAX, LAS, HNL (albeit a NW inheritance), ANC (albeit seasonally), and now SFO.
Seems that DL is cherry picking the bigger west coast O&D routes from SEA...LAX, LAS, HNL (albeit a NW inheritance), ANC (albeit seasonally), and now SFO.
#11
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Hawaii has lost most of the legacy NW service (well at least half) at the hands of AS.
DL also has more of these smaller regional a/c on order too, but primaraly for replacement of CRJ200's.
Hawaii has lost most of the legacy NW service (well at least half) at the hands of AS.
DL also has more of these smaller regional a/c on order too, but primaraly for replacement of CRJ200's.
#12
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As reported in the DL forum:
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX...
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX...

#13
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they could possibly invade MSP from the north direction
Ooo I like this ^
Perhaps next summer?
Originally Posted by ANC
As reported in the DL forum:
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX...
I'm amazed at the lift DL has added to SEA in the past year, specifically piggybacking AS' routes. SEA-LAX links two of DL's International Gateways. But with SEA-LAS,SFO and a seasonal ANC... wow. Will AS react? Can we gain a frequency to DTW or JFK? Does AS have the lift to react? Or as someone posted in the DL version, is this another nail for VX...

Perhaps next summer?
#14
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Quite frankly AS is small potatoes compared to WN, DL, UA, and the new AA if the merger goes through.
Those airlines are vastly bigger and much more versatile than AS when it comes to expanding into new markets and shifting things around.
I think DL is piggy backing on AS right now as they build their customer base in SEA and the west coast (they are expanding LAX too) then when they feel their west coast network is strong and established with a solid customer base, there is no point for them to keep AS then they will dump AS. It is business, they are not there to be sentimental or get all cutesy with competitors, they are there to make money. Screwing AS wouldn't be the first time, DL screwed many of their SkyTeam partners in recent months. Again, all speculation, we will see in a couple of years. All of this recent development is certainly intriguing.
WRT to Hawaii service, it is not just AS, Hawaiian has expanded a lot, and I figure DL felt they weren't in a good position to compete in the low yielding high volume Hawaii market and elected to downsize the service.
Last edited by golfingboy; Oct 1, 13 at 9:17 pm
#15
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Article:
http://www.bizjournals.com/seattle/n...essure-on.html
Article:
http://www.bizjournals.com/seattle/n...essure-on.html
Last edited by jackal; Oct 2, 13 at 7:57 am Reason: Activating hyperlink--URLs posted from the crappy FT WAP interface don't automatically get parsed