Alaska Air stock falls sharply on difficulties with Virgin, Horizon Air
Nov 29, 2017, 7:06 pm
#241
Join Date: Apr 2003
Programs: B6 Mosaic, Bonvoy LT Titanium (x SPG LT), IHG Spire, UA Silver
Posts: 5,848
Only because all the airline stocks are going up on the presumption that RASM is going up. That still remains to be seen in the case of AS. Management really needs to rethink the entire VX network and decide what to do with all those planes. They keep cutting BOS to the point where they are largely irrelevant. VX was never strong in the off season to places like ORD where they could barely support a flight or two a day. Intra-California is still a blood bath. DAL is not the strongest market either. AS has to find some new routes that are not as competitive where they can command some type of fare premium and competitive edge. Otherwise, the VX network will continue to be a drag on their profitability.
Nov 29, 2017, 8:15 pm
#242
FlyerTalk Evangelist
Join Date: Aug 2002
Location: Bay Area, CA
Programs: UA Plat 2MM; AS MVP Gold 75K
Posts: 35,068
Here in SFO, I see a number of markets where AS F is low price leader in the premium cabin space.
Nov 30, 2017, 4:17 am
#243
Join Date: Dec 2009
Location: MIA
Programs: AA EXP, Marriott Lifetime Plat
Posts: 493
This could be the case ex-SEA where there's a line out the door of people willing to pay more for a lesser product so they can brag about it and feel good that they gave that money to the local company.
Here in SFO, I see a number of markets where AS F is low price leader in the premium cabin space.
Here in SFO, I see a number of markets where AS F is low price leader in the premium cabin space.
Nov 30, 2017, 6:37 pm
#244
Join Date: Apr 1999
Location: San Francisco, CA, USA
Programs: Hyatt LT Globalist, Marriot LT Titanium, UA 2.4MM, HH Gold, AS MVPG
Posts: 3,400
I know this is really something that AS management needs to address. I really love AS and have defected to them almost 100%, but I'm looking at SFO-BOS and the AS fare is $250 more than lowest, and even $50 more than UA. And all 3 competitors (B6, UA & DL) offer lie-flat. I'd choose AS if it was the same price or lower even without lie flat, but no-way will I pay a premium for the product.
Dec 1, 2017, 7:09 am
#245
Join Date: Sep 2001
Programs: Alaska Tanzanite 100K
Posts: 3,858
Alaska doesn't yield manage/revenue manage F like the other airlines can. Delta & AA both have a lot of "Y-up" fares, started by TWA in the 90s. I've even done these on AA/DL; whereby you get a Q fare, that's an upgrade into F, and sold as "F" without all the backend perks. I think DL is now only giving you EQM's based on the ticketed fare, and not cabin flown. AS does have discount F fares out there, but Alaska has only 2 public F buckets. Delta & AA have the F - addon on many of their public fare buckets.
Dec 1, 2017, 7:35 am
#246
Join Date: Dec 2016
Posts: 1,485
I know this is really something that AS management needs to address. I really love AS and have defected to them almost 100%, but I'm looking at SFO-BOS and the AS fare is $250 more than lowest, and even $50 more than UA. And all 3 competitors (B6, UA & DL) offer lie-flat. I'd choose AS if it was the same price or lower even without lie flat, but no-way will I pay a premium for the product.
At some point, I suppose you might see $600 when they switch the plane to 739ER, which have the 41 inch domestic F seats. But then the question is why you would pay same fare for a much inferior product.
Dec 1, 2017, 12:45 pm
#247
FlyerTalk Evangelist
Join Date: Nov 2009
Location: SEA (the REAL Washington); occasionally in the other Washington (DCA area)
Programs: DL PM 1.57MM; AS MVPG 100K
Posts: 21,373
Alaska doesn't yield manage/revenue manage F like the other airlines can. Delta & AA both have a lot of "Y-up" fares, started by TWA in the 90s. I've even done these on AA/DL; whereby you get a Q fare, that's an upgrade into F, and sold as "F" without all the backend perks. I think DL is now only giving you EQM's based on the ticketed fare, and not cabin flown. ...
Dec 1, 2017, 4:17 pm
#248
Join Date: Dec 2009
Location: MIA
Programs: AA EXP, Marriott Lifetime Plat
Posts: 493
