More Horizon route cuts: The juggling continues
#62
Join Date: Dec 2008
Location: Delta, BC
Posts: 1,646
I think perhaps that is the point. Canada is a decreasing market of significance for AAG and more competition on cross-border due to Delta/Westjet tie-up isn't going to help. The other aspect is how much the overall impact is on Alaska when you also consider Canadians driving across to BLI and SEA. Maybe a small cut but as they say, you can die a death of a thousand cuts.
#63
Join Date: Apr 2007
Location: MFR
Programs: Alaska MVP, Hyatt Globalist
Posts: 714
From 1x AS
to
1x AS and 1x AA
to
1x AA
To
1x AA and 2x UA
So yeah, doesn't seem like there's any room for AS/QX there anymore.
#64
Join Date: Oct 2015
Location: Pacific Wonderland
Programs: ʙᴏɴᴠo̱ʏ Au, IHG Au, HH Dia, Nexus, Pilot FlyingJ Preferred
Posts: 5,336
#65
Join Date: Sep 2009
Location: RNO
Posts: 362
Has the RNO/SNA route already been pulled? Neither the airport website nor the wikipedia page for RNO suggest that the route is gone, but there is no option to book a ticket for any date and I can't find evidence that flights are even operating on flightstats. I don't suppose there's been any kind of press release? I'd like to edit the wikipedia page if possible as that seems to be the most reliable place to find information about which routes are operating.
#66
Join Date: Mar 2008
Location: Between BLI & PAE.
Programs: Nada of note these days….
Posts: 1,287
#67
Join Date: Jun 2011
Posts: 200
Has the RNO/SNA route already been pulled? Neither the airport website nor the wikipedia page for RNO suggest that the route is gone, but there is no option to book a ticket for any date and I can't find evidence that flights are even operating on flightstats. I don't suppose there's been any kind of press release? I'd like to edit the wikipedia page if possible as that seems to be the most reliable place to find information about which routes are operating.
#68
Join Date: Sep 2009
Location: RNO
Posts: 362
I'm actually headed to the area this weekend, but taking JetBlue to LGB. Maybe Horizon will consider bringing the SNA route back for ski season?
#69
Join Date: Oct 2006
Posts: 1,830
Yea, AAG will be on the hot seat(or should be) from the analysts. Consider: Canada's population and market potential is equal to California. Canada has 5 major international gateways. WJ and Delta serve all 5 WJ has announced a doubling of their fleet to 180 aircraft by 2020. This includes 20 new B-787's for service to Asia and Europe from their 4 Canadian hubs(YVR,YYC,YEG,YYZ,). Delta will have the option of routing traffic through them as well, instead of their increasing overcrowded U S gateways. Lets not forget, that WJ CEO Greg Saretsky was EVP at AAG before his departure for WJ. He has intimate knowledge of his competitor. Saretsky's move with Delta is not been noticed in the U S yet, but 3-5 years from now it'll be a major positive for Delta and a major negative for AAG.
However, WS have positioned themselves quite well with DL for Canadian access into the US. Alaska/Horizon only serve western Canada right now (long time AS flyers might remember LAX-YYZ), and there's been quite a lot of reduction of services (out of YVR, they've dropped SFO, LAX, LAS and ANC), and even dropped the service from the South Vancouver (BLI) to LAS.
Potential flights where they could do well are
YYZ-SEA, LAX, SFO
YVR-JFK HNL
An interesting point is that WS is the largest international carrier at LAS -- think about that.
#70
Join Date: Oct 2015
Location: Pacific Wonderland
Programs: ʙᴏɴᴠo̱ʏ Au, IHG Au, HH Dia, Nexus, Pilot FlyingJ Preferred
Posts: 5,336
#71
FlyerTalk Evangelist
Join Date: Aug 2007
Location: SEA, but up and down the coast a lot
Programs: Oceanic Airlines Gold Elite
Posts: 20,386
http://crankyflier.com/2010/04/21/wh...irgin-america/
(You may recognize one of the posters in that thread like I did. )
https://www.bizjournals.com/sanfranc...o-toronto.html
Not sure it's going to do better in 2017. As I recall AC started running 767s to SFO/LAX and flooded the market with capacity. Cranky's quote here applies to AS in 2017 much like VX in 2010:
'If you’re a low fare carrier, you want to avoid high cost airports in high tax markets. This is the king of high cost airports in a high tax market. You can’t just “adjust the fares” to cover costs – it’s never that simple when it comes to supply and demand.'
AC was flying an E190 not too long ago on SEA-YYZ and has just now upgraded to an A320, so I have to wonder if it would support ~300 seats per day in the market instead of ~150.
The one thing I note about AS's HNL exploits is that they avoided SFO and LAX quite deliberately for markets like SJC, SAN and SMF. Going into AC's back yard is even worse than going into SFO; you're taking on a dominant carrier (AC) in their hub (and the ticket prices are high due to taxes). Watch AC start flying all the 767s to Hawaii they can get their hands on and try and crush AS. Should be good for airfares out of YVR though if they do that.
Last edited by eponymous_coward; Apr 6, 2018 at 3:11 pm
#72
Join Date: Jul 2014
Location: YVR
Programs: WS Nothing, AC Something, AS Gold. Too big for 737Max washrooms
Posts: 893
As someone based near YVR and who tries very hard to fly AS/QX, I find it's getting harder and harder to get decent connections. Putting LAX back and introducing SFO would be a very welcome addition and probably prevent bleed over to WS/DL. But of course, preventing bleed of YVR PAX would have to be on the AS radar, and I don't think it is.
#73
FlyerTalk Evangelist
Join Date: Aug 2007
Location: SEA, but up and down the coast a lot
Programs: Oceanic Airlines Gold Elite
Posts: 20,386
As someone based near YVR and who tries very hard to fly AS/QX, I find it's getting harder and harder to get decent connections. Putting LAX back and introducing SFO would be a very welcome addition and probably prevent bleed over to WS/DL. But of course, preventing bleed of YVR PAX would have to be on the AS radar, and I don't think it is.
AS is already having enough problems as it is getting the merger squared away and dealing with a combination of DL/UA/WN/B6 in their markets. I don't think "let's pick fights with AC and WS over YVR based pax too while we're at it" is very high on their lists.
#74
Join Date: Mar 2017
Location: British Columbia
Programs: AS MVPG100K, Marriott Marriott Titanium Elite, Hilton Gold
Posts: 7,263
Actually WJ have operations in none of the major Canadian hubs, and I'm sure that AAG don't consider Air Labrador's fleet of Twin Otters and King Airs a major threat, nor is it likely that AAG would want to operate into YYR.
However, WS have positioned themselves quite well with DL for Canadian access into the US. Alaska/Horizon only serve western Canada right now (long time AS flyers might remember LAX-YYZ), and there's been quite a lot of reduction of services (out of YVR, they've dropped SFO, LAX, LAS and ANC), and even dropped the service from the South Vancouver (BLI) to LAS.
Potential flights where they could do well are
YYZ-SEA, LAX, SFO
YVR-JFK HNL
An interesting point is that WS is the largest international carrier at LAS -- think about that.
However, WS have positioned themselves quite well with DL for Canadian access into the US. Alaska/Horizon only serve western Canada right now (long time AS flyers might remember LAX-YYZ), and there's been quite a lot of reduction of services (out of YVR, they've dropped SFO, LAX, LAS and ANC), and even dropped the service from the South Vancouver (BLI) to LAS.
Potential flights where they could do well are
YYZ-SEA, LAX, SFO
YVR-JFK HNL
An interesting point is that WS is the largest international carrier at LAS -- think about that.
I believe there is less demand for Canadians flying south and hence too much capacity; lower yields given the strength of the USD and the political environment. Airlines will adjust their schedules accordingly. BLI non-stops to LAS and the Hawaiian Islands (which I have used many times) were possible due to the proximity to Greater Vancouver. It is easier to get to BLI from the Valley than to get to YVR. Flights would have never been possible based solely on the population in NW Washington state. When Canadian demand ebbs it is no longer viable. The price differential has narrowed significantly on most consumer products in the US and with the current exchange rates many items cost more than in Canada; or the savings are insignificant. Gas in Vancouver when I was there last weekend was CAD $1.54 per litre. That works out to USD $4.55 per gallon. Who wants to pay that to drive to Bellingham and save $0.50 cents on a pound of butter?
Getting a little off track here but the diminished AS service into/out of Canada has other factors that aren't completely tied to the VX acquisition.
James
#75
Join Date: Oct 2006
Posts: 1,830
VX bombed horribly on YYZ from SFO and LAX, which was predicted in advance:
Why Toronto is a Bad Idea (for Virgin America) | Cranky Flier
(You may recognize one of the posters in that thread like I did. )
https://www.bizjournals.com/sanfranc...o-toronto.html
Not sure it's going to do better in 2017. As I recall AC started running 767s to SFO/LAX and flooded the market with capacity. Cranky's quote here applies to AS in 2017 much like VX in 2010:
'If you’re a low fare carrier, you want to avoid high cost airports in high tax markets. This is the king of high cost airports in a high tax market. You can’t just “adjust the fares” to cover costs – it’s never that simple when it comes to supply and demand.'
AC was flying an E190 not too long ago on SEA-YYZ and has just now upgraded to an A320, so I have to wonder if it would support ~300 seats per day in the market instead of ~150.
The one thing I note about AS's HNL exploits is that they avoided SFO and LAX quite deliberately for markets like SJC, SAN and SMF. Going into AC's back yard is even worse than going into SFO; you're taking on a dominant carrier (AC) in their hub (and the ticket prices are high due to taxes). Watch AC start flying all the 767s to Hawaii they can get their hands on and try and crush AS. Should be good for airfares out of YVR though if they do that.
Why Toronto is a Bad Idea (for Virgin America) | Cranky Flier
(You may recognize one of the posters in that thread like I did. )
https://www.bizjournals.com/sanfranc...o-toronto.html
Not sure it's going to do better in 2017. As I recall AC started running 767s to SFO/LAX and flooded the market with capacity. Cranky's quote here applies to AS in 2017 much like VX in 2010:
'If you’re a low fare carrier, you want to avoid high cost airports in high tax markets. This is the king of high cost airports in a high tax market. You can’t just “adjust the fares” to cover costs – it’s never that simple when it comes to supply and demand.'
AC was flying an E190 not too long ago on SEA-YYZ and has just now upgraded to an A320, so I have to wonder if it would support ~300 seats per day in the market instead of ~150.
The one thing I note about AS's HNL exploits is that they avoided SFO and LAX quite deliberately for markets like SJC, SAN and SMF. Going into AC's back yard is even worse than going into SFO; you're taking on a dominant carrier (AC) in their hub (and the ticket prices are high due to taxes). Watch AC start flying all the 767s to Hawaii they can get their hands on and try and crush AS. Should be good for airfares out of YVR though if they do that.
AS have a huge number of connecting potentials via SEA and PDX (including partners to Asia). However, I will admit AS stand a much better chance on YYZ-LAX/SAN/SEA/PDX than they do vs AC/UA on YYZ-SFO. I'd guess than AS could even pick up a fair bit of Hawaii traffic via SEA, with YYZ-SEA-<OGG/KOA/HNL/LIH>, or even from some of the Canadian airports w/o non-stop to Hawaii like YLW and YYJ