[Speculation] Future AS Mergers/Growth
#1
Original Poster
Join Date: Jun 2021
Programs: AS 100K
Posts: 294
[Speculation] Future AS Mergers/Growth
With JetBlue poised to swallow Spirit, what are everyone’s thoughts on Alaska’s future growth/merger potential with other airlines? With the previous Virgin’s fleet on the way out, do you see another airline with an Airbus fleet as a non-starter for merger? I’m interested in thoughts and discussion on AS’ long term growth and response to B6’s pending merger.
Personally, I’d like to see AS in discussion with Sun Country. They’re small, but are a Boeing fleet, and would help AS strengthen its Midwest presence.
Personally, I’d like to see AS in discussion with Sun Country. They’re small, but are a Boeing fleet, and would help AS strengthen its Midwest presence.
#2
Join Date: Aug 2018
Location: PDX
Programs: AS MVP Gold 100K
Posts: 2,329
#3
Original Poster
Join Date: Jun 2021
Programs: AS 100K
Posts: 294
My main thought was fleet alignment. That seems to have been a bumpy and lengthy process, so I thought AS might aim to avoid that if merger/acquisition was on the table in the future. An interior retrofit would be needed since SY is a single cabin carrier, but I imagine that’s minor compared to the need for Airbus pilots, maintenance, etc.
#4
Join Date: Sep 2019
Location: SAN
Programs: AS Mileage Plan 100k, Bonvoy Titanium
Posts: 991
To make a Sun Country merger work well (for the routes) you would need to have MSP as a new hub, with SAN/LAX/SFO/PDX/SEA flights several times a day. That seems like a significant investment for what are a list of B-tier cities. In fact, it seems like a much closer match for Horizon to absorb these routes.
#5
Join Date: Jan 2011
Location: Seattle
Programs: Costco Club
Posts: 1,155
The B6/NK merger faces some regulatory hurdles, it's not a done deal. I once asked the CFO at Alaska if they'd buy sun country and he said I don't want a bunch of used 737s, if I wanted planes, I'd pick up the phone and call boeing.
#6
Join Date: Sep 2019
Location: SAN
Programs: AS Mileage Plan 100k, Bonvoy Titanium
Posts: 991
Which is exactly what they just did with their 90 ship MAX order. So if the aircraft are not enticing, and I can't imagine any of SY's network is gate constrained (AS is #7 at MSP by passenger volume), what do they get with an acquisition?
#8
FlyerTalk Evangelist
Join Date: Oct 1999
Location: Juneau, Alaska.
Programs: AS 75K;BA Silver;AA G;HH Dia;HY Glob
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From earlier this year when JetBlue/Spirit merger started being discussed:
[Speculation] Does AS Need Another Merger to Counter JetBlue & Spirit Combo?
https://www.flyertalk.com/forum/alaska-airlines-mileage-plan/2068033-speculation-spirit-frontier-merger-effects.html
[Speculation] Does AS Need Another Merger to Counter JetBlue & Spirit Combo?
https://www.flyertalk.com/forum/alaska-airlines-mileage-plan/2068033-speculation-spirit-frontier-merger-effects.html
#9
Join Date: Apr 2003
Programs: B6 Mosaic, Bonvoy LT Titanium (x SPG LT), IHG Spire, UA Silver
Posts: 5,847
There are no logical partners left. AS has to grow on its own or just stay a small regional carrier and keep hoping that competitors are not that interested in the routes they serve.
#10
Original Poster
Join Date: Jun 2021
Programs: AS 100K
Posts: 294
From earlier this year when JetBlue/Spirit merger started being discussed:
[Speculation] Does AS Need Another Merger to Counter JetBlue & Spirit Combo?
https://www.flyertalk.com/forum/alaska-airlines-mileage-plan/2068033-speculation-spirit-frontier-merger-effects.html
[Speculation] Does AS Need Another Merger to Counter JetBlue & Spirit Combo?
https://www.flyertalk.com/forum/alaska-airlines-mileage-plan/2068033-speculation-spirit-frontier-merger-effects.html
#11
Join Date: Nov 2005
Location: Portland, OR
Programs: Alaska Gold 100k
Posts: 959
Is it even needed with AA being such a good partner? Now if they raise the elite thresholds back to 2019 where you need much more BIS if flying AA that changes things for me. Having said that, I do realize DL WAS a good partner, and look how that one ended.
Sun country is primarily a leisure carrier only from MSP, and also a large chunk of their business is charter, such as flying all the MLS soccer teams. In fact, Cranky Flier had a great article on Sun Country just today. https://crankyflier.com/2022/11/21/s...-growth-plans/
Sun country is primarily a leisure carrier only from MSP, and also a large chunk of their business is charter, such as flying all the MLS soccer teams. In fact, Cranky Flier had a great article on Sun Country just today. https://crankyflier.com/2022/11/21/s...-growth-plans/
#12
Join Date: Jan 2012
Location: ANC
Programs: AS MVP, Club 49, Global Entry, National Emerald Club, Hilton Silver
Posts: 1,400
Viva Mexico?
How about AS swallowing up AeroMexico? It’s the only Mexican airline with an all Boeing fleet. Mexico is geographically the right market to move into. Let’s go for it!
#13
FlyerTalk Evangelist
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Location: Over the Bay Bridge, CA
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#15
FlyerTalk Evangelist
Join Date: Aug 2007
Location: SEA, but up and down the coast a lot
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Posts: 20,387
They could spend the next decade+ adding service back and more in CA and still not be done with it. Build back PDX. I would imagine the MAX planes make some sub-daily GEG/BOI service to Hawaii logical once they get enough of them.
Right, because AS couldn't make a lot of ex-VX routes work out of SFO, the only logical answer is to go into ANOTHER market UA can squish them like a bug in with frequency and service, with the bonus that it will make their OW partner AA extra mad as well, and the cherry on top being that service from SEA/PDX/etc. is way less useful in helping them as opposed to SFO/LAX/California and the West Coast in general.
Last edited by eponymous_coward; Nov 21, 2022 at 6:40 pm