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Allegiant orders up to 100 737-MAX

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Old Jan 5, 2022, 7:30 am
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Allegiant orders up to 100 737-MAX

https://boeing.mediaroom.com/2022-01...FiqADnZmQwyiUo

Wow! What a nice surprise! Allegiant orders up to 50 737-MAX7 and 737-8-200, with 50 options.

No specific date to be delivery.
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Old Jan 5, 2022, 6:32 pm
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Interesting because the 150 seat 738/A320 market has been losing ground to larger A321s/MAX9s and smaller A220s and E175s. Although G4 will undoubtedly have > 150 seats on these planes.
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Old Jan 5, 2022, 6:36 pm
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Originally Posted by PotomacApproach
Interesting because the 150 seat 738/A320 market has been losing ground to larger A321s/MAX9s and smaller A220s and E175s. Although G4 will undoubtedly have > 150 seats on these planes.
I'm pretty sure the MAX 7 is only certified to 149 based on exits and it probably isn't worth staffing the extra FA to certify a double overwing. I'm sure the -200 will have the full 200, or close to it
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Old Jan 6, 2022, 10:41 am
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All,

Allegiant will received the first MAX7 and MAX8-200 delivery in 2023 through 2025.

30 737-MAX7 and 20 MAX8-200, 50 options.

Hope they orders more sometime in the near future.

I did hear a rumor about A319 fleet. They phasing out A319 fleet.
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Old Jan 6, 2022, 12:05 pm
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Originally Posted by PotomacApproach
Interesting because the 150 seat 738/A320 market has been losing ground to larger A321s/MAX9s and smaller A220s and E175s. Although G4 will undoubtedly have > 150 seats on these planes.
The 321 (including the LR/XLR) has been the clear winner of late in the narrowbody space, but those ordering 737s have vastly preferred the -8, including the 200. Of the orders where the type is known, the -8 has accounted for about 70% of the total.
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Old Jan 6, 2022, 1:10 pm
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Originally Posted by Adam Smith
The 321 (including the LR/XLR) has been the clear winner of late in the narrowbody space, but those ordering 737s have vastly preferred the -8, including the 200. Of the orders where the type is known, the -8 has accounted for about 70% of the total.
I guess, but with UA ordering 250 MAX 10s, AS ordering 90+ MAX 9s and no MAX 8s, DL boosting their -900ER fleet to nearly 200 while ordering 155 A321 neos, seems like among traditional domestic carriers 180-200 seats is the new 150.
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Old Jan 6, 2022, 1:32 pm
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Originally Posted by PotomacApproach
I guess, but with UA ordering 250 MAX 10s, AS ordering 90+ MAX 9s and no MAX 8s, DL boosting their -900ER fleet to nearly 200 while ordering 155 A321 neos, seems like among traditional domestic carriers 180-200 seats is the new 150.
AA and UA already orders 50 A321XLR aircraft, as well.
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Old Jan 6, 2022, 1:34 pm
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Originally Posted by PotomacApproach
I guess, but with UA ordering 250 MAX 10s, AS ordering 90+ MAX 9s and no MAX 8s, DL boosting their -900ER fleet to nearly 200 while ordering 155 A321 neos, seems like among traditional domestic carriers 180-200 seats is the new 150.
I don't think you can make that comparison in isolation. The legacies have 757s to replace, which have even higher capacities. They also have dense routes and lots of hub-to-hub flying where larger capacity can be a great asset. Meanwhile, WN, which is perhaps a closer competitor to G4 (more budget oriented, more point-to-point), has 234 -7s and 150 -8s on order/delivered, and continues to fly a huge fleet of -700s.

The larger models have lower CASM, but as we saw with the A380, lower CASM is only good if you can actually sell the extra seats. It's also unclear what CAM advantage the -9 and -10 might have over a high-density -8-200. The MAX Wikipedia page suggests a -8-200 can seat up to 210, the -9 up to 220, and the -10 up to 230. The larger models do offer more cargo capacity and range than the -8-200, but those are likely not terribly valuable to G4.

Boeing surely offered G4 good pricing on the -9 and -10, but evidently they felt that the -7 and the -8 were a better fit for their network.
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