WN to Hawaii - Impact on UA after increased capacity announcements
#106
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#107
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#108
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Well - there is this:
http://www.airfarewatchdog.com/blog/...r-mile-basis/#
"these ETOPS-certified aircraft require much more frequent maintenance checks of engines, hydraulic systems, and other key components (extra maintenance checks means extra cost for the airline) and they must carry extra emergency oxygen and fire suppression canisters on board. They also have to carry more fuel than non-ETOPS aircraft, and of course extra fuel means extra weight which means burning extra fuel to carry that extra weight. They also carry more life rafts, which also adds weight and burns more fuel."
http://www.airfarewatchdog.com/blog/...r-mile-basis/#
"these ETOPS-certified aircraft require much more frequent maintenance checks of engines, hydraulic systems, and other key components (extra maintenance checks means extra cost for the airline) and they must carry extra emergency oxygen and fire suppression canisters on board. They also have to carry more fuel than non-ETOPS aircraft, and of course extra fuel means extra weight which means burning extra fuel to carry that extra weight. They also carry more life rafts, which also adds weight and burns more fuel."
It is not so expensive that United did not make the entire Boeing fleet ETOPS, and former sUA airbus planes were/are not ETOPS only because none of those planes served Hawaii (as PMUA used 757/767/777s exclusively, and the early gen A320s can't reach Hawaii w/o a weight penalty).
I doubt that SWA is going to have any issues, nor will ETOPS be a major expense. They start getting 738MAX aircraft this fall (launch customer) and (1) they are using these for Hawaii as the extra efficiency will shine on this flight, and (2) they will take the entire fleet as ETOPS.
BTB, HNL, KON, and LIH from California are the first markets:
"Andrew Watterson, executive vice president and chief revenue officer, said the airline expects it could take the FAA one to two years to approve the carrier’s application for long-term service to Hawaii. Once approved, he said, Southwest will fly most of its routes from California to Kauai, Honolulu and the island of Hawaii."
http://www.latimes.com/business/la-f...1011-story.htm also this:
"The airline has yet to announce any exact pricing or routes, but did say that the first flights will leave from the West Coast, specifically California. The company is also considering the possibility of inter-island flights."
http://fortune.com/2017/10/12/southw...rlines-hawaii/
I have my fingers crossed for OAK-LIH, basically any LIH service is a big plus given UA's sucky pricing/service to LIH.
#109
#110
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#111
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While cargo is generally profitable, the amount of revenue it generates pales in comparison to passengers.
I seriously hope you are not relying on that argument. Every single, and I mean every single, UA 737 is ETOPS rated. And 13 of 97 A320s are ETOPS rated. Check out the fleet site.
I doubt that SWA is going to have any issues, nor will ETOPS be a major expense. They start getting 738MAX aircraft this fall (launch customer) and (1) they are using these for Hawaii as the extra efficiency will shine on this flight, and (2) they will take the entire fleet as ETOPS.
I doubt that SWA is going to have any issues, nor will ETOPS be a major expense. They start getting 738MAX aircraft this fall (launch customer) and (1) they are using these for Hawaii as the extra efficiency will shine on this flight, and (2) they will take the entire fleet as ETOPS.
ETOPS adds costs and operational requirements. There's nothing that prohibits Southwest from an ETOPS subfleet or making its entire fleet ETOPS. However, this is a major departure from Southwest's historic operating strategy of simple operations to enable quick turns. Southwest does not have a huge cost advantage over Alaska or Hawaiian and we should not expect that it materially changes the competitive dynamic in LAX or SFO, the core markets for AA, DL, and UA.
#112
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#113
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#114
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As for potential WN routes, I think the initial routes will be some combination of OAK/LAX/SAN/SJC/SMF-HNL/OGG. In a few years, I could see them expanding to give DEN/PHX/LAS Hawaii service. Also, WN mentioned they might be interested in inter-Hawaii routes. That would make sense for LIH/KOA service.
#115
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If you are flying 737s around the system and some routes require them to have ETOPS, at a certain point it makes more sense to make all the planes ETOPS so they can easily be subbed out during IRROPS.
As for potential WN routes, I think the initial routes will be some combination of OAK/LAX/SAN/SJC/SMF-HNL/OGG. In a few years, I could see them expanding to give DEN/PHX/LAS Hawaii service. Also, WN mentioned they might be interested in inter-Hawaii routes. That would make sense for LIH/KOA service.
As for potential WN routes, I think the initial routes will be some combination of OAK/LAX/SAN/SJC/SMF-HNL/OGG. In a few years, I could see them expanding to give DEN/PHX/LAS Hawaii service. Also, WN mentioned they might be interested in inter-Hawaii routes. That would make sense for LIH/KOA service.
Rumors of WNs entry into inter-island business is just hot wind for the variety of reasons already pointed out. The only possibility I see is something like (for example) LAX-HNL-OGG-LAX. WN doesn't have the optimal planes for high cycle inter-island flights and the lack of interline agreements would shut out a not-insignificant segment of inter-island travelers. WN's model would have to see significant change to compete in the interisland market here.
And what plane type is WN going to use out of DEN and PHX? Please don't say a 737 with a fuel tank in the passenger cabin.
Last edited by IAH-OIL-TRASH; Oct 17, 2017 at 7:24 pm
#116
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As somebody who has worked very closely with the planning departments of several carriers and is intimately familiar with the P/Ls associated with Hawaii flying, I can assure you that that is not the case, particularly on narrow bodies, which carry little if any cargo. Passenger revenue is what is most important. Cargo can be scant icing on the cake, if needed.
#117
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Apparently self reported to FAA and immediate software upgrade was done to make sure it does not happen again.
Well, they flew, and still fly, a LOT of connecting flights. Maybe you won't have to pay the UA hub penalty by connecting on WN.
#118
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so wait
I went to the DOT air traffic consumer reports page and started looking through some of them. I was specifically interested in OT, which you say as "Bad" below. https://www.transportation.gov/sites...oberatcr_0.pdf
I looked through several of these. While United may not be the best, they seem to have solidly higher OT than WN in most months.
Also I fly all the airlines a lot. anecdotally, UA has been no better or worse in service than other airlines I regularly fly, and their Irrops recovery has rebounded MARKEDLY since their nadir in 2012/2013.
So while you may have had a legitimate issue with united 5 years ago, in my experience, and based on solid statistical data from the DOT, I'd say your criticism is a little dated.
And, with regards to this particular question, United will continue to be competitive and a choice for Hawaii simply because of the range of gateways in the U.S. mainland, the connectivity and cities it flies to vs Southwest, and the high capacity it will continue to offer. Southwest will certainly have a compelling value proposition, but so will UA. and for many, UA will continue to be strong.
I looked through several of these. While United may not be the best, they seem to have solidly higher OT than WN in most months.
Also I fly all the airlines a lot. anecdotally, UA has been no better or worse in service than other airlines I regularly fly, and their Irrops recovery has rebounded MARKEDLY since their nadir in 2012/2013.
So while you may have had a legitimate issue with united 5 years ago, in my experience, and based on solid statistical data from the DOT, I'd say your criticism is a little dated.
And, with regards to this particular question, United will continue to be competitive and a choice for Hawaii simply because of the range of gateways in the U.S. mainland, the connectivity and cities it flies to vs Southwest, and the high capacity it will continue to offer. Southwest will certainly have a compelling value proposition, but so will UA. and for many, UA will continue to be strong.
United, charging for bags, stuck in the back of the plane with a 31" slime-line set on a 739ER, or worse on 31" pitch on the HD 3-4-3 772 , not to mention United's poor service, bad OT, and horrible IRROPs, that is an easy, easy, easy decision, I would take Southwest.
That we are saying this, comparing the two is really an indictment of how United has become a bottom feeder airline.
But given the chances of an upgrade on UA is zero with TOD upgrades, and the generally horrible experience, unless I may paying for F, given a choice of SW's program (with a companion pass) or UA's program, SW is a much better option IMHO for most folks.
Not really sure what UA's value or loyalty proposition is at this point on these routes.
That we are saying this, comparing the two is really an indictment of how United has become a bottom feeder airline.
But given the chances of an upgrade on UA is zero with TOD upgrades, and the generally horrible experience, unless I may paying for F, given a choice of SW's program (with a companion pass) or UA's program, SW is a much better option IMHO for most folks.
Not really sure what UA's value or loyalty proposition is at this point on these routes.
Last edited by WineCountryUA; Oct 24, 2017 at 5:35 pm Reason: overly personal comments removed
#119
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I seriously hope you are not relying on that argument. Every single, and I mean every single, UA 737 is ETOPS rated. And 13 of 97 A320s are ETOPS rated. Check out the fleet site.
It is not so expensive that United did not make the entire Boeing fleet ETOPS, and former sUA airbus planes were/are not ETOPS only because none of those planes served Hawaii (as PMUA used 757/767/777s exclusively, and the early gen A320s can't reach Hawaii w/o a weight penalty).
It is not so expensive that United did not make the entire Boeing fleet ETOPS, and former sUA airbus planes were/are not ETOPS only because none of those planes served Hawaii (as PMUA used 757/767/777s exclusively, and the early gen A320s can't reach Hawaii w/o a weight penalty).
#120
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As somebody who has worked very closely with the planning departments of several carriers and is intimately familiar with the P/Ls associated with Hawaii flying, I can assure you that that is not the case, particularly on narrow bodies, which carry little if any cargo. Passenger revenue is what is most important. Cargo can be scant icing on the cake, if needed.