Post COVID-19 -- What long haul competitive moves should UA make?
Once demand starts to return, I could see the strong sucking the oxygen out of the air to crush the weak -- especially UA given they have so many idle long-range birds.
1. EWR-CPT/JNB (hurting SA) 2. SFO-DEL to 2x/day (hurting AI) 3. EWR-BOM to 2x/day (hurting AI) 4. SFO-HKG to 2x/day already done (hurting SQ and CX) 5. LAX-CDG (hurting Norwegian) 6. LAX-HKG (hurting CX) |
Originally Posted by spartacusmcfly
(Post 32307181)
Once demand starts to return, I could see the strong sucking the oxygen out of the air to crush the weak
Originally Posted by spartacusmcfly
(Post 32307181)
1. EWR-CPT/JNB (hurting SA)
Originally Posted by spartacusmcfly
(Post 32307181)
2. SFO-DEL to 2x/day (hurting AI)
Originally Posted by spartacusmcfly
(Post 32307181)
3. EWR-BOM to 2x/day (hurting AI)
Originally Posted by spartacusmcfly
(Post 32307181)
4. SFO-HKG to 2x/day already done (hurting SQ and CX)
Originally Posted by spartacusmcfly
(Post 32307181)
5. LAX-CDG (hurting Norwegian)
Originally Posted by spartacusmcfly
(Post 32307181)
6. LAX-HKG (hurting CX)
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Originally Posted by jsloan
(Post 32307544)
You continue to propose patently illegal things. UA is simply not allowed to sit around and think "gosh, let's crush our competition."
No collusion or gamesmanship. Simply one company thinking their product will be better received than a competitor's. BTW, now that UA just sold many of its long-range aircraft to the Chinese, in exchange for long-term lease-backs, they will get very aggressive in putting these birds in the sky... I'd be shaking in my boots if I was Norwegian, Air India, or SQ... |
Originally Posted by jsloan
(Post 32307544)
One or the other, possibly. Both, absolutely not. There's just not enough demand.
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Originally Posted by spartacusmcfly
(Post 32307593)
I don't recall UA changing their status to non-profit...they absolutely do think about and try to hurt competitors.
Originally Posted by spartacusmcfly
(Post 32307593)
No collusion or gamesmanship. Simply one company thinking their product will be better received than a competitor's.
Originally Posted by spartacusmcfly
(Post 32307593)
BTW, now that UA just sold many of its long-range aircraft to the Chinese, in exchange for long-term lease-backs, they will get very aggressive in putting these birds in the sky...
Originally Posted by spartacusmcfly
(Post 32307593)
I'd be shaking in my boots if I was Norwegian, Air India, or SQ...
Originally Posted by PsiFighter37
(Post 32307601)
Maybe UA could run CPT-JNB as a tag onto the flight? Don't think they can manage EWR-JNB because of hot/high nature of taking off from JNB, even on a 789.
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Originally Posted by PsiFighter37
(Post 32307601)
Maybe UA could run CPT-JNB as a tag onto the flight?
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Originally Posted by jsloan
(Post 32307544)
One or the other, possibly. Both, absolutely not. There's just not enough demand.
Triangle route could certainly make sense. |
Originally Posted by jsloan
(Post 32307631)
Thinking your product will be better received is not illegal. Entering a market not because it is profitable, but because it will hurt your competition, is illegal.
Originally Posted by jsloan
(Post 32307631)
As for SQ, they get consistently better marks for customer satisfaction...
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IMHO, post-COVID-19 US carriers will change their tune on the ME3 and pursue adding them to existing trans-Atlantic joint ventures. AA had made its intentions clear by announcing SEA-DOH and strongly indicating other USA-DOH AA flights will later follow. UA needs to beat DL to the punch by bringing Emirates into the fold. UA, for its part, could run EWR-DXB, SFO-DXB, ORD-DXB, and IAD-DXB flights to support such a move.
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I think that whenever international flights resume in earnest, SFO will be least impacted / have the least number of routes cut. I wonder how UA will approach their East Coast TATL strategy with EWR and IAD - EWR is the primary hub, but I also know UA has no interest in using EWR for connecting traffic (although that may not be an issue with loads whenever the 'new normal' sets in).
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Originally Posted by spartacusmcfly
(Post 32307699)
Please don't make things up. No one is suggesting UA lose money. EWR-CPT was already profitable and now that SA is liquidating, profitability gets even better...
Originally Posted by spartacusmcfly
(Post 32307699)
Sounds like an SQ marketing brochure... Unfortunately, the reality is SQ passenger traffic has been flat for nearly a decade as has profitability.
Originally Posted by spartacusmcfly
(Post 32307699)
Singapore is the size and population of a NY borough, so there is no domestic market.
Originally Posted by spartacusmcfly
(Post 32307699)
Singaporeans are smart and have no desire to backstop future losses.
Originally Posted by spartacusmcfly
(Post 32307699)
Putting a little pressure on some of their 5th freedom routes like SFO-HKG should see them exit quickly. Anyway, there's no reason to debate this. UA has done exactly this by launching SFO-HKG #2 . This is an evening flight that goes toe-to-toe with SQ's evening flight. So let's see if it works!
Demand to HKG was already in the toilet due to the civil unrest. Throw in a pandemic, and nobody's going to be looking to bring service back any time soon. The second SFO-HKG flight likely won't operate until 2021 at the earliest. As I said, I think they'd bring back ORD-HKG first. Overall, you still seem to be approaching this from the same position you had before, when you wanted UA to buy AI -- that UA was a "strong company' (your words) that should be able to take advantage of an opportunity. Every indication is that UA is not a strong company, but rather an extremely weak company. They are mortgaging their assets and borrowing to make payroll. Yes, they need passenger traffic, absolutely -- but they are not going to be in any position to do some massive expansion. They're going to stick to rebuilding their own portfolio, not wondering what international competition is doing. |
Originally Posted by nerdbirdsjc
(Post 32307790)
IMHO, post-COVID-19 US carriers will change their tune on the ME3 and pursue adding them to existing trans-Atlantic joint ventures. AA had made its intentions clear by announcing SEA-DOH and strongly indicating other USA-DOH AA flights will later follow. UA needs to beat DL to the punch by bringing Emirates into the fold. UA, for its part, could run EWR-DXB, SFO-DXB, ORD-DXB, and IAD-DXB flights to support such a move.
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Originally Posted by spartacusmcfly
(Post 32307802)
Lufthansa may have an issue with that. I'm not sure, but I believe Lufthansa does well shuttling folks from the US to Southern Asia and the Middle East. I think all that volume would shift to ME3 if they joined the JV.
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Don't these type of threads find more of an audience on Airliners.net? UA will be lucky to survive and there will be little demand for any of these services mentioned above for the next 18-24 months. UA, unfortunately, will not be able to mimic Arnold and "crush their enemies, see them driven before them and hear the lamentations of their women."
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Originally Posted by travelinmanS
(Post 32307967)
Don't these type of threads find more of an audience on Airliners.net? UA will be lucky to survive and there will be little demand for any of these services mentioned above for the next 18-24 months. UA, unfortunately, will not be able to mimic Arnold and "crush their enemies, see them driven before them and hear the lamentations of their women."
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