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3 days ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
Skift Take Allegiant earned a +9% operating margin in Q1 2025. That seems downright triumphant compared to Southwest’s figure of -2%, Frontier’s -5%, or JetBlue’s -8%, but context is key. In 2019, Allegiant’s operating margin in the first quarter was 20%. In other words, it’s performing 11 points worse today, a drop repeated at most of its LCC peers. In this week's feature story, we ask what's going on. Issue Overview Allegiant earned a +9% operating margin in Q1 2025.
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2 weeks ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
North America A Q1 Check-In on American, Alaska, and Southwest April 2025 Already a subscriber? Login Skift Take Q1 earnings season started off pleasantly enough: Delta showed nice profits. United showed nice profits. Last week, by contrast, American, Southwest, and Alaska all revealed Q1 losses. As you’ll read below, the news wasn’t all bad. Premium demand, for example, seems still immune from the brewing economic storm.
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3 weeks ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
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3 weeks ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
North America Will United’s Loyal Customers Shield it From a Downturn? April 2025 Already a subscriber? Login Skift Take Brand loyal. Brand loyal. Brand loyal. Say that 31 times. Then again? You don’t need to. United already did. No kidding. In its Q1 earnings call last week, United repeated the phrase over and over, keen to underscore one of its chief arguments: That it is winning with travelers who care about more than just price.
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1 month ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
The Scary Canary? Delta Speaks Up April 2025 Already a subscriber? Login Skift Take The whole world was watching. On Wednesday, Delta became the first major U.S. travel company to report first quarter earnings. What would it say about the crisis in confidence unfolding throughout the U.S. economy? How much worse have things gotten in the past month, since Delta first warned about deteriorating demand trends? Issue Overview The whole world was watching.
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1 month ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
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1 month ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
North America Transborder Disorder: Big Trump Trouble for Canada’s Airlines April 2025 Already a subscriber? Login Skift Take Alright, so here we go again. Something’s gone awry in the world, and airlines are among the first to feel it. Following last week’s U.S. plan to essentially dismantle the global trading system, uncertainty has reached a fever-pitch.
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1 month ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
North America David’s New Goliath: Neeleman’s Breeze Gathering Scale March 2025 Already a subscriber? Login Skift Take Is there ever a good time to start a new airline? Certainly not during a pandemic. Recurrent airline founder David Neeleman launched Breeze Airways in May 2021, a month in which U.S. airports handled just 50 million passengers. Last May, for perspective, they handled 80 million.
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1 month ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss insights from the Skift India Forum, focusing on interviews with Campbell Wilson, CEO of Air India, and Pieter Elbers, CEO of IndiGo.They explore the transformation of Air India under Tata's ownership, the competitive landscape of the Indian airline market, and the impressive growth of IndiGo.In part two, the conversation highlights Pegasus Airlines in Turkey, discussing its profitability and expansion plans.
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1 month ago | 
airlineweekly.skift.com | Gordon Smith |Jay Shabat
Europe Pegasus: Turkey’s Other Airline Champion March 2025 Already a subscriber? Login Skift Take What’s Turkey’s largest airline? Of course, it’s Turkish Airlines. But don’t overlook another Turkish carrier that’s growing and profiting at least as impressively... Issue Overview What is Turkey’s largest airline? Of course, it’s Turkish Airlines. But don’t overlook another local carrier that’s growing and profiting at least as impressively as its big-name counterpart.
