gary leff

59.4K posts

gary leff

gary leff

@garyleff

Miles & Points, Mistake Fares, and Luxury Travel

AUS Katılım Kasım 2008
993 Takip Edilen75.6K Takipçiler
gary leff
gary leff@garyleff·
@RakeshSFNYC I assume Taiwanese carrier US growth is often as much about pushing closer ties to the US generally for national security reasons as it is for business interests.
English
1
0
1
95
Rakesh Agrawal
Rakesh Agrawal@RakeshSFNYC·
EVA Airways launches TPE-IAD. Probably not a VFR route. TSMC cranking up the lobbying? Also good connectivity to UA at IAD. You might call this a capital-to-capital route. Unless you're under Beijing's spell. Caveat: they have some of the worst customer-service agents among large international carriers. Poor English speakers, call centers have limited hours.
English
2
0
0
218
gary leff
gary leff@garyleff·
So Delta's $8b Amex revenue at a 40% margin would imply that $3.2b of their $5b profit came from Amex. Even there it's not ONLY the cobrand. Delta has the biggest credit limit Amex in the world (1 billion!) to pay for jet fuel so some of the remuneration is a rebate on spend (not paid out in SkyMiles, heh).
English
0
0
1
47
gary leff
gary leff@garyleff·
@pitdesi @signulll 5 yrs ago when they major were raising $5-10 billion in debt against their loyalty programs they did more disclosure than normal. Margins are more about internal accounting policies than actual relative profit but Delta disclosed 39% margin while American disclosed 53%.
English
1
0
0
58
signüll
signüll@signulll·
some rich billionaire, can you please create an airline that will destroy every other airline? - charge fair straight forward premium prices - optimize for comfort, food, & premium experiences. - fuck the rewards, credit cards, & points. just clean beautiful experiences. maybe acquire few airlines to do it for gate access.
English
62
10
333
33.8K
gibaro
gibaro@seankai0·
@garyleff Ah yes, good ol ignoratio elenchi from someone who claims to use sources and facts, yet lists none. Not surprised though that's right on brand.
English
1
0
0
4
gary leff
gary leff@garyleff·
Southwest Is Testing Cleaning Only Premium Seats Between Flights — A Flight Attendants Union Leader Says It's ‘Titanic’ Class Service - View from the Wing viewfromthewing.com/southwest-is-t…
English
2
0
5
2.3K
Rakesh Agrawal
Rakesh Agrawal@RakeshSFNYC·
If there were a real market for this, it would exist. Enshitification has caused a race to the bottom, with airlines matching the fares of Spirit and Frontier and similarly reducing service. How do I know this? - Airlines are damn good at figuring this out. It's why DL/AA/UA/B6 have lie-flat business class on their SFO-NYC and LAX-NYC route. No other intra-US markets have this. - They have "high J" routes, international routes with more business class seats where the demand is. - Flying is way cheaper than it was 40 years ago (inflation adjusted for sure, probably also nominal.) It has democratized flying. Whether this is a good thing or a bad thing is your perspective. There would probably be fewer "Florida man..." stories ex-MIA. On an inflation-adjusted basis, you *can* buy business class with many of these amenities. - JSX exists. Private-like service, but it costs substantially more than commercial. - Virgin America was the closest in terms of desired service, but they got sucked in to Alaska. - American tried More Room Throughout Coach, where they offered more legroom. It failed spectacularly because people buy primarily on price. - For a long time, Alaska tried not to get sucked into the luggage/seat fee game. They had to cave. See also Harrah's vs. other hotels in Las Vegas.
signüll@signulll

some rich billionaire, can you please create an airline that will destroy every other airline? - charge fair straight forward premium prices - optimize for comfort, food, & premium experiences. - fuck the rewards, credit cards, & points. just clean beautiful experiences. maybe acquire few airlines to do it for gate access.

English
2
0
0
587
gary leff
gary leff@garyleff·
@pitdesi @signulll That chart isn't actually accurate. Cobrand revenue isn't the same as profit even though it is high margin. Delta and United actually did make some money flying passengers. The carrier closest to what the poster describes is JSX.
English
1
0
6
789
Sheel Mohnot
Sheel Mohnot@pitdesi·
@signulll You’d have to charge a massive premium over current airlines (like 4x), and I don’t think customer demand would be there. Every major airline in the US lost money flying passengers and only survive bc of credit cards.
Sheel Mohnot tweet media
English
17
4
205
15.4K
gary leff
gary leff@garyleff·
@seankai0 No it's not one letter, are you regularly outsmarted by cheese?
English
1
0
0
10
gibaro
gibaro@seankai0·
@garyleff If you had your facts straight half of your article wouldn't exist 😂 I can make the same argument considering your source is "trust me, bro". I didn't write the tabloid, I have nothing to defend. Your source is an angry letter for God's sake😂
English
1
0
0
11
gary leff
gary leff@garyleff·
@ASchulz888 FAA said they were doing this precisely to advantage any airline (United)
English
0
0
0
123
Andreas Schulz
Andreas Schulz@ASchulz888·
@garyleff So do you know for certain that proportional cutbacks will be based on the 2025 schedule? What if the final cutbacks were based on the proposed 2026 summer schedule instead?
English
1
0
0
295