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American Airlines Lost $149 Million – Declining Revenue Per Seat And A Strategic Void Spell Trouble Ahead

Oct 24 2024

Ultimately they should see some mean reversion in corporate bookings, but they’re unlikely to become a leader. They don’t have a strategy to better than today in key markets like New York, Chicago, Los Angeles and San Francisco. They don’t have a strategy to get customers to pay more to fly American than competitors – which will become even more crucial with their higher costs, and as the supply of premium seats grows. AI and cost-cutting alone is not a vision.

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