Southwest Airlines’ Golden Age Is Gone: Why Their New Plan Won’t Bring Back Their Edge

Sep 26 2024

These are the beginnings of mostly smart changes, but don’t go far enough or fast enough. In the end, though, they’re likely directionally correct given the constraints the airline fares. There’s no going back to historic profitability metrics and growth potential under the old model. That means their future is different; closer to a legacy airline. That’s largely inevitable both in terms of product and financial performance, and thus stock performance.

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Thursday Is Southwest Airlines D-Day: Here’s What They May Announce.

Sep 24 2024

Southwest Airlines will announce major changes to how they’ll operate this coming Thursday. It’s Investor Day, and the change to lay out plans that have been spurred by activist investor Elliott Management. We know some of what they have planned from previous earnings calls, but they’ve told s that more changes and details will come out in their planned investor presentation.

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