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How United’s CEO Scott Kirby Shocked The Industry By Reinventing Himself—And The Airline

by Gary Leff

Oct 19 2024

I’m genuinely struck by the shift in United Airlines CEO Scoott Kirby since taking the reins at that airline. He was President of US Airways and American Airlines under Doug Parker, and known as a straight spreadsheet guy. At US Airways he wouldn’t even add inflight wifi until he could actually see customers booking away from the airline because they didn’t have it.

United is still careful with cost, and their new premium image often outstrips the reality of the product and experience, but they make investments in customer experience others aren’t making and take risks for payoffs that will be harder to quantify. And it’s working out for the airline.

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December 10th Showdown: Southwest Airlines CEO Faces Ouster—Investor Vote Will Decide The Airline’s Fate

by Gary Leff

Oct 14 2024

Elliott has been talking to institutional shareholders. I can’t imagine they call for a vote they don’t think they can win. And that would mean that Southwest ousts its CEO and more closely follows Elliott’s prescriptions which turn the airline into JetBlue and American Airlines – more fees, fewer perks.

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United Airlines Bets Big on Mongolia, Greenland, and More – Will These Risky Routes Survive?

by Gary Leff

united-plane
Oct 10 2024

Not all of these are going to work! So surely they won’t all last. Maybe they’re trying too hard, taking too many chances with a large incoming fleet of planes. But they’re certainly playing an exciting game at United. It’s not small ball. In total United will serve more than 40 destinations across the Atlantic and 147 total international destinations.

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FBI Indictment Exposes NYC Mayor’s Secret Turkish Airlines Deal—Free Business Class Upgrades, VIP Lounge Access, Luxury Suites

by Gary Leff

Sep 26 2024

Adams and his partner bought coach tickets to India, and Turkish upgraded them to business for free 48 hours prior to travel. He took a relative to Europe and Asia in business class for free on Turkish. And he also accepted free business class tickets to Nepal and Beijing. He was given a two-night stay in the Bentley Suite at the St. Regis Istanbul for less than $600 and a free two-night stay in their Cosmopolitan Suite.

But this is priceless…

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

by Gary Leff

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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