United Airlines launched ’15 new destinations’ for winter. And they aren’t shy about saying they’re going after Spirit while they’re down. What they’re actually doing is anticompetitive – and revealing their playbook for blocking competition at Newark and beyond.
New routes and added flights include:
- Newark: Orlando; Fort Lauderdale; Columbia, South Carolina; Chattanooga, Tennessee
- Houston: Orlando; Las Vegas; New Orleans; Atlanta; Baltimore; Miami; Guatemala City; San Salvador; San Pedro Sula
- Chicago: Orlando; Fort Lauderdale; New Orleans; Las Vegas
- Los Angeles: Las Vegas
United’s Senior Vice President of Network Planning doesn’t mince words: they’re gunning for Spirit:
If Spirit suddenly goes out of business it will be incredibly disruptive, so we’re adding these flights to give their customers other options if they want or need them.
Now, this is incredibly disingenuous:
- “If Spirit suddenly goes out of business” because we’re dumping capacity in their markets
- They aren’t trying to ‘give Spirit’s customers other options’, they aren’t worried about Spirit’s customers they are accelerating Spirit’s demise which is bad for customers, which would remove seats from the market and raise fares.
- And they’re not helping Spirit’s customers by focusing adds primarily on cities that Spirit is pulling out of – like Birmingham; Boise; Oakland; Sacramento; San Diego; San Jose; or Portland.
Now, Spirit is exiting Chattanooga and Columbia, South Carolina. United’s promotion of Columbia as a ‘new route’ is being misreported as “the carrier will for the first time link Newark, New Jersey, with Columbia, South Carolina.” Memories are short!
Columbia is the famous “Chairman’s Flight” that ousted former United CEO Jeff Smisek in a corruption scandal, as he got caught up in the New Jersey Bridgegate investigation. United operated the route as a payoff to the Chairman of the Port Authority of New York New Jersey, David Samon, who demanded air service to his vacation home in exchange for including items United wanted at Newark airport on the Port Authority agenda.
United Airlines entered into a Non‑Prosecution Agreement with the U.S. Attorney’s Office for New Jersey in 2016, agreeing to pay a $2.25 million penalty and enhance its compliance policies in exchange for avoiding prosecution. Oscar Munoz was rushed into the Chairman’s role in 2015, despite not having airline experience. Samson pled guilty to bribery over the routing setup.
Meanwhile the hypocrisy on United’s part adding these Newark flights is risible. CEO Scott Kirby has repeatedly slammed Newark’s over-scheduling and pushed for federal limits to flying there (which would basically protect United from competition, blocking new flights by competitors and entrenching their stronghold).
- In a May 2025 letter to customers, he wrote that Newark cannot handle the current flight volume and that they were forced to cancel 35 roundtrip daily flights to protect customers. He urged the government to designate Newark as a Level 3, slot‑controlled airport.
- In an internal communications memo he insisted returning to a slot-control system is the only way to manage capacity, among other measures.
In ideal weather, with full staffing and with perfectly functioning technology, the FAA tells us that the airport can only handle 77 flights per hour. And yet, the FAA regularly approves schedules of 80+ flights per hour almost every day…
- Just like these schedule adds are being framed as ‘protecting customers’, Kirby framed the need to limit flights out of Newark as protecting customers.
Newark airport cannot handle the number of planes that are scheduled to operate there in the weeks and months ahead … We feel like there is no other choice in order to protect our customers.
What this actually shows is what a bad idea slots and FAA schedule coordination are. In almost any business and market the classic antitrust play of lowering prices and flooding the market with capacity to drive out a competitor and then raising prices fails. That’s because those higher profits draw in new competitors.
Here, government assigns the right to fly to incumbent carriers blocking those new competitors. United can try to drive Spirit out of Newark and then block new entrants to compete with them.
That is one reason congestion pricing would be so muxh better than slots for consumers but we won’t get it because it doesn’t benefit.. incumbent airlines (for crude public choice reasons of concentrated benefits and dispersed costs).
United, of course, would love little more than to squeeze Spirit out of Newark and also squeeze them out of business to where they’re selling off assets that they still want to operate. United could then bid to pick up their Fort Lauderdale gates, filling a gap in the airline’s network. For a year and a half there’s been talk of how can United grow in Florida and this points the way.
Update: Spirit Airlines Senior Vice President of Corporate Communications Duncan Dee responds,
While we appreciate the obsession certain airline executives have with us, we’re focused on competing and running a great operation. Suggesting anything else is wishful thinking on the part of a high-cost airline looking to eliminate a low-cost competitor so they can fulfill their ultimate goal of charging American travelers the highest fares possible to visit the people and places they love.
Spirit is responsible for making low fares available to consumers for more than 30 years, whether they fly with us or not. We have every expectation to continue doing so for many years to come.
I’m sorry, but to quote Dr. Frank N Furter in the Rocky Horror Picture show “It was a mercy killing” Spirit is a Zombie airline. May it RIP.
So, let’s recap.
1. We slam the FTC when they do things to protect competition.
2. People on here constantly polish the knob of “market dynamics” as the reason why airlines can do as they please.
3. When an airline smells a competitive opportunity they pounce on it, only to be called “uncompetitive.”
4. People clutch their pearls, get the vapors and act all surprised when a company’s says whatever it needs to say to get what it wants.
United is doing exactly what United should do. Seize an opportunity to put a competitor out of business. Think it’s wrong? Take it up with the FTC.
United does NOT want the trouble that comes with flying these $9 people around…..nor does anyone else on the airplane.
Kudos to David Flatt! I’m in favor of any post which quotes Dr Frank N Furter! LOL.
Of course it is hypocritical. It IS United.
even as they moan about not being able to get back into JFK and hide the fact that they are the 6th largest airline to Florida and will only move up to #5 if NK completely swoons.
as for the “new” EWR flights, presumably they will reduce service to other markets.
btw, the latest data for July is out for NYC airport traffic from the Port Authority and UA’s share of EWR passengers is 67% so they haven’t lost anything in terms of their lock on EWR.
The only real winner at EWR is DL who is the only US carrier that managed to grow at EWR.
for NYC’s 3 airports, DL has the most flights with 38% more domestic flights than UA and 18% more overall.
United’s upgauging has allowed it to run neck in neck w/ DL on number of region passengers carried driven by an increase in UA passengers at EWR. UA hasn’t added any new flights at LGA so their ability to match DL in number of passengers carried depends on retaining the passengers they carried via LGA.
on a YTD basis, DL is still well ahead of UA in NYC share.
At LGA and JFK, DL carries as much traffic as AA and B6 do combined.
NYC airports carried 3% less passengers and this is presumably the capacity that the 3 airports will have on a medium to long -term basis other than upgauging (or downgauging as the 321XLR replaces 757s for UA)
@Tim “United has been able to run neck and neck with Delta” – no United is ahead of Delta in total passengers, its not hard to report data correctly when you’re not biased…
This is spinning something into something it isn’t. This article tries to frame it as United taking steps to put Spirit out of business.
But that’s disingenuous. Pretty much everyone, yourself included (“Spirit files for chapter 22 bankruptcy!”) expects Spirit to go out of business in the coming months well before United made this route announcement.
And whenever there are major market shifts, whether it be airlines going out of business, cities getting de-hubbed or markets opening up, airlines jockey for positioning in that new landscape.
They will not be the last airline to pick up the scraps of Spirit, and there is nothing inherently wrong with them being the first. There is no rule that you need to wait until it’s officially announced on CNBC in order to adjust your business model
Hypocritical? More like, hyperbolic. This isn’t ‘war’… it’s beating a dead horse!