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Show Notes
If one thing's clear from the airlines that have reported third-quarter results it's that the U.S. domestic travel recovery has plateaued. That's not necessarily bad, passenger numbers are above 2019 levels, but the industry's higher cost structure could make a low-growth environment challenging. Edward Russell and Jay Shabat discuss. Plus, the latest from Routes World in Istanbul.
Reading List
- American Airlines Had a Rough Quarter, but Points to 2024 Tailwinds
- United Faces Higher Costs – and What Else We Learned on the Earnings Call
- Air France-KLM’s SAS Takeover: Do Copenhagen, Oslo, and Stockholm Hubs Stay?
- Fast-Growing Istanbul Airport Wants More Budget Airline Competition
- AirAsia, Chastened from Pandemic Losses, Takes Disciplined Approach to Growth
- Royal Jordanian, Wizz Air Weigh Costs of Israel-Hamas War