U.S. Airlines Insist Demand Still Red Hot: But for How Long?
Photo Credit: An illustration that appeared in an Airline Weekly article examining how long will airlines see surging travel demand Airline Weekly
Skift Take
U.S. airlines all say that demand continues to stay super strong as they look ahead to spring and summer. But just how long will the happy demand story persist and might the party be ruined by rising costs?
It’s like that bunny in the old Energizer battery commercials: Still going.
Covid’s cork on travel demand finally popped off roughly one year ago, unleashing some of the strongest bookings for air travel that U.S. airlines have ever seen. Well, that demand is still going strong, according to a parade of U.S. airline CEOs that presented at a J.P. Morgan investor event in New York last week.
Delta Air Lines' Ed Bastian: "I can tell you at Delta, our demand is strong and getting stronger.”
American Airlines’ Robert Isom: “From a demand perspective, I can tell you that what I see coming to the summer, it looks really positive.”
Southwest Airlines’ Robert Jordan: “I’m just really pleased with our first quarter revenue outlook.”
Spirit Airlines' Ted Christie: “Our unit revenue production is very much on track. Demand has been strong heading into the peak part of the spring break leisure period and being a Florida
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