Jay Shabat

Jay Shabat is an airline industry analyst with 30 years of experience. He spent the early part of his career at US Airways and Air France before starting the Airline Weekly newsletter in 2004, which Skift purchased in 2018. Jay is also the co-author of “Glory Lost and Found,” a history of Delta Air Lines.

For Airline Weekly Subscribers launch

Poison Narrow: Boeing’s Single-Aisle Dilemma

The Boeing 737 debuted almost six decades ago. Now, it appears a big mission is underway to create a new clean-sheet narrowbody. In this week's feature story, we examine the state of the single-aisle market and discuss the huge risks and rewards for Boeing as it reportedly plans a successor to the legendary 737.
For Airline Weekly Subscribers launch

Wide Awake: A Golden Era for Widebodies? 

Building airplanes? Things haven’t been easy for aircraft manufacturers with supply chain bottlenecks, labor shortages, and cost inflation. But selling airplanes? That's no problem. In this week's feature story we deep-dive into the widebody market to find out which models are literally flying off the shelves, and identify those gathering dust on the showroom floor.
For Airline Weekly Subscribers launch

Transatlantic Triumphs

This year. Last year. The year before that. It’s been a great run for transatlantic markets, lifted by Americans visiting Europe in droves, often flying there in a premium seat. But demand for non-premium seats is now showing signs of stress. Does that herald an end to the transatlantic boom? This week’s feature story discusses the market in detail.
For Airline Weekly Subscribers launch

8 Origins of Spirit’s Downfall

Spirit Airlines went from being a profit all-star in the 2010s to a poster child for dysfunction in the 2020s. Filing for bankruptcy again, having just exited court protection in March, the ULCC is deeply distressed and losing alarming sums of money. In this week's feature story we discuss where it all went wrong, and identify possible survival strategies for the ailing carrier.
For Airline Weekly Subscribers launch

China’s Changing Airlines: 10 Things to Know

China’s 'Big Three' airline groups are still struggling to turn a profit. Domestic travel remains strong, but flights to and from places like Thailand, North America, and Europe are a challenge. Air China and China Eastern are losing money, while China Southern is scraping by with a slender margin. In this week's feature story we ask why.
For Airline Weekly Subscribers launch

Azul and Gol: Together at Last or Separate Paths?

To merge or not to merge? That's the question for two of Brazil’s three major airlines. In January, Azul and Gol signed a non-binding deal with "intent to combine their businesses.” Then came a snag. Azul filed for Chapter 11, just one week before Gol exited bankruptcy. Today, the prospect of a Brazilian mega-merger is increasingly uncertain, as we discuss in this week's feature story.
For Airline Weekly Subscribers launch

Air France-KLM’s Diverging Fortunes

Charles de Gaulle once famously asked: “How can you govern a country in which there are 246 kinds of cheese?” Fortunately for Ben Smith, governing Air France-KLM isn’t quite that complicated. But he does now preside over four different airlines, some faring well, others faring poorly, as we discover in this week's feature story.
For Airline Weekly Subscribers launch

Frozen in Time: Latam’s Cost Miracle

Will someone in South America please check the calendar? Is it still 2019? Latam, South America’s largest airline group, is paying a remarkably low 4.8 U.S. cents, excluding fuel, to fly one seat one kilometer. That’s almost identical to the 4.6 cents it paid six years earlier. In this week's feature story, we explore why Latam’s cost structure is basically the same as it was before the Covid crisis.
For Airline Weekly Subscribers launch

The American Bronze Age

There’s no shame in winning a bronze medal. Unless it’s a game of three players. The U.S. has just three global airlines. And for seven straight years now, the medal stand has looked the same. In the contest for best operating margin, Delta always wins the gold. United always wins the silver. And American always gets stuck with the bronze. In this week's feature story, we examine why.