Articles tagged “north america”

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Breeze in a Squeeze

David Neeleman launched Breeze with the promise of reinventing travel for underserved cities. Nearly five years on, the U.S. airline still hasn’t cracked annual profitability. With rising costs, powerful rivals, and a growth plan that stretches from Jamaica to California, 2026 will be a pivotal year. In this week’s feature story, we explore the factors that will determine whether Neeleman’s latest venture can finally take off.
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Music in the Air: The Spectacular Rise of Nashville

Nashville is a city best known for its music. Airlines know it for something else: Spectacular growth. Of America’s 75 busiest airports, none are growing faster than the Tennessee capital's international gateway. In this week’s feature story we examine the factors driving its recent success.
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Is Frontier on the Verge of a Turnaround?

As rivals retreat and Spirit bleeds capacity, Frontier is reinventing itself with first-class seats, loyalty perks, and a bold push into new markets. But can it really fly high alone, or is consolidation still the only cure? In this week’s feature story, we weigh up the key question: Is Frontier’s independence its greatest strength or biggest risk?
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Southwest’s Numbers Are Still Ugly

Southwest Airlines is changing faster than at any time in its history. Assigned seating, bag fees, even talk of first-class cabins and airport lounges. But are its bold moves starting to pay off? Not quite yet. Southwest's latest results were rough once again, with margins barely positive and far from the glory days that made it a Wall Street darling. Still, there are signs that better times are on the horizon, as we discuss in this week's feature story.
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Delta Decouples From Airline Gravity

Big changes are underway in the U.S. airline market. In its Q3 earnings presentation last week, Delta described a domestic sector that’s getting significantly stronger, but that's far from the only highlight. In our feature story, we dissect the data and cut through the executive commentary to explain why Delta is upending industry norms.
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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.
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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.
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Has Delta Dodged the Storm?

Tariff uncertainty. A slowing job market. Negative Q1 GDP. Does a fragile American economy spell trouble for U.S. airlines? There’s seemingly no need to panic. All is well, at least for Delta.