AA adds second daily LAX-LHR

[WorldTraveler]

and yet what you can't fAAce is that AA has indeed lost so much share in so many key markets that they are not a factor in most of them any longer.

they have pulled out of or reduced service in so many key non-hub markets that other carriers including DL and UA have been able to maintain average fares while AA is watching their fares go down.

again, AA and US are the only two airlines that have seen their local NYC revenues go down.

that's not my opinion but something that can easily be verified from DOT data.

The merger gave new AA enough mass in a number of markets including LAX to keep other carriers from passing them up in total but it did nothing to change AA's trajectory in NYC since AA's issue is not related to its hub markets- which US has also - but the dozens of competitive markets where AA has lost share to other carriers, and most notably DL.

feel free to talk about my credibility as long as you wish... I have been talking about AA's downfall in the NYC for years and what I have said about AA in NYC has been validated time and time again.

 

[700UW]

DL only carries 22% more passengers in the NYC region than AA and AA has less flights.
 
Maybe all the airlines should sue the Port Authority and force DL to give them slots so they can increase flights.
 
See if DL wants access to DAL, then the other airlines should get access to other protected airports.
 
Wow you are so smart, PMUS downsizes LGA and you are such a rocket scientist to figure out they are bringing in less revenue.

 

[FWAAA]

and yet what you can't fAAce is that AA has indeed lost so much share in so many key markets that they are not a factor in most of them any longer.

In other words, "Yes, you caught me lying yet again, but instead of simply admitting my transgressions and asking for forgiveness, I'll practice my time-tested art of deflection."

It's not the facts to which others object; it's the manner and style of your delivery. That's why people don't like you.

 

[WorldTraveler]

no, I haven't lied about anything. you and a few others have to resort to wordsmithing in order to try to find some basis to argue against what I say.

If finding that I said "niche" and "not niche" back to back is what you needed to find in order to pretend to ignore what I have said, then there really is no basis for you to ever discuss the topic.

it is not a distraction that AA has shrunk in NYC; it is a fact and it is the central theme to what I have said for years - and which I argued AA needed to deal with a long time ago but didn't.

it is only a matter of time before Parker decides that he can't continue to lose money in markets like SFO, continental Europe, and non-hub cities in the US where DL and UA are able to maintain much higher average fare and share levels.

and if you want to focus on "why we don't like you," you might want to consider that part of the reason why I persist in posting these realities that you don't want to see is because you and others engage in trashing my character rather than acknowledging that there are real and obvious realities that you don't want to accept - so instead of being grown up to admit that I am right, you shoot the messenger.

the message remains unchanged.

 

[FrugalFlyerv2.0]

The merger gave new AA enough mass in a number of markets including LAX to keep other carriers from passing them up in total but it did nothing to change AA's trajectory in NYC since AA's issue is not related to its hub markets- which US has also - but the dozens of competitive markets where AA has lost share to other carriers, and most notably DL.

A 12 year old would refrain from writing nonsense such as US-AA merger does nothing for the company in NY.
I thought you would have the intelligence to at least wait until the US-AA network and assets (slots) in NY (and for that matter in the northeast, including PHL, DCA, BOS) are optimized and see how it performs for a period of time prior to making dumb remarks such as "AA lost NY".
All hail DL.  Pathetic!

 

[WorldTraveler]

can you tell us what markets that US flies from NYC that help what AA has lost?

AA won't have a combined res system for another year which means they can't optimize anything without just swithicing assets from one carrier to another.

further US doesn't serve anything beyond its hubs which means that what AA has in non-hub markets is what AA has to deal with post-optimization.

furthermore, by the time AA optimizes its NE network, the ship will have long since sailed.

neither the merger or the post-optimization will have any effect on what AA is or will be in NYC.

 

[FrugalFlyerv2.0]

no, I haven't lied about anything. you and a few others have to resort to wordsmithing in order to try to find some basis to argue against what I say.

the message remains unchanged.

 
it's not wordsmiting.
You've been caught lying multiple times by numerous posters.
You can keep on preaching the 'All hail DL' message, but people will definitely call you out when you lie. 
And no matter how many times you repeat a falsehood or put a spin / disclaimer on it, you're not fooling anybody.

 

[FrugalFlyerv2.0]

can you tell us what markets that US flies from NYC that help what AA has lost?

AA won't have a combined res system for another year which means they can't optimize anything without just swithicing assets from one carrier to another.

further US doesn't serve anything beyond its hubs which means that what AA has in non-hub markets is what AA has to deal with post-optimization.

further by the time AA optimizes its NE network, the ship will have long since sailed.

neither the merger or the post-optimization will have any effect on what AA is or will be in NYC.

 
Nice spin and deflection.
 
Next!

 

[WorldTraveler]

spare us the moral lessons.

what morality do you use to justify trashing someone's character just to avoid having to face the reality that someone else is right and you aren't?

AA wasted way too many years not defending NYC, DL stepped in and has built at LGA and JFK a network that rivals what UA has at EWR other than to Asia, and AA is now the 3rd wheel in NYC.

AA's attempts to build LAX are driven solely by the recognition that they can't allow what happened in NYC to happen at LAX - but AA can't grow enough at LAX to offset DL's higher growth rates on the west coast at both LAX and SEA.

the issue of AA's size and growth in NYC and LAX is not a deflection. It is the heart of the issue.

AA's BK came way too late, they lost too much ground, and are now facing strategic obstacles that are simply not something that they can solve by underpaying their employees like Parker did at US.

 

[LDVAviation]

can you tell us what markets that US flies from NYC that help what AA has lost?

[...] neither the merger or the post-optimization will have any effect on what AA is or will be in NYC.

 
Blah, blah, blah, ...
 
From the Q2 2014 Earnings Call, Scott Kirby on the subject:
 
We also feel really good about the early progress we're making on winning corporate business. While it's hard to give objective overall statistics, one of the things that we expected in the merger was large synergies in New York by combining the legacy AA presence in transcon and international markets with the US Airways shuttle and East Coast network, and we're already seeing those benefits with domestic New York PRASM up 16% in the second quarter and our Atlantic PRASM up 8% in the second quarter out of New York. Consistent with what we've said previously, all of our work we're doing leaves us even more confident that we'll be able to meet or exceed our prior synergy guidance.

 

[WorldTraveler]

and what he didn't say was that AA cut capacity which makes it not that difficult to push RASM up.

further, the JFK-Europe market as a whole had average fare increases that were above average for TATL system yield increases.

so, yes, AA managed to push its yield up based on reduced capacity.

in the domestic market, AA's capacity reduction from NYC was greater than what other carriers did in NYC - so again, it is expected that AA should push RASM up.

AA tried to push RASM up by cutting capacity and they are seeing better RASM but they are still shrinking their overall size.

and in market after market, DL and UA carry more revenue than AA does. AA pushed their RASM up based on reduced capacity and from a base that was below other carriers.

and tell me where in AA/US synergy guidance is there anything about regaining what AA has lost.

 

[LD3]

Add capacity, cut capacity, AA can't do anything right according to WT.... Maybe ya'll better start looking for jobs, cuz it ain't looking good for AA...

 

[WorldTraveler]

no, I didn't say it was wrong for AA to cut capacity.

but when you cut capacity, it makes it easier to push RASM up.

in total, AA's NYC local revenue growth trails other carriers and it is driven by nAAtive AA's network, not US'

btw, here is AA's presentation from the Raymond James transportation conference today.
http://phx.corporate-ir.net/phoenix.zhtml?c=117098&p=IROL-secToc&TOC=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9vdXRsaW5lLnhtbD9yZXBvPXRlbmsmaXBhZ2U9OTg4Mzk3NSZzdWJzaWQ9NTc%3d&ListAll=1

AA, DL, and UA all presented.

note the charts regarding RASM and pre-tax margin (yes, that is the metric they use) and who appears to the left of AA on those charts.

also, note that AA expects the Venezuela situation to cost it 2 points of system RASM in the 4th quarter which could indicate a write-down/impairment of their cash stuck in Venezuela.


and, no, I have not said that AA is subject to failure... just that it is shrinking in NYC.

 

[jcw]

Actually you implied it by saying what he didn't say

No matter what you will always find fault with AA

We know AA made more money than DL last quarter no matter what you find wrong

Hail,to DL

 

[robbedagain]

lets see   adding 2nd LAX-LHR flight   more flights to be added next yr at LAX   and u say its too much capacity  but let DL build up SEA and its not adding capacity  yet its good for one airline but horribly wrong for another   we all get it    might as well close up shop and let DL buy out US/AA  UA and WN then they will have everything they want and need and trash the rest