Post W/A coparo of DAL to DFW numbers

[swamt]

This is a fantastic comparo.  Can't wait for DFW to release the July numbers.  Hopefully Terry will post an update and add to his charts once July numbers are released.
When comparing airline to airline is shows approx 1/2 percent decline in passengers for AA.  Wondering how long this trend will continue as the months go forward.  This is one of the best conparo's to really get the full effect and impact of the post W/A era.  Shows an increase of almost 2 1/2 million passengers on SWA.  Now we see why SWA needs those two gates, they have the demand for them.  Too bad we are restricted to just 20 gates...
 
A tale of two airports: Love Field traffic is up a lot, D/FW Airport traffic a little since Wright ...

 

[WorldTraveler]

the only real point of these numbers is that the fall of the WA hasn't hurt DFW because AA has stimulated the market in order to keep traffic levels up even though average fares to markets where WN has started service have fallen by 25% or more.

Based on the fact that there is clearly an unmet demand for traffic that exists beyond what has been accommodated and which carriers in the market are willing to offer, then larger markets where perimeter restrictions such as DCA and LGA should have no trouble stimulating enough demand if their perimeter restrictions are dropped.

The implications to EWR and BWI are far more significant than what exists just as DAL/DFW if those perimeter restrictions exist.

WN's BWI hub could easily take a very large hit in traffic if DCA perimeter restrictions are removed while WN would be marginalized in NYC if they have to serve the entire NYC market from the relative handful of slots they have at EWR and LGA.