With the new terminal opening in Salt Lake City, could we see them add more flights there? Or Denver?
Denver is pretty saturated. Great location, great airport but Southwest and United have the place covered.
SLC B6 has a pretty decent operation right now. They tried a focus city once to some Cali cities not Long Beach and Delta was ruthless in defending against them. I am sure they want to pick a fight right now as Delta seems more commited to SLC than ever.
I love JetBlue's product, it's amazing compared to the legacies but I am not sure if any new cities from SLC would work. The have in the future 3x LGB, 2x JFK, BOS, MCO, FLL. No big B6 cities left at this point. Maybe they could try AUS ?
You pose the big question for B6 where do they expand NOT on the East coast??
Your last sentence is exactly what I am talking about. I mean, at some point B6 will have to 'attack' one of the fortress hubs of other airlines otherwise they will never manage to penetrate large markets on the other side of the country. The real question is where do they start? Could Seattle be one of the possible candidates?
In the next 2 years, I think they are pretty tied up with expanding at bos and fll. They can reach 200 flights at bos by 2020 by my estimation and 140 flights at fll by 2021. The question has always been what comes after that. With oil prices going higher and economy likely to pop at some point, there will be tougher times for airlines in a couple of years which would create opportunities for airlines that are still doing well. If they can get to 40% market share in bos and commanding position at fll, that will give them a lot of resources to expand into new places.
Assuming b6 is still doing as well as it is vs competitors in a couple of years, the question is where are the opportunities.
I think aa will cut back at jfk. With slot restrictions possibly going away and their plans for new giant terminal, b6 could have huge expansion plans at jfk after 2020. The next is mco where they are moving into a new terminal.
With the new ewr terminal a, b6 would be able to profitably add many flights if they can even get 2 more gates there.
Ua will likely cut back given that they have the lowest margin and least profitable fortress hubs of the legacies. iAd is likely the next best opportunity for b6 given that ua isn’t that committed to it.
Dl will probably cut back on rdu if economy goes south. That would be a good place for b6 to expand from. They already do really well with all the flights they added there.
As faces a lot of pressure in the west coast since their vx purchase. I can see them retreating from sfo if things get bad. If that’s the case, b6 can expand at sfo and make it their next focus city. That would be a very expensive move though.
If ua cuts back from lax in a downturn, b6 could possibly gain more gate space there and expand their operation. Although, I think it’s more likely for them to move their operation to Ontario from Long Beach.
People always talk about Austin. I guess they can set it up as as Mexico + Central America gateway, but they would struggle adding more than 20 flights there.
I am sure they would love to have a bigger presence at den and slc, but I don’t see it happening.