Airline Weekly Lounge

Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way.

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01:55 Vegas Market Slump

03:55 Why Visitors Dropped

06:54 Premium Shift and Prices

11:00 Events and Seasonality

12:57 Gambling Competition Theory

16:00 Capacity Correction Debate

17:52 Airline Winners and Losers

19:32 Break and Listener Plug

20:22 San Diego Growth Story

22:09 Alaska vs Southwest Battle

23:14 Why San Diego Appeals

27:20 Airport Constraints and Planning

29:29 California Growth Limits Tangent

34:09 Wrap Up and Skift Forum

35:49 Final Thanks and Sign Off

The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect.

Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we report back from the IATA AGM in Brazil, with the trends that mattered and essential insights from the conference floor.

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00:00 Welcome and agenda

00:35 First impressions in Rio

03:15 United CEO on engines

05:38 Canada market outlook

08:19 Finnair growth and hedging

10:02 JFK Terminal 1 revamp

13:10 Skift events announcement

14:35 IATA wrap and demand trends

16:45 Part two scoreboard kickoff

18:14 Top winners and Copa

21:07 More winners and US rank

25:57 Bottom losers and Frontier

31:07 Fuel market update

34:02 Final wrap and subscribe

Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete.

Presented by WEX.

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Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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00:35 IATA Rio Highlights

03:15 OEM and Engine Anger

10:05 Capacity Crunch Upside

13:58 Demand and Fare Limits

18:45 Fuel Price vs Shortage

22:43 Break and Reset

23:36 Brazil Market Overview

26:07 Triopoly and Bankruptcies

32:06 Why No New Entrants

35:01 Regulation and Gol Long Haul

37:19 World Cup Travel Talk

38:59 Wrap and Subscribe

Gordon and Jay decode the most revealing CEO commentary from the Bernstein investor conference — what executives signaled about capacity, consolidation, and the months ahead. Then they look forward to the IATA AGM, one of the aviation industry's biggest gatherings, and what to watch for.

Presented by WEX.

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Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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00:00 Welcome and Agenda

00:35 Coffee Confessions and Naps

02:14 Bernstein Conference Setup

03:11 JetBlue Buyout Rumors

05:39 Kirby Shuts It Down

08:39 Southwest Take on Mergers

12:42 JetBlue Response and Outlook

16:07 Fuel Prices and Guidance

20:07 Break and Listener Mail

20:30 IATA AGM Rio Preview

21:37 What IATA Is and Why It Matters

25:34 Key Themes Fuel Middle East Sustainability

27:53 Questions to Ask CEOs

32:31 Aircraft Supply Crunch

36:40 Wrap Up and Subscribe

A rough quarter for easyJet has the numbers telling a stark story. In part one, Gordon and Jay dig into a -27% operating margin and the missteps, market pressures, and industry dynamics behind it. In part two, they answer a deceptively simple question: why does Atlanta — not New York, London, or Dubai — top the global rankings for passenger traffic?

Presented by WEX.

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Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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00:00 Welcome and agenda

00:44 EasyJet origins and brand

02:32 Winter losses and margins

04:35 Core markets and bases

08:46 Italy slots and competition

16:20 Summer demand outlook

19:57 EasyJet Holidays growth

23:48 Loyalty plans and wrap

24:37 Atlanta busiest airport intro

27:03 Five reasons Atlanta wins

38:43 Airport design and future

41:45 Closing and IATA AGM plug