How is the absence of Spirit Airlines going to impact the ULCC segment? As we noted in the previous post, the Network carriers are best placed to exploit the growing bleisure market. The market is continuing to adjust, Spirit’s absence…
The definitive shutdown of Spirit Airlines in early May has sent shockwaves through the regional commercial aviation sector. Driven by accumulated debt and the collapse of a federal bailout package, its sudden exit removed a critical volume of Available Seat…
Frontier’s Q1 results will draw more attention than usual due to the recent shutdown of Spirit Airlines. The narrative centers on two competing forces: the structural upside from Spirit’s exit and the near-term pressure from spiking fuel prices. Early retirement…
Spirit Airlines, already on shaky financial grounds, has become the first airline victim of the Netanyahu/Trump war with Iran. The dramatic increase in fuel costs after the war began became too much for Spirit to profitably operate given its existing…
The Spirit Airlines/US Government story seems to keep percolating. There has been bipartisan opposition to this deal, and for good reasons. There is nothing more frightening than hearing these words, “I’m from the government, and I’m here to help.” This…
This is, and never has been, a boring industry. However, this news is in a whole other category. We are on record as being against state-owned airlines. The Trump administration is reportedly nearing a deal to inject up to $500…