Using the updated T2 data we updated our US airline ASM model.
The race among the big three is intense. A revitalized United is chasing Delta. American seems to have lost its mojo. Looking at the big four, they create a fortress market. It will be very interesting to see who MOXY impacts the most, if anyone at all.
Among the next tier it is clear that JetBlue deserves great respect for being “new” to the market and has eclipsed veteran Alaska in size. Indeed being #5 in the US is an impressive accomplishment. As JetBlue casts its eyes to Europe, it is clearly going to grow.