The US airline industry has consolidated around a few big brands. But even so, there are interesting patterns to watch. The animated chart below shows ASM growth from 2010 through September 2019.
- Watch the big three jockey for leadership – Delta truly shines
- Despite being #4, Southwest has sufficient critical mass to impact the big three on pricing, proving that disruptors impact even in an oligopoly.
- There is another race among the smaller airlines like JetBlue, Alaska, Hawaiian, and the LCCs.
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
