October 2nd 2025 2:00 PM - 2:45 PM (ET)
US Airlines: Large Travel Consultant Discusses Demand, Fares, and Capacity
Tickers: ULCC, Spirit Airlines, UAL, LUV, JBLU, ALGT, AAL, DAL, EZJ:LN, RYA:ID, IAG:LN, LHA:GR
Sector: Industrials
Agenda
  • What recent changes in passenger demand are most notable since 2Q, and do trends differ between domestic and international markets and domestic versus leisure?
  • Has Southwest been successful in its revenue initiatives, and what impact has it had on industry fares? Has Spirit's Chapter 11 had any impact on the fare environment?
  • How have booking windows shifted in recent months, and what does this signal for near-term revenue visibility?
  • Have there been any notable share shifts among airlines? Has American's product improvement strategy yielded any share gains?
  • What is the capacity outlook over the next six months? Are there any pockets of accelerated growth?
Advisor   show bios
Founder and CEO, Partnership Travel Consulting
Moderator
Parag Pande

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