US Airlines H2 2022 Outlook – Cost & Capacity Control & Demand Expectations

  • Credit
  • Industrials
  • North America


Former airline executive


  • Supply-side capacity discipline, cost pressures and labour update, focusing on core drivers and potential solutions to personnel constraints
  • H2 2022 and 2023 demand expectations – pricing power, margin impacts and resulting capacity dynamics among regionals vs majors
  • Assessment of major carriers, LCCs (low-cost carriers), ULCCs (ultra-low-cost carriers) and potential implications of Spirit Airlines' (NYSE: SAVE) merger offers from Frontier Airlines (NASDAQ: ULCC) and JetBlue (NASDAQ: JBLU)
  • Implications of recession or softening demand on US carriers


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