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United is just getting more in line with what Delta has been doing. ie pulling the airline down over the winter compared to the summer.WorldTraveler said:UA has just announced they will reduce capacity to/from NRT by 17% over the winter.
It is clear the weakness is not just DL and not just HND.
my understanding is it is 1x NRT-IAH going from daily 777 to 3x weekly 787 for the winter. 1x SFO-NRT 744 going to SFO-HND 787. Also because it is a YOY reduction you can also count LAX-NRT going down to a 787 from 777 and NRT-HNL going 2x 777 from 2x 744s.WorldTraveler said:UA is pulling far more capacity out of Japan they are out of the rest of their system. This isn't a "balanced" effort.
and these cuts are far deeper than the seasonality that DL has in its schedules.
They haven't that i have seen.FWAAA said:People are asking on Flyertalk whether DL has sought DOT permission to suspend SEA-HND for six months - I looked at the Regulations.gov website and couldn't find any recent filings by DL, but I suspect that a polling letter might draw an objection from HA, which wants more slots to move more Japanese tourists to the islands (hardly benefiting any USA business travelers). Anybody know whether DL has begun a dormancy request?
WorldTraveler said:all DL has to do is operate a couple flights during the Christmas season and the route doesn't become dormant.
All they have to do is fly one trip before 90 days AFAIK.
HA can try to gain frequencies but they run a sizable average fare deficit to carriers that operate HNL to NRT. At some point, they will come to grips with the reality that their costs are not low enough for them to make money on the kind of fares they are getting.
Their Pacific expansion has been unprofitable and the only choice they have is to cut, not add.
Japan's economy is the weakest and DL has repeatedly shown it will give HA no room in the Japan market.
DL's schedules are also showing they are adding back flights in Japan-Hawaii markets.
a few day out of the month are coming back for HNL-NGO/FUK. Slow down just a little.
adding more flights doesn't solve that problem for HA.
WorldTraveler said:on a percentage basis, UA's reductions in its US-NRT schedules are already greater than DL's... in addition, UA is decreasing its intra-Asia flying by a greater percentage than DL as well.
where do you get that? What intra-Asia flying is UA cutting? Delta has cut a ton.......
you are free to "size" the cuts as you wish but UA's reduction in Japan capacity is larger than DL's and it is logical considering that UA has a JV partner but DL does not.
Do you have YOY comparisons? Quick math says they are both about the same.
DL was also profitable flying the Pacific last year in the first quarter while UA was not, in part because DL has lower costs.
*rolls eyes* here we go again......
DL recognizes they must restructure their Pacific network but they are doing it from a position of strength esp. in the US-Japan market, and not weakness.
As with other markets, DL recognizes the strategic changes that are taking the necessary steps to NOT get behind the 8 ball and be forced to react.
Time for you to show your math, Skippy.WorldTraveler said:on a percentage basis, UA's reductions in its US-NRT schedules are already greater than DL's... in addition, UA is decreasing its intra-Asia flying by a greater percentage than DL as well.
you are free to "size" the cuts as you wish but UA's reduction in Japan capacity is larger than DL's and it is logical considering that UA has a JV partner but DL does not.