topDawg
Veteran
- Nov 23, 2010
- 2,957
- 2,353
wow again, so much text and saying so very little.WorldTraveler said:I have consistently given you data but you don't want to accept it.
No company gets a 5 year pass on generating revenues on par with its peers because they are going thru a merger.
but you have finally said what I expected all along - that AA would reduce its fleet count - and whether you admit it or not - their headcount as they gain efficiencies from the merger.
I fully recognize and have acknowledged that AA will get to where DL is.
and whether you think AA has no hubs that they could downsize or rationalize, there is plenty of evidence otherwise.
and whether they do or not, AA is simply not generating the revenue growth on par with its peers. Wall Street doesn't care what AA has to cut in order to generate comparable revenues but they do have to get there if they want to be viewed as a viable best in class airline.
you also fail to accept that DL and UA and WN will all be making their own strategic and network changes that will make the bar higher and higher for AA. DL has been carrying the weight of an increasingly less profitable NRT hub for two years now - but DL has managed to be profitable on the Pacific and to grow its system revenue above the legacy carrier average in the process.
by the time AA has a combined res system and can start implementing their strategic plans related to merger efficiencies, DL will have removed 2/3 of the 744 fleet and removed 25% or more of its capacity from Japan, rerouting that capacity to nonstop Japan overflight routes.
DL's performance in NYC and ATL continues to increase. DL's west coast strategies continue to develop.
UA is fixing many of its problems which have left it at the bottom of the industry including rapidly replacing 50 seat jets with large RJs at a rate that is far faster than AA.
WN continues to reshuffle its network to maximize profits and at the same redeploy assets into key AA competitive markets.
so, yes, AA has time to implement its strategic plans but they are still overstaffed compared to their peers and they will have to face an industry which is itself moving forward while much of the competitive efforts are being focused far more at AA markets than those of any other carrier.
Again, If AA has a true overstaffed airline then you should know dept. by dept. breakdowns. You have given us zero data other than AA is not DL. That is it.
and yes, you get a pass on the merger when you are reporting profits almost as large or larger than an airline (DL) who is years and years out of BK and its NW merger. Expecting them to be on Delta's page right now it one of the stupidest things I have ever heard in my life honestly.