Delta to add more flights at SEA
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FrugalFlyerv2.0
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Interesting that DL is adding 2 daily SEA - YYC. Taken together with AS and AC, that should be about 6 daily flights between the two cities. On one hand, DL does codeshare with WS so it may look as a natural destination to add, as well as an attempt by DL to try to capture/connect the Canadian oil business with DL's Asian flights out of SEA. But on the other hand, WS aready codeshares with Korean, JAL, CX, China Eastern and China Southern, so WS customers already have an option to Asia and I assume AC customers probablly won't flock to DL.
WorldTraveler
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it should be pretty clear that DL is not just going after the Asian traffic but also duplicating AS' key markets from SEA regardless of the amount of int'l traffic on those routes.
GEG has a fairly small amount of int'l traffic but DL is starting it. OGG and BZN are not focused on Asia.
In return, AS is adding 11% more capacity to SEA in order to try to maintain its market share but in the process they will dilute their yields.
I'm sure they are trying to justify every gate they can get their hands on or have access to now but all the indications are that SEA is willing to accommodate DL's requests for growth.
http://finance.yahoo.com/news/alaska-airlines-increase-seattle-departures-190000455.html
The beneficiaries are the customers in SEA and the PNW who will have access to far more service and lower fares than they have seen in many years.
GEG has a fairly small amount of int'l traffic but DL is starting it. OGG and BZN are not focused on Asia.
In return, AS is adding 11% more capacity to SEA in order to try to maintain its market share but in the process they will dilute their yields.
I'm sure they are trying to justify every gate they can get their hands on or have access to now but all the indications are that SEA is willing to accommodate DL's requests for growth.
http://finance.yahoo.com/news/alaska-airlines-increase-seattle-departures-190000455.html
The beneficiaries are the customers in SEA and the PNW who will have access to far more service and lower fares than they have seen in many years.
Kev3188
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(small) Point of order: If memory serves, SEA-OGG isn't "new" per se, but was flown up until not all that long ago. Maybe with 753's?
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Yes, you are right, sir.
It was also a PMNW route, IIRC.
Yet, DL is building in SEA using all of its strengths, a number of which came from NW.
But the AS relationship also originated with NW as well. DL had other ideas about where it should go and DL has enough strategic strength to ensure that its strategic objectives are met or else deploy other options.
ensu
That doesn't just apply to the PNW and SEA but elsewhere on DL's system.
In the fallout of the slot divestiture, fall of Wright, and gate swaps, and in an increasingly globalized airline industry, DL will be moving forward with several key int'l and domestic initiatives that will allow DL to keep climbing.
It was also a PMNW route, IIRC.
Yet, DL is building in SEA using all of its strengths, a number of which came from NW.
But the AS relationship also originated with NW as well. DL had other ideas about where it should go and DL has enough strategic strength to ensure that its strategic objectives are met or else deploy other options.
ensu
That doesn't just apply to the PNW and SEA but elsewhere on DL's system.
In the fallout of the slot divestiture, fall of Wright, and gate swaps, and in an increasingly globalized airline industry, DL will be moving forward with several key int'l and domestic initiatives that will allow DL to keep climbing.
WorldTraveler
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one investment analyst believes ALK will face enough yield pressure due to DL's buildup at SEA that they are adjusting their recommendations on ALK stock:
Stifel’s Joseph DeNardi explains why he downgraded Alaska Air:
We are downgrading Alaska to a Hold rating as we believe shares are appropriately valued relative to the risk associated with Delta’s capacity growth plans in Seattle…The competition in Seattle between Delta and Alaska is perhaps the most talked about issue in the industry right now, so our downgrade is not based on something that isn’t known to the market….While we remain optimistic regarding the prospects for the industry as a whole over the next few quarters and longer-term, we believe the competitive capacity risk facing Alaska offsets potential upside.
Stifel’s Joseph DeNardi explains why he downgraded Alaska Air:
We are downgrading Alaska to a Hold rating as we believe shares are appropriately valued relative to the risk associated with Delta’s capacity growth plans in Seattle…The competition in Seattle between Delta and Alaska is perhaps the most talked about issue in the industry right now, so our downgrade is not based on something that isn’t known to the market….While we remain optimistic regarding the prospects for the industry as a whole over the next few quarters and longer-term, we believe the competitive capacity risk facing Alaska offsets potential upside.
