RDU to LAX
- Thread starter jcw
- Start date
robbedagain
Veteran
- Oct 13, 2003
- 11,125
- 2,676
gonna be interesting to hear the spin on this.. about how bad it is bec its AA and not the mighty widget
topDawg
Veteran
- Nov 23, 2010
- 2,957
- 2,298
Now we wait for WT to tell us how CASM and this stat and this stat will cause Delta to winMAH4546 said:
and You and LDV to say this stat and gates and blah blah will cause American to win
While those of us that have skin in this game watching these little pissing contests like we saw in the 90s..........gearing up for more pay cuts while you guys tell us to shut up and be happy about it. Can't wait......
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #6
I believe AA operated it double daily last summer when switching to US 319s instead of an AA 738
DL upped it to double daily during the summer and then has operated it at less than double daily but more than daily.
DL reduced it to single daily at the same time AA upgraded to double daily again.
It shouldn't be hard to figure out what DL is going to do.
RDU-LAX is typical of one market after another where the new AA is trying to reclaim markets it once operated but abandoned.
let's also remember that DL started BNA-LAX shortly after AA reentered RDU-LAX.
there are a host of LAX markets which DL could upgrade or add.
Also AA is adding Ejets to SFO-LAX as DL adds 717s.
AA's profitability in LAX improved after removing the 762s from the transcon markets although they gave up the title of the largest airline in the JFK/SFO transcon markets to DL.
DOT stats show that average fares in the JFK-LAX market rose for all carriers with AA's reduction in capacity and conversion to the 321T strategy even though overall capacity went up and share shifted to VX and DL.
AA undoubtedly would like to take advantage of the gates that they now have... but DL's average fares from LAX even with the increased flying DL has done within the west coast are higher than AA's.
The difference is not in the domestic marketplace but in the int'l marketplace where DL's higher average fares on its two flights to Tokyo compared to AA and UA are more than enough to make DL the largest airline from LAX to Asia.
so, no, dawg, DL is not engaged in a war that will cost you your paycheck and I don't think AA is going to do that either. DL is building on its strengths and AA would like to do the same.
DL just happens to have a stronger revenue position to build on.
DL upped it to double daily during the summer and then has operated it at less than double daily but more than daily.
DL reduced it to single daily at the same time AA upgraded to double daily again.
It shouldn't be hard to figure out what DL is going to do.
RDU-LAX is typical of one market after another where the new AA is trying to reclaim markets it once operated but abandoned.
let's also remember that DL started BNA-LAX shortly after AA reentered RDU-LAX.
there are a host of LAX markets which DL could upgrade or add.
Also AA is adding Ejets to SFO-LAX as DL adds 717s.
AA's profitability in LAX improved after removing the 762s from the transcon markets although they gave up the title of the largest airline in the JFK/SFO transcon markets to DL.
DOT stats show that average fares in the JFK-LAX market rose for all carriers with AA's reduction in capacity and conversion to the 321T strategy even though overall capacity went up and share shifted to VX and DL.
AA undoubtedly would like to take advantage of the gates that they now have... but DL's average fares from LAX even with the increased flying DL has done within the west coast are higher than AA's.
The difference is not in the domestic marketplace but in the int'l marketplace where DL's higher average fares on its two flights to Tokyo compared to AA and UA are more than enough to make DL the largest airline from LAX to Asia.
so, no, dawg, DL is not engaged in a war that will cost you your paycheck and I don't think AA is going to do that either. DL is building on its strengths and AA would like to do the same.
DL just happens to have a stronger revenue position to build on.
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #8
DL loaded changes to the LAX-RDU schedule this week to reduce it to single daily at the same time that AA upped it to double daily. The chances are high that it will become double daily for both carriers again.
As for the notion that DL is gate constrained and can't grow, the LAX-PVG flight will arrive at the TBIT as does the arrival of LHR-LAX.
apparently, LAWA has no more of a problem allowing DL to use TBIT gates at LAX than it does AA.it
With the launch of LAX-PVG, DL and UA will each be at 5 long haul int'l flights from LAX. AA has 4 and would only increase than number if it wins the LAX-HND and continues to operate LAX-NRT.
also, based on current schedules for this summer, DL is now the 2nd largest carrier at LAX, passing up UA and 13% behind the combined AA/US.
DL is the largest airline from LAX to Latin America based on number of seats and the largest of the US carriers to Asia.
As for the notion that DL is gate constrained and can't grow, the LAX-PVG flight will arrive at the TBIT as does the arrival of LHR-LAX.
apparently, LAWA has no more of a problem allowing DL to use TBIT gates at LAX than it does AA.it
With the launch of LAX-PVG, DL and UA will each be at 5 long haul int'l flights from LAX. AA has 4 and would only increase than number if it wins the LAX-HND and continues to operate LAX-NRT.
also, based on current schedules for this summer, DL is now the 2nd largest carrier at LAX, passing up UA and 13% behind the combined AA/US.
DL is the largest airline from LAX to Latin America based on number of seats and the largest of the US carriers to Asia.
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #11
it is a very useful thread... one of the best there before the changes are picked up on GDSs.
and LAX is a high profile market where it is clear that AA and DL are the two carriers that are going to stay very competitive with each other.
RDU is just one market There are several Florida and Midwest markets that are also part of the issue. And DL chose to add LAX to Texas markets to increase DL's offering with SAT due to start service in a couple months. AUS and DFW are off to a strong start. so far, DL has not jumped into IAH or HOU to LAX.
LAX-LHR is one of the largest markets from LAX and DL jumped into that market.
Asia and the S. Pacific to LAX is also high on the list and DL does have a strong record of success there and that is probably the region where DL has the strongest advantage over AA.
this won't be the last thread or market regarding LAX competition between AA and DL.
and LAX is a high profile market where it is clear that AA and DL are the two carriers that are going to stay very competitive with each other.
RDU is just one market There are several Florida and Midwest markets that are also part of the issue. And DL chose to add LAX to Texas markets to increase DL's offering with SAT due to start service in a couple months. AUS and DFW are off to a strong start. so far, DL has not jumped into IAH or HOU to LAX.
LAX-LHR is one of the largest markets from LAX and DL jumped into that market.
Asia and the S. Pacific to LAX is also high on the list and DL does have a strong record of success there and that is probably the region where DL has the strongest advantage over AA.
this won't be the last thread or market regarding LAX competition between AA and DL.
topDawg
Veteran
- Nov 23, 2010
- 2,957
- 2,298
but not the internal bulletins Delta post the week before it hits the OAG and DeltaMatic.WorldTraveler said:
Again, LAX-RDU is only getting cut back for March. 10x weekly from then on out. (and for the record that is exactly what is says in that thread too. You are just reading it wrong)
On a somewhat related note, CAPA today had a brief commentary on the ongoing competition at LAX, including the latest seat share statistics showing AA as #1 in the market at 19.1% (24.7% domestic), Delta #2 at 16.8% (19.1% domestic), United #3 at 15.8% (19.2% domestic) and Southwest #4 at 13.8% (19.2% domestic), meaning that four airlines will control 2/3 of the market's capacity overall and over 4/5 of it domestically.
WorldTraveler
Corn Field
- Dec 5, 2003
- 21,709
- 10,662
- Banned
- #15
I don't post anything that is on internal documents.
no, I am reading it correctly. I am just noting that AA's move might not be the last.
exactly, confirming that AA and DL are the two global heavyweights at LAX - and it is all the more notable that DL is as high as it is given its supposedly disadvantaged gate position.
further, this is SEAT share, not flown local market share.
btw, execs on AA's earnings call JUST talked about the increasing competitive pressures on AA's network in response to a question from an analyst as to why AAs RASM performance is trailing DL and UA's. ÁA execs cited DFW and other domestic markets as well as in Latin America and LHR.
