Kev3188
Veteran
It's a shallow pool; I wouldn't be surprised to see some intra-industry "recycling" here if Smisek gets the bounce.WorldTraveler said:
UA announces major loss "we lag on revenue"
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WorldTraveler
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why would DL or AA buy UA when they are having as much success as they are just by getting UA customers to defect?
UA's pilots are apparently starting to get restless... sounds like labor related issues during the ESOP all over again.
http://www.thestreet.com/story/12689098/1/exclusive-united-airlines-newark-based-pilot-leaders-call-for-ceos-ouster.html?puc=yahoo&cm_ven=YAHOO
UA's pilots are apparently starting to get restless... sounds like labor related issues during the ESOP all over again.
http://www.thestreet.com/story/12689098/1/exclusive-united-airlines-newark-based-pilot-leaders-call-for-ceos-ouster.html?puc=yahoo&cm_ven=YAHOO
eolesen
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Mulally is retiring from Ford, but not sure he'd want to take on UA after his success there.
Besides, his retirement from Ford will pay considerably more than what UAL could offer him.
The rumors of Jeff being gone within the next 96 hours have been running rampant. And it doesn't help that he just bought almost $800K in stock this week while the price was tanked...
http://www.businessweek.com/articles/2014-04-29/as-united-shares-hit-turbulence-its-ceo-buys-big
If Smisek does get fired, the stock will likely take off, and he'll be able to cash out on both ends: his severance plus a huge increase in his portfolio...
Besides, his retirement from Ford will pay considerably more than what UAL could offer him.
The rumors of Jeff being gone within the next 96 hours have been running rampant. And it doesn't help that he just bought almost $800K in stock this week while the price was tanked...
http://www.businessweek.com/articles/2014-04-29/as-united-shares-hit-turbulence-its-ceo-buys-big
If Smisek does get fired, the stock will likely take off, and he'll be able to cash out on both ends: his severance plus a huge increase in his portfolio...
WorldTraveler
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One analysis now calls for changes to UA's network w/ a reduction in flights
Wolfe Research’s Hunter Keay and Jared Shojaian explain what that might be:
We believe [United Continental] has a structural deficiency relative to peers. We believe this deficiency is partly a result of a network that is too large and uses planes that are not optimized for the routes they serve. We believe in order to fix this problem there must be a willingness to forego revenues in order to save costs. We believe bad IT and poor customer service metrics exacerbated the problem, but good IT and better customer service can’t completely fix it
http://blogs.barrons.com/stockstowatchtoday/2014/05/02/whats-wrong-with-united-continental/?mod=yahoobarrons&ru=yahoo
Wolfe Research’s Hunter Keay and Jared Shojaian explain what that might be:
We believe [United Continental] has a structural deficiency relative to peers. We believe this deficiency is partly a result of a network that is too large and uses planes that are not optimized for the routes they serve. We believe in order to fix this problem there must be a willingness to forego revenues in order to save costs. We believe bad IT and poor customer service metrics exacerbated the problem, but good IT and better customer service can’t completely fix it
http://blogs.barrons.com/stockstowatchtoday/2014/05/02/whats-wrong-with-united-continental/?mod=yahoobarrons&ru=yahoo
WorldTraveler
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Or maybe UA has to figure out how to compete with both AA and DL who are clearing taking traffic from UA.
Given the size of UA as well as DL and AA, it doesn't take either AA or DL each taking a bite here or there very long before the size of the wound gets rather large.
UA's traffic report, guidance, and the industry RJ issue all indicate that it will be a while before UA turns around.
Given the size of UA as well as DL and AA, it doesn't take either AA or DL each taking a bite here or there very long before the size of the wound gets rather large.
UA's traffic report, guidance, and the industry RJ issue all indicate that it will be a while before UA turns around.
WorldTraveler
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UA employees are reporting that their intranet says that US is suspending service to 4 cities in Europe on a winter-seasonal basis:
DUB, BFS, MAN, and FCO.
All of the cities were served from either EWR and/or IAD in the winter of 2014 although some cities were served on a less than daily basis with 757s or 767s
DUB, BFS, MAN, and FCO.
All of the cities were served from either EWR and/or IAD in the winter of 2014 although some cities were served on a less than daily basis with 757s or 767s
WorldTraveler
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and UA will return to SCL - Santiago, Chile.
the Chileans have gravitated to Brazil for a few weeks to celebrate but they do have a strong and growing reason to travel.
UA also is reducing capacity from Tokyo to HNL, retiming its LAX-SYD flight, and increasing the use of 787s to Europe, among others.
http://airlineroute.net/2014/06/14/ua-w14update1/
the Chileans have gravitated to Brazil for a few weeks to celebrate but they do have a strong and growing reason to travel.
UA also is reducing capacity from Tokyo to HNL, retiming its LAX-SYD flight, and increasing the use of 787s to Europe, among others.
http://airlineroute.net/2014/06/14/ua-w14update1/
xUT
Veteran
sCO took over much of the management and operation.
As long as they get their bonuses, they don't care.
IMHO, there is a lot of management finger pointing but no action.
I hope they survive, but they better get their **** together.
As long as they get their bonuses, they don't care.
IMHO, there is a lot of management finger pointing but no action.
I hope they survive, but they better get their **** together.
WorldTraveler
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I am sure there is an element of truth to your comments but the more accurate answer is probably that both CO and UA had structural issues that necessitated a merger and which made it more difficult for either mgmt. to really succeed.
As much as the CO people want to talk about all the accomplishments CO had as a standalone, the reality is that CO was closing to losing most of the advantage it had in 2 BKs. CO's were nearly back to the level of its other legacy peers as the CO workforce reached higher wage levels. Further, the CO and UA networks were both facing far more competition than it had seen in years.
The real sadness with the CO/UA merger has been the very slow speed that mgmt. has recognized the problems and dealt with them as well as the incredible amount of infighting that has taken place between sCO and sUA - at the very least at the level of mindset.
The biggest risk in airline mergers is workforce integration and a big piece of that involves culture. UA and CO were very different companies and yet the mindset was to take a little of each side to try and create something new -and yet even the compromise approaches were not really balanced or well-executed.
yet the bigger issue is that you can deal with cultural and workforce differences if a company is profitable but UA's operational issues and slowness to adapt to the changes in the market has compromised the product and hurt customers who have left in droves to the benefit of other airlines.
UA is now taking steps to fix some of its network problems and the signs are encouraging. Lsbor issues are slowly moving forward but the gap is still huge. Operations are improving but the regional carrier pilot crisis has the potential to cause more pain to UA than other airlines.
let's hope that UA is beginning to turn the tide and better days are ahead. There have been some encouraging signs that mgmt. is beginning to act on a very long to-do list necessary to turn things around.
As much as the CO people want to talk about all the accomplishments CO had as a standalone, the reality is that CO was closing to losing most of the advantage it had in 2 BKs. CO's were nearly back to the level of its other legacy peers as the CO workforce reached higher wage levels. Further, the CO and UA networks were both facing far more competition than it had seen in years.
The real sadness with the CO/UA merger has been the very slow speed that mgmt. has recognized the problems and dealt with them as well as the incredible amount of infighting that has taken place between sCO and sUA - at the very least at the level of mindset.
The biggest risk in airline mergers is workforce integration and a big piece of that involves culture. UA and CO were very different companies and yet the mindset was to take a little of each side to try and create something new -and yet even the compromise approaches were not really balanced or well-executed.
yet the bigger issue is that you can deal with cultural and workforce differences if a company is profitable but UA's operational issues and slowness to adapt to the changes in the market has compromised the product and hurt customers who have left in droves to the benefit of other airlines.
UA is now taking steps to fix some of its network problems and the signs are encouraging. Lsbor issues are slowly moving forward but the gap is still huge. Operations are improving but the regional carrier pilot crisis has the potential to cause more pain to UA than other airlines.
let's hope that UA is beginning to turn the tide and better days are ahead. There have been some encouraging signs that mgmt. is beginning to act on a very long to-do list necessary to turn things around.
xUT
Veteran
Apparently, UA does not listen to their customers.
I mean really, why even have a Facebook page that blathers bad experiences.
Even FlyerTalk is kicking UA to the curb!
Wake Up United!
I mean really, why even have a Facebook page that blathers bad experiences.
Even FlyerTalk is kicking UA to the curb!
Wake Up United!
WorldTraveler
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and AA has something to say about UA's entrance back to the Chile market and the home of AA's Latin America JV partner.
more seats
http://airlineroute.net/2014/06/24/aa-dfwscl-sep14/
more seats
http://airlineroute.net/2014/06/24/aa-dfwscl-sep14/
whatkindoffreshhell
Veteran
No, I do not.WorldTraveler said:
All I said was Mulullay was retiring from Ford and going home to SEA.
Why has UA's BOD tolerated this Smisek crap so long? Be gone Jeff!
