[CORRECTION, Aug. 11: The last line of this Dispatch was updated to eliminate an inaccurate description. AmTrav’s findings are that American Airlines’ NDC fares beat the GDS fares “33 percent of the time for Main Cabin and 93 percent of the time for Main Cabin Flexible.”] Last month, United Airlines chief commercial officer Andrew Nocella…
The Wall Street Journal on Monday caught up to the significant changes at American Airlines. The article hit several themes covered in the trade press over the last six months. Its headline and sub-headline reflect the debate over whether AA is responding to the changed business market or trying to remake it. Raymond James analyst…
We broke the news on December 1 but it’s still sinking in. After hearing no mention of it on investor calls, we tried to contact the loquacious JPMorgan Chase analyst Jamie Baker to talk about it. We didn’t get a hold of him. This week, Baker told AA, “It feels as if you are taking…
Before the pandemic, American Airlines crowed about adding to its sales force and growing market share in corporate travel. Conditions have changed. Both corporate travel and airline capacity growth are depressed. Improving profitability and paying down debt are top priorities. After cutting back last year on customer benefits including perks and discounts, now AA is saying goodbye to its…
[UPDATE, Jan. 26, 2023: This article did not properly describe ARC’s Direct Connect initiative; its definition is updated below.] We start with some good news. ARC president and CEO Lauri Reishus told attendees to The Beat Live in December that the pandemic caused fewer travel agency closings than ARC had anticipated. Back in 2020, Reishus…
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