Articles tagged “North America”

In part one, Gordon Smith and Jay Shabat discuss why Southwest has cut its revenue outlook so drastically for the current quarter. In part two, we take stock for our…

Suddenly, Southwest Airlines is under attack, not by a competitor, but by an activist investor demanding big changes. Elliott Management, best known for a years-long bond battle with Argentina’s government,…

In part one, Gordon Smith and Jay Shabat discuss a fascinating week at Southwest, as the low-cost carrier navigates the challenges of a very vocal new activist investor. In part…

It’s shaping up to be a great summer for U.S. airlines. Strong demand. Constrained supply. Moderate fuel prices. Yet struggles are rife—from American’s distribution missteps to Southwest’s costs concerns, to…

It was once a champion. Now it’s in critical condition. Spirit Airlines is losing dangerous amounts of money, prompting concerns about its future. The airline itself says it’s a long…

Gordon Smith and Jay Shabat explore two big topics in this week's episode. In part one, we examine what Spirit Airlines' Q1 numbers mean for the future direction of the…

With earnings season well underway, Gordon Smith and Jay Shabat examine the key trends and finer details from JetBlue and Volaris - two of the largest low-cost carriers in the…

Fresh out of United's Q1 earnings call, Gordon Smith and Jay Shabat discuss the headline numbers and critical trends facing the U.S. carrier. Don't forget, you can find a full…

First quarter earnings season is now underway, with Delta as usual ringing the opening bell. The esteemed airline from Atlanta again delivered strong profits, aided some by lower fuel prices…

American Airlines has got problems. There’s no disputing that. It shows in its lagging margins. But does it have solutions?