IP InterviewPublished September 24, 2020
US Flag Carrier Airlines: Culture, Margins, and Business vs Leisure Travel
inpractise.com/articles/us-airlines-carrier-
Executive Bio
Fred Reid
Former COO at Delta Air Lines and Former Global Head of Transportation at Airbnb
Why is this interview interesting?
- Impact of US airline consolidation on pricing
- How legacy carriers are positioned versus low and ultra-low cost carriers
- The DNA of Delta vs United and Southwest vs Ryanair
- Potential responses from airlines if 10% to 20% of business travel is lost permanently
- Core levers airlines can pull to manage margins
- The average operating margin for first, business, and economy class for US airlines
- Outlook on the industry structure
- How Airbnb was approaching integrating airlines into the core product and the future distribution of air travel
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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