Greetings from Dallas. Today is Southwest’s investor day, and I have made the trek to join analysts and media to hear what the airline is planning to right the ship. No matter what it is, I can guarantee that Elliott will not be impressed. They said that quite bluntly and colorfully in a letter to shareholders sent two days ago. But then, Southwest punched back. Anyway, the point is… this should be a lot of fun.
But there’s no need to get into all that today. You’ll hear a whole lot more about this from me on Monday after I’ve had time to soak it all in. This is a long way of saying that with my travel plans this week, I ran out of time to put together a decent Thursday post.
Fear not. If you’re looking for new content, you need to turn no further than The Air Show where Jon Ostrower, Brian Sumers, and I this week dove into what we think could happen as Alaska and Hawaiian move toward integration.
I was focused on the whole dual brand strategy and what that might mean. Jon, naturally tackled fleet. And Brian dug into the future frequent flier program. It’s an action-packed half hour, and I didn’t even get to say everything I was thinking.
So, have a listen this week, and next week, get ready for a whole lot more on Southwest.
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