Fortune | FORTUNE 09月18日
航空业高管就低成本航空的未来展开辩论
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在假日旅行季前夕,联合航空和边疆航空的CEO们因对低成本航空行业的看法不同而引发争议。边疆航空CEO巴里·比弗反驳了联合航空CEO斯科特·柯比关于精神航空和整个低成本航空业将走向终结的言论。比弗认为美国存在航班供应过剩的问题,并以诺德斯特龙CEO允许顾客从沃尔玛购买牛仔裤来类比联合航空对低成本航空的看法。他强调了边疆航空吸引价格敏感型旅客的能力及其成本优势,而联合航空CEO则批评低成本航空的“得罪客户”的商业模式。尽管低成本航空面临挑战,边疆航空在2024年实现了四年来的首次盈利,并预计将在2026年重返盈利。

✈️ 航空业高管的言论交锋:边疆航空CEO巴里·比弗公开反驳联合航空CEO斯科特·柯比关于精神航空和低成本航空业将走向终结的预测,称其为“可爱”的言论,并指出美国航空市场存在航班供应过剩的问题。

📉 低成本航空的商业模式辩论:联合航空CEO斯科特·柯比批评低成本航空的商业模式,认为其“得罪客户”,并对边疆航空CEO巴里·比弗关于低成本航空是“大公司剩余运力”的说法进行了反驳,将其比作诺德斯特龙CEO允许顾客从沃尔玛购买牛仔裤。

💰 成本与市场定位的差异:边疆航空CEO巴里·比弗强调了边疆航空的成本优势(每可用座位英里成本7.50美分,不含燃油)以及其吸引那些可能选择不飞行或在其他方面节省开支以在高档酒店消费的旅客的能力。

📈 低成本航空面临的挑战与机遇:文章指出,低成本航空近年来因成本上升、监管要求和消费者偏好转变而面临困境,但边疆航空在2024年实现了四年来的首次盈利,并预计将在2026年重返盈利,尽管其在2024年前六个月报告了净亏损。

The CEOs of United and Frontier airlines are creating turbulence of their own just ahead of the holiday travel season.

Barry Biffle, the CEO of low-cost carrier Frontier, shot back at his United counterpart Wednesday for his comments predicting the end of Spirit Airlines and the budget flight industry as a whole. 

“That’s cute,” Biffle said Wednesday at the travel-centric Skift Global Forum, CNBC reported.“If he’s good at math, he would understand that we have a [flight] oversupply issue in the United States.”

Biffle came to Spirit’s defense after United CEO Scott Kirby said the low-cost airline, which declared bankruptcy for the second time this year, was going to go out of business. When asked at a conference last week why he was so sure, Kirby replied, “Because I’m good at math.”

Biffle’s ambition to have Frontier surpass Spirit as the top ultra-low cost carrier would make him the “last man on a sinking ship,” Kirby added.

In addition, when asked whether low-cost airlines like Frontier survive based on extra capacity left over by larger carriers like United, Biffle didn’t mince words.

“That’s like the CEO of Nordstrom saying ‘I allow customers to buy jeans from Walmart.’”

Biffle claimed Frontier is attracting people who may not have flown otherwise, or who are trying to save on flight costs so they can spend big on other items like luxury hotels. Biffle also bragged about Frontier’s lower costs: 7.50 cents per available seat mile, not counting fuel, compared with a higher 12.36 cents for United. 

United Airlines and Frontier Airlines did not immediately respond to Fortune‘s request for comment.

United CEO’s conflict with low-cost flying

Kirby has lambasted low-cost carriers for years, and last week he again tore into their economic model and the myriad add-on fees for everything from a carry-on bag to priority boarding, saying “you can’t have a business model predicated on ‘screw the customer.’” United, for its part, introduced paid priority board seating for some customers in 2018. 

Low-cost carriers have struggled over the past few years thanks to rising costs, regulatory demands, and a shift in consumer preferences. The competition from larger carriers, many of which have introduced basic fares that compete with low-cost carriers, has also dealt a blow to these airlines. 

Frontier was profitable for the first time in four years in 2024, but reported a net loss for the first six months of this year. The company was in the red to the tune of $70 million in the second quarter, but predicted higher unit revenue growth in the third quarter would lay the foundation for a return to profitability in 2026.

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航空公司 低成本航空 航空业 United Airlines Frontier Airlines Spirit Airlines CEO 商业模式 航空旅行
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