United, JetBlue Partner to Integrate NYC Area Operations
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JetBlue and American once had a partnership that the regulators forced them to dismantle. Is this partnership with United similar to that, or is it a lower grade version of that? Yeah, it's a much lower grade. So American and JetBlue, I think, were coordinating schedules and things like that. You're not going to have schedules, coordination here. To me, it really looks like United gets a bit more of Kennedy. You know, they get some Kennedy slots, a little bit of access to one of JetBlue's markets. And JetBlue is going to get a little more access to Newark. You know, the Kennedy's got is really dominated by Delta. And I think United can come into that market and probably grab some pretty nice fares. Right, Because typically when you dominate the market like Delta does, a Kennedy or United does in Newark, you command an above average fare out of that market. So United can come in there, probably offer some international flights and probably pick up some really good fares. You know, again, off competition with Delta, where JetBlue will get a little more access to Newark. Spirit Airlines is really prevalent at Newark. So so JetBlue plays that same role over in the Newark airport. And I'm glad you bring up spirit because, of course, JetBlue was hurt by a federal court's decision to block its merger with Spirit Airlines. Does this does this prevent or preclude the need for JetBlue to find another actual partner or M & A partner? Well, I mean, I think long term, JetBlue really, you know, they're sort of an East Coast Caribbean airline. And I think long term, they have to grow into something different from that, either organically or go find something to provide a full offering, you know, to their customers. That's I mean, that's why United helps here, because being able to book and each other's apps and share some of that frequent flier miles means that if you're if you're a JetBlue customer that wants to go to Europe, you can now do it and still get points or potentially use your points for it. So it helps it helps expand their offerings. So I think it helps it. But I still think long term, JetBlue needs a better solution to that. And I don't think this is a full solution.
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