But the question was asked about FR&LS vs EZY at LBA specifically. FR&LS are scale operators at LBA and EasyJet are not. They operated a handful of flights and I would be amazed if their seat costs on LBA-PMI for example were lower than Jet2. Even if they are, the other point is that Jet2...
FR and LS have been here for years
They have built up millions of data points about pricing and demand and know the market
They are based carriers, operating at scale, meaning they have all sorts of cost advantages
They have a lot of capacity on popular routes and can easily afford to attack new...
Infrastructure investors tend to look at long term. 5,10 years. They are used to looking through market dips and will try and focus on long-term "fundamentals" as they refer to it. If the market shrinks for a while because of fuel prices, consumer confidence or whatever, then their question...
According to the CAA, the airport was 8% busier in May 2026 vs May 2025. An increase of about 40,000 passengers. UK airports overall grew by just 1%.
This was all known about at the start of the summer season when the start of season ACL report was issued. It was well reported here -...
How much more expensive is a Starbucks at LBA compared to the high street? I think anyone who knows how the airport / airline business works would expect the airport price to be higher - that’s just inevitable - so it’s just a question of how much more is reasonable I guess.
Very unlikely to be a few months. To commit to a base, they will need to recruit local crew, put in place service contracts with ground handling etc as well as giving enough lead time to sell the seats. TUI put summer 2027 on sale in March 2026, so more than a year before flying starts so...
True . But based aircraft rarely just turn up out of the blue . It often involves a legal contract between the airport and the airline that commits to x passengers over y years. The airport would have more than enough notice to build what’s needed.
LBA is an exception because the Jet2 operation is huge relative to the size of the airport. Jet2 from LBA is broadly similar to Jet2’s operation from BHX and STN, meaning its massive for an airport handling 4.5m in total. That inevitably makes it hard for someone like TUI to compete as they...
On the basis the airport - for good reason - are usually very tight lipped about their commercial relations, what are we realistically expecting from the consultative committee?
Thanks for taking the time to explain the process. I suppose the key thing to it then is how accurate seat-maps are as a way of estimating load factors. I suppose if they are checked close to departure, they will be updated with the seats that are allocated at check-in for people who haven't...
Good analysis Yorkshire Lad. How are you coming up with the splits when you have more than one airline on the same route - e.g. how do you identify Jet2's CDG passengers from Easyjet's? And how do you cope with changing aircraft size (Jet2 using 733 vs 738, Ryanair using Max-8 vs standard...
IAG reported their quarterly results a couple of weeks ago. Considering how much of their profitability comes from North Atlantic routes then they give a good insight into the state of the market. To be fair their message has been consistent with others, which is that demand has reduced...
Not really. The report clearly explains this is payment for services provided by the group under an agreed transfer price agreement. These agreements are put in place (and externally audited) precisely to stop the practice of artificially inflating losses in one part of a group in order to...
As a separate UK company, Aer Lingus UK files an annual report at companies house so its all there warts and all really. It looks to me like they make about £12 profit per passenger, which does seem to be well below IAG overall and the Aer Lingus group within IAG (all of which is available in...
Is eastern europe “a huge missing gap” from MAN. It looks to have a good range of destinations and passenger numbers (per the CAA) look reasonable to me. So how are you defining ‘massive’. Unless we know the natural passenger demand to/from greater manchester to these destinations, it’s very...
Of course. And passengers who use Ryanair out of MAN might switch to them. If they are able to offer a daily service on traditionally thin routes then they might hope that the flexibility on offer is a sell. But ultimately it’s a price sensitive market and people naturally compare the options...
They’re down to operate 8 flights
per week as it stands, so they just aren’t providing enough capacity for overall passengers to take a significant hit
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