PTT美食旅遊區 / Aviation (航空板)

UA CEO:未來美國只有兩家全服務航空佔領主導地

看板Aviation (航空板)作者時間3周前 (2025/11/23 16:44), 3周前編輯推噓15(15推 0噓 32→)
留言47則, 24人參與, 3周前最新討論串1/1
https://www.hindustantimes.com/world-news/us-news/united-airlines-ceo-scott-kirb y-takes-shot-at-american-airlines-predicts-only-two-industry-leaders-everyone-el se-101763767558137.html https://reurl.cc/1k0NVD ByShirin Gupta Published on: Nov 22, 2025 08:48 am IST United Airlines CEO Scott Kirby has directly questioned the lonf-term viability of American Airlines and speaks of the future of the U.S. airline industry United Airlines CEO Scott Kirby has made a striking forecast about the future of the U.S. airline industry, and in doing so, directly questioned the long-term viability of American Airlines. Scott Kirby, chief executive officer at United Airlines Holdings Inc., Photogr apher: Aaron Schwartz/CNP/Bloomberg(Bloomberg) In his latest remarks, Kirby insisted that only two “brand-loyal” full-service airlines will remain dominant, naming United and Delta, and implicitly excludin g American. “everyone else … is sort of competing for spill traffic.” During a recent appearance on the “Airline Confidential” podcast, Kirby stated that he expects the industry to consolidate into major, revenue-diverse, full-s ervice carriers. According to him, “everyone else … is sort of competing for s pill traffic.” Kirby suggested that many other airlines, including American, are running unprof itable parts of their network. He argued that because American is not part of this “brand-loyalty” group, it may soon be forced to cut unprofitable routes or face serious financial strain. “I can find at every single one of them [airlines], a double-digit percentage o f their route network that loses money,” he said during United's Q2 earnings ca ll in July 2025, as reported by The Street. Kirby has also taken aim at low-cost and ultra-low-cost airlines in his previous public interviews. He has labelled the “budget airline model” as “dead,” cr iticizing the hidden-fee structure and arguing that such carriers lack the brand loyalty needed to survive long term. United's aggressive business expansion Kirby's remarks come as United aggressively started expanding at key hubs earlie r this year, especially Chicago O'Hare (ORD). According to Aviation A27, United is increasing its daily departures at ORD as it captures more local and connecti ng market share. He has reportedly told United pilots that American could eventually be squeezed out of Chicago, suggesting what he views as a long-term strategic edge. CEO Robert Isom vs CEO Scott Kirby Kirby was asked to depart American in 2016 because of conflicts in the executive suite. As president, Robert Isom replaced him. Kirby was then appointed preside nt of United and later promoted to CEO, where he oversaw a change that has cause d United to overtake American and challenge Delta as the industry leader. After Kirby departed from American, he has repeatedly made comments about United being a premier airline and saying American is not. In Q1, American Airlines CEO Robert Isom finally replied to his comments and s aid, “I worked for Scott and with Scott for a long time,” said Isom. “I’ve s een him be right on a lot of stuff. He’s a brilliant man. I’ve seen him wrong on a lot of stuff. In this case, he’s dead wrong.” He further added, “Scott says this kind of stuff I’m sure, because he would li ke nothing better than to not have American Airlines as a competitor. We’re a p remium product competitor.” In earlier CEO exchanges, Isom also accused United of painting an overly rosy pi cture of its strength, while insisting American’s growth, particularly in its Sunbelt hubs, is real and sustainable. Kirby's argument is based on the idea of “brand-loyal airlines.” The carriers that command repeat customers who prefer their brand over competitors are in his stage. He believes that in a cost-pressured and competitive market, only airlin es with a strong customer base and diversified revenue will survive and thrive. UA CEO Scott Kirby表示 未來在美國將只有兩家全服務航空公司處於市場主導地位 這兩家航空公司就是UA跟DL 也對前東家AA的生存能力產生了質疑 並表示未來沒有做到品牌忠誠度 以及在成本、聯網以及轉機流量無法做到頂尖的航空公司將會被淘汰，只能搶剩下的客人 (個人覺得 應該是指 以價格優先沒有忠誠度的客人 ) 也提到UA跟AA同一個樞紐芝加哥ORD機場，UA積極擴張鞏固轉機優勢 但AA的執行長則反駁他的論點 以上是本則新聞大致上的內容 UA CEO 尻洗前東家 確實疫情之後 服務下降 藉由AI找尋一些資料 AA現在的兩位大頭都是US出身的 擅長於成本控管... 嗯... 讓我想到了馬會計 南廉航... -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 111.82.177.239 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Aviation/M.1763887481.A.A8C.html
推
11/23 17:08, 3周前 , 1F
我一直不懂UA怎麼那麼好意思說自己比其他ULCC優秀，他
11/23 17:08, 1F
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11/23 17:08, 3周前 , 2F
們BE是美國前五大業者中唯一不能帶登機箱的，價錢也沒
11/23 17:08, 2F
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11/23 17:08, 3周前 , 3F
比較便宜
11/23 17:08, 3F
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11/23 17:17, 3周前 , 4F
可是我覺得A321neo 還是沒有IFE, 就很誇張了 印象中 聯
11/23 17:17, 4F
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11/23 17:17, 3周前 , 5F
合跟大魔王都有
11/23 17:17, 5F
推
11/23 17:35, 3周前 , 6F
你是說AA的321neo嗎？AA的路線很明確，國內線除非是原
11/23 17:35, 6F
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11/23 17:35, 3周前 , 7F
本用321T的，還有少數用787/777的高運量，其他一律旅
11/23 17:35, 7F
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11/23 17:35, 3周前 , 8F
客自己用機上網路串流。現在行動裝置非常普及，沒裝I
11/23 17:35, 8F
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11/23 17:35, 3周前 , 9F
FE的確賣相不好，但美國國內線會在意那個小螢幕的人應
11/23 17:35, 9F
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11/23 17:36, 3周前 , 10F
該是越來越少了
11/23 17:36, 10F
推
11/23 17:40, 3周前 , 11F
R1-4 請修正一下
11/23 17:40, 11F
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11/23 17:58, 3周前 , 12F
看不出 UA 能成為那唯二之一的理由
11/23 17:58, 12F
推
11/23 18:15, 3周前 , 13F
沒有IFE沒差，沒網路才是落漆
11/23 18:15, 13F
推
11/23 19:03, 3周前 , 14F
UA真的鳥
11/23 19:03, 14F
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11/23 19:43, 3周前 , 15F
那兩家是達美和AA
11/23 19:43, 15F
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11/23 19:44, 3周前 , 16F
要帶登機箱就不要買BE 真的不差那一點錢
11/23 19:44, 16F
※ 編輯: abian746 (111.82.177.239 臺灣), 11/23/2025 19:58:30
推
11/23 21:48, 3周前 , 17F
這類的豪語以前我也聽過血紅姐講過。
11/23 21:48, 17F
推
11/23 23:43, 3周前 , 18F
hTC既視感
11/23 23:43, 18F
推
11/23 23:46, 3周前 , 19F
達美：他們在吵什麼？
11/23 23:46, 19F
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11/24 00:02, 3周前 , 20F
美籍三家都是靠信用卡公司在賺錢的，五十步笑百步。
11/24 00:02, 20F
推
11/24 05:19, 3周前 , 21F
有理想很好，只是現實上很難。大部分迷失的客人都是對自
11/24 05:19, 21F
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11/24 05:19, 3周前 , 22F
己錢包忠誠，才沒有品牌迷思。美國國內線定位就是空中長
11/24 05:19, 22F
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11/24 05:19, 3周前 , 23F
途巴士，有沒有螢幕不重要，大家都看自己的手機或平板內
11/24 05:19, 23F
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11/24 05:19, 3周前 , 24F
容。
11/24 05:19, 24F
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11/24 05:20, 3周前 , 25F
多打了迷失的三個字份，囧
11/24 05:20, 25F
推
11/24 07:25, 3周前 , 26F
國內線沒有螢幕真的沒差，那個破爛解析度和反應比
11/24 07:25, 26F
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11/24 07:25, 3周前 , 27F
自己用行動裝置差多了，現在人手一台MacBook or i
11/24 07:25, 27F
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11/24 07:25, 3周前 , 28F
Pad ，耳機用藍芽無線，體驗好太多，另外AA明年20
11/24 07:25, 28F
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11/24 07:25, 3周前 , 29F
26/1開始跟進DL會提供免費wifi了
11/24 07:25, 29F
推
11/24 07:26, 3周前 , 30F
復興也都曾有過雄心壯志了，UA老闆有豪語很正常啊
11/24 07:26, 30F
推
11/24 09:04, 3周前 , 31F
雖然UA不怎樣但AA近況確實更糟
11/24 09:04, 31F
推
11/24 09:51, 3周前 , 32F
但AA看起來更廢耶
11/24 09:51, 32F
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11/24 10:25, 3周前 , 33F
AA：我有Flag carrier的光環啊……
11/24 10:25, 33F
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11/24 10:25, 3周前 , 34F
雖然美國並無官方定義的Flag carrier
11/24 10:25, 34F
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11/24 11:28, 3周前 , 35F
AA近幾內的決策沒一個是好的，只能當老三了
11/24 11:28, 35F
推
11/24 11:44, 3周前 , 36F
AA確實在各項軟硬體上都輸給DL、UA，再加上AA最近一些策
11/24 11:44, 36F
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11/24 11:44, 3周前 , 37F
略都失敗，負債又高，就算不會倒但也確實落後DL UA一大截
11/24 11:44, 37F
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11/24 11:48, 3周前 , 38F
11/24 11:48, 38F
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11/24 12:51, 3周前 , 39F
UA AA一樣爛 DL還好一點
11/24 12:51, 39F
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11/24 13:03, 3周前 , 40F
美籍就那樣 要不是市場沒開放 早就倒得一家不剩
11/24 13:03, 40F
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11/24 22:01, 3周前 , 41F
美國都是flag carrier 技術上來說
11/24 22:01, 41F
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11/24 22:01, 3周前 , 42F
名義上則是不存在
11/24 22:01, 42F
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11/25 00:35, 3周前 , 43F
AS：我們不載旗，我們載人頭
11/25 00:35, 43F
推
11/26 12:12, 3周前 , 44F
以亞洲的標準來看美國一家全服務都沒有吧(笑)
11/26 12:12, 44F
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11/26 19:34, 3周前 , 45F
美籍是全服務航空搶廉價航空市場推出類似產品
11/26 19:34, 45F
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11/26 19:34, 3周前 , 46F
只要不是買最便宜的票 都是全服務
11/26 19:34, 46F
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11/26 19:34, 3周前 , 47F
雖然國內線早就沒有給吃的啦
11/26 19:34, 47F
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