Southwest Strategic Opportunity
If you have over 100 aircraft scheduled for delivery in 2020/21 and a further 106 that are currently inactive then you have plenty of capacity. But where do you operate those aircraft?
Southwest seems to have found part of the solution with their recent announcement of entering the Chicago O’Hare (ORD) and Houston Intercontinental (IAH) markets from early next year.
It’s a bold, brave and potentially brilliant strategic step by Southwest at a moment when competitors will struggle to respond. But what’s behind the move and what does the data tell us about Southwest’s plans.
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