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Analysts bullish on US airlines as travelers prepare for 'jailbreak'


Analysts bullish on US airlines as travelers prepare for ‘jailbreak’
Carriers eye breakeven operations amid rapid domestic reopening, but fewer flight options possible
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U.S. airlines see light at the end of the pandemic tunnel, but need to make many changes to their business model to grow again. (Photo: Jim Allen/FreightWaves)
The U.S. domestic airline industry is moving toward recovery from the pandemic faster than  previously estimated, although changes to route networks will make some destinations more difficult to reach for passengers and cargo shippers, according to analysts and executives. 
Consumer eagerness to travel has some carriers predicting they will soon break even from an operating standpoint and some market analysts saying consensus growth projections are too conservative.  ....

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US Domestic Air Travel to Make Full Recovery by Early 2022, According to Oliver Wyman


US Domestic Air Travel to Make Full Recovery by Early 2022, According to Oliver Wyman
Pent-Up Demand and Access to Vaccines Creating Faster Than Expected Rebound
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NEW YORK, April 5, 2021 /PRNewswire/
 Leisure travel in America will push the US domestic airline industry to a COVID recovery by early 2022 according to a new report from consulting firm Oliver Wyman.
A year ago, we would have thought that a full domestic recovery in this timeframe for the US was almost impossible, but the combination of pent-up demand, economic stimulus, and access to vaccines is making a difference,   said Tom Stalnaker, a partner and global aviation practice leader at Oliver Wyman. We are still far from a full recovery for the overall industry, but we expect some of the airlines to start turning cashflow positive in a matter of months, particularly in the US. ....

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