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    Shannon Doherty • Deutsche Bank

    Shannon Doherty's questions to Alaska Air Group Inc (ALK) leadership

    Shannon Doherty's questions to Alaska Air Group Inc (ALK) leadership • Q2 2025

    Question

    Shannon Doherty, on for Mike Linenberg, questioned the competitive dynamics and yield environment in Seattle following the international expansion. She also asked for an update on the corporate revenue backdrop, particularly on the West Coast.

    Answer

    CCO Andrew Harrison expressed high confidence in the Seattle hub's success, citing network strength, loyalty, and One World partnerships. He acknowledged that while large tech and manufacturing corporate accounts on the West Coast remain soft, overall business travel has seen a double-digit booking increase recently, and the new global routes are expected to attract more corporate contracts.

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    Shannon Doherty's questions to American Airlines Group Inc (AAL) leadership

    Shannon Doherty's questions to American Airlines Group Inc (AAL) leadership • Q2 2025

    Question

    Shannon Doherty of Deutsche Bank asked about the implications of dropping the lawsuit in Chicago for the airline's schedule and inquired about the potential impact of the Embraer tariff on aircraft deliveries.

    Answer

    CEO Robert Isom described Chicago as a major growth opportunity, stating they have the necessary gate capacity to increase peak departures to over 500 next year. Regarding Embraer, he expressed confidence that any tariff issues will be resolved through government and company negotiations, calling the E175 an exceptional aircraft and noting he does not anticipate long-term delivery problems.

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    Shannon Doherty's questions to Controladora Vuela Compania de Aviacion SAB de CV (VLRS) leadership

    Shannon Doherty's questions to Controladora Vuela Compania de Aviacion SAB de CV (VLRS) leadership • Q2 2025

    Question

    Shannon Doherty, on behalf of Michael Linenberg at Deutsche Bank, asked about demand trends in international markets beyond the U.S., such as Central and South America, and requested a repeat of the number of grounded aircraft in Q2 and the outlook for the full year.

    Answer

    Holger Blankenstein, EVP of Airline Commercial & Operations, noted that recovery trends are visible in both transborder and domestic markets, with close-in bookings enabling yield improvements. CFO Jaime Esteban Pous Fernández confirmed there were 36 grounded aircraft in Q2, with a similar number expected for the rest of the year. He emphasized that this is the 'new normal' and the focus should be on ASM growth, which the company is managing effectively.

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    Shannon Doherty's questions to Delta Air Lines Inc (DAL) leadership

    Shannon Doherty's questions to Delta Air Lines Inc (DAL) leadership • Q4 2024

    Question

    Shannon Doherty asked if the RASM gap between premium and main cabin could remain stable despite growing premium seat mix and inquired about the potential impact of a later Easter on travel patterns in the March and June quarters.

    Answer

    President Glen Hauenstein confirmed that Delta's 2025 plan assumes a continued premium revenue growth trajectory, with potential upside coming from an acceleration in main cabin performance. Regarding the calendar, he noted a later Easter is generally positive for the overall spring season as it lengthens the peak travel period.

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    Shannon Doherty's questions to Frontier Group Holdings Inc (ULCC) leadership

    Shannon Doherty's questions to Frontier Group Holdings Inc (ULCC) leadership • Q3 2024

    Question

    Shannon Doherty from Deutsche Bank asked for specific drivers of the $150 million cost savings program and which revenue initiative management is most bullish on for achieving its 10-14% pre-tax margin target.

    Answer

    CFO Mark Mitchell identified the key cost-saving drivers as network simplification to over 80% out-and-back flying, crew base footprint optimization, aggressive headcount management, and automation. CEO Barry Biffle stated that while network maturity is the single largest contributor to reaching margin goals, he is most excited about the long-term potential of premium products and loyalty. He noted that loyalty revenue is currently just a few dollars per passenger, representing a massive untapped opportunity compared to industry peers.

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