ʻO wai ka hoʻoholo pāʻoihana maikaʻi loa no JetBlue Airways: kūʻai aku i nā uluna a me nā pākeke no $7, a i ʻole ke kūʻai aku iā ia iho i kahi mea hoʻokūkū e like me Southwest Airlines?
ʻO nā mokulele mokulele haʻahaʻa haʻahaʻa e like me JetBlue a me Southwest i kūkulu i kā lākou ʻoihana ma ka hoʻāʻo ʻana e hopu i ka māhele mākeke mai nā mea hoʻokūkū honua nui. Akā ʻaʻole hiki ke hilinaʻi i kēia mau mea hoʻokele nimble i ka ulu nui ʻana, ʻoiai ʻo kā lākou mau hoʻokūkū lawelawe piha e like me Delta Air Lines, Northwest Airlines a me American Airlines e nānā i waho.
No ke aha ʻo JetBlue? Ke hōʻike nei ke koʻikoʻi o ka hoʻokūkū, a inā e piʻi aʻe ke kumukūʻai wahie, e piʻi aʻe paha ia no nā mokulele he nui. Ua hana ʻo JetBlue. Manaʻo ka poʻe loiloi iā JetBlue e ʻoki i ka hiki, a i ʻole ka helu o nā mokulele. Ua haʻi aku ka mokulele i nā mea hoʻopukapuka e pili ana i ka "mālama kālā a me ka wai." No ka hōʻoia ʻana, ua hoʻonohonoho ka mokulele i kahi laina hōʻaiʻē $110 miliona makahiki mai Citigroup i hoʻopaʻa ʻia e nā kumukūʻai kūʻai kūʻai a JetBlue, a ua hoʻāla ʻia he $175 miliona mai ke kūʻai ʻana i nā securities hiki ke hoʻololi ʻia i kēia makahiki. Ua hoʻolimalima pū ʻo JetBlue iā Morgan Stanley e kōkua i ke kūʻai aku i kāna ʻāpana TV Live.
I kēia manawa ʻaʻole i hōʻike ʻo JetBlue e kūʻai aku iā ia iho. ʻOiaʻiʻo. Ma kāna kelepona ʻaha kūkā loaʻa kālā ʻelua, ua ʻōlelo nā luna ʻo Jet Blue ua kūpaʻa lākou i ka ulu ʻana "ma ke kino." I ka pane ʻana i kahi nīnau e pili ana i ka hoʻohui ʻana i nā mokulele mai Calyon analyst Ray Neidl, ua pena nā luna hoʻokele JetBlue iā lākou iho ma ke ʻano he mea kūʻai aku i nā waiwai i kūʻai ʻia e nā mokulele ʻē aʻe.
Eia nō naʻe, e like me kāna mau mea hoʻokūkū, ua hoʻohana ʻo JetBlue i ka ʻōpala i nā cushions no ka loli. I kēia manawa ke uku nei i nā mea kūʻai aku no $7 no ka uluna a me kahi pale. I kēia manawa, ua paʻi ʻo US Airways i kahi kumukūʻai ma ke kīʻaha wai; Hoʻolimalima ʻo Delta i $100 no ka ʻeke ʻelua ma nā huakaʻi holo kaʻapuni. ʻAʻole mai nā lā o Woolworths i hoʻāʻo e kūkulu i kahi ʻoihana ma nā nickel a me nā dimes. A i ka hopena, ʻaʻole lawa ia mau uku i ka loaʻa kālā e hoʻopau i ka piʻi ʻana o nā kumukūʻai wahie. Manaʻo nā mea loiloi e hoʻopau ʻo JetBlue i ka makahiki me $ 1.1 biliona kālā. Inā piʻi ka palaka i $150 i ka barela a noho ma laila, e hoʻopau ʻo JetBlue i ka makahiki me $1 biliona kālā—he $100 miliona ka emi. Akā ʻo kāna uku ʻeke ʻeke $20, ma ka ʻaoʻao ʻē aʻe, hiki i ka hui ke hoʻonui i $ 20 miliona i kēia makahiki, e like me Credit Suisse. A ke manaʻo nei ka poʻe loiloi e hoʻopuka ʻo Jet Blue i nā poho i nā wahi e hiki mai ana.
Inā hoʻoholo ʻo Jet Blue e hoʻohuli i kāna palapala a noʻonoʻo i ke kūʻai aku, ʻo ka mea kūpono loa ʻo Southwest Airlines. ʻO Southwest a me JetBlue nā mea i kapa ʻia ʻo point-to-point airlines. He hōʻailona ia e paʻi ana ka hoʻokūkū hoʻokūkū i nā mokulele a pau-ʻaʻole wale nā mea nui-ʻo nā mokulele ʻē aʻe e like me AirTran Holdings a me Frontier Airlines, ua hoʻopaʻa i nā poho kiʻekiʻe a hāʻule paha i ka pale o ka ʻaha panakalupa. I ka hoʻomaopopo ʻana i ka hāʻawi liʻiliʻi o ka mākeke US i kēia mau lā, ua hoʻopaʻa inoa ʻo Southwest i kahi kuʻikahi kaʻana like me Canada's WestJet.
ʻO ke komohana hema, ʻoiaʻiʻo, ʻoi aku ka nui a ʻoi aku ka nui ma mua o Jet Blue, a ke hoʻohālikelike ʻia me nā mokulele ʻē aʻe i kēia manawa he hōkū. Ua hoʻopaʻa ʻo ia i kāna kumukūʻai wahie ʻoi aku ka maikaʻi ma mua o nā mokulele ʻē aʻe- lawa pono e hoʻopaʻa pono i kahi kālā. A ke ulu nei ke Komohana Hema ma kahi e hiki ai. I nā makahiki ʻelua a me ka hapa i hala iho nei, ua hoʻonui ʻo Southwest i kāna mau huakaʻi i Denver–he kūlanakauhale e piʻi nui ana i ka 95 mau huakaʻi i kēlā me kēia lā mai 13. ʻO ke komohana hema kekahi o nā mokulele liʻiliʻi e hoʻonui i ka helu o kāna poʻe kaʻa-i 7.9% i ka hapaha mua. – Ua piʻi aʻe ka helu o nā poʻe holo ma ka hapaha mua o ka makahiki 2008 he 7.9% aʻo ka helu ʻana o ka poʻe holo ma American Airlines, Delta Air Lines a me United Airlines i hāʻule i 2%.
Me kahi $11.9 biliona mākeke mākeke, hiki i ke Komohana Hema ke ʻai maʻalahi i ka mākeke mākeke $1.49 biliona o JetBlue. A hiki iā JetBlue ke hāʻawi aku i ke Komohana Hema i ke komo ʻana i ka ulu honua: Ua kūʻai ʻo Lufthansa i $ 300 miliona ma JetBlue i ka makahiki i hala, ʻo kekahi ʻāpana e kiʻi i kahi pana ma Jet Blue's space ma New York's John F. Kennedy Airport.
ʻOiaʻiʻo, ʻaʻole ia he kūpono kūpono. He ʻokoʻa loa nā ʻauwaʻa o nā mokulele ʻelua. Hoʻokahi wale nō ʻano o ka mokulele i ka Southwest o nā mokulele, ʻoiai ʻo JetBlue e hoʻohana ana i ʻelua ʻano, ʻaʻole like me ko Southwest. Loaʻa iā JetBlue nā leʻaleʻa holoʻokoʻa e pili ana i nā TV a me nā lekiō, aʻo Southwest he laggard ma ia mua.
Ua ʻōlelo ka nui o nā mea loiloi ʻo ke ala maikaʻi loa no nā mokulele e ʻoki i ka hiki ke hoʻohui. Ua mamao loa ʻo JetBlue i kēia manawa. Ua ʻike hou ʻo Morgan Stanley ʻo William Greene, ʻaʻole i hiki i ka ʻoihana mokulele i ka manawa e hakakā ai nā mea lawe me ka hoʻohui a i ʻole ka panakalupa. ʻO ia ka mea inā e noʻonoʻo ʻo JetBlue e kūʻai aku iā ia iho i kēia manawa, ʻaʻole ia he neʻe desperation. A ʻo ia ke kumu. ʻAʻole ʻoi aku ka maikaʻi o ka hana ʻana i kekahi mea ʻoiai he nui ka manawa e hoʻololi ai a loaʻa i ka hana maikaʻi loa?
