Quote:
Originally Posted by RomanR27
I am a bit surprised that there's been a lot of a days with full Y cabins - I expected TS to siphon off some leisure pax. It's a bit concerning YOW-LGW still isn't loaded for next summer.
For comparison sake here is LHR-YOW for tomorrow, compared to LHR-YYZ/YUL.
AC889: full Y, 16/31 J, 15/24 PY
AC865 (YUL, 333): full Y, 17/32 J, 17/24 PY
AC853 (YYZ, 77W): 22/40 J, 20/24 PY
AC855 (YYZ, 77L): 30/40 J, 7/24 PY
AC857 (YYZ, 333): 23/31 J, 13/23 PY
AC859 (YYZ, 77W): 20/40 J, 17/24 PY
A sample size of one day so it can be taken with a grain of salt. But not like the flights to YUL and YYZ tomorrow will be going out full up front either.
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1. YYZ and YUL J seat occupancy is better than YOW. Also YUL’s PY numbers and 2 of the 4 YYZ flights’ PY numbers are better than YOW’s. In both cases, it should be the other way around. See points 2-4 below.
2 YYZ/YUL have tens of thousands of seats and several dozen flights to Europe every single day. YOW only has a couple of flights and they have no competition on YOW-LHR. YYZ and YUL do.
So you don’t want to be matching YYZ/YUL. You want to be outperforming them, especially in peak summer. Or else, why is AC even bothering to send a widebody to YOW? They can just add more flights to newer destinations through YYZ/YUL.
3. YYZ/YUL are AC hubs. There will be hundreds of people a day that miss connections, change flights, etc. So chances are those LHR flights are going to go out full tomorrow. That’s less likely at YOW.
4. Seat occupancy is one thing. Fare price - and therefore yield - is another. Business class seats from YYZ and YUL to LHR are $2,000 more expensive tomorrow compared to YOW. That tells me even with direct competition on the routes, AC is confident they will be able to extract higher yield out of YUL/YYZ compared to YOW.
At the end of the day, the proof is in the pudding. If AC felt a widebody was warranted on YOW-LHR in winter, the route wouldn’t be switching to an XLR.
That’s the truth. Like I said. The numbers on 888/889 are ok. They could be better. Especially up front.