Quote:
Originally Posted by zahav
BA is really eating AC's lunch on this route,
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If by
route, you mean LHR-YVR, then I disagree.
First, this year, AC has more seats on YVR-LHR than BA (400 vs 331 a day, each way). Next year, yes, if things stay the way they are, they will drop to second, but it will be a very close second, and not the huge gap you make it out to be.
It's clear YVR is a very important market in Canada for BA. This increase is clearly a step in the right direction for them. However,
most of the growth YVR is experiencing by BA has shifted to LGW, and this clearly doesn't seem to bother AC. The reality is, when it comes to YVR-LHR, BA is still nowhere it used to be, historically speaking. They will have to do a lot more than just add 4x weekly frequencies, especially when it's coupled with a downgrade from the A350-1000 to a B772.
When BA was operating double daily 744 service (345 seats) on LHR-YVR back in the day, that was 4,830 seats each way, each week, on the route.
When it was daily A380 (469 seats), that was 3,283 seats.
This year, 1x daily A350 (331 seats), that's 2,317 seats.
Now, 11x weekly 772 (272 seats), that's still only 2,992 seats, only 675 seats more than this year, and still several thousand less than when the B744 operated to YVR, and several hundred less than when the A380 did.
As I said, AC, in terms of seats, has BA beat on YVR-LHR this year, and will be a pretty close second next year (2,800 seats for AC vs 2,992 for BA), assuming they still operate the 400 seater 77W daily on the route. All they'd have to do is increase capacity to the 450 seater, and they'd be right back in top spot.
It's only when you add BA's service to LGW that the gap widens, and that's my point. AC seems fine with that. Doubt they have any plans to compete with BA at LGW, especially considering they still hold a few unused slots at LHR, even with the recent YOW-LHR announcement.
Point is, when it comes to the route that matters, and where they actually compete, AC and BA are still very much in a ~50/50 split. No one is eating AC's lunch, not yet anyway.