El modelo de las aerolíneas de bajo coste estadounidenses ha dejado de funcionar. Así es el nuevo modelo.

Key Points

• U.S. low-cost airlines have posted negative operating margins recently, unlike their consistently profitable international counterparts.
• Traditional ultra-low-cost strategies are failing due to oversupplied markets and rising post-pandemic costs.
• Airlines like Breeze and Allegiant have found success by focusing on exclusive routes and network defensibility rather than rapid expansion.

Summary

U.S. low-cost airlines such as Spirit, Frontier, Allegiant, and Sun Country have faced financial challenges, posting negative margins while international peers thrive. The traditional low-cost model of rapid growth and low fares is faltering due to market oversupply and cost inflation. However, carriers like Breeze and Allegiant have found profitability by prioritizing exclusive routes and a focused, defensible network strategy over scale.