It seems like there is a renewed appetite among Europe's big airline groups to reduce the number of players in the market. They may find it hard to do while fuel remains cheap, but when it starts to creep up, more deals will likely occur.
Despite recent gains, Google Flights is still the price-comparison tool of tomorrow, and not today -- unless its scale makes the instant booking of flights a standard way of doing things.
Lufthansa is investing in direct booking connectivity with corporations (and the commercial initiatives to make them happen). The technological and commercial Tarmac being laid may pave the way for others, like IAG's British Airways.
Lufthansa Group has been more insulated from low-cost competition than most of Europe's legacy airlines. That's quickly changing, and the company needs to get its plans in order. It must find a way to turn its Eurowings operation into a more nimble competitor with lower costs.
Many of the world's airlines know they're not as good as retailers like Amazon in targeting offers for individual passengers. A lot of carriers want to improve, so they can get the right offer in front of the right person at the right time. But it won't be easy, since airlines often have clunky computer systems.
Lufthansa Group is about a decade late in realizing the European low cost carriers are a massive threat. But it's good to see the company trying to do something about it and expanding its Eurowings operation.
We believe that a partnership between Norwegian and Ryanair makes sense and could take off with few complications. But we don't believe converting long-term rivals to new friends is done easily in aviation. Still, if anyone could argue until this gets done, it would be O'Leary--with credit going to Willie Walsh. That alone is a remarkable thing.