Emerging Industry Trends

[FDJ2]

The Boyd Group Annual Aviation Forecast Conference
sponsored by - Embraer, Northwest, Delta, Salt Lake City Department of Airports, Adam Aircraft, AirIT, Airline Weekly, and Airline Revenue News.

Emerging Trends. Several new trends were outlined at the conference, including the coming labor challenges at US airlines - i.e., attracting and retaining qualified professionals within the current compensation structures. We also noted how trends first illuminated at prior Boyd Group Conferences are now fully in play, and being "predicted" by the usual suspects on Wall Street. These include the now-obvious downward spiral in RJ demand, the glut of 50-seaters, and the emerging barriers to LCC expansion.

 

[TAWS]

I can't believe somebody actually listens to this tool (Boyd). He was a fricken FA, then left his job with one of today's majors, to go work for Braniff!

He makes multiple predictions, then weeds out the ones that don't come to fruition so that he can say "I told you so".

 

[FDJ2]

I can't believe somebody actually listens to this tool (Boyd).

He's been spot on with RJs, fleet trends and LCCs. Of course you could just keep your hand buried in the sand if it makes you feel better.

 

[TAWS]

2-3 years ago people knew the RJ bubble was going to burst - I don't think Boyd deserves any credit for that one.
Now, you're going to see a growth in E-Jets, until the next energy crisis, when this bubble will burst and everyone goes back to their Pilots asking for more concessions and scope becomes a piece of history!
The major brands, will allow regionals to fly A320s, etc., but only a limited number! Until they can erode the Pilot groups even more. Eventually, the groups at the majors will be so small, that they will be easy to replace!
Look at Europe and see how GB Airways flies under BA colors.