Airlines test cheaper business fares

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Airlines test cheaper business fares

NEW YORK (AP) =97 Battered in 2002 by the loss of revenue from business=20
travelers, major airlines are offering a wider array of cheap fares aimed=20
at corporate fliers, whose frugality remains one of the most vexing=20
problems for the ailing industry. The strategy is gathering momentum as an=
=20
important test of widely-held assumptions about the elasticity of business=
=20
fares, experts said, and could eventually be critical to any turnaround for=
=20
the industry, which is expected to report $2.4 billion in fourth-quarter=20
losses, before special items, in the coming days. Continental Airlines is=20
scheduled to release its fourth-quarter results Wednesday, followed by=20
Delta Air Lines on Thursday. Airlines have been reluctant to say whether=20
discounted business fares have been successful =97 that is, whether they=
 have=20
actually resulted in greater revenue from corporate travelers =97 but=20
analysts are expected to pressure executives on the issue during=20
earnings-related conference calls later this week. "This is the most=20
closely guarded secret in the business right now," said Robert Mann, owner=
=20
of the airline consultancy R.W. Mann & Co. in Port Washington, N.Y.

"The presumption has always been that business travel is inelastic, that if=
=20
you reduce prices, you reduce total revenue," Mann said. "I've never=20
believed that and what we're seeing now is some experimentation around the=
=20
issue." In the past year, the seven largest U.S. carriers have increased by=
=20
20% the number of so-called alternate business fares, which carry more=20
restrictions but are 34% less expensive, on average, than traditional=20
business fares, according to Harrell Associates of New York, which=20
maintains an extensive database of fares. Alternate business fares refer to=
=20
nonrefundable tickets that must be purchased within 10 days of travel. The=
=20
minimum one-night stay requirement excludes Saturday nights. The fares also=
=20
carry a $100 change fee.
Bob Harrell, who tracks airfare pricing trends for Harrell Associates, said=
=20
these fares are squarely aimed at "office potatoes," or businessmen who=20
aren't traveling as much as they used to. The initiative is also intended=20
to steer business travelers away from rock-bottom, advance-purchase fares=20
aimed at leisure travelers and away from low-fare airlines =97 both of which=
=20
gained popularity during the economic downturn.

The reduced spending by corporate fliers in 2002 was driven by two factors,=
=20
experts say: the high price of last-minute travel and the added time needed=
=20
to pass through security checkpoints ever since the Sept. 11 terrorist=20
attacks. To make up for revenue lost from business and leisure travelers,=20
airlines have increased fees for extra bags, paper tickets changing=20
itineraries. Airlines have also engineered aggressive cost-cutting=20
strategies, drawing inspiration from Southwest Airlines, the thriftiest=20
major carrier around and the only one to post profits during the industry's=
=20
worst downturn ever. The hassle factor at airports is gradually improving,=
=20
but making cheaper fares available to business travelers remains a=20
"necessary condition" to winning back this important customer base, said=20
Kevin Mitchell, chairman of the Radnor, Pa.-based Business Travel=20
Coalition, a lobbying group.
So far, Mitchell likes what he sees from the major airlines. "I'm=20
optimistic. The fact that they've gone this far is evidence that the=20
low-fare sector is really pressuring them," he said.

Northwest Airlines began attacking the problem in February 2000, launching=
=20
BizFlex fares, its version of alternate business fares. Spokesman Kurt=20
Ebenhoch said the BizFlex fares extend to all of the carrier's routes and=20
have "grown more and more popular," but he would not say whether the=20
airline has noticed a revenue boost as a result. In fall 2002, American=20
Airlines, the nation's largest carrier, lowered the price of tickets bought=
=20
at the last minute by as much as 40%, although the changes affected fewer=20
than 1% of all routes. Last week, United Airlines, which is restructuring=20
under bankruptcy-court protection, reduced last-minute fares on direct=20
flights to and from Chicago and Denver by as much as 40%; fares on tickets=
=20
purchased seven days in advance for the same flights were cut as much as=20
70%. Whether such pricing reform becomes permanent and expands to include=20
all airlines in all markets depends on whether carriers actually make more=
=20
money from business customers by charging them less.

"This is the holy grail," said Mann, the airline consultant. "The airlines=
=20
are going to have to get this thing (business travel) jump-started, or it's=
=20
another year of earnings hell." Indeed, at the start of 2003, several dark=
=20
clouds are already moving in, with a potential war in Iraq causing jet fuel=
=20
prices to rise and threatening to dampen demand for international travel.=20
Another financial problem looming over the heads of airline executives are=
=20
underfunded pensions. Credit agency Fitch Ratings said Monday the=20
industry's pension plans were underfunded by $18 billion in 2002, a=20
dramatic shift from 1999, when they were overfunded by roughly $1 billion

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