NYTimes.com Article: Going Commercial: Airline Economics: Fasten Your Seat Belt

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Going Commercial: Airline Economics: Fasten Your Seat Belt

December 9, 2003
 By EDWARD WONG





SOME years ago, in a speech to business students at the
University of North Carolina at Chapel Hill, Warren Buffett
lamented one of his rare failures as a superstar investor -
money apparently squandered on US Airways and the sorry
industry of commercial aviation.

"Despite putting in billions and billions of dollars, the
net return to owners from being in the entire airline
industry, if you owned it all, and if you put up all this
money, is less than zero," he said.

And speaking of that first flight at Kitty Hawk, he added:
"If there had been a capitalist down there, the guy should
have shot down Wilbur! I mean, you know, one small step for
mankind, and one huge step backwards for capitalism!"

Mr. Buffett was not exaggerating the pathetic nature of the
industry's financial returns. From the start of commercial
aviation in the United States through 2002, the major
domestic airlines as a whole have suffered a net loss of
$1.4 billion, according to the Air Transport Association,
the industry's main trade group in this country. The
industry actually made annual net profits from 1996 to
2000, but lost them in the worst downturn in its history.

That slump, which began with the economy's plummet in the
spring of 2001 and accelerated after the Sept. 11, 2001,
terrorist attacks, is only now showing signs of ending. The
downturn led to a bankruptcy filing in August 2002 by US
Airways and another one four months later by United
Airlines, the largest ever such filing in aviation history.
The poor economy has crystallized the problems that have
made the industry synonymous with failed big business.

Executives and experts point to several factors hampering
the industry: high fixed costs, especially with labor; poor
management decisions; a balance sheet that relies on
high-spending business travelers, and therefore a healthy
economy, for profits; and a glut of seats, possibly because
there are too many companies.

"The business is cyclical and moves with the violent
economic swings," said Raymond E. Neidl, an analyst at
Blaylock & Partners, an investment bank, and a co-author of
"Airline Odyssey: The Airline Industry's Turbulent Flight
into the Future." "The airline industry is highly
capital-intensive. It requires a highly dedicated, skilled
work force that demands high wages. It's like trying to
ride a bull, managing the airline business."

That wild ride did not begin until several decades after
the Wright brothers made their fateful flight at Kitty
Hawk. Mass commercial aviation in the United States was
born when companies running mail routes started carrying
paying passengers to earn supplemental income. Passengers
quickly became the main source of revenue, setting off the
creation of globe-straddling airlines during what many
regard as the golden age of commercial aviation.

No one of that era was a greater visionary than Juan
Trippe, who in 1927 took charge of Pan American Airways'
single mail route between Key West, Fla., and Havana. Eight
years later, the airline started its famous China Clipper
service and opened routes to Japan, Singapore and
Australia. It eventually linked the United States with 85
countries and became the dominant force in commercial
aviation.

Though air travel seemed a romantic and thriving business
in the post-World War II era - symbolized by passengers
dressing up to fly and being served dinner on china by
white-gloved attendants - economists say that now-defunct
airlines like Pan Am, Eastern Air Lines and Braniff Airways
operated with huge inefficiencies before the industry was
deregulated in 1978. Until then, those flaws remained in
the system because the government fixed fares to cover the
airlines' high operating costs, economists say.

By the end of 1978, the industry had made $5.45 billion in
cumulative historical profits, a number that had grown
almost every year since the beginning of commercial
aviation. But between 1978 and now, the industry has gone
into the red, mostly because of difficulties in shedding
those earlier inefficiencies.

For example, the foundations for work rules and wage scales
in today's labor contracts - much of the industry is
unionized - were laid before deregulation. Many industry
experts say the contracts are overly generous, given that
the industry is deregulated, though unions argue that their
skilled employees deserve such wages. Analysts estimate
that labor costs make up about 40 percent of operating
expenses.

IN the last couple of years, the biggest airlines have been
trying to renegotiate contracts to squeeze more
productivity out of workers. Bankruptcy laws gave United
Airlines and US Airways the leverage they needed to
negotiate changes, and American Airlines, the world's
largest airline, persuaded its unions to accept $1.8
billion in annual labor concessions after the bankrupt
airlines set a precedent. But many experts say such efforts
may be short-lived, because these unions historically
negotiate wage increases once the economy improves.

Unions, though, criticize management for the failure of
airlines to make money. One example they bring up is the
pricing model that traditional airlines use. These airlines
rely on a complex computerized system called "yield
management," which aims to maximize the amount of money
each airline gets from each passenger. This system results
in dozens of air fares with widely varying restrictions
existing for a single route, and sky-high last-minute fares
often bought by business travelers.

The airlines depend on the small number of travelers who
are buying those last-minute fares to turn a profit for
them. But during this last economic downturn, many
businesses shunned such tickets and told employees to stop
traveling or buy cheaper seats, whether on traditional
airlines or low-cost carriers like Southwest Airlines and
JetBlue Airways.

Clifford Winston, an economist at the Brookings Institution
who studies the industry, said that the airlines need a
fare system that "does not make them vulnerable to the
vicissitudes of a particular group of travelers, like
business travelers," he said.

Some executives say one big problem is overcapacity. There
are simply too many airlines operating too many hubs and
flying too many planes, they contend. Many experts say the
airlines throw planes on a route to grab market share from
rivals. Robert L. Crandall, the former chief executive of
American, said that airlines added planes because growth
spreads fixed costs over more passenger miles.

"If everybody is growing to keep their costs down, then
there's constantly a great deal of capacity in the market,"
Mr. Crandall said. "So long as there's lots of capacity,
people have an incentive to cut prices."

There is no easy solution. Some experts say that as
airlines die out, overall capacity will drop. Others argue
that the federal government should be more flexible in
allowing consolidation or coordination of prices and routes
among partner airlines.

One part of the industry that may not be shrinking too soon
is the low-cost airlines. They are generally modeled after
Southwest, which has been profitable every year for the
last three decades.

These newer airlines picked up quickly on a lesson that
their bigger rivals ignored for decades. "The customer
considers one airline to be exactly the same as another
airline," Mr. Crandall said. "The customer always chooses
the lowest price."

http://www.nytimes.com/2003/12/09/science/sciencespecial2/09WONG.html?ex=1071977962&ei=1&en=31e5bdb348832085


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