Southwest to charge for bags

[arkflyr]

That new board isn’t wasting any time changing things around.

Southwest Airlines shifts to paid baggage policy to lift earnings — Reuters

Southwest Airlines (LUV.N) said on Tuesday it would start charging some customers for checked bags, ending a unique free policy, as the company looks for ways to shore up its earnings.

apple.news

 

[ZapBrannigan]

They'll pull all these levers, then after the Trump recession he who shall not be named will dust off the old playbook from his USAir days. They'll say they've tried everything possible to increase revenue but now they have no other options than to decrease costs.

Dark times ahead Harry.

 

[arkflyr]

They'll pull all these levers, then after the Trump recession he who shall not be named will dust off the old playbook from his USAir days. They'll say they've tried everything possible to increase revenue but now they have no other options than to decrease costs.

Dark times ahead Harry.

Aw shucks Zap, 2 billion in stock buybacks aren’t going to pay for themselves!

Wonder if this was the final nail in Ryan Green’s job here. He was really going after the study that said charging for bags was a loser on investor day.

I’ll be an optimist and say that at least there is another revenue lever being pulled on the brink of the coming Trump recession.

 

[arkflyr]

This is the slide deck from today’s JP Morgan conference. No transcript yet but just glancing these over there are more big changes coming.

Ending the fuel hedging program, and accelerating the share repurchase plan.

https://www.southwestairlinesinvestorrelations.com/~/media/Files/S/Southwest-IR/events/20250311-jpm-conference-presentation.pdf