Sometimes data-driven progress means standing still. Or worse, fizzing out.
Poking holes in the WN model Southwest’s flexibility isn’t looking so flexible anymore.
https://www.theairlineobserver.com/p/southwest-looks-for-solutions-in
Boeing’s new F-47 might take a little extra time Union says no — and STL output might dry up if they walk.
https://www.reuters.com/business/world-at-work/boeings-contract-offer-rejected-by-union-members-2025-07-27/
Does it matter? Travelport’s 23% search speedup is a nice number… but are we solving the right problem?
https://www.travelweek.ca/news/technology-related-travel-news/travelport-cuts-search-times-by-23-says-ceo-webb/
Orders, Firm Orders, Options, and now Mouthls
Boeing’s Trump-era order tally needs a fact-checking algorithm.
https://www.straitstimes.com/world/united-states/boeing-emerges-as-a-winner-in-trumps-trade-wars
Amex GBT gets the green light to buy CWT Thank the Trump administration. But should we be worried about more consolidation?
https://investors.amexglobalbusinesstravel.com/investors/news/news-details/2025/Amex-GBT-Announces-Dismissal-of-US-Department-of-Justice-Lawsuit-Challenging-CWT-Acquisition/default.aspx
Quirky stat of the day
Pepsi who? Once a contender, Pepsi now holds just 23% of the U.S. soda market — its smallest share since the 1970s.
https://killercharts.substack.com/p/pepsis-share-of-the-soda-market-shrinks
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#airlines #aviationnews #traveltech #uniontalks #marketshare #GBT #consolidation #quirkystats #PepsiVsCoke
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