Does SAS Really Need 40 A330neos?

In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes.

In part two, the focus turns to Air New Zealand, where management has just published an updated turnaround plan.

Follow the Hosts: 

Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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00:00 Welcome and World Cup Banter

01:48 SAS Order Breakdown

03:52 AF KLM Vision for SAS

05:07 Copenhagen Hub Consolidation

08:16 Network Growth and Fleet Mix

14:09 Why Copenhagen Wins

17:22 Airshow Timing and Industry Chatter

18:56 Group Rebrand Speculation

23:23 Part Two Air New Zealand Setup

24:58 Air NZ Challenges Fuel and Engines

28:50 Our Future Plan Priorities

32:25 Customer First Means On Time

34:12 Subscribe Forum Earnings Wrap

36:21 Final Thanks and Sign Off