jetBlue Mergers and Acquisitions Presentation Deck
Analysts also view the Northeast Alliance as pro-competitive and
expect JetBlue to prevail in DOJ lawsuit
jetBlue
"Missing in the recently filed lawsuit by the DOJ was any
acknowledgement that American and JetBlue's Northeast
Alliance (NEA) has effectively created a viable third
competitor in in the region, particularly New York. Thus far, the
two carriers under their NEA have announced at least 60 new
airport pairs, many of which have increased the number of
competitors in a particular market from 1 to 2 and 2 to 3 (and some
markets are entirely new, which we believe are meaningful wins
for consumers).
-Deutsche Bank
"Blocking the alliance would ultimately prove anti-competitive.
[...] The American and JetBlue alliance has been focused on growth
in the Northeast which could not have been achieved without
additional scale."
-MKM Partners
"The DOJ is concerned about losing a "Maverick Competitor," a
recognized antitrust doctrine that applies to an airline that keeps
others honest by containing industry fare increases. […..] we can't
help but conclude that the DOJ would have a hard time
winning this case."
-Seaport
"JBLU is in competitive markets (New York, Boston, Florida), but its
alliance with AAL should add more competitive choice in New
York/Boston and make it more relevant to business travelers."
-Bank of America
Pro-competitive nature of Northeast Alliance recognized by industry analysts
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