jetBlue Mergers and Acquisitions Presentation Deck
ULCC Competition Will Continue to Grow...
ULCC expansion will combat any potential negative effects from the JetBlue-Spirit
transaction
• ULCC model does not require scale or brand awareness
• ULCCs are growing rapidly
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Frontier, with 110 aircraft already, has 230 new Airbus planes on order
Sun Country launched 34 new markets in 2021
Allegiant reported flying more capacity in 2H21 than in 2019
Avelo and Breeze launched in the first half of 2021
Avelo expects its fleet will consist of at least 15 737 NGs by the end of 2022
Breeze is already flying 15 planes, with plans to take delivery of one new
plane/month for the next six years (reaching more than 80 total aircraft
by 2029)
Midwest Express announced in April 2022 that it plans to return
Precedent transactions show courts credit new market entrants in decision to allow
mergers to proceed (e.g., Sprint / T-Mobile)
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FRONTIER
LOW FARES DONE RIGHT
sun country
airlines
Breeze
avelo
allegiant
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