starquake wrote:But clearly seasonal and to meet demand.
That sums up the dilemma for VS and others. All good and well stepping into the breach to replace the lost capacity, but assuming there is an oversupply what do you do with the aircraft outside the peaks? I suppose if VS did take on more aircraft to make up for the lost Thomas Cook capacity to Florida in the summer months, they could be redeployed onto Caribbean and South African flights in the winter months (and not necessarily from MAN).
There are also indirect options for passengers too such as via DUB, AMS, various US airports or even with Icelandair via KEF to MCO or TPA. They may be cheaper than the direct options if that capacity isn't replaced, plus DUB is compelling with its US Border Pre-Clearance facility.
In any case, the weak GBP/USD rate doesn't seem to be deterring people.
gumshoe wrote:That could happen. Analysts were quick to point out yesterday that supply exceeds demand in the holiday business and Thomas Cook’s demise will go some way to rectifying what are artificially low prices, as unpalatable as that may be to consumers.
I think you're right. People love to bash Ryanair and Michael O'Leary, but he's been warning for a while now that prices are artificially low and would stay like that for the foreseeable. He was specifically talking about flights, but the same applies to holidays I guess. With Thomas Cook sadly no more, we'll probably see price increases as airlines and tour operators adjust to supply being closer to real levels of demand - this will of course differ from location to location.
ColOrd wrote:I'm not entirely sure that the Long Haul markets were both TCX and VS have enjoyed growth from Manchester are routes on which there is plenty of demand, and supply doesn't always outstrip it even in the high season, not a lot of those VS 747s are going out empty, and I understand that on some days TC are even double daily on MCO.
Correct . On the final day of operations Thomas Cook had two MAN-MCO return flights scheduled and did so on certain dates over 2019.
In the case of Florida, don't forget that up until a few years ago you also had Monarch operating charter flights to Sanford and back in the 2000's every UK charter airline had flights to Sanford in addition to BA and VS to MCO. Who remembers the Travel City Direct-branded 747's that were operated by Air Atlanta and later XL Airways?