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Airfares

3 bull · 1 neutral · exact words, dated and sourced

What the people who move markets are saying about this, in their own words. These are views on the record, not scored bets: when a call here grows a number and a deadline, it moves to the scoreboard. Newest first.

Bull 2026-08-03
No consumer resistance to higher fares; demand incredibly strong.
I'm not going to talk about future pricing. I think the main point is that we've seen no resistance to higher fares in this revenue environment. Demand is incredibly strong.
Bob Jordan · Southwest Airlines CEO · CNBC ↗
Bull 2026-08-03
60 percent of Q3 booked; sees record revenue performance. EVENT: will, Q3 earnings checkable.
We have 60% of the revenue on the books for the third quarter, and we see record revenue performance, but we're giving our customers the reason to buy up a better customer experience, a network that gets them to where they want to go, leading in loyalty, and really making sure that they have the ability to buy up.
Bob Isom · American Airlines CEO · CNBC ↗
Bull 2026-08-03
Commits to full pass-through of war-driven jet fuel costs to flyers. EVENT: will.
We will recover all of it at today's fuel levels.
Ed Bastian · Delta Air Lines CEO · CNBC ↗
Neutral 2026-08-03
Contrarian fact-claim: fares down ~13 percent real vs pre-COVID.
In fact, even with prices today, airfares are still down about 13% in real terms compared to where they were pre-COVID.
Scott Kirby · United Airlines (CEO) · CNBC ↗

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