An illustration showing the U.S. map with sunshine and planes.
North America

Summer in America: A Q3 U.S. Preview

North America

Summer in America: A Q3 U.S. Preview

June 2025
40 min read
Gordon Smith and Jay Shabat
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Skift Take

Welcome to the new U.S. airline industry. United is now friends with JetBlue. Southwest will now charge you for bags. United and American are both investing in Brazil. Delta is investing in Canada. But is this a new and improved U.S. airline industry? That will likely depend on what wins the race to the bottom: Demand, supply, or fuel costs? All three are declining, as we discuss in this week's feature story.

Issue Overview

Welcome to the new U.S. airline industry. United is now friends with JetBlue. Southwest will now charge you for bags. United and American are both investing in Brazil. Delta is investing in Canada. But is this a new and improved U.S. airline industry? That will likely depend on what wins the race to the bottom: Demand, supply, or fuel costs? All three are declining, as we discuss in this week's feature story.