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by gshulegaard 3039 days ago
The domestic airline industry is one of the most flaunted examples of a non-competitive, stagnate industry. High barriers to entry, heavy regulations, limited supply chains are all factors that limit competition. It's problems are frequently written about:

* https://www.economist.com/news/leaders/21721201-americans-ar...

* http://www.latimes.com/business/la-fi-airlines-invest-in-for...

* https://www.bloomberg.com/news/articles/2018-02-26/american-...

* https://www.economist.com/blogs/gulliver/2018/01/stretched-b...

* https://www.mckinsey.com/industries/travel-transport-and-log...

Competition isn't a binary thing where either a market is competitive or it isn't, but rather a gradient scale. The airline industry is one of the least competitive industries, especially in the US (my frame of reference), even if it isn't completely without competition.

1 comments

Thanks for the links. I read through them and agree that competition isn't a binary thing. Those articles read to me more like "the airline business is a shitty business to be in because it's too competitive" rather than "the airline business is a great business to own because it's not very competitive"

This quote seemed to summarize my point of view overall:

> Airlines in North America posted a profit of $22.40 per passenger last year; in Europe the figure was $7.84.

$22.40 per pax looks to be about a 6% margin (avg US domestic RT fare of $354 in 2017). 6% is not quite the bloody competition of grocers (sub 2%), but it's a pretty damned slim profit margin for such a capital and labor intensive business and not anyplace I'd want to put my investment (of time or money) to seek profit.

It wouldn't surprise me if the European carriers had a similar profit margin on their lower priced tickets. I couldn't readily conjure up an estimate of average RT intra-Europe airfares on Google.