What sets us apart
Outlook January 2022
In our January 2022 Outlook, we show a perhaps surprising – but still important – relationship between consolidation, competition, and sustainability.
Strategy Map
The Strategy Map represents the two fundamental strategic dimensions of airlines: How well are conditions met for a) the lowest possible unit costs and b) the highest possible unit yields? Individual positions are calculated on the basis of non-financial market data and advanced analytics.
Evolution Chart
The Evolution Chart shows the development of the strategic position of a given airline over time, indicating whether an airline’s strategic position is improving (moving to the right or upward) or deteriorating (moving to the left or downward).
Portfolio Matrix
The Portfolio Matrix compares the quality of an airline's strategic position (point-to-point, hub-and-spoke, or a combination of both) with the quality of the markets served (size, growth, competitive intensity, demand structure, etc.).
Stress Heat Map
The Stress Heat Map shows what commercial and operational measures an airline is planning for the months ahead. In this way, the Stress Heat Map visualizes in an easy-to-read way an airline’s optimism (blue) or pessimism (red) for the short-term.
Stress Indicator
The Stress Indicator measures the stress that occurs when airlines plan changes that go well beyond day-to-day operational moves – reallocating capacity from one market to another, reprioritizing connecting flights, or rearranging fleet assignments between routes, for example.
State-of-the-industry Chart
The State-of-the-Industry Chart measures the share of airlines in a given market segment (by strategy, size, region) showing clear symptoms of stress (see "Stress Indicator").