美东时间下午1点50分——联合航空(United Airlines)表示,尽管票价持续上调,其客户群体依然展现出强劲的消费韧性。该公司首席财务官迈克·莱斯基宁(Mike Leskinen)在摩根士丹利(Morgan Stanley)举办的一场会议上指出,联合航空的旅客手握可支配收入,且热衷于为体验买单——即便燃油成本攀升推动票价水涨船高,这一趋势依旧稳固。
第三季度的需求始终维持强劲态势,而第四季度的预订情况同样表现亮眼。不过,莱斯基宁也坦言,在收入水平较低的消费群体中,确实能观察到一丝疲软迹象。他打趣道:"如果你仔细审视那些低价机票,或许能从中发现些端倪。"话锋一转,他又补充道,高端舱位的销售表现则"相当顺风顺水"。
这一对比折射出航空业当前面临的微妙格局:一边是价格敏感型旅客可能因成本上升而却步,另一边则是高净值旅客对旅行体验的执着追求,几乎不受票价波动掣肘。联合航空的高端产品线,正成为其在动荡市场中的一抹亮色。
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