RE:Softness on Atlantic routesIs there similar commentary on Asia Pacific region or Transborder?
In CFO's last commentary 2-3 weeks back, he had acknowledged Atlantic yield weakness but was not concerned as Asia Pac and other regions were compensating. They have added just a few widebody aircracft in last 12 months it means capacity is being redeployed to other regions (Asia Pac, others) starting new routes. This flexibility, by focusing on international travel allows them to focus on most profitable markets.
Also, before 2010's AC mostly relied on point of sale in Canada even for international market. From mid 2010s AC has been focused on successfully increasing point of sale in international markets (EU, Middle East, Asia, etc...), which provide cushion against dependency on Canadian economic environment. This strategy needed a strong product to compete with airlines like Lufthansa, AF, Emirates, Air India, China Eastern etc... And AC has competitive product like to like (e.g. AC premium economy competing with Luftansa premium economy).
Just a bit context on whats happening in international travel markets.