Jamie Spencer
JetBlue Airways is preparing to announce a partnership with a U.S. airline with a larger network in the coming weeks, according to the carrier’s president, Marty St. George. One possibility for this partnership is United Airlines.
Need for a Stronger Competitor
JetBlue’s leadership has long emphasized the necessity of a partnership to better compete with larger airlines such as Delta Air Lines and United. In the past, the New York-based airline attempted to acquire Spirit Airlines, but the Justice Department blocked the deal last year. Additionally, its partnership with American Airlines in the Northeast collapsed after both airlines lost an antitrust lawsuit in 2023.
Talks with Several Carriers
In 2024, JetBlue has been in talks with multiple carriers about forming a partnership. During a recent earnings call, St. George stated that JetBlue expects to make an official announcement about the partnership this quarter. The partnership would allow JetBlue customers to earn and redeem loyalty points across a larger network.
Expanding JetBlue’s Reach
St. George noted that for customers in the Northeast who primarily fly with JetBlue for leisure, the partnership would offer expanded opportunities. For example, those who need to fly to cities like Omaha or Boise, where JetBlue does not currently operate, will be able to earn TrueBlue points once the partnership is finalized. This would enhance the overall customer experience and broaden JetBlue’s reach.
United Airlines as a Potential Partner
United Airlines could benefit from the partnership by gaining a foothold in JetBlue’s home hub at John F. Kennedy International Airport in New York. While United Airlines has not confirmed the details of any potential deal, a spokeswoman said they do not engage in industry speculation. JetBlue has also declined to comment on the details of the partnership.
Other Airlines Respond
Other airlines have weighed in on the partnership talks. Alaska Airlines, which is focused on its merger with Hawaiian Airlines, confirmed it has no plans to partner with JetBlue. Meanwhile, Delta Air Lines also confirmed there are no pending announcements about a partnership with JetBlue. Southwest Airlines similarly declined to comment.
Analyst Opinions on the Partnership
Conor Cunningham, an airline analyst at Melius Research, mentioned that regardless of the eventual partner, the opportunity for JetBlue and its management to prove the value of the partnership will be crucial. American Airlines had previously discussed reviving its partnership with JetBlue but ultimately decided to sue the airline, with American Vice Chair Steve Johnson citing operational and financial disagreements.
