Airlines Confidential Podcast 313 - Guest Co-Host Oscar Munoz, Fmr CEO United, Guest: Scott Kirby, CEO, United
Nov 19, 2025
Oscar Munoz, former CEO of United Airlines, joins the discussion alongside current CEO Scott Kirby. They delve into the political leverage of airlines during crises and the impact of credit card swipe fee changes. Kirby reflects on United's operational recovery and proactive holiday travel strategies. The leaders discuss investments in technology, shifting toward premium services, and competition with Delta. Kirby emphasizes the importance of employee trust and mentorship, aiming for financial resilience to avoid future furloughs.
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Co‑Brand Economics Will Be Renegotiated
- The Visa/Mastercard settlement could let merchants restrict acceptance of premium reward cards, shaking co‑brand economics.
- Munoz and Kirby expect partners will renegotiate and adapt rather than let loyalty programs vanish.
Air Travel As A Political Lever
- Oscar Munoz warns political shutdowns will keep using air travel as leverage and Congress likely won't fix it.
- He advises anchoring public statements in human principles to avoid partisan entanglement.
Speak For People, Not Parties
- Munoz emphasizes focusing on people and operating the business rather than taking partisan stances.
- He says CEOs should speak up only when real human consequences are at stake.
