Connor Cunningham, an airline analyst at Melius Research, dives into the recent shifts at Southwest Airlines. He discusses the airline’s controversial move to introduce baggage fees, signaling a significant strategic change. The conversation also touches on tariff impacts and their broader implications for the U.S. economy. Additionally, Cunningham highlights the challenges Southwest faces in the post-COVID landscape and the competitive pressures from rivals like Delta and United, urging the airline to adapt its services to maintain relevance.
