John Godyn

John Godyn, Citi's Head of Aerospace, Defense and Airlines, shares his insights on the airline industry. He discusses the record demand for holiday travel and its critical role in airline profits. John reveals why consumers continue to fly despite rising costs, touching on the strength of leisure and premium travel. He defines the 'super majors' like Delta and American Airlines, explaining their competitive advantages. Additionally, he explores M&A prospects and the impact of recent bankruptcies, offering a glimpse into the future of the market.