Oliver Wyman · consulting-deck
Airline Economic Analysis
41 pages · 4 arc beats · 2 loops
Airline Economic Analysis
Oliver Wyman arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 40 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits — 0/4 slides
50% 2/4 slides — 0/4 slides
100% 4/4 slides — 0/4 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 44 hits 66.7% 4/6 slides 50% 3/6 slides — 0/6 slides
100% 6/6 slides 100% 6/6 slides Evidence & Proof 20 slides 100% 20/20 slides 100% 20/20 slides · 141 hits 75% 15/20 slides 15% 3/20 slides — 0/20 slides
100% 20/20 slides 50% 10/20 slides Impact & Next Steps 10 slides 100% 10/10 slides 100% 10/10 slides · 71 hits 60% 6/10 slides 50% 5/10 slides 20% 2/10 slides 100% 10/10 slides — 0/10 slides
Slide inventory
41 every slide · same image gating as the playbook
04
The slide uses a numbered list format to categorize findings into Cost and Revenue sections.summarize
Open slide detailBeat · Situation & Context
05
This appears to be a continuation of a list of key takeaways or report sections.summarize
06
The slide explicitly excludes regional carriers and explains the rationale for using DOT data over SEC filings.appendix
07
The slide compares cost structures across three groups: overall sample, network carriers, and value carriers.analyze_data
08
The chart shows a stacked bar comparison of labor, fuel, and other costs for three airline groups.analyze_data
09
The chart uses a stacked bar format to show Fuel vs Other costs, with a separate bar for the 'Cost Gap' difference.analyze_data
10
The chart illustrates the divergence between system average fuel prices and spot prices, with annotations explaining hedging benefits and penalties.analyze_data
11
The chart tracks four metrics: Network CASM ex-Fuel, Fuel CASM, Value CASM ex-Fuel, and Value Fuel CASM.compare_peers
12
The charts show a clear trend of network carriers adopting new technology aircraft at a faster rate than value carriers.analyze_data
13
The chart uses a floating bar/range plot to show median, high, and low values for fuel burn.analyze_data
14
The chart is a floating bar chart showing range (high/low) and median values.analyze_data
15
The slide contains two distinct pieces of information: a chart about aircraft fuel efficiency and text discussing CASM (Cost per Available Seat Mile) trends foranalyze_data
16
The slide contains both a stacked bar chart and a detailed data table for the same set of airlines.analyze_data
17
The chart is a stacked bar chart comparing 2010 vs 2011 for 7 airlines, broken down by Labor, Fuel, and Other costs.analyze_data
18
The table provides a breakdown of CASM components (Labor, Fuel, Other) and year-over-year increases.analyze_data
19
The chart uses a specific formula for stage-length adjustment: SLA = CASM * ((SL/1000)^0.3333).compare_peers
20
The chart illustrates the relationship between aircraft stage length and direct operating costs per available seat mile (CASM).analyze_data
21
The chart compares system and domestic RASM for two carrier types over time.analyze_data
Open slide detailBeat · Evidence & Proof
22
The slide also contains a header for section 14, which is not fully presented.analyze_data
Open slide detailBeat · Evidence & Proof
23
The slide contains both a chart (Exhibit 18) and text discussing a separate Exhibit 19 (not shown).analyze_data
Open slide detailBeat · Evidence & Proof
24
The slide includes an exhibit (19) showing RASM data and a text section introducing the topic of baggage and cancellation fees.analyze_data
Open slide detailBeat · Evidence & Proof
25
The chart highlights significant growth in service fees, particularly between 2008 and 2011, with specific percentage growth labels for each category.analyze_data
Open slide detailBeat · Evidence & Proof
26
The chart highlights the proportion of ancillary revenue (non-ticketed) for each carrier, with Spirit showing the highest percentage.analyze_data
Open slide detailBeat · Evidence & Proof
27
The chart uses stacked bars to decompose RASM and CASM into Labor, Fuel, and Other components.analyze_data
Open slide detailBeat · Evidence & Proof
28
The chart uses a stacked bar format to break down RASM/CASM components (Labor, Fuel, Other).analyze_data
Open slide detailBeat · Evidence & Proof
29
The chart uses a stacked bar format to show the breakdown of load factor performance relative to break-even points for 14 airlines.analyze_data
Open slide detailBeat · Evidence & Proof
30
Includes two line charts comparing quarterly and monthly load factors against break-even load factors (BELF).analyze_data
Open slide detailBeat · Evidence & Proof
31
The slide uses color-coded seat maps to illustrate break-even points and revenue opportunities for two different airline business models.compare_options
Open slide detailBeat · Impact & Next Steps
32
The chart shows year-over-year (yoy) percentage changes for three carrier segments across two periods (2010 and 2011).analyze_data
Open slide detailBeat · Impact & Next Steps
33
The chart is a stacked bar chart showing the distribution of aircraft types over four years, with a summary column for percentage change between 2010 and 2011.analyze_data
Open slide detailBeat · Impact & Next Steps
34
The slide uses a 100% stacked area chart to visualize the changing composition of revenue by geographic region.analyze_data
Open slide detailBeat · Impact & Next Steps
36
The slide uses waterfall charts to decompose revenue growth into specific drivers like Load Factor, Yield, and Capacity (Seats).analyze_data
Open slide detailBeat · Impact & Next Steps
37
The chart uses a standard waterfall format to bridge the revenue gap between two periods.quantify_impact
Open slide detailBeat · Impact & Next Steps
38
The table highlights that value carrier market share varies by region, with Oceania having the highest share (41.2%) and South America the lowest (5.4%).analyze_data
Open slide detailBeat · Impact & Next Steps
39
The chart uses a dual-axis combination of grouped bars (RASK/CASK) and a line (Stage Length).analyze_data
Open slide detailBeat · Impact & Next Steps