United, Frontier CEOs Offer Major Warning to Travelers

Over the past few months several major airline CEOs have offered a word of warning to travelers regarding plummeting demand, rising costs and what comes next.

Earlier this week Frontier Airlines CEO Barry Biffle joined the cause with a stark warning for domestic travel in the United States.

Frontier CEO Barry Biffle’s Warning

During the company’s second-quarter earnings call on Aug. 5, Biffle warned, “There’s going to continue to be reductions in capacity in this industry.”

He added that airlines will likely be forced to cut the number of flights and routes they provide to travelers, as many domestic-focused ones are proving unprofitable. Biffle suggest this would ultimately translate to fewer flight options and fewer budget fares for customers.

“I’m talking about domestic fares in the domestic marketplace,” Biffle said on the call.

“We believe that the entire industry is not making money […] The domestic [side] is not making money. And that’s because there is too much supply relative to demand.”

According to People, the budget airline made $929 million in profit in their second quarter of 2025, but suffered a net loss of $70 million.

United Airlines CEO Scott Kirby’s Warning

Biffle’s warning comes not long after United CEO Scott Kirby said something eerily similar.

Kirby warned that most airlines were losing money on a significant portion of their flights, which means they would eventually have to start making cuts – opening the door for United and Delta Air Lines to make more money.

“And if I dig deeper into it and I look at every airline that’s not named United or Delta, I can find at every single one of them, a double-digit percentage of their route network that loses money.

And the only way for them to get margins that are anywhere close to their WAC is to stop flying places that lose money. And that is going to ultimately happen,” he said.

Kirby suggested he didn’t think “it’s going to happen tomorrow” or “in the near term.”

“But I can look at how much money is being lost route by route and know that economic gravity is ultimately going to win.

So I think actually, the results are going to – in total, the industry is going to go in the same place for supply, but the results for the two winning airlines are going to be outsized in that environment,” he said.

Kirby’s timeline may have been too generous to opposing airlines if Biffle’s latest warning is as bad as it sounds.

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