Alaska Flexes Its Heartland Muscles


Northwest Airlines was an absolutely ruthless competitor, and I mean that in the best way. With its hubs in Detroit and Minneapolis/St Paul, Northwest dominated the upper Midwest, and it felt compelled to extend its domain into a sphere of influence out beyond its hubs and into markets from Fargo to Indianapolis. This “Heartland” strategy was a good one, and it is one that other airlines have tried to emulate. (I consider the post-America West merger US Airways to be the spiritual heir to Northwest.)

Why am I talking about an airline that’s been gone for ages? It’s because Alaska seems to have caught on to this plan, drawing a line around the Pacific Northwest and declaring a heartland of its own. That was highlighted recently when it announced a variety of new routes:

  • Boise – Ontario
  • Eugene – Burbank
  • Pasco – Burbank
  • Redmond/Bend – Burbank
  • Santa Rosa – Palm Springs
  • Spokane – Orange County
  • Sun Valley – San Diego

Of course, some of this was a reaction to Avelo exiting the West Coast, especially those Burbank adds. But it is still part of a broader strategy to own the Pacific Northwest that has only grown in recent years.

I’m going to show you three maps. I looked at all routes that Alaska started and/or exited since 2017. I focused specifically on markets in the Continental US that do not touch Seattle or Portland. Let’s start with the markets that existed in 2017 and no longer operate.

Maps generated by the Great Circle Mapper – copyright © Karl L. Swartz.

Now let’s look at those markets that started after 2017 but have also gone by the wayside.

Maps generated by the Great Circle Mapper – copyright © Karl L. Swartz.

Lastly, here are the routes that have started since 2017 and are still shown as operating into 2026 as of today.

Maps generated by the Great Circle Mapper – copyright © Karl L. Swartz.

You’ve probably noticed some patterns here. First, what does not work is midcon and transcon from California. Those red lines mark the abandonment of the old Virgin America network. (Yes, yes, this is where you question the wisdom of that acquisition… again.)

Then look at everything Alaska has tried and failed to make work. Yes, there is the Florida growth that Alaska hoped would take hold during the pandemic when nothing else was working. There were also some efforts in Austin and Dallas/Love to grow that did not work, with the latter having been abandoned completely. Paine Field has been a “trial-and-error” type of adventure since it opened. And yes, even Boise did see some of its growth fail. But Boise is a key part of the heartland for Alaska. It’s just that not everything worked.

If we look at the last map, you can see what Alaska has really learned here. First, yes, it is seeing more success flying transcon from San Diego than it did from LAX or San Francisco. It continues to pour efforts into that market. Outside of that, however, is a whole lot of north-south flying.

Look at all that growth from Washington, Oregon, Montana, and Idaho down into California and the desert southwest. This is a strategy that should serve the airline well, and it’s one that has only been possible thanks to the power of the Embraer 175.

Before, there were a lot more flights operated by mainline airplanes within the Continental US but outside of Seattle and Portland. Over time, this has changed.

Departures by Fleet Data via Cirium

Naturally, some of the mainline flying had to be phased out since it was old Virgin America stuff that didn’t make sense. Alaska was better off with that capacity in places like Seattle and Portland. Today, there are fewer than half the number of mainline departures outside of the two main hubs compared to what was there during the Virgin America days.

There is still substantial mainline flying, but that is focused on the big cities of San Francisco, Los Angeles, and more recently, San Diego. Fun fact, outside of those big cities plus Seattle and Portland, the only mainline flights in the Continental US in 2026 are New York/JFK to Palm Springs as well as Paine Field to both Las Vegas and Phoenix.

The Q400 used to be a player in this region, but as those have gone away, the Embraer 175s have opened up new markets with greater range and faster flight times. And that has created this world of opportunity.

Alaska largely stays away from Southwest markets when it can — San Diego is an exception. In a recent Cranky Network Weekly, we took a deeper look at Alaska’s Burbank presence over time. I’ll include the chart that was in that analysis here:

San Jose was tried before the pandemic, but it did not work. That’s a market where you just can’t beat Southwest. But look at all the markets that have been added in the last year. None of those are currently Southwest markets — except for Boise which when served by Southwest is seasonal and less than daily — and they all should have decent fares.

I know, I know, in a couple of those markets, Breeze will take Avelo’s place. But Breeze will effectively have to sell itself as the cheap option since it will only fly twice a week. Meanwhile, Alaska will fly daily, can leverage Mileage Plan and AAdvantage loyalty members, and will offer the premium product that Avelo never did.

This helps make Alaska more relevant in Burbank, but more importantly, it further solidifies Alaska’s dominance in the PNW, its heartland. It’s a good move that should continue to pay dividends.

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Brett Avatar

41 responses to “Alaska Flexes Its Heartland Muscles”

  1. Kevin Avatar
    Kevin

    Shame DL has decided to let the Heartland Markets die on the vine.

  2. Mr. Eric Avatar
    Mr. Eric

    Isn’t this mostly about growing in just 4 markets: SAN, BUR, BOI, PAE?

    BOI was already a mini hub and PAE cannibalizes SEA.

    1. Brett Avatar

      Mr. Eric – You mean this specific announcement? It may look that way, but I don’t think we’d see Burbank happen if it wasn’t connecting into heartland markets. Arcata/Eureka was a good market, but Alaska isn’t trying that one from Burbank. It’s about strengthening its position in the PNW in general.

  3. Eric C Avatar
    Eric C

    Airports like BUR and STS are within the driving catchment area of their neighboring hubs. Where Alaska can get muscled out by bigger competitors in LAX and SFO, they can still compete for the same pax by offering directs from their home airport, and maybe build some brand loyalty that helps the hub.

    In the PNW it helps relieve stress on an over-capacity SEA while competing against Delta in a way Delta can’t (or at least likely won’t) match.

    Surprised GEG didn’t get any love this, but there are more 175s to come. Maybe Montana will get a similar treatment.

    1. GM Avatar
      GM

      AS is kind of gate restricted at GEG right now with the terminal C expansion. They might have 3 maybe 4 gates now. Once all 9 gates are open AS might get a couple more which could lead to expansion.

  4. AlanZ Avatar
    AlanZ

    Seems to me a couple of dots have not been connected: Seoul, Tokyo, London, Rome, Naples.

  5. Eric_A Avatar
    Eric_A

    Look allot like the western side of the Hughes Airwest map just before merger.

  6. William A Avatar
    William A

    DEN-SAN?….dont believe that route operates on AS….at least not today…..maybe in the future?

    1. Brett Avatar

      William A – It starts in October

  7. tb Avatar
    tb

    Nice graphics to show the demise of the Virgin America routes and the real glow up in SAN. Not surprised they have found success in SAN as that airport has always seemed to be an afterthought with LAX and other LA Basin airports, seems like San Diego folks like flying out of their hometown.

    But isn’t the BUR play really all about Breeze? AS was never concerned with Avelo’s substandard product and completely disconnected operation in the West. But MXY has a chance to make real inroads with a much nicer product and better reliability. And those guys don’t seem to throw as much spaghetti at the wall as Avelo, so if they think they can make BUR > PNW work I’m guessing that definitely got somebody’s attention up in Seattle.

    1. Brett Avatar

      tb – Avelo was never ignored. Remember, that is what made Alaska go into Burbank – Santa Rosa in the first place since Santa Rosa has always been Alaska’s market. I’d argue that Breeze throws a whole lot more at the wall than Avelo does, and it is in there with much less frequency. If I were Alaska, I’d look at Avelo’s exit as the real catalyst. More seats left than have come back in.

      1. tb Avatar
        tb

        CF, certainly agree that AS is highly protective of STS (as they should be). But it was only a day or two after the twin Avelo drop / Breeze add that AS announced this latest foray in non-hub flying. That would suggest a reaction, not a “building out the map” strategy.

        Also in all of your spare time (LOL) might be fun to compare Avelo and Breeze route announcements, market entry and exits. If memory serves Avelo has announced multiple markets that they never actually flew. The only true pullback I can think of with Breeze is ducking out of the dysfunction that is BNA.

  8. Jason Avatar
    Jason

    You can extend that heartland strategy to the state of Alaska as well. AS starting ANC-DTW this year was, I believe, a direct response to DL starting the same route. Which in turn pissed off DL enough to restart ANC-LAX.

  9. John g Avatar
    John g

    There was a whole lot of criticism in this space of American’s El Paso strategy.

    How is this much different?

    1. Brett Avatar

      John g – This is completely different. This is not about ceding ground in competitive places in favor of smaller markets where you can more easily find a way to win. This is about strengthening the entire enterprise. There’s nothing wrong with an El Paso strategy if it doesn’t also come with giving up on LA, New York, and Chicago.

      1. John Avatar
        John

        Where is Alaska’s effort in New York and Chicago? You are very critical of American for not going after those markets, but where is Alaska in them?

        The “heartland” IS American’s strategy.

        Just their version of the heartland is the entire country.

        It’s pretty clear that that’s what they’re trying to do. Rather than smash their head against the wall trying to compete with 10 different airlines in New York, LA, and Chicago.

  10. emac Avatar
    emac

    “I consider the post-America West merger US Airways to be the spiritual heir to Northwest.”

    Really? I thought that they accepted the competition in PHX, neighboring hubs close to PHL (NYC/WAS) and CLT (ATL) and leaned into the skimming strategy.

    1. Brett Avatar

      emac – I should have been more clear. I meant in terms of the product and competitive strategy. It was as barebones as a legacy gets. Charge as much as you can, strip out as much cost, and be ruthless with your competitors. It was more of a finance-led strategy. I didn’t specifically mean network so much.

      1. emac Avatar
        emac

        Got it. But… were there doors on the bathroom stalls in Tempe??? (The way that, according to rumors/lore, the stall doors were removed at Northwest headquarters to discourage bathroom dawdling.)

        1. Brett Avatar

          emac – HA, and yes, yes there were. Actually, that old headquarter building in Tempe was the nicest building I’ve ever worked in. I loved that place.

  11. Angry Bob Crandall Avatar
    Angry Bob Crandall

    CF, When Northwest was Northwest Orient didn’t they have a hub in Seattle (or Anchorage)?

    1. Brett Avatar

      Angry Bob – Yeah, it was the Transpacific operation, but most of the Seattle stuff disappeared in the 1990s. Here’s when markets ended:

      1990 – New York/JFK, Spokane
      1992 – Milwaukee, Orange County
      1993 – Los Angeles
      1994 – Seoul
      1995 – Anchorage
      1996 – Portland
      1997 – Hong Kong
      1999 – Boston
      2001 – Osaka

  12. Eric in ICT Avatar
    Eric in ICT

    What have you heard about AS operationally? I’m one of those lucky Midwesterners that has daily service to Seattle (on a Horizon E175). Also got the chance to fly Alaska on its home turf in the Northwest recently; every one of my flights was delayed, the communication from gate agents in Seattle was lacking and goodness, was SEA a crowded hot mess with all that construction. I so badly want AS to be a good option, but have been disappointed more often than not when I’ve actually flown then.

    1. Brett Avatar

      Eric in ICT – In general, Alaska is one of the better operators. Sounds like you may have just had bad luck.

    2. Neil Avatar
      Neil

      Also curious on this…Alaska used to consistently be #1 or #2 for on-time performance hitting around 85% and feels like they have slipped lately (finished #3 last year / sub-80% on-time performance) or is it that others have just gotten better?

      Qualitatively, they also do a terrible job with delay management (not quite American with the rolling delays after the last time has passed but frequently only announced last minute)

      1. Brett Avatar

        Ok, I looked at Anuvu data for the first 7 months of this year. Hawaiian is #1 at 82.34% arrivals within 14 minutes. Then:
        Spirit 78%
        Delta 77.99%
        Southwest 77.57%
        Alaska 77.24%
        United 75.98%
        JetBlue 74%
        Allegiant 73.95%
        American 72.77%
        Frontier 69.24%

        For completion factor, Allegiant was best at 99.38% followed by Hawaiian at 99.21%, Southwest at 99.02%, and Alaska a 98.96%.

        So Alaska is really not far off from anyone.

  13. MRY-SMF Avatar
    MRY-SMF

    Great analysis! I did want to point out that MRY-SAN is still operating.

    1. Brett Avatar

      MRY-SMF – That’s not Monterey – San Diego, that’s LAX which operated last in 2017

      1. MRY-SMF Avatar
        MRY-SMF

        Thanks! Noted.

  14. Tim Dunn Avatar
    Tim Dunn

    AS understands that it is moats, as Warren Buffett calls them, that help ensure financial success; the big 3 and WN all have hubs and regions where they are disproportionately strong.
    In contrast, B6 has no moats – it is not the largest carrier in any of its major markets – and neither do the the ULCCs.

    The AS/HA merger was about growing AS’ moats; in contrast, the AS acquisition of Virgin America was counter to that principle because Virgin America operated in legacy carrier strength markets with UA the largest.

    As far as DL’s heartland strategy, DL is still the largest carrier in the Midwest, largely because of DL’s dual Midwest hub strategy. DL also has focus cities and has grown new hubs outside of its traditional hub strength including its combined hubs from NW. DL is the only one of the big 3 that has closed two hubs and reallocated assets, part of what it takes to develop new markets and increase margins in the process.

    While AS talks about growth, there will likely be even more reallocation of existing assets including leaving markets where they once were strong; SAN is a great example of shifting out of highly competitive west coast markets to ones where they can take a larger piece of the pie.

    1. See_Bee Avatar
      See_Bee

      While DL has a nice thing going with the dual geographic structure, UA has some advantages of it’s own. I picked 2 random cities and a Monday in September to look at coverage:

      DL DSM
      3x DTW (all CRJ900)
      4x MSP (all CRJ900)
      Total = 532 seats

      UA DSM
      5x ORD (3x A319, 2x 737)
      Total = 710 seats

      Not only does UA have 33% more seats, they are all mainline. Pretty compelling offering. Let’s take another:

      DL MSN
      4x DTW (3x CRJ900, 1x 717)
      5x MSP (3x CRJ900, 1x 319, 1x E175)
      Total = 774 seats

      UA MSN
      7x ORD (3x 737, 2x A319, 2x CRJ550)
      Total = 850 seats

      Some of the seat counts could be off slightly from different variants, but you get my point. UA has countered nicely with significant capacity, the majority of which is on mainline which offers a better passenger experience. A DL CRJ900 and 717 aren’t the most competitive products

      1. Tim Dunn Avatar
        Tim Dunn

        first, DL and UA and other carriers serve many cities in the Midwest from hubs other than in the Midwest. the totality of an airline’s presence matters if we are discussing city presence. In the case above, DL flies mainline from a number of Midwest cities to ATL while UA has alot of mainline to DEN. Both often have some NYC, BOS or IAD service, although reduced capacity at EWR probably will even more tip the advantage to DL. And the same is true for every airline.

        second, DL is still the largest airline in the Midwest regardless of whether they are the largest in every city; in fact, it is a given that they are not trying to be the largest in some cities.

        third, DL does serve a number of cities in PNW and mountain west that are part of AS’ “heartland” from other hubs including SLC and MSP (and other carriers have similar combinations). As much as people talk about how big AS is at SEA, a large part of their SEA network is much higher frequencies to a number of destinations to make up for the lack of additional hubs that other airlines use to serve the Mountain West and PNW.

        and fourth, while CF is right about AS’ domestic strength and how they have refined their network to build their moats, that is the exact opposite of what they are doing with their international expansion and why so many of us are far less certain of their success in longhaul international markets. They will be the 3rd, 4th, or 5th carrier in many international markets both in terms of their presence and size.
        Just because a company does something well – and AS has been a very successful domestic airline – does not mean it will be successful in everything it does, including by straying into territory that other competitors do better and where they are larger.

      2. Anthony Avatar
        Anthony

        Don’t come in here with facts and numbers. Didn’t you know Delta can do no wrong? I’ve never seen anyone pivot a comment thread on an article that has nothing to do with Delta into a discussion about some obscure, cherry-picked data that boasts Delta superiority quite like Tim. He must have a large percentage of his net worth tied up in DAL.

        1. Tim Dunn Avatar
          Tim Dunn

          well, Anthony, DL did inherit NW’s Heartland Strategy and added to it with DL hubs that are not in the Midwest.

          AS as well as the big 3 legacy carriers and WN all have strength hubs and regions of the country and that is precisely what this article is about. And I fully recognize what AS has accomplished and is doing. I just accurately noted that their international strategy is the opposite of playing to their strengths.

          DL is still the largest carrier in the Midwest precisely as a result of the two Midwest hub strategy that did come from NW.

      3. Patrick Avatar
        Patrick

        I feel the same about 737’s as CF does about any airline based in Italy. To me a CRJ900 is no worse than a 737 and an E175 is far better.

      4. Kevin Avatar
        Kevin

        @See_Bee UAL is absolutely making headways in reclaiming meaningful numbers of biz traffic in MSN. AA is now the market leader in terms of pax carried (yes I know LF =/= yield). Both put out a much more modern mainline product than DL. You didn’t mention ATL in your comparisons, but both MSN & DSM to ATL are flown exclusively with 717s. No Wi-Fi in a market over indexed on biz travel seems like a no brainer, yet here we are. Both are fighting to win markets (and $$$) in these markets while DL is content to bleed out in shiny new cities.

  15. GS Avatar
    GS

    there’s an underappreciated loyalty aspect to this as well. Take RDM for example – there’s a lot of ways to get from RDM to BOS, and SEA isn’t necessarily the fastest option. But if you live in RDM and you have the AS credit card, you’re a lot more likely to fly Alaska on that trip. RDM isn’t a huge station but Alaska serves more airports than anyone else. Repeat this for EUG, MFR, GEG, STS, etc… and all of a sudden you have a lot of loyalty in a lot of places.

    1. Guy Avatar
      Guy

      You’re right, I think Cranky strongly implied that as well. It is kinda like a self-reinforcing set of benefits. If they offer more nonstop flights in places where people are already flying AS, or have the credit card, you not only attract a higher fare for those passengers but attract new passengers to the significantly more convenient flights (which builds more loyalty to your point). Meanwhile, back in SEA, AS can sell more O&D seats or connecting seats from non-core markets. Let’s them both protect their stranglehold on SEA while building new loyalty in the outstations and creating more potential itineraries that aren’t PNW-origin.

      – Grow in “safe” PNW markets
      – Build loyalty overall in the PNW ex-SEA/PDX (your point)
      – Open up seats in SEA for non-core connecting markets

      Completely agree on GEG, MFR, STS, etc, and I would also add ANYTHING Montana (+JAC) to that list. BZN is blowing up!

      1. Jim Avatar
        Jim

        Guy, I hate to sound like an intellectually dishonest person who only defends Delta here, but I wouldn’t add JAC to that list. Delta and United have historically offered at least two flights per day year-round to Salt Lake or Denver, even in the shoulder season (morning and midday departures, midday and evening arrivals). Sometimes there are more. Alaska doesn’t necessarily fly every day in the shoulder seasons. The Alaska routes to JAC will fill a nice need bringing tourists to Jackson during the tourist seasons (and Alaska has shown some nice flexibility with some of those routes) and without a doubt attract plenty of locals, but for locals that might want to fly somewhere on a Tuesday in early December or a Thursday in late April, they are going to be loyal to Delta or United — especially given how much closer Jackson is to Salt Lake than to Seattle.

  16. Ben in Idaho Avatar
    Ben in Idaho

    It has been interesting to watch AS evolve in Boise. They have gone from the days of QX offering flights to places like LWS, IDA, PDT, TWF, and SUN to basically being the go-to on west coast flights. They appear to command a premium on routes where they have competition, like SEA, LAX and SAN (SFO, not so much).

    Cranky, maybe I missed something, but I thought Southwest and Alaska compete on a few routes in Boise like SJC, SAN, and SMF. I am curious to see if WN’s new strategy hurts them in places like Boise, since a lot of people around here still view them as the Southwest of the 1990s, even though those days are long gone. I wonder if bag fees and seat assignments will help AS steal more of those customers.

  17. Tim Dunn Avatar
    Tim Dunn

    aeroroutes is now reporting that AS will discontinue HA’s HNL-BOS, – FUK and – ICN flights later this year

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