A couple interesting things regarding July traffic:
1. Allegiant posted a ridiclious 95% load factor for July up from 91% year over year. That is a crazy number. The stock is up 14% up over the past week, jumping 11% today.
2. You might be seeing this headline out there: Traffic rises at AirTran, falls at Southwest. So you get the gist of it. However, I find the crucial number in this report to be Southwest's load factor which dropped 5.1 percentage points year over year, as LUV's capacity went up and it carried less passengers. Hey, they are paying below market value on fuel, but it is something to keep an eye on.
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