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I was thinking about SAS, Ryanair and Norwegian when studying this 2 min YouTube clip. We all read them before but in these disruptive times it useful to review them again…


(1) The Explainer: The 5 Forces That Make Companies Successful – YouTube

 Your profitability depends on; 

  • 1. Customers
  • 2. Suppliers
  • 3. Substitutes
  • 4. New entrants
  • 5. Existing rivals

We tend to focus most on 1 and 5, right – good or bad?

How the “Nordic” flight industry will play out, remains to be seen. Porter is correct, you need profitability to stay long term.
I still hold Norwegian stock, I fly Ryan to Spain, but want to use SAS (Arlanda). I´m kind of the ordinary Spain commuter.