JetBlue CEO Joanna Geraghty Talks Sales, 2026 outlook and holidays
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Thank you so much. Yes, Caroline, I am here with Joanna Garrity, the CEO of JetBlue in the very first lounge. It is fashioned like an Art Deco New York City apartment from the 1940s, 30s, 70s, 30s. OK, I think I got it right. Joanna, thank you so much for being here before the launch later this week. I want to start with just how this fits into the strategy of JetBlue right now to make the airline truly profitable for a sustainable period of time.
Yeah, thanks for the question. Great to be here and have you in Blue House, JetBlue's first foray into lounges. This is very much part of our JetForward strategy. We've been working very hard for the last several quarters on really turning towards premium and trying to make sure that we're offering more opportunities for customers who want to pay a little more. And the lounge is part of that, our transition to a first-class product next year, a domestic first-class product. We'll be part of that, our premier card, our even more as a cabin, and really excited to start seeing all of that come to life in 2020.
All of the big airlines have talked about loyalty and how important loyalty and premium offerings is to their profitability going forward. How is it different for JetBlue because there isn't the sort of obvious business customer that typically fuels the loyalty offering?
I mean, we're a leisure carrier. We tend to get, you know, a nice share of business customers because they love the product. You know, we're back at the top for Net Promoter Score, so really proud of that. But at the end of the day, this is really designed around trying to make sure that customers who travel for vacation have a reason to come back again and again and providing a little oasis of peace and, you know, really through our loyalty program. We want to reward people who choose JetBlue because they love the product, the service, and what we offer.
You have already offered Mint and other premium rollouts. How has it been going?
It's been great. Mint's been a very strong source of revenue for JetBlue for well over the last decade, and so we're not new to this. We have a brand that definitely associates with more of a higher-end leisure customer, providing more to customers at a very reasonable fare. We want to make sure that we offer something for everybody across the full spectrum, whether you want sort of a dialed-down experience, still free Wi-Fi and great legroom and great snacks and drinks experience, But then if you want to pay a little more, you have the opportunity for a lounge, our mint class for Transatlantic. And then when we launch domestic first later this year, that's going to be a great product offering for customers who want a little more.
So I was shuttled into here through very long security lines and lots of people with screaming children trying to get to different destinations for their warm holidays.
What is JetBlue's current strategy for profitability?
This is the busy season. How is it looking in terms of demand, given the fact that there were some hiccups in the past couple of months, but at this point people are getting back to what they originally had?
Yeah, 2025 has been a very tough year, whether it was the macro setback or the government shutdown or the list goes on and on. We're really looking forward to the holiday season. Bookings are coming in strong. As we go into 2026, we're optimistic that the consumer is healthy and that we're going to start really ramping up the initiatives that we have been working really hard for the last year to execute to and seeing the benefit as we move through 2026.
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