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A profit gap of more than $3 billion is a specific and uncomfortable number to put in a public strategy.
American Airlines' chief executive has done exactly that, laying out a program tied to better operational reliability, an expansion of premium seating and lounges, and a still-pending wide-body aircraft order from either Boeing or Airbus.
Whether the pieces can deliver at that scale is the harder question. The case for the strategy The logic behind each element is straightforward.
Reliability improvements address a known drag on customer loyalty and unit revenue; airlines that run on time hold business travelers, and those that don't lose them to competitors who do.
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