United Airlines eyes finish to Polaris retrofits on the 787, wants 'consistent product' during pandemic
United Airlines is pushing ahead with its effort to update the Polaris business-class cabins on its wide-body jets during the pandemic.
The Chicago-based carrier aims to fly mostly Boeing 767s, 777s and 787s that have its posh business-class product to give flyers a "consistent" experience, United vice president of international network and alliances Patrick Quayle during a Future of Travel webinar with TPG founder Brian Kelly on Tuesday (a full recording is below).
Still, many wide-body jets both with and without Polaris are parked as a result of the COVID-19 crisis. And the future of some of those stored aircraft is unknown with a high likelihood of retirements down the road.
Want more airline-specific news? Sign up for TPG's free new biweekly Aviation newsletter!
For now, United does not need all of its 213 wide-body jets. This leaves it with two choices: put those not flying in prolonged storage — or anything longer than six months — or use the downtime to do work for future use, like installing Polaris seats.
United continues to install the Polaris cabin on its 787-8s and is working on a schedule for 787-9s that do not have the seats, said Quayle. There is no doubt that the 787 will stick around in the carrier's fleet once COVID-19 subsides: the jet is United's most efficient and newest wide-body, and has emerged as a "workhorse" during then pandemic.
The airline aims to complete Polaris work on the 787-8s by Summer 2021 and on the 787-9s by Summer 2022.
Related: United resumes Polaris, Premium Plus retrofits on the 787
Offering travelers a consistent business-class product comes as the corporate flyers who buy most of those seats are all but non-existent. Speaking earlier in October, United CEO Scott Kirby said he does not expect business travel to return to "normal" until at least 2024. Even then, it could be permanently 10-20% lower than before the pandemic owing to widespread adoption of teleconference technologies like Zoom during the pandemic.
"For United, American, and Delta, high-fare business travel, particularly on long-haul international routes, is central to making the business work financially," wrote Josh Barro in New York Magazine on Oct. 26. Without those high-dollar flyers, suspended flights are unlikely to return and the expansion of ritzy business class seats like Polaris likely slowed if not stopped.
Related: When will business travel return? Not until 2024, predicts United CEO
Elsewhere, a question mark hangs over the future of United's 767-400ERs. None of the jets have the new Polaris seating and all are in long-term storage. Quayle would did not comment on the future of the type at United specifically, though he did praise the 767-300ERs.
"It's a right size airplane, it's a mid-size gauge airplane, a mid-cost platform," he said of the smaller 767s. "Those aircraft will be in our fleet for a while to come."
United also owns the majority of its 767-300ERs, as well as invested millions of dollars to install Polaris on the jets, making them a low capital cost plane to keep flying.
In addition, United does not plant to retire its longer-haul Boeing 757s until its new Airbus A321XLRs begin arriving in 2024 or 2025, said Quayle. A small fleet of 11 757-200s with Pratt & Whitney engines — the balance are equipped with Rolls Royce engines — have already been retired. United frequent flyers may be more familiar with them as the subfleet that flew in the airline's former "premium service" transcontinental configuration.
Related: US airlines may have to retire 1,000 jets
Wall Street expects United to retire some jets as a result of the coronavirus. Cowen analyst Helane Becker has estimated that as many as 192 mainline jets may need to go and forecast the 767s are the most likely candidate.
Older 777s are also possible candidates for retirement though. For example, United has 19 777-200s with an average age of 22.5 years. The 20-year-old mark has been an inflection point for many jet removals at other U.S. airlines.
United continues to work with authorities abroad to reopen international air travel. While many countries have closed their borders to all but essential travel, others have reopened with quarantine restrictions that act like a border closure, said Quayle.
Related: United Airlines tests potential travel bubble solution on London-Newark flight
"We looked back at 2019 and we looked at what was the average stay of our passengers" he said specifically about London bookings. "Roughly 85% of [the] traffic that we were carrying was in London [for] 10 days or less. When you institute a mandatory 14-day quarantine, the traffic evaporates."
United is working with its partners and governments to reopen some international travel lanes. One way it is moving forward with this is a pilot of the new CommonPass app that aims to put COVID status and identifying information on a common platform for airlines and governments.
A recent CommonPass pilot on United flight from London Heathrow (LHR) and Newark (EWR) went well with UK and U.S. authorities observing, said Paul Meyer, CEO of developer The Commons Project, after the flight.
In the meantime, United is gearing up for an array of new routes to markets that are open to travelers in 2021. New flights will connect several of the airline's hubs to destinations like Bangalore (BLR), Johannesburg (JNB) and Lagos (LOS).
Related: United Airlines adds 3 Africa routes, Delhi and Bangalore as part of 7-route expansion
Missed the session and want to watch the entire interview? Check out the full recording right here:
"The Future of Travel with Brian Kelly" is a series of live events looking ahead at what's in store for the travel industry as it begins to recover from the coronavirus pandemic. Join Brian as he interviews top experts and company executives on a range of topics, including traveler health, cleanliness measures, loyalty programs and what it all means for the traveling public.
For recordings of past sessions, please visit the following links:
- Future of cruising with Carnival CEO Arnold Donald
- Your health and travel with Doctor Mike
- Airline operations with JetBlue President and COO Joanna Geraghty
- 6 things America's top flight attendant thinks about the future of travel, with Sara Nelson
- Hear from Brian Kelly and Oneika Raymond on the future of inclusive travel
- What will the future of international travel look like? Here's what a US state department rep had to say
- The 5 things first-time RV renters should know, according to the CEO of RVshare
- Learn about the future of travel to the Middle East on this recorded webinar
- 5 key takeaways from our conversation with Hyatt's Chief Commercial Officer
TPG featured card
at American Express's secure site
Terms & restrictions apply. See rates & fees.
| 3X | Earn 3X Miles on Delta purchases. |
| 1X | Earn 1X Miles on all other eligible purchases. |
Pros
- Delta SkyClub access when flying Delta
- Annual companion ticket for travel on Delta (upon renewal)
- Ability to earn MQDs through spending
- Various statement credits for eligible purchases
Cons
- Steep annual fee of $650
- Other Delta cobranded cards offer superior earning categories
- Earn 100,000 Bonus Miles after you spend $6,000 or more in purchases with your new Card within the first 6 months of Card Membership and an additional 25,000 bonus miles after you make an additional $3,000 in purchases on the Card within your first 6 months, starting from the date that your account is opened. Offer Ends 04/01/2026.
- Delta SkyMiles® Reserve American Express Card Members receive 15 Visits per Medallion® Year to the Delta Sky Club® when flying Delta and can unlock an unlimited number of Visits after spending $75,000 in purchases on your Card in a calendar year. Plus, you’ll receive four One-Time Guest Passes each Medallion Year so you can share the experience with family and friends when traveling Delta together.
- Enjoy complimentary access to The Centurion® Lounge in the U.S. and select international locations (as set forth on the Centurion Lounge Website), Sidecar by The Centurion® Lounge in the U.S. (see the Centurion Lounge Website for more information on Sidecar by The Centurion® Lounge availability), and Escape Lounges when flying on a Delta flight booked with the Delta SkyMiles® Reserve American Express Card. § To access Sidecar by The Centurion® Lounge, Card Members must arrive within 90 minutes of their departing flight (including layovers). To access The Centurion® Lounge, Card Members must arrive within 3 hours of their departing flight. Effective July 8, 2026, during a layover, Card Members must arrive within 5 hours of the connecting flight.
- Receive $2,500 Medallion® Qualification Dollars with MQD Headstart each Medallion Qualification Year and earn $1 MQD for each $10 in purchases on your Delta SkyMiles® Reserve American Express Card with MQD Boost to get closer to Status next Medallion Year.
- Enjoy a Companion Certificate on a Delta First, Delta Comfort, or Delta Main round-trip flight to select destinations each year after renewal of your Card. The Companion Certificate requires payment of government-imposed taxes and fees of between $22 and $250 (for itineraries with up to four flight segments). Baggage charges and other restrictions apply. Delta Basic experiences are not eligible for this benefit.
- $240 Resy Credit: When you use your Delta SkyMiles® Reserve American Express Card for eligible purchases with U.S. Resy restaurants, you can earn up to $20 each month in statement credits. Enrollment required.
- $120 Rideshare Credit: Earn up to $10 back in statement credits each month after you use your Delta SkyMiles® Reserve American Express Card to pay for U.S. rideshare purchases with select providers. Enrollment required.
- Delta SkyMiles® Reserve American Express Card Members get 15% off when using miles to book Award Travel on Delta flights through delta.com and the Fly Delta app. Discount not applicable to partner-operated flights or to taxes and fees.
- With your Delta SkyMiles® Reserve American Express Card, receive upgrade priority over others with the same Medallion tier, product and fare experience purchased, and Million Miler milestone when you fly with Delta.
- Earn 3X Miles on Delta purchases and earn 1X Miles on all other eligible purchases.
- No Foreign Transaction Fees. Enjoy international travel without additional fees on purchases made abroad.
- $650 Annual Fee.
- Apply with confidence. Know if you're approved for a Card with no impact to your credit score. If you're approved and you choose to accept this Card, your credit score may be impacted.
- Terms Apply.
- See Rates & Fees