Operators split on CO decision to drop net fares

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Continental Airlines has decided to stop offering net fares to tour operator partners as of March 31, saying the move would have little impact on its business or on that of its wholesaler partners.

But tour operators were divided over the decision, with some agreeing that it would have little or no impact and others predicting that the move would have a noticeable effect.

Julie King, a Continental Airlines spokeswoman, said that "with retail fares declining, our net fares were not competitive and were not being used."

'This is a simplification'

"We will continue to work with tour operators and Continental Airlines Vacations in conjunction with retail leisure fares, which are very attractive," King said. "Overall, this is a simplification of our leisure sales and marketing since it eliminates our having two disparate fares in the market for the same trip."

Steve Bennett, a spokesman for Certified Vacations, which operates private-label vacation packaging services for Continental and Delta Air Lines, echoed that sentiment.

"This doesn't affect Continental Airlines Vacations at all," he said. "Net fares had become noncompetitive. Published fares had become much lower. They are not a big part of bookings anymore and haven't been for a while."

Tim Mullen, senior vice president of Apple Vacations, said he was not surprised by Continental's policy change, and he speculated that other airlines would follow Continental's lead.

"I think the future will be all airlines contracting seats with tour operators that come to them with some risk," Mullen said. "Operators will have to guarantee seats in order to get contracted fares. Quite a significant number of airline seats are sold at published fares anyway."

Many wholesalers were reluctant to talk about Continental's elimination of net fares, fearing that doing so could compromise their own negotiations with Continental and other airlines.

Speaking on condition of anonymity, an executive of one major wholesaler told Travel Weekly that other major airlines were not likely to follow Continental's move and that in fact some were already moving in the opposite direction, toward enhancing their bulk-rate systems to make them more effective for the purpose of selling vacations.

The executive said that the no-nets policy might work in domestic, close-in or mass market destinations where competition and Internet price transparency often pushed published fares as low as nets. But he said it was a different story in long-haul destinations, where prices were more stable and the airlines relied on tour operators to fill a substantial proportion of their seats.

The airlines need tour operators, and the tour operators need net fares to function, he said, because a stable, opaque net fare enables operators to add a markup and to plan ahead.

Bob Drumm, president of General Tours World Traveler, agreed.

"In the Caribbean and Mexico, where published fares are very low, this policy would make sense," Drumm said. "With long-haul operators like us, it's different. When selling packages to mass market destinations, it makes sense to follow the retail ball because airlines sell online, through agents and operators. They have many channels. In long-haul destinations where the price is not so volatile and where advance planning is required, brochures are printed, groups are sought, then net fares become more key."

Individual agreements are key

Just as key to operators' business models are the individual pricing agreements that they hammer out with carriers on a one-to-one basis. But the details of those agreements are seldom if ever revealed.

"Contract negotiations are always confidential," said Ron Letterman, chairman of Classic Vacations. "And there are always exceptions" to published fares.

A Continental employee confirmed that the airline would have "carve-outs" at certain destinations -- that is, exceptions to the rule.

Airlines are prohibited from speculating publicly on future fare policies, but at press time, no other airlines had followed Continental's lead.

To contact reporter David Cogswell, send e-mail to [email protected].

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