JetBlue Airways is making a significant strategic pivot towards premium travel, marked by the December 2025 opening of its first BlueHouse airport lounge at JFK and plans for a second at Boston Logan in 2026, alongside a new domestic first-class cabin in 2026. This move aims to capture higher-spending customers. However, the airline faced operational challenges from Winter Storm Devin in late December 2025, resulting in 22% flight cancellations and an estimated $60-80 million Q4 financial impact, raising concerns about its operational resilience. Shares dropped 3.41% on December 29, then gained 1.32% on December 30.
JetBlue Accelerates Premium Push Amidst Storm-Related Operational Concerns