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United's A321XLR Economy Plus row: what UAL investors should monitor
United will install one Economy Plus row with open middle seats and shared tables on each of its 50 ordered Airbus A321XLRs. The aircraft will have 32 premium seats, 16 more than the Boeing 757s it replaces, so the investable question is whether the wider fleet change lifts premium mix and Atlantic unit revenue without allowing costs or capital intensity to outrun demand.