Brazil's passengers are split between airlines that were already flying before GOL launched and those that entered since. It is an informal comparison by carrier and does not say what caused the growth.
What this shows: The chart covers 2000 Q1 to 2025 Q3. It plots Incumbent carriers and New entrants on a vertical axis of Quarterly passengers (millions). Latest values: Incumbent carriers 11.77; New entrants 16.35. Data run through 2025 Q3.
Conditions and method
Status: descriptive (a pattern in the data, not a causal estimate).
The gap of 1.72, 61% of the whole-market figure, compares two fits on different samples. It cannot separate rising income from the capacity that new carriers added, so it gives no estimate of the share that market opening explains.