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Old 02-05-2026 | 09:44 AM
  #392  
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From: 737CA
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Originally Posted by Ripinpeace
Delta has been #1 in BOS for a while now. Excluding regional feed is arbitrary as it’s critical to feeding hubs and operates under the Delta umbrella for profit/loss. This gap will clearly grow as B6 falters, more pax default to DL+AMEX, and DL adds some gates in 28’ when the A+B connector is online and cont. to up-gauge.

AUS, the market share gap that exists today will close per the Lease Agreement with ABIA and CEO Badawi - “40-40-20 market share split”.

DL: 15 firm + 8 common in A
WN: 18 firm + 3 common in B

Delta will be anchored in the preferred terminal: A which will be immensely larger after the new A/D Hall finishes adding several hundred thousand sqft. Add in closer proximity to pickup/dropoff, intl/customs, two massive DL clubs, and a $250M investment by DL to refreshen the BJT. WN will lose its share advantage. It’s already in writing. Something has to change if WN is gonna remain competitive there.

The DL ecosystem of Regional feed + Skyteam/Codeshares/JV’s + Mainline will likely surpass WN in market share, ultimately. WN still has no plans for a club in AUS (may be too late as agreements for space are signed going into 2036). The arrival of the DL 787 will be arriving the same time B goes up allowing Delta to launch some high CASM+cargo ops targeting Europe and South America too.

But, WN does have the AUS base which overshadows all the fluff I just mentioned
I have a feeling Delta will be #2 in AUS. Just like they are in SEA where Delta has a regional feed+Skyteam/Codeshares/JV's and lounges, including Delta one, A330's, cargo and of course international facilities. Delta should be more worried about UAL. They have the momentum. Plus much bigger international footprint. The bread and butter of profits. Lots of domestic expansion in the works too.
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