Originally Posted by
planejoe
"It's across all segments, covering corporate, covering international, covering premium leisure, covering main cabin, covering our domestic system," Bastian said. "We're seeing strength in every market that we look at."
Bastian noted that eight of Delta's top 10 days for ticket sales happened this year, five of them since the start of the war.
https://www.pbs.org/newshour/nation/...ooking-flights
Ed says things are going well.
That is an accurate quote but when has ED ever said things are going poorly. It’s all relative to the guidance. The sentiment will be tempered. They never say things suck until they file for bankruptcy. They can control profits with expenditures and give mediocre returns forecasts. As long as they don’t have a terrible YOY comp or a losing Q the shareholders will be placated. If we had a stellar 2025 (as planned) then the comps would look weak but I think we will be on par with some downward revision to the guidance for real world events. That doesn’t hurt them in negotiations because they can say we aren’t making as much money as expected, and is excusable for investors if we stay #1 each Q.