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Growth

Old 02-19-2021, 06:01 AM
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Looks like we are sitting on our hands while our competitors are busy adding new flights and routes out of some of our core cities!
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Old 02-19-2021, 06:13 AM
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Originally Posted by firstmob View Post
Looks like we are sitting on our hands while our competitors are busy adding new flights and routes out of some of our core cities!
The difference between Delta and our competitors is we are currently making the same money of not more them while handicapping ourselves with no middle seat while they run at full capacity chasing poor quality revenue.

Furthermore, Delta doesn't need to add flights to grow capacity, we simply need to unleash the middle seats which is looking HIGHLY likely in April/May as we approach herd immunity.



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Old 02-19-2021, 06:27 AM
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Originally Posted by firstmob View Post
Looks like we are sitting on our hands while our competitors are busy adding new flights and routes out of some of our core cities!
We were the largest airline in the world by seats available last week. So....
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Old 02-19-2021, 06:36 AM
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Originally Posted by Trip7 View Post
The difference between Delta and our competitors is we are currently making the same money of not more them while handicapping ourselves with no middle seat while they run at full capacity chasing poor quality revenue.

Furthermore, Delta doesn't need to add flights to grow capacity, we simply need to unleash the middle seats which is looking HIGHLY likely in April/May as we approach herd immunity.



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This is true. Delta is making more money on less available seats.

When we grow by removing seat caps we will be the largest airline in the world and our costs will be (virtually) unchanged.
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Old 02-19-2021, 06:41 AM
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Growth will come post-pandemic, probably going to be a crazy few years.
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Old 02-19-2021, 07:08 AM
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This would be a great post(thread start) over on CC....I'm sure those guys would rally to your "Delta management is stupid" insinuation. If you want confirmation bias, you might try the other site
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Old 02-19-2021, 07:50 AM
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Originally Posted by Trip7 View Post
The difference between Delta and our competitors is we are currently making the same money of not more them while handicapping ourselves with no middle seat while they run at full capacity chasing poor quality revenue.

Furthermore, Delta doesn't need to add flights to grow capacity, we simply need to unleash the middle seats which is looking HIGHLY likely in April/May as we approach herd immunity.



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In reality, the whole blocking of the middle seats is a joke. It's ok to sit beside each other on 2 seat row but not a 3 seat row? Also, you still have someone siting all around you including in front, behind, and across the aisle..But if passengers fall for that then so be it, and I don't blame Delta for doing it. While I was a non rev recently, passengers were talking about this exact thing and saying it is false advertising promo.
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Old 02-19-2021, 07:51 AM
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Remember last spring/summer when every competitor launched scores of flights, “swing for the fences”, “90% by December” and we sat here lamenting being “behind”; How did that work out? For whatever criticisms we may have, we have had the closest finger to the pulse of covid trends.
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Old 02-19-2021, 07:53 AM
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10-20% revenue premium.

We are carrying more business travellers as a percentage of the industry than ever before.

It's all about the yield.
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Old 02-19-2021, 07:56 AM
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I love that we are recalling, training at max throughput, and targeting increases to about 90% of flying by next summer and somehow that means we aren’t growing
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