Growth
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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Originally Posted by firstmob
(Post 3197002)
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!
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. Sent from my SM-N986U using Tapatalk |
Originally Posted by firstmob
(Post 3197002)
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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Originally Posted by Trip7
(Post 3197010)
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. Sent from my SM-N986U using Tapatalk When we grow by removing seat caps we will be the largest airline in the world and our costs will be (virtually) unchanged. |
Growth will come post-pandemic, probably going to be a crazy few years.
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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:o
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Originally Posted by Trip7
(Post 3197010)
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. Sent from my SM-N986U using Tapatalk |
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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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. |
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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