An illustration showing a cockpit with a canary outside the window.
North America

The Scary Canary? Delta Speaks Up

North America

The Scary Canary? Delta Speaks Up

April 2025
39 min read
Gordon Smith and Jay Shabat

Skift Take

The whole world was watching. On Wednesday, Delta became the first major U.S. travel company to report first quarter earnings. What would it say about the crisis in confidence unfolding throughout the U.S. economy? How much worse have things gotten in the past month, since Delta first warned about deteriorating demand trends?

Issue Overview

The whole world was watching. On Wednesday, Delta became the first major U.S. travel company to report first quarter earnings. What would it say about the crisis in confidence unfolding throughout the U.S. economy? How much worse have things gotten in the past month, since Delta first warned about deteriorating demand trends? In this week's feature story, we navigate the numbers and crunch the commentary.