Big changes are underway in the U.S. airline market. In its Q3 earnings presentation last week, Delta described a domestic sector that’s getting significantly stronger, but that's far from the only highlight. In our feature story, we dissect the data and cut through the executive commentary to explain why Delta is upending industry norms.
Delta is first out the gates and will set the benchmark for all other U.S. majors to follow. The numbers are likely to be good, the question is, just how good?
Many of the biggest names in U.S. aviation recently gathered in Washington D.C. providing valuable insights into the latest trends and trajectories. We've got the details.
Spirit Airlines went from being a profit all-star in the 2010s to a poster child for dysfunction in the 2020s. Filing for bankruptcy again, having just exited court protection in March, the ULCC is deeply distressed and losing alarming sums of money. In this week's feature story we discuss where it all went wrong, and identify possible survival strategies for the ailing carrier.
Spirit’s survival looks increasingly doubtful as its ultra-low-cost model falters, while Air Canada faces a costly labor reckoning that could reshape its near-term fortunes.
There’s no shame in winning a bronze medal. Unless it’s a game of three players. The U.S. has just three global airlines. And for seven straight years now, the medal stand has looked the same. In the contest for best operating margin, Delta always wins the gold. United always wins the silver. And American always gets stuck with the bronze. In this week's feature story, we examine why.