Originally Posted by
MSPeconomist
But this isn't new news. The E fares have been around for a while on certain leisure routes. Presumably they're doing well or DL wouldn't be expanding the program to other markets.
Well, one can presume that, or one can wonder if Delta was seeing some market share erosion and/or loss of coach pricing power, and felt it needed to respond in more city pairs. Marketing more E fares could be defensive rather than an indication that it's doing well.
As a DL shareholder, I am actually a bit concerned that E fares may erode Delta's coach margins. Frontier is reducing Denver flying, I haven't looked yet to see where they are increasing capacity, but they are an E fare competitor.
Airline marketing is not my deal, but as an industry watcher/sector investor as well as a traveller (and DL FO), I had hoped that Delta was going to try and be above the Spirit/ULCC fray. I don't think it bodes well for quality of travel over the mid term.
edit: I am also not a corporate traveller, but I think they have a substantive problem on their hands for PMs/DMs who's companies force them to buy lowest fare. Technically that's an employer issue, but it gives an AAdvantage to other airlines, UnLess they follow Deltas E fare race for the bottom.