Originally Posted by
spin88
That said, operationally, Delta is doing the best by far...
Notably Delta states it has a 7% raise in corporate revenues so far this year. (See page 17 of link). So while certain posters have derided their strategy of building a good network (JFK, LAX, SEA additions, West Coast Shuttles) Delta thinks the pay off - and so far they appear to be correct - comes in a better HVFer mix and more business travel. This used to be United's strategy.
United has falling ASM and traffic (especially domestically), and projected (as of 10/23) PRASM to be a midpoint of flat in the 4th Q.
Thank you for your analysis. Some folks here are turning handstands to make DL's growth and margin improvement look foolhardy, but I guess it's difficult to process when you believe UA's cuts and shrinkage are smarter. Smisek's timing re: fuel prices makes him a very lucky boy. The bottom line will out though.