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While customer preference certainly impacts revenue metrics, competition and geographic exposure are much bigger drivers.

Latin America is performing exceptionally poorly and AA and United have much bigger exposure in the weaker markets, particularly Brazil, than Delta. Latin America is a huge part of AA's business, making up about 40% of international capacity, it's less than 1/2 that at United and even less for Delta. In addition, AA is facing pretty stiff competition from Southwest and Spirit in Dallas, which is depressing domestic yields.

All together, it was a not-so-great quarter for AA, while Delta and United did pretty well.

Domestic / % of Passenger Revenue / Change in Yield
AA / 63.5% / (9.6%)
DL / 65.8% / (2.5%)
UA / 49.8% / (2.2%)

Latin America / % of Passenger Revenue / Change in Yield
AA / 14.1% / (13.8%)
UA / 8.9% / (10.6%)
DL / 6.1% / (6.3%)

Atlantic / % of Passenger Revenue / Change in Yield
DL / 18.9% / (7.8%)
AA / 18.2% / (7.6%)
UA / 24.7% / (5.8%)

Pacific / % of Passenger Revenue / Change in Yield
AA / 4.1% / (16.2%)
DL / 9.2% / (13.1%)
UA / 16.5% / (10.8%)

Consolidated change in yield (includes regional, which is not captured above)
DL (5.4%)
UA (5.6%)
AA (9.2%)