US Airways liquidation: Implications for Delta?
It seems very clear that US Airways is not going to survive. The only question seems to be whether they will liquidate in the next few weeks, or whether they will continue to trudge along for a few months before disappearing from the aviation environment. This of course raises the question of what this all means for Delta. It seems the end of US Airways will be truly outstanding news for Delta. In fact, among the network carriers, it is a close contest as to whether AMR or DAL will benefit more. It seems the advantages of U's disappearance to DAL are numerous. This includes:
(1) DAL will be able to truly dominate the Shuttle market
(2) DAL will have great opportunities for growth in key east coast markets such as boston, DC, and NYC.
(3) Many passengers connecting through charlotte will now choose too connect through ATL. Similar for PIT-CVG.
(4) Perhaps most importantly, U's liquidation will bring about some needed capacity reduction in the industry. This may finally make it possible to effect some needed revenue enhancements.
Any thoughts on how DAL will capitalize on this opportunity?