This has been a pretty fun thread to read thru with all the conjecture… II’ll add mine here… I am guessing they are quickly spinning up lots of work-streams/probability models with a bunch a different ideas but haven’t landed on any, probably because they are getting extra perspective from consultants who weren’t part of the original decision….Can only imagine how many fire-drills they have going with the corporate office right now & the softening in airfares/demand for for the fall is probably only adding more fuel to those fires..
End of day, I think the 2 things we can take to the bank would be, whatever thins the Diamond ranks will still be a part of the new model and whatever creates more stickiness with Delta branded Amex cards… Those are probably the 2 non-negotiable’s from the C-suite…
Probably a coin flip in what caused the most consternation. The negative publicity of the announcement or the Amex churn/potential churn that bubbled right away from it.