FlyerTalk Forums - View Single Post - DL at SEA: The worst performing hub in the US (financially)?
Old Nov 7, 2023 | 8:04 pm
  #13  
SuperEWR
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Join Date: Jan 2018
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Originally Posted by manacit
I have to assume this is part of it - Amazon and Microsoft alone each have dedicated checkin desks at SEA for both AS and DL. With AS (pre-OW) not being able to get people to a lot of places, DL was able to make pretty big inroads. Anecdotally every time I would fly between SEA and JFK I was always sitting next to diamonds in C+ who worked for big tech and were frequent commuters between the cities. I expect a lot of this demand is pretty flat right now, same with SEA/SFO etc.

I really wonder if DL has a long-term play here - SEA is just not that well-placed geographically and will never be what SFO is for UA, and the local market is not going to switch away from using Alaska in my experience. Personally, with AS status matching aggressively and being part of OW I am strongly considering switching over. Now that I can earn AS miles/status for flying BA to LHR and JAL to Asia the DL draw for international travelers seems a bit less. When half of the flights I want to take are nonstop on AS compared to either 1+ stops or impossible (SBP!) one starts to wonder how they're going to compete.
I'd argue SEA's geographic positioning is pretty strong, Air Canada has used Vancouver's geographic positioning as a TPAC hub and has arguably nearly as strong an Asia presence as UA out of SFO. AC has the benefit of owning the Canada market vs Delta competing for SEA, but offset by fewer US flights for connections. Both are affluent metros with large Asian populations, but SEA has more corporate customers (not much of a benefit right now). SEA has a larger population and higher GDP per capita than Vancouver. A fair number of puts and takes, but I'm not sure why SEA grow significantly for DL, even if it doesn't quite become the TPAC megahub that is UA's SFO
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