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Delta sees "unusually strong" off-season leisure demand this fall

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Delta sees "unusually strong" off-season leisure demand this fall

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Old Sep 14, 2022, 11:21 am
  #1  
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Delta sees "unusually strong" off-season leisure demand this fall

- US travelers are flocking to Europe in September and October
- Off-season leisure demand unusually strong within the US
- Business travel surging back in September
- Korea, Australia and other Pacific markets seeing good demand as they reopen
- Strong Thanksgiving and Christmas bookings

Those that hope/expected leisure demand to "collapse" in the fall aren't gonna get what they want. SkyClubs will be backed through year end
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Old Sep 15, 2022, 11:49 pm
  #2  
 
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Originally Posted by Adelphos
- US travelers are flocking to Europe in September and October
- Off-season leisure demand unusually strong within the US
- Business travel surging back in September
- Korea, Australia and other Pacific markets seeing good demand as they reopen
- Strong Thanksgiving and Christmas bookings

Those that hope/expected leisure demand to "collapse" in the fall aren't gonna get what they want. SkyClubs will be backed through year end
Where did you get your data from? Sources? Or are you just articulating your own thoughts?
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Old Sep 16, 2022, 3:25 am
  #3  
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Originally Posted by resolute
Where did you get your data from? Sources? Or are you just articulating your own thoughts?
Bloomberg - comments were made at recent investor conference

Transcript:
https://seekingalpha.com/article/454...nce-transcript

Glen Hauenstein

Right. We haven't really seen that yet. I think everybody is looking for cracks. And what I'd say is we haven't seen any cracks in our demand set yet. There was step-up in business post Labor Day, which we were hopeful for but didn't know if it would actually materialize. And now we can see it actually has materialized. And we continue to see, of course, on the leisure side, very, very strong demand through even what's traditionally more of an off-peak period in the fall and into the early winter.

Last edited by Adelphos; Sep 16, 2022 at 5:00 am
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