Delta rolling back some changes
#211


Join Date: May 2011
Location: NYC (LGA, JFK), CT
Programs: Delta Platinum, American Gold, JetBlue Mosaic 4, Marriott Platinum, Hyatt Explorist, Hilton Diamond,
Posts: 5,116
As a publicly traded company, is Delta required to show that their Diamond medallion members "almost doubled"? I find it very hard to believe that US based customers moved up to Diamond from Platinum during the pandemic. Platinum doubling, for sure with rollover. But I wouldn't be surprised to see that the vast majority of new Diamonds during the pandemic were from overseas customers. I don't know anyone that increased their flying during the pandemic to move up to a Diamond.
Last edited by Adelphos; Sep 28, 2023 at 4:43 pm
#212


Join Date: Aug 2003
Location: Northern California
Programs: I want to be free! Free!
Posts: 3,568
100%. There are a handful of sweet spots left in various programs but in time, and likely at an accelerated pace as they dwindle, those too will be gone, replaced by piles of deeply devalued miles many of which will never get spent. Free agency and cash back cards will reign.
#213



Join Date: Mar 2015
Posts: 2,048
I think this is the key: "whatever creates more stickiness with Delta branded Amex cards..."
Remember, Delta told investors they expect the Amex annual benefit to Delta to grow to $10B/year. Delta HAS to fix their self-inflicted DL Amex disaster or this prediction is toast.
Remember, Delta told investors they expect the Amex annual benefit to Delta to grow to $10B/year. Delta HAS to fix their self-inflicted DL Amex disaster or this prediction is toast.
He said that the Costco AMEX relationship was never the most cordial because the two companies had diametrically different view points on how to run a company.
He said, when Ken Chenault (at the time CEO of AMEX) would come to town it was a scripted affair down to how Chenault would enter the building.
The Costco team was not fancy in the slightest and they always found it amusing how Chenault and his team acted all fancy with their suits and ties and very shiny shoes, something that Jim Sinegal always noticed.
My buddy once relayed a story about how Chenault was going over a Power Point presentation about how to increase profit to the co-brand card. Jim Sinegal interrupted Chenault and asked how does this benefit the customer? Chenault was silent for a minute and then said well it I mean it doesn't, it benefits our mutual relationship.
Jim Sinegal said that I am not interested, our customers and our employees are and always will be Costco's number one concern and if we don't benefit either group, we aren't interested and that was that.
Sort of reminds me of this, Costco fought for the customer neither DL nor AMEX did.
Last edited by kmersh; Sep 28, 2023 at 4:59 pm
#214


Join Date: Dec 2011
Programs: DL MM GM, AA Plat Pro, UA Silver, EI Silver
Posts: 2,158
I don't really have anything of substance to add, but all this reminded of a conversation I had with a buddy of mine who was an exec at Costco (now retired).
He said that the Costco AMEX relationship was never the most cordial because the two companies had diametrically different view points on how to run a company.
He said, when Ken Chenault (at the time CEO of AMEX) would come to town it was a scripted affair down to how Chenault would enter the building.
The Costco team was not fancy in the slightest and they always found it amusing how Chenault and his team acted all fancy with their suits and ties and very shiny shoes, something that Jim Sinegal always noticed.
My buddy once relayed a story about how Chenault was going over a Power Point presentation about how to increase profit to the co-brand card. Jim Sinegal interrupted Chenault and asked how does this benefit the customer? Chenault was silent for a minute and then said well it I mean it doesn't, it benefits our mutual relationship.
Jim Sinegal said that I am not interested, our customers and our employees are and always will be Costco's number one concern and if we don't benefit either group, we aren't interested and that was that.
Sort of reminds me of this, Costco fought for the customer neither DL nor AMEX did.
He said that the Costco AMEX relationship was never the most cordial because the two companies had diametrically different view points on how to run a company.
He said, when Ken Chenault (at the time CEO of AMEX) would come to town it was a scripted affair down to how Chenault would enter the building.
The Costco team was not fancy in the slightest and they always found it amusing how Chenault and his team acted all fancy with their suits and ties and very shiny shoes, something that Jim Sinegal always noticed.
My buddy once relayed a story about how Chenault was going over a Power Point presentation about how to increase profit to the co-brand card. Jim Sinegal interrupted Chenault and asked how does this benefit the customer? Chenault was silent for a minute and then said well it I mean it doesn't, it benefits our mutual relationship.
Jim Sinegal said that I am not interested, our customers and our employees are and always will be Costco's number one concern and if we don't benefit either group, we aren't interested and that was that.
Sort of reminds me of this, Costco fought for the customer neither DL nor AMEX did.
#215




Join Date: Jul 2003
Location: Atlanta
Posts: 6,501
1: Get get upgraded to C+ immediately
2: Baggage allowance
3: Still get upgrades on minor flights
Contrary:
1: I've been totally unimpressed with the people at the PM support line over the last 6 months
2: No longer can use the Upper Class lounge at LHR
So it may be that my correct response to Delta is "thank you for telling me to get lost."
But the end of rollover MQMs, and the switch to "everything MQDs", means I'm taking my credit card spending elsewhere. Between us my wife and I have about 900k SkyPesos. Starting in 2025 we'll use those for the upgrades on Delta, when we fly Delta. But starting in 2024, or to a certain extent starting now, the CC spend is going to Chase, not AmEx. With the Chase Sapphire / Freedom combo I can do my travel booking there.
2: Baggage allowance
3: Still get upgrades on minor flights
Contrary:
1: I've been totally unimpressed with the people at the PM support line over the last 6 months
2: No longer can use the Upper Class lounge at LHR
So it may be that my correct response to Delta is "thank you for telling me to get lost."
But the end of rollover MQMs, and the switch to "everything MQDs", means I'm taking my credit card spending elsewhere. Between us my wife and I have about 900k SkyPesos. Starting in 2025 we'll use those for the upgrades on Delta, when we fly Delta. But starting in 2024, or to a certain extent starting now, the CC spend is going to Chase, not AmEx. With the Chase Sapphire / Freedom combo I can do my travel booking there.
#216




Join Date: Apr 2019
Posts: 1,249
I think this is the key: "whatever creates more stickiness with Delta branded Amex cards..."
Remember, Delta told investors they expect the Amex annual benefit to Delta to grow to $10B/year. Delta HAS to fix their self-inflicted DL Amex disaster or this prediction is toast.
Remember, Delta told investors they expect the Amex annual benefit to Delta to grow to $10B/year. Delta HAS to fix their self-inflicted DL Amex disaster or this prediction is toast.
#217
A FlyerTalk Posting Legend




Join Date: Jun 2005
Posts: 72,407
100%. There are a handful of sweet spots left in various programs but in time, and likely at an accelerated pace as they dwindle, those too will be gone, replaced by piles of deeply devalued miles many of which will never get spent. Free agency and cash back cards will reign.
#218



Join Date: May 2008
Location: Northeast US
Programs: various
Posts: 5,023
I've flown both Delta One and United Polaris to/from Europe recently and I don't agree with this assessment at all. I would put both DL One and UA Polaris in the same general ballpark, with the exception of the DL 763. Any Polaris option is superior to Delta One on the 763.
#219




Join Date: Feb 2020
Location: North of DTW
Programs: Delta SM, LATAM Gold, Bonvoy Platium, Hyatt Explorist, Hilton Gold, Silvercar (RIP), Sixt
Posts: 175
This right here! Someone oughta start a thread to show their AmEx MQM Waiver spend-to-date for 2023, and how that's gonna plunge to zero/near zero in 2024, since it won't be worth the effort. (Yes, I'm sure there's a hunting camera magnate who will show off his 6 digit spend, but look at the millions of us spending under $50,000 on a cobrand Delta AmEx card! And remember, Delta needs planes full of people...which means all purchasers of tickets are important...not just those at the pointy end!)
#220




Join Date: Aug 2010
Location: On the run
Programs: DL 2MM/DM, Hilton LT Diamond, Hyatt Globalist, Marriot Titanium
Posts: 1,277
As a publicly traded company, is Delta required to show that their Diamond medallion members "almost doubled"? I find it very hard to believe that US based customers moved up to Diamond from Platinum during the pandemic. Platinum doubling, for sure with rollover. But I wouldn't be surprised to see that the vast majority of new Diamonds during the pandemic were from overseas customers. I don't know anyone that increased their flying during the pandemic to move up to a Diamond.
I'm sure the ranks of Platinums probably quadrupled with the $25kMQM waiver and $30,000 status boost for MQM's-- this has been affecting domestic upgrades with the PM Choice Benefit RUC's as I noticed a lot of same last names high on the upgrade list, meaning that couples are traveling together using a RUC.
#221




Join Date: Aug 2010
Location: On the run
Programs: DL 2MM/DM, Hilton LT Diamond, Hyatt Globalist, Marriot Titanium
Posts: 1,277
This right here! Someone oughta start a thread to show their AmEx MQM Waiver spend-to-date for 2023, and how that's gonna plunge to zero/near zero in 2024, since it won't be worth the effort. (Yes, I'm sure there's a hunting camera magnate who will show off his 6 digit spend, but look at the millions of us spending under $50,000 on a cobrand Delta AmEx card! And remember, Delta needs planes full of people...which means all purchasers of tickets are important...not just those at the pointy end!)
Mike K should be putting all that spend on The Platinum Business Card and aiming for a Centurion Business invite. Why is he wasting his money for DL DM status? If he is truly a big shot, then going private jet charter to HI with his family of 5. He could get a Wheels Up membership which would count towards DL MQM/MQDS.
#222




Join Date: Aug 2010
Location: On the run
Programs: DL 2MM/DM, Hilton LT Diamond, Hyatt Globalist, Marriot Titanium
Posts: 1,277
Before using the word premium as DL throws it around currently, years ago the DL marketing was best in class plastered every where when every brand was using this term. Monkey see, monkey do.
#223

Join Date: Jul 2019
Posts: 19
Delta One is a vasty superior experience compared to United and AA - and that's the bar the 3 main airlines set for their competition. No US carrier will ever have a business class in the same league as JL, NH, AF, EK, etc - but they don't care. When you compare Delta to United, the difference is obvious - when you compare Delta to Air France, they just aren't in the same league, but Delta isn't trying to be.
We need to have reasonable expectations when comparing products.
We need to have reasonable expectations when comparing products.
While the FF program changes are terrible, plus lounge access limitations, theres no denying a better on board product. But there is a line they can cross if service falls, or if FF program is gutted so much, that theres no coming back from.
#224


Join Date: Oct 2009
Location: New York City
Programs: DL DM & 2MM; Marriott Titanium, Hilton Diamond
Posts: 765
Speculation.
Adding my $0.02 to this thread.potentially some changes on the table:
All these encourage Amex spend which is what DL is ultimately after
- Increase MQD earn in DL cards - 5:1 for Reserve & 10:1 Plat
- DL Reserve/Amex Plat gets unlimited SC access with >$50k annual spend
- Allow additional choice benefits to be earned at $25k MQD, $30k MQD, $40 MQD spend etc. (maintain DM status at $35k MQD)
All these encourage Amex spend which is what DL is ultimately after
#225


Join Date: Sep 2017
Programs: AA EP, DELTA DIAMOND, HYATT GLOBALIST,
Posts: 192
Adding my $0.02 to this thread.potentially some changes on the table:
All these encourage Amex spend which is what DL is ultimately after
- Increase MQD earn in DL cards - 5:1 for Reserve & 10:1 Plat
- DL Reserve/Amex Plat gets unlimited SC access with >$50k annual spend
- Allow additional choice benefits to be earned at $25k MQD, $30k MQD, $40 MQD spend etc. (maintain DM status at $35k MQD)
All these encourage Amex spend which is what DL is ultimately after



