Diversifying Delta's Business

Diversifying Delta's Business

Delta Air Lines held an investor day this week where CEO Ed Bastian said business was “gangbusters.” That’s what Wall Street wanted to hear but it appears also true for a company that sees significant delta ahead, and is actively working to grow high-margin tertiary businesses. Edward Russell and Jay Shabat discuss. Plus, the operational distress in the northeastern U.S. this week. Reading List Delta Sees ‘Gangbusters’ Recovery, Downplays Industry Concerns Delta Pins New Hopes on Gen Z and Millennials, Not Business Travelers United’s New York Distress Shows how Weather Can Royally Mess Up an Airline’s Operations

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Airline Weekly Lounge Episode 48: Azul’s Ambitions

Airline Weekly Lounge Episode 48: Azul’s Ambitions

Brazil’s Azul is no doubt an innovative airline. But has it become too clever by half with its low-cost longhaul venture? A couple years into the experiment, we discuss it in this episode. Meanwhile, ...

13 Juli 201633min

Airline Weekly Lounge Episode 47: Turkish Troubles

Airline Weekly Lounge Episode 47: Turkish Troubles

Turkish Airlines and its cross-town rival Pegasus were seeing trouble in their business before the attack on Istanbul’s Ataturk International Airport. In this episode we try to assess—or at least spec...

5 Juli 201629min

Airline Weekly Lounge Episode 46: Left Behind by Brexit?

Airline Weekly Lounge Episode 46: Left Behind by Brexit?

In the wake of Brexit, will the U.K. be able to remain in the European Common Aviation Area? We don’t know. But we do know that if the U.K. is relegated to some other status, it would obviously impact...

28 Juni 201639min

Airline Weekly Lounge Episode 45: Six Degrees of Singapore Airlines

Airline Weekly Lounge Episode 45: Six Degrees of Singapore Airlines

Wherever you go in the airline industry, you’re never too far from Singapore Airlines, a carrier that played a primary role in—count ‘em— four of the bigger storylines last week. Singapore is pulling ...

21 Juni 201629min

Airline Weekly Lounge Episode 44: Struggling SAS

Airline Weekly Lounge Episode 44: Struggling SAS

Scandinavia’s SAS posted a pretty rough quarter despite huge tailwinds from its healthy home economy and cheap fuel. Fierce competition, labor concerns and operational problems all share the blame. Is...

14 Juni 201638min

Airline Weekly Lounge Episode 43: United Tries to Put You to Sleep

Airline Weekly Lounge Episode 43: United Tries to Put You to Sleep

United last week revealed its new premium experience named Polaris, which includes its business class cabin. Ironically, the big design features in the cabin are all about missing the experience, beca...

8 Juni 201631min

Airline Weekly Lounge Episode 42: Ryanair's Runaway Success

Airline Weekly Lounge Episode 42: Ryanair's Runaway Success

Ryanair is like a runaway train, in that nothing seems to be able to stop it. Despite unfavorable hedges, terrorism, air traffic control strikes and plenty of economic weakness, the airline still mana...

31 Maj 201633min

Airline Weekly Lounge Episode 41: Korean Divergence

Airline Weekly Lounge Episode 41: Korean Divergence

Why are we seeing such different results from the two big Korean airlines? Korean Air again overcame systemic challenges to deliver a standout performance in the first quarter. And although the fuel s...

25 Maj 201625min

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