Delta’s Focus-City Gambit Pays Off: $2B Amex Windfall & SkyMiles Surge – Is the Stock Set to Soar?
Delta’s strategy of blending its network with loyalty marketing is drawing notice. Hauenstein’s focus-city approach—linking route planning with credit-card growth—reflects a “full reengineering” of how to maximize revenue, beyond just flying passengers theairlineobserver.com thriftytraveler.com. As Reuters observes, Delta’s exposure to “higher household income” travelers has strengthened its position versus carriers that serve more budget-conscious markets reuters.com. This dovetails with industry trends: U.S. carriers have cut capacity (Spirit’s exit and discipline among peers), boosting fares and unit revenues reuters.com reuters.com. Forecast: With Q3 earnings in line and guidance raised, analysts expect Delta to continue outperforming. Cowen (as reported by MarketBeat) and
