PSU.DTW.SCE wrote:I'm just not sure what you are arguing, but there absolutely zero indication DL is ignoring ATL.
1) Recent LCC growth will degrade ATL profitability from prior levels
2) Previous strategic elements such as the following will become harder to maintain:
own the local O&D…
…DL was getting people willing to pay… …more to fly DL
Because lower fares on the competition will make it hard for Delta to “own” (your word) the local O&D, and
As competition expands, it will become harder for Delta to find people willing to pay extra.
Yes, Delta has impressive, real productivity cost efficiencies in ATL. This is a competitive asset.
However despite these efficiencies, Delta’s CASM remains well above that of its competitors (2019):
- Delta 14.7 cents
Comments on this thread focus on smaller offensives like focus cities, and some comments suggest low competitive urgency about the changes in ATL:
SESGDL wrote:ATL will remain unchallenged and unchallengeable for marketshare
Underscoring that there may be a need for more awareness of playing defense too.
SESGDL wrote:Sorry, still don't agree with you.
Future earnings will tell the story.