The Air Show What's wrong with Delta, part 1
Nov 20, 2025
Brian and Brett tackle a listener's challenge to critique Delta, exploring its shortcomings in network and fleet strategy. They argue that Delta underinvests in Asia and debate the limitations of its aging widebody aircraft. While praising Delta's marketing prowess, they highlight inconsistencies in the onboard experience. Concerns arise about leadership succession, particularly regarding Glenn Hauenstein's role. Overall, they conclude Delta is performing well but face potential future risks that could impact its standing.
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Asia Network Is A Major Gap
- Delta has significantly reduced its Asia network since 2005 and now relies heavily on partner Korean Air.
- This creates a major gap compared to competitors like United and Air Canada expanding into Southeast Asia.
Fleet Decisions Limit Route Flexibility
- Delta's widebody fleet choices skew larger with A350-900/1000 orders, limiting nimble route testing.
- Competitors using smaller 787-9s can probe new long-haul Asian routes more flexibly.
Old Planes Can Be A Strategic Asset
- Delta runs older paid-off widebodies like 767s to preserve margins despite passenger complaints.
- Brian Sumers argues the aging fleet can be a strategic advantage for investors when maintained well.
