Bloomberg Intelligence BI Weekend: Delta Earnings, Google-Apple Deal, Lululemon Outlook
Jan 16, 2026
George Ferguson, a savvy analyst in aerospace and airlines, analyzes Delta’s impressive earnings and cautious future outlook amid geopolitical challenges. Mandeep Singh, tech expert, explains Meta's significant job cuts and focuses on AI strategies within big tech. Finally, Travis Hess, CEO of Commerce, dives into how AI and Google's Universal Commerce Protocol are revolutionizing the shopping experience, emphasizing personalization and brand trust in a rapidly changing retail landscape.
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Premium Travel Outpaces Main Cabin
- Premium and loyalty travel demand is growing faster than main cabin revenue, shifting airline focus upward.
- George Ferguson warns premium seats may crowd the market and compress fares toward main cabin levels.
Policy Risks Threaten Loyalty Revenues
- Delta flagged domestic policy and geopolitical risks could hurt loyalty revenue tied to credit card programs.
- Ferguson notes proposals like capping card interest rates could force changes to lucrative airline-credit partnerships.
Consolidation At The Low-Cost Edge
- Consolidation is emerging at the low-cost edge of U.S. airlines, not among big legacy carriers.
- Ferguson points to Allegiant–Sun Country moves and potential Frontier–Spirit outcomes as early signs.