Weak yen, sequester challenge DL revenue growth

spectator

Corn Field
Oct 18, 2011
26
14
DL's monthly traffic and financial report for March shows that the weakening yen and the US gov't sequester are two of the latest challenges which the industry must face.
In addition, DL indicates that it has implemented new revenue mgmt. technology which caused short-term reductions in RASM.

Fuel continues to increase in price.

DL's traffic in Latin America is significantly up on flat capacity while transatlantic LF is up on almost 10% less capacity.

http://finance.yahoo.com/news/delta-reports-financial-operating-performance-130000544.html

UA recently reported that its RASM is expected to increase above recent levels for the company but CASM is increasing at nearly twice the rate. In recent months, UA has tried to limit capacity growth although they do not appear to be able to get costs out to match the reduce capacity and new costs associated with labor settlements from the merger.
 
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expect the unexpected.

BTW, today is turning out to be a nasty day for US airline stocks.
 

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