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Delta Air Lines, Inc. (DAL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
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business22h ago

Delta Air Lines, Inc. (DAL) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript

  • Delta Air Lines presented at Morgan Stanley's Global Consumer and Retail Conference 2025, outlining its current performance and outlook.
  • The airline discussed capacity plans and cost-management efforts as part of its strategic outlook.
  • Management highlighted growth drivers and how Delta expects to respond to macroeconomic changes.
  • Delta’s presentation aimed to reassure investors about its trajectory amid industry-wide dynamics.
  • The conference provided a formal venue for Delta to discuss capacity, costs, and growth drivers.
  • Investors received a concise summary of Delta's strategic priorities for the near term.
  • Delta emphasized its plan to navigate evolving travel demand patterns.
  • The company outlined how macro conditions could influence its performance.
  • Delta's leadership addressed competitive dynamics within the airline sector.
  • The presentation served as a formal update for investors on Delta's strategic progress.
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#2
Longest US government shutdown cost Delta Air Lines $200 million
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business17h ago

Longest US government shutdown cost Delta Air Lines $200 million

  • Delta says the 43-day U.S. government shutdown cost the airline about $200 million, a first disclosure from a carrier.
  • Refunds rose while bookings slowed as travelers faced travel uncertainty during the shutdown.
  • The FAA ordered flight restrictions impacting several percent of domestic flights during the shutdown.
  • Delta viewed the shutdown’s impact as transitory and expects a strong December and year-end travel demand.
  • Airports in New York, Chicago, Los Angeles and Atlanta were among those affected by the flight restrictions.
  • Delta cited the broader travel disruption as a contributing factor to the holiday season outlook.
  • Delta emphasized it expected a busy holiday period despite earlier disruptions.
  • The shutdown prompted government and industry figures to discuss pay and bonuses for Federal workers.
  • Delta’s remarks were part of broader AP News coverage on the shutdown’s effects on travel and aviation.
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