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Everyone’s tightening their belts.
71.1% of you are cutting software this year. Shed the non-essentials, go lean, protect margin.
Meanwhile, at 35,000 feet, people are paying more than ever for extra legroom, bigger screens, and lie-flat beds.
Enjoy today’s Strategy Screenshot on Delta Airlines.


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At its 2024 investor day, Delta told Wall Street that premium would outsell coach by 2027, and it got there more than a year early.
Premium sales grew 18% on the year and main cabin 12%, so the gap only widens from here.
It’s not only happening at Delta: United is also actively ripping out economy rows to make room up front.
What happens when your fastest growing products are also your highest-margin.


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RABBIT HOLE
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Who's buying the seats - Fortune on the wealthier travellers Delta is betting the cabin on.

What Delta does with the money - a $200 Cabernet, wagyu burgers, bourbon, and new suites.

United is doing it too - new layouts that swap economy seats for bigger premium cabins.
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Data source for today's Screenshot: Delta Air Lines quarterly earnings releases, SEC Form 8-K


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