Strategy Screenshots

Read time: 1 minute 6 seconds


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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Delta's premium seats now outearn economy


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.

Send to the person who swears by Premium Economy

QUICK POLL

When you pay for a flight yourself, what do you usually book?

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RABBIT HOLE

High-signal resources to learn more

Fortune

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

Fortune

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

CNBC

United is doing it too - new layouts that swap economy seats for bigger premium cabins.

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