Behind The Idea

Behind The Idea #15: Delta Making Moves In An Oligopoly


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The airline industry has changed. How do the remaining big players separate themselves from one another? Tim Dunn detailed Delta's focus city strategy in a recent article - https://seekingalpha.com/article/4167776-deltas-focus-city-strategy-delivers-revenue-advantages - which shows one approach. We look at whether management's story checks out and what it means for investors to consider an oligopoly.

Topics covered: 

What’s going on in this thesis and with the focus city model? (1:30 minute mark)
Decon
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Behind The IdeaBy Seeking Alpha

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