Behind The Idea #15: Delta Making Moves In An Oligopoly
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
