Delta Air Lines, Inc. · NYSE:DAL
Delta Air Lines — Morgan Stanley Global Consumer & Retail Conference 2023
6 slides from Delta Air Lines's conference presentation, Dec 6, 2023
Slide 1: Delta Air Lines
Delta Air Lines Morgan Stanley Global Consumer & Retail Conference December 6, 2023 1
Slide 2: Safe Harbor
Safe Harbor Statements made in this presentation that are not historical facts, including statements regarding our estimates, expectations, beliefs, intentions, projections, goals, aspirations, commitments or strategies for the future, should be considered “forward-looking statements” under the Secu
Slide 3: Delta's Brand Transcends The Industry
Delta’s Brand Transcends The Industry # 5 U.S. eCommerce Retailer # 12 Most Admired Companies Cobrand Spend Approaching 1% of U.S. GDP eCommerce retail analysis based on publicly disclosed U.S. eCommerce revenues using Delta Digital RPAD Data, Statista, internal data GDP source: 2023 Bureau of Econo
Slide 4: Consumer Trends For Premium Air Travel Remain Favorable
Consumer Trends For Premium Air Travel Remain Favorable Share of Total Personal Consumption Expenditures1 % 35 33 Services expected to grow 8% in 2023 with spend 31 remaining below trendline – room to outpace GDP High-income travelers account for 75% of spending 29 on air travel2 with strong househo
Slide 5: Industry Demand Recovering To Long-Term Trend
Industry Demand Recovering To Long-Term Trend Air Travel Revenue Returning to Long-Term Trend Industry Revenue To & From U.S. As % Of GDP 1.3% Historical Average 1.5% 1.4% 1.4% 1.4% 1.4% 1.4% 1.4% 1.3% 1.3% 1.3% 1.3% 1.3% 1.2% 1.2% >$300B Of 1.1% Missing 1.2% Demand 0.8% 0.7% 1980- 1990- 2000- 2009
Slide 6: Industry-Leading Position With Durable Competitive Advantages
Industry-Leading Position With Durable Competitive Advantages PEOPLE OPERATIONAL GLOBAL CUSTOMER FINANCIAL & CULTURE RELIABILITY NETWORK LOYALTY FOUNDATION ▪ Forbes’ World’s Best ▪ Industry-leading ▪ Best-in-class ▪ Trusted consumer ▪ Industry-leading Employers #18 ranking operation domestic hubs br
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