AirInsight
In a smallish market, way to the South of the United States, there’s a pitch battle going on between Delta and United. And United is winning. Competition between the two is tough.
In 2022 we shared a story called The Battle for Cape Town. The competitive cases brought before the US DOT for the few route authorities was unusually heated. After all, it’s a smallish market.
And here’s how its going. The numbers reported show that United’s claims to the DOT court were good.
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Not only that, but the focus on Cape Town was correct.
There’s more to it than just passenger traffic. Take a look at the freight market.
United is carrying more passengers and twice the freight. United typically deploys 787-9s in this market against Delta’s A350-900s. The A350 is the larger airplane and should be carrying more traffic and cargo.
In terms of profitability per flight and the hot Cape Town leisure market, United’s dual-hub strategy, year-round commitment, and better Northeast feed give it a clear edge in 2025.
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