Macroeconomic FactorsMacroeconomic weakness could curb discretionary spending on travel, potentially impacting Delta's revenue from leisure and corporate travel.
Operational ChallengesPersistent cost inflation could lead to earnings disappointment as cost pressures from rising fuel prices and elevated maintenance costs continue to be a challenge for Delta.
Regulatory IssuesUS DoT has ordered the wind down of the DAL-Aeromexico joint venture, citing anti-competitive airport policies set by the Mexican government, which could negatively affect Delta's investment and operational synergy.