Two Trends Reshape European Travel For American, Delta And United
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Delta Exec Glen Hauenstein announces Delta/Air France joint venture flights from Heathrow to ATL, JFK and LAX in 2008. (Photo by Leon Neal) AFP via Getty Images Transatlantic leisure travel has long been a segment served primarily by widebody aircraft and flown primarily in the summer by the mildly adventurous. This month, both patterns have faced emerging challenges. First, while Delta President Glen Hauenstein has been saying since the pandemic ended that the trans-Atlantic travel season has stretched out beyond summer, United has now bought so fully into the concept that Chief Commercial Officer Andrew Nocella said that United would reschedule more Europe flying for the fourth quarter starting in 2026. On the United Oct. 16 earnings call, Nocella said “On the Atlantic, there’s a Tel Aviv story, which is different than the rest. But Atlantic, again, we’ve learned a lot about Q3 seasonality and where capacity should be placed, and we are going to be a lot more prudent with July and August in particular next year and push capacity out into the other quarters.” Two years ago, on Delta’s October 2023 earnings call, Hauenstein talked about the shift of transatlantic travel to fall. “What we’re really excited about is the lengthening of the European travel season,” he said. “That has really gone from primarily ending in the summer.” The season continues “through November, through the holidays, through the New Year,” Hauenstein said then. “And really now we’re only talking about a six-to-eight-week period that are the doldrums for Europe,” as the slow season for transatlantic shrinks. The extension of the transatlantic season appears to have a demographic component, composed of baby boomers no longer tied to work or children’s school schedules. On Delta’s April 2025 call, Hauenstein specified that baby boomers – the generation born between 1946 and…
Filed under: News - @ October 20, 2025 6:29 pm