Delta Air Lines projects strong sales growth for 2025, attributing it to a "resilient economy" driving robust travel demand and credit card spending, especially for premium services. The airline expects mid-single-digit revenue growth next year, aligning with analysts' estimates of about 6%. Costs, excluding fuel, are anticipated to rise in the low single digits. Over the years, Delta has successfully transformed its approach to first-class seats, with over 70% now purchased outright compared to just 12% being paid for 15 years ago. The airline is also exploring new cabin segmentation options to further cater to high-end travelers.

At an investor day, Delta reiterated plans to expand flying by 3%-4% in 2024 and outlined a longer-term goal of growing adjusted earnings by 10% annually over the next three to five years. Its strong partnership with American Express, projected to generate $7 billion this year with a long-term target of $10 billion, underscores its focus on high-spending customers. Millennials and Gen Z are now Delta’s fastest-growing consumer segments. Delta’s strategy contrasts with some competitors, such as Target, which recently cited slowing discretionary demand. However, Delta rival United Airlines has seen even faster growth this year, doubling its stock gains compared to Delta.