Mill Street Research on Mythryl: “Been making the point to clients lately that while consumer spending…”

Been making the point to clients lately that while consumer spending has indeed held up much better than many expected, but profits for many consumer-facing companies are not great due to higher costs, Delta being an example today.

Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social

$DAL Delta Air Lines in charts: Non-fuel CASM ticks up as fuel costs surge Delta sees Q4 revenue up ~20% despite soft EPS outlook; record Q3 sales @seekingalpha Shares fall as higher fuel costs pressure margins; outlook misses

9/10/26, 12:52 pm0 reposts6 likes

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