Delta Air Lines Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Jan 22, 2024

Dec 06, 2023 / 01:00PM GMT
Ravi Shanker - Morgan Stanley, Research Division - Executive Director

Great. Morning, everyone. Welcome to Day 2 of the Morgan Stanley Consumer Conference. I'm Ravi Shanker, Morgan Stanley's airlines analyst. One of the most enduring parts of the consumer in 2023 has been travel, and we're very excited to kick off day 2 here with arguably the best premium franchise in the U.S. airline industry, Delta Air Lines, our top-ranked stock within our coverage. And we are very happy to have with us CEO, Ed Bastian; and COO, Glen Hauenstein. Gentlemen, thanks so much for being here.

Before I turn the stage over to Ed for some opening remarks, I want to remind everyone that disclosures related to Morgan Stanley's relationships are available at morganstanley.com/researchdisclosures. And obviously, if you have any questions, please -- we'll have a Q&A towards the end of the session. And with that, Ed, do you want to take us off.

Edward H. Bastian - Delta Air Lines, Inc. - CEO & Director

Thank you, Ravi. Well, thank you, Ravi, and it's very good to be here.

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