Glen’s Gotta Go and Delta Will Feel the Blow


There aren’t many airline industry leaders that move me to the point of wanting to write a post when they retire, especially not an appreciation post, and NEVER for someone who worked for Alitalia. Glen Hauenstein is the exception. Delta has announced that he will retire as President of the airline at the end of February and stay on as a strategic advisor through the end of the year. Now that Glen’s gotta go, the impact on this industry will be significant.

Alright, so maybe this is a different Glen than the “Glenn” who graced those “Glenn’s Gotta Go” bracelets you see me, Benét Wilson, and Henry Harteveldt wearing at my wedding. So why am I showing it? Well, how often do I get the chance to trot out one of my favorite photos? Not often. But more importantly, I just find it really funny. After all, that Glenn was Glenn Tilton, former CEO of United who had no interest in running an airline. That is the complete opposite of this Glen who loves this industry and is very good at his job.

Glen came up in the industry at Continental where he started in 1987. When he left in 2003, he had been given the gift of seeing the lowest lows and highest highs of that airline’s existence. He rose to the rank of SVP Network for Continental before he left to be Chief Commercial Officer of Alitalia in 2003. I imagine Glen’s time at Alitalia looked a lot like his retirement will… sitting at an Italian villa drinking espresso and not doing much work.

His stay at Alitalia didn’t last long. In August 2005, Glen joined a failing Delta. By mid-September, it had filed for bankruptcy protection, and the turnaround clock had started. The Delta of 2005 is nothing like the airline of today. Domestically, it was a regionally-focused airline with its primary hub in Atlanta and secondary hubs in Cincinnati and Salt Lake City. Delta had an important presence in New York thanks to the Pan Am purchase from the decade before, but it was far from dominant. That and Atlanta made up nearly the entire long-haul operation, and it was not impressive.

Delta Aug 2005 Long-Haul Route Map via Cirium

This was an airline that did not look like it would be one of the winners in the consolidation game, but Glen changed that along with Richard Anderson who arrived as CEO two years later in 2007. From a network perspective, Glen was a visionary willing to make investments that might not pay off immediately. He knew it was the way forward.

He started by overseeing the synthesis of Delta and Northwest after their merger. Cincinnati and Memphis were out, Minneapolis/St Paul and Detroit were in. JFK was built up dramatically, as was LaGuardia which benefited from the cache of slots Delta acquired from US Airways in the DCA slot swap. Los Angeles too became a key focus since it was very clear to him that you had to be big in the biggest cities. With that work done, Glen lead the investment into building up both a Boston and Seattle hub.

The Delta of today has a network that looks nothing like what it did. It is a global powerhouse, and that is even without the inclusion of the joint ventures that Northwest pioneered with KLM and became a key part of the new Delta.

Delta Aug 2026 Long-Haul Route Map via Cirium

It’s probably no surprise that I’ve started off looking at the network, but Glen’s impact on the industry went so much further than that. It’s no wonder that in 2016 he was named the airline’s President.

Glen was behind the vision to make Delta into a true premium airline, something no other US legacy airline had ever done successfully. He made Delta the first US airline with flat beds that had direct aisle access on the entire long-haul fleet. He also led the charge on actually trying to sell seats in First Class instead of just giving them away as upgrades.

This wasn’t just about investing in the airline’s product. It was also about building a true airline brand that would help the airline to weather downturns. There was money being poured into new terminal developments, including massive SkyClub expansions. Every part of the airline was thought through carefully.

He also recognized that this wasn’t just about premium. He built an airline that upgauged aircraft and made room for all types of travelers. Delta, after all, created basic economy on his watch as an effective tool toward competing with all airlines. It was Delta that realized that people who started buying the cheapest fares would likely grow into more premium experiences.

This wasn’t just about spending money like crazy. It was about being shrewd. The airline’s fleet strategy was to utilize older aircraft and find bargains when it could. It knew that it could make the passenger experience good on any aircraft. And let’s not forget about the remarkable transformation of SkyMiles into a revenue powerhouse. Oh sure, it takes a million miles to redeem anything these days, but there is no denying the incredibly financial impact that this has had on the airline and the entire industry.

This may not be the regular snarky post you’d expect from me, and that’s for good reason. There are few in this industry who have had this kind of positive impact over such a long period. Oh sure, there are things that can be criticized. We talked about that on a recent The Air Show podcast when we said Glen didn’t do enough to develop his team and delegate to others to build them up. But context matters. After all, Tom Brady may have won 251 games, but he also lost 82. (I know, I know, I should save Tom Brady references for when Ed Bastian is gone.)

Glen will be turning the reins over to Joe Esposito as EVP and Chief Commercial Officer. Joe has been there for ages, and has as good of a pedigree as anyone. That being said, nobody can fills shoes the size of Glen’s, and it remains to be seen how well Delta will carry on without him.

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Brett Avatar

23 responses to “Glen’s Gotta Go and Delta Will Feel the Blow”

  1. Kevin Avatar
    Kevin

    “…when we said Glen didn’t do enough to develop his team and delegate to others to build them up.”

    There has been a ton of institutional knowledge lost at DL over the last few years- in every department, at every level, all the way up to the C_Suite. You can only paper those over for so long.

    I’ll be curious to see what sort of mark Esposito leaves on the network. Big shoes to fill? Maybe, but it’s also a Network Planning department that seems to lost some moxie. Maybe this is just the spark they need.

    1. Tim Dunn Avatar
      Tim Dunn

      How Delta rebuilds its TPAC network over the next few years will be very interesting to watch but you can be sure that it has been well-discussed and that there is a laundry list of potential routes that will use up every A350 DL has on order and option.

      DL is not likely to walk away from SEA because it serves a function that no other DL hub can do; and UA really is happy to see DL fight it out with AS to make sure they have little room to grow int’l on the west coast.

      DL wants to have two west coast gateways just as they have BOS and NYC in the NE; LAX is the much bigger local market but less ideal for connecting traffic while SEA is just the opposite.

      and no one should mistake that DL is where it is because it has read the room and moved when and where it makes sense to do so. What some perceive as lost institutional knowledge is simply a change in strategy that worked at one time and no longer works today. Remember that DL post DFW and FRA hubs and with the buildup of JFK started all kinds of routes to Eastern Europe and flew to multiple destinations in the Middle East on 9/10/01. DL is not wedded to any strategy if it no longer works. TPAC growth does make sense now – 10 years after the dismantling of NRT was obvious and as the KE/OZ merger is finalized – since DL has the A350, and esp. the A35K which neither AA, UA or many of DL’s Asian competitors have while they wait for the 777X, and DL has a far stronger position on the west coast than it – or NW – has ever had.

      DL’s TPAC gateways will be spread across the country with JFK being added again to the list while LAX is likely to be the largest but ATL and DTW are still likely to still grow along w/ SEA.

      and to see bee’s comment, the next few years will be interesting as other execs retire. The chances are high that, like Hauenstein, those execs will heavily be replaced by people with long DL careers or those from companies with unique relationships with DL such as GE.

  2. See_Bee Avatar
    See_Bee

    The accolades above are valid, and Glen should be commended for that. It will be interesting to see how the leadership on the commercial side shakes out over the next couple of years. Glen was a notorious micro-manager (rumored DL’s #1 user of Diio Mi), and you didn’t want to be on his bad side

    There could be a power vacuum with him leaving, especially if the other leaders don’t take to Esposito well as the final authority figure on commercial decisions. There are bound to be growing pains – just see when Gil West left how the operation suffered for a period

    The next ~3 years for DL will be interesting with Ed likely retiring and a whole cast of others that have been there for a long time also probably move on due to age (Steve Sear and Allison Ausband, to name a few). It feels like Peter Carter and Dan Janki are next up, which don’t come off as either the personality (Ed) or SME (Richard, Glen) that previous leaders were

  3. PlanetAvgeek Avatar
    PlanetAvgeek

    A major reason why LAX and SEA was built up was because of the CVG/MEM dehubbing.

    They had to send the excess planes somewhere and Los Angeles and Seattle were it.

    1. Kevin Avatar
      Kevin

      Just thinking out loud here, but I’m wondering if this will spark a pull down or realignment of SEA for DL.

    2. Mr Eric Avatar
      Mr Eric

      Not at all. The buildup of SEA took place after shortly before and significantly after the Alaska / Delta codeshare agreement ended.

      CVG was drawn down significantly during the mid to late 2000’s, well before the buildup of SEA. The 2012 liquidation of Comair pretty much sealed the fate of CVG which was mostly an RJ operation at that point.

  4. Usair was a good airline Avatar
    Usair was a good airline

    Don’t forget early 00s Delta had also just conceded the battle for DFW too…

  5. Tim Dunn Avatar
    Tim Dunn

    Glen is a very smart and strategically thinking person but I’m not even sure it is accurate to say that he pioneered a lot of things that have been attributed to him.

    He certainly recognized the value of DL going premium and strengthened and upgauged the fleet which were possible by getting rid of RJ heavy duplicate hubs like CVG and MEM but NW mastered the art of holding onto older aircraft; DL just figured out that older aircraft could also have premium interiors.

    Hauenstein did recognize the necessity of DL growing beyond its insulated interior US hubs to now having an envious position in four coastal hubs plus the largest legacy carrier presence in Florida without having a hub there.

    The whole Amex relationship probably was not entirely of Glen’s doing; it was strengthened all the way back to DL’s bankruptcy filing.

    The biggest takeaway is that DL operates as a team including at the exec level; it is clear that Glen was very strong in his domain but collaborated well with other DL execs and teams to do things other airlines have not.

    Joe Esposito is a career DL employee who started at the airport and also highlights that there are a number of DL execs that are long-tenured original DL, either working virtually nowhere else or spending the majority of their careers at DL.

    DL will be fine; I am certain that part of Esposito’s promotion interviews involved knowing what his vision for DL is. Parroting Glen’s vision probably is not enough to get anyone promoted but it is doubtful anyone would say that some of Glen’s plans are not workable.

    DL is on the verge of a major international growth phase that caps what it has done domestically. I would strongly bet that there will be a host of announcements between now and Feb 28th to make clear that Hauenstein has his fingerprints all over the next phase of international growth. It will be up to Esposito and others to fine-tune and solidify that growth.

    and DL’s biggest revenue advantage could well shift from its network to its MRO business as overhauls of new generation engines and, if a 787/GE order happens, DL could have its hands in the overhaul business of nearly every engine/airframe combination used in western aviation.

  6. Brian W Avatar
    Brian W

    Curious you didnt mention any aspect of technology during Glen’s period as President. I would figure applying technology to revenue management, flight planning, the app, are all dominant features of a global airline operation today.

    1. Brett Avatar

      Brian W – I think that’s probably a weakness of Glen as well. Delta’s tech is not where it should be.

  7. Bob Avatar
    Bob

    There was a time when, with both of us working at CO, a flying visit into the UK saw Glen call a meeting and ask – in all seriousness, why we were not taking a fare premium on our LGW EWR route, (over LHR NYC fares), being the only operator on the LGW route. An interesting meeting followed – and I still wonder if he was simply goading us!

    1. PlanetAvgeek Avatar
      PlanetAvgeek

      What was said in that meeting? I’m curious what his answer was

  8. JulesM Avatar
    JulesM

    LAX-AKL? Not on the route map

  9. NPZ Avatar
    NPZ

    What caused the Australian state of Victoria to be missing from the base map used in the posts? One presumes that the 2026 route to MEL does not in fact end with an open sea touchdown.

    1. Brett Avatar

      NPZ – Great question… for Cirium. This is just what they put out on their mapping product.

      1. Glen (not the Glen at Delta) Avatar
        Glen (not the Glen at Delta)

        It’s also amusing that the island state of Tasmania is completely missing.

        I’m from New Zealand, and there is a long-running meme about world maps missing NZ… but I’ve never seen one missing parts of Australia!
        I’m sure it will give people in this part of the world a chuckle :)

        Anyway, as CF said it’s a Cirium issue.

        Cranky, I’ve been a reader for many years, I really love your work (the combo of insight and snark is just gold) and hope you carry on for many years to come. Happy holidays to all at CF :)

  10. Stvr Avatar
    Stvr

    I think consumers will wake up to the nihilism of skymiles one day. True eating your seed corn moment. It might be an accolade in an obituary today but anyone who thinks it’s time to declare victory on deltas vision of loyalty is paying like 1/10 attention. I get that loyalty isn’t crankys field but sometimes it shows and it protrudes

    1. See_Bee Avatar
      See_Bee

      A counterargument is that the product, experience, operational reliability, etc. outweigh the less attractive loyalty program. If consumers are increasingly willing to pay for premium seats & experiences, a loyalty program is less valuable to them since they just pay cash. Why would DL dilute their revenue?

      You may disagree on that point, but just look at their RASM compared to everyone else. UA is catching up, but that’s it

  11. tb Avatar
    tb

    Just me running to the comments to see how Tim Dunn will try to downplay and contradict everything in this article…

  12. Mr Eric Avatar
    Mr Eric

    For their next phase, DL should really consider more southeast Asian destinations like Singapore, Kuala Lumpur, Jakarta, Saigon, Bangkok as business opportunities are forecasted to be quite strong in these areas over the next several decades.

    1. See_Bee Avatar
      See_Bee

      The issue with those cities is that they are high volume, low yield markets. There just isn’t enough high paying corporate or leisure customers. Combine that with the longer stage length flying, and the lower revenue/high-cost combo doesn’t work great

      1. Anon Avatar
        Anon

        Singapore is in a different category than the others. It’s a global finance hub and supports a ton of premium traffic. It’s one of the first cities United plans to deploy it’s new premium heavy 787-9s to.

  13. Angry Bob Crandall Avatar
    Angry Bob Crandall

    Is this the same person who two years ago changed the MQD’s and thresholds?

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