Archived research. Equity forecasting is part of the Runchey Research archive (methodology era 1) and is no longer actively updated. Everything remains published at its original URL. Browse the archive
Back to Forecasting
SECTORActive
Will aggregate co-brand credit card remuneration growth at DAL + UAL exceed 5% YoY in H1 2026?
Resolves August 15, 2026(17d)
IG: 0.45
Resolution Criteria
Resolves YES if both DAL and UAL report co-brand credit card partnership revenue growth above 5% YoY for Q1 2026 or Q2 2026 (whichever is reported first). Resolves NO if either carrier reports co-brand growth below 5% in H1 2026.
Resolution Source
DAL and UAL Q1/Q2 2026 earnings releases
Source Trigger
Loyalty platform insulation thesis — co-brand credit card revenue should be oil-insensitive, testing the sector's most important structural moat
value-chain-mapperVALUE_CONCENTRATIONMEDIUM
View SECTOR Analysis
Full multi-lens equity analysis