"The K-shaped economy is very much applicable to travel," says Landon Swan of LikeFolio, pointing to positive web interest in Delta (DAL), United (UAL), and American Airlines (AAL). For Delta in particular, he believes the airline is the best in the industry due to wealthier consumers still being willing to spend. Landon believes Delta catering to a higher-end consumer gives it pricing and margins power other airlines can't reach.