It seems pretty obvious that these announcements are timed to help shape market sentiment. You don't tell the world that you're spending a bunch of cash on fleet upgrades, etc. when you just told them you're losing millions of dollars. You wait until later in the year when the infinitesimal attention spans have moved on, then the market will reward you for decisively responding to shifting consumer demand, rather than punish you for failing to execute effective cost saving initiatives, or whatever.