Here's a wacky analogy because I'm in a wacky mood:'
Your local garbage man has probably learned over the years the exact cycles of the trash collection industry. He knows there are easy days and hard days, and I imagine he can predict them quite accurately based on a myriad of observations - the economy, the weather, the season, how the holidays and sports line up, the start of school, the length of the days - who knows what else. He doesn't tell you what the easy days are going to be, because it isn't any of your business.
So too with everything bike - it's a cyclical business. Prices and profits go up, prices and profits go down. They don't need to tell you when or why. Just like the garbage guys will grab the extra hours at the coffee shop when they know they can, the bike companies will grab extra profits when they know they can.