Since we are just expressing our own interpretations, I'll offer another hypothesis: Sycamore Partners knows how to make money, at least in the retail private equity business. Perhaps they told the food and beverage managers that they need to make more money, and they gave them some freedom on how to achieve those goals. Perhaps some managers ran their numbers and determined that they couldn't make a profit with the current prices, butother managers decided to cut costs in some other way.
I Hope this isn’t the case as there needs to be a consistency of offerings across the fleet (IMHO).