This isn't surprising at all.

DL not only has managed to reduce capacity and drive fares up, alongside the rest of the industry, but is getting more and more focused on squeezing out every bit of revenue it can from every flyer, while at the same time cutting costs.

Pretty much every "enhancement" we complain about on this board is (at least intended) to do one of those things)...

FCM
Cheap Booze (including my personal favorite - box wine.)
SDC/SDS/72hr rules
Selling silver benefits
M fare deval. (again!)
MQDs

...just the first that come to mind.

Of course wall street likes a company that is so focused on the bottom line.

We'll see if it has an impact on sales, customer loyalty, etc, or not, but there's no denying that the last couple of years have been seriously focused on getting their hands on all the ham sandwiches they can....