Excellent question StGeorge, I'd been wondering the same thing myself. After all, it is the most profitable airline in the country, you'd think it would get some mention.
The only info I saw was on slide 22 of the 'Investor Presentation' where they mentioned:
Early retirement of B744, B767 and B743 aircraft
Deferred delivery of B738 aircraft
Non renewal of B738 and A320 lease
So it appears that they are planning to retire a portion of the domestic fleet early (767's & 734's), not renew leases on others (current 738's) and defer replacement aircraft (future 738's). Essentially a reduction in the size of the most profitable (flying) side of the business while throwing
110 brand new aircraft at a pipe-dream.
I hope I am missing something as this appears to be dumb beyond belief.