I think it’s like buying a car (in a normal market - which it’s becoming again, btw).
You make an offer. The dealer says no.
Two days later - you get a call. I talked to my manager, he’s willing to go $500 lower.
The money was always there - but they’re trying to have less breakage in the incentive budget.
Or they are scrambling to hit internal targets. Maybe a bonus is tied to achieving a certain # and profitability per widget is sacrificed to hit that #.
One or the other.