OK ... your post has me confused
(though no fault of yours.)
However. I had been thinking that possibly Tim's bad/stunning news is that Valeria changed her mind and decided to do DKNY instead. That would leave them a model short so they'd ask Cerri back. ... OR perhaps, Maya departs for whatever reason leaving them with an extra model, freeing Valeria to take the DKNY job, and then coming back for NYFW. I have no idea what's likely but either of those occurrences could possibly explain the NYFW set-up. Right ?