I'll reserve my "Orlando" comments for later. I lived there for many years and to call it a city is stretching.
Anyway, yes, conventions, etc. and Universal - the numbers might be up in aggregate; but are they up at WDW? When they do (or don't) pump out "offer" after "offer" I guess we'll have our answer.
Look, I'm glad they did something to the Lagoon area in Fantasyland and change is a good thing. The architecture is a step above Liberty Square, Tomorrowland, etc. But the reality is that a big footprint was made for a cadre of ho hum experiences that I really think are going to have little impact on the bottom line. And, to be honest, it woudl appear that seems to be what is happening.
Once Staggs took over for that other guy at least he realized that he needed to kabash as much of the Princess crap as he could. He did get the Dwarves Coaster green-lit. But, by then, Imagineering had spent so much on the R&D that we got what we got. As an AP I jut don't have motivation to renew it and just let a year or two go by and then drop in on the Mouse at that point. Until then, I can go to the other locations that do it right (specifically TDR , as I work for an airline).