Disney deluxe hotels offer for this summer 30% off, something they never did before and you can still book them. I think there is a moment that people look at what they are getting and thing enough is enough.
Last quarter WDW did ok (in their call) but if I remember well it was said that the CEO took a huge paycut to make numbers more positive than they probably where. Sure Disney will always see their timeshare hostages arrive but I have feeling spending is down.
On the other hand Universal could create more money from less visitors. For instance parking. Disney needs to pay for the trains on the parking lot, a driver+1, maintenance and booths for each parking lot.
Universal has no trains only elevators and moving stairs and walkways and 1 entrance for 2 parks for parking.
In the end the size of WDW costs them more than Universal.
What I try to say is, not only the amount of visitors are saying how successful a park is financially.