I don't know how they messed this one up. I mean all I hear about is how travel is up and I do feel it too. However, I will say it does seem down in Orlando. Flights in and out friends took were not full or anywhere close to full. And friends who have gone to the parks over Thanksgiving commented about how they were not as busy as expected. But Dollywood from the fan pages seemed massively busy at the same time. I know the resort we went to was fully booked and felt very busy. They had to move where the kids craft were being done and adding more tables because the smaller temp room was not cutting it. So travel overall seemed busy over Thankgiving.
I disagree, I think they could use an additional show. While I agree that the parks do the same shows year over year, if they want to be better than sea world they could use more shows. Sea World has Sesame Street, Mrs Clause (new this year), O Wonderous Nights, ice skating, trees, and fireworks. Universal only has grinch, parade, and castle. Right? That is 6 vs 3. While I don't think they need to mix it up or care about a night club changing, I do think if they truly want to compete they would add more shows. HOWEVER, even though Sea World is better, I doubt attendance is better. So does it really matter? Only to us fans. Which is why I agree it is a financial decision and Uni doesn't need to change what it offers. Maybe every so many years add something and heavily advertise it and this will slowly bring up the offerings. But I don't think a wise financial decision is to add a bunch all at once.
Now I also agree with Mad Dog that they needed to advertise dates well in advance. As someone that plans in advance I always am looking for starting dates when planning my vacations so I know when I am at a location what I want to do/see will be open/available. Not giving dates of their holiday offerings well in advance was a mistake.