I don’t think Disney is really sweating Epic Universe but I also think they know they have to put in some expansions
in the current environment. (I gotta say, in reading that article, I was surprised to see just how high the margins are for Disney and Universal. I assumed operating costs took up quite a bit more.) I think they are in a real growth period right now and know they need to be (if Universal comes out with a Wicked land in addition to Epic and the Potter Worlds, they would really start picking up steam, I think.)
Villains just seems like an obvious start in terms of adding something exciting, new, and culturally relevant. Also the merch in that area will just be a money printing machine, around Halloween especially.