I agree with your bottom line, but I do think it's worth pointing out their attendance was significantly down in Orlando, much moreso than almost any other FL park since 2019. Taking the theme park numbers, here is the order for attendance drops from 2019:
1.) DAK (48.2 percent decrease)
2.) MK (39.46 percent decrease)
3.) Epcot (37.7 percent decrease)
4.) Seaworld (34.25 percent decrease)
5.)DHS (25.2 percent decrease)
6.)Busch Gardens (23.21 percent decrease)
7.) Universal Orlando (17.72 percent decrease)
8.) Islands of Adventure (12.51 percent decrease)
I will also point out, if Disney averaged turning away 10,000 people a day at Magic Kingdom due to caps, that still puts their drop at over 22%, well ahead of the Universal numbers (and no, I don't think 10,000 is anywhere near correct). So it's entirely possible they are hitting breaking points with pricing, BUT, still raking in record profits, so they don't care/don't think about it/consider it a success.