If I were to bet, I think they are representative of the same things. I don't think Epic is getting the numbers hoped - though the feedback is pretty positive, so that will likely spell a longer-term upward trend. Disney, like Universal, is not seeing the bookings they need - so this is a fairly aggressive perk in an underutilized asset. I do agree they probably saw a bigger response than they expected, and that is driving this. The question is whether it is driving additional room inventory use (the likely goal) or just cannibalizing what would otherwise be bodies at Disney Springs, hotel restaurants or - a good chunk - just hanging out at the hotel/hotel pool.
I think it's a good idea on Disney's part. I just wonder if it is driving additional numbers or just adding to potential guest satisfaction.