Why would expanding the parks fail to impress Wall Street? As far as I'm concerned the parks are a big money maker for Disney.
Also I looked up the budget of the new Pirates movie on Wikipedia, and it is supposedly around 350 million. That's a lot of money. Do they have budget cuts for films just like they do for theme parks? I never understood why Disney would cut costs in the first place, even 25 years after DLP opened. If it's really a burden, can't they just sell the park? That, and Hong Kong, and parts of Shanghai? Because If they sold the international parks, they can focus on domestic park spending and not have to worry about cutting costs.
It's like Disney failing to expand Pixar, and we all know what happened between them and Eisner.