I suspect that attendance trends are going to be troubling.
Disneyland is seeing the same reported Surge at opening, with soft crowds the rest of the day pattern, as HS. Until they solve the Boarding Groups strategy and get day visitors to purchase tickets and stay all day, attendance is a concern. At DL, which relies on locals more than WDW, this is very troubling. It will be interesting to hear the analysis when we get the next quarterly results call. I don't KNOW that this is the case, but multiple sites and business sources are reporting those observations.
They do count the "first gate click" in their daily attendance so maybe the gate numbers will be OK, but internally I bet that Disney is very concerned, and this is an unintended consequence of the Boarding Groups strategy. At WDW people can use park hoppers, but at DL they are potentially discouraging day visitors who spend more.
Combine this with the current closures in Asia, and Parks & Resorts is going to potentially show some pretty awful results. Fortunately, if Asia recovers and they figure out how to leverage GE for all day attendance, this will be a short term dip. Hopefully.
I admit that this is all speculation. My opinion only.
I REALLY believe that Disney will hold any GE expansions and defer uncommitted Capital investments until they figure all this out. They can finesse financial investments to be spread across additional quarters. It's gonna be all hands on deck. Reduce expenditures without, theoretically, impacting the Guest experience. That means anything and everything is on the table. Disney reports company revenues and income, and one division compensating for another is not exactly a new idea.