You can’t compete with Epic Universe at open.
Having expansions open alongside Epic Universe is silly. If you add a land to Hollywood Studios and Animal Kingdom, what’s stopping someone from going to each of those parks and then also Epic?
I think the best economic strategy is to let Epic do It’s thing for the first year-or-so until hype dies down, and then to expand yourself. While the hype train is rolling for Epic, I don’t think it’s necessarily the best idea to bring all the die-hard Disney fans that chase expansion to Orlando, because the shiny new toy down the street might actually entice them to go to a fantastic new park, and experience all that Universal has to offer (which may change their long-term consumer habits).
Let Universal have their win, and once they get it (and hopefully expands the overall theme park consumer base), Disney should swipe in with expansions in 2026, 2027, 2028, etc.
Personally, I’m not holding my breath for what Disney is going to do, because I have Universal’s shiny new toy(s) on the way, but what Disney is trending towards, makes me optimistic despite all the cynicism.