I think they will be successful...there are enough visitors coming through that will want to try the next new thing.....Once. And if that is enough business for them, then they will be fine. They have years before they run out of new guests... I think the bakery will draw a lot of people for a $15 cookie sprinkled with glitter.... once.
but given the crowd sizes drawn to WDW, they will be fine for a long while...
The rent has to be astronomical and they still seem to be 50% full most of the time. Hopefully showing up on MDE will help.