You make a lot of assumptions here:
1. Disney Corp is just fine financially. You only have to look at their quarterlies. The pandemic could've killed them. It didn't. Disney held near break even, and now, printing billions.
2. The "failure" to invest in Epcot wasn't financial in that they didn't have the money, it was financial in that they didn't want to spend it. If the park was making tons of money (it was), then why change anything? It was only the 50th Anniversary and recent changes (FP+ didn't solve crowding problems) that they finally did something.
3. It's not necessary that we're heading into a recession. Those who've been saying so since the lockdowns ended have been wrong. This past quarter had a relatively small dip in GDP. A recession is 2 quarters of GDP shrinkage. And the WSJ is predicting GDP growth to return next quarter.
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