I absolutely think Disney's current over pricing plays a role in things, but I also don't think we can discount the very noticeable and steep decline in international tourists coming to the US and internal economic issues that are compounding the problem.
The whole argument some folks (not you) are making of "Florida is seeing record numbers of tourism" I don't think holds much water when you're seeing that actual experiences in Florida, be it theme parks or other tourism attractions, are seeing dips in attendance, affordable prices or not. The leisure not seeing big hits are cruises.
People simply being in the city (and they could be there for various reasons that have nothing to do with vactioning, but will still be treated as a tourist visitor in data) does not mean they're actually doing things within the city.
I also think there's too much celebration over a bump in travel for one quarter, especially when recent events in the country are likely to make any international visitors who were going to brave it reconsider and cancel. I would imagine Disney and Universal alike internally are seeing this happen in real time.
If Disney was just over pricing but the other two conditions weren't there, it wouldn't be as much of an issue. Still an issue, but not a back breaker. The problem now is though that they can lower those prices, but they can't fix those other two issues, so they're now locked into a cycle of decline. Partly of their own making, and partly because the world, and country in particular, are in a bad place.
