If I had to bet - it has something to do Epic Universe and trying to predict if it will +/- WDW demand.
Nov/Dec are big money season for WDW. The game they play with those months’ rack rates is making them high then adding strong discounts on the rooms that won’t fill enough at those high prices. This way they get the high spenders and get the people drawn to the idea of deep discounts. Maximize spending across demographics.
Right now it’s a bit hard threading the needle between prices too high turning people off and not being competitive enough with Epic, or Epic causes high WDW demand in that big spender season - they don’t want to cut themselves short. It’s not easy to forecast 15/16 months out, between UO and the economy. It’s a very crucial period though. They need to get it right.
There was fear Harry Potter would hurt WDW but it actually increased interest in Orlando and WDW. Will Epic do the same? Or will it lower demand at WDW? The economy is another wildcard.