Talking with Zach from Boardwalk Times, and it really is strange how they didn't split up this into two separate panels. I really hope, they take a page from SWC and decide to go forward, stretch the convention out so they don't bundle things up together, much like what we've seen this past weekend.
Not everyone is going to want to invest into the theme parks, and not everyone is going to want to invest in the merch. Combining both is not a good way of thinking, and it only bogs down the message altogether.
And what they've announced that is new, is small and/or is too vague to go off of. The only exception is really with Epcots 4 districts more properly detailed in the plan.