This is pure speculation (I have no source to be clear): It feels like there is something up with the Pixar Pier backstory and how that project has played out that hasn't been reported imo, more than likely tied to the Lasseter Fall out (someone correct me if I'm wrong but he was gung-ho about this overlay from what I can recall).
All that being said - I am quite excited about the Lamplight Lounge (have my reservations booked for lunch and dinner in July), the merch, as well as the new load building for the Incredicoaster.