Disney Springs retail is struggling. A few are doing great like Uniqlo, but a lot are not. While it's true that many foreign tourists come for shopping, it is usually done at the outlet malls. For this it would be great if Universal had a free shuttle to the outlet mall and Millenia. CityWalk doesn't really have that much space for ratail anyway.
As far as what is there now. I could see Margaritaville pulling out. If that happens, I would love to see what Universal Creative could do with a Trader Sam's concept.
I would also love to see Bubba Gumps replaced with a real seafood restaurant/ raw bar.