I like your method and logic here and the final result or conclusion you have is what my personal estimate of the "true benefit" of these new products have been.
It's indisputable that especially on the roads, these shoes have had a great impact, but definitely to the degree some people have chosen to believe (which is "carbon fiber plates have turned bad runners into great runners and they don't even have to try anymore"). The reality is as you included here, there are just so many combinations of factors at play that aren't quantifiable and they work with each other to varying degrees dependent on the runners individual attributes.
Plates (and actual CF plates - not these plates which aren't even CF as most people believe CF plates to be) have been around since the lates 90's and so has the foam - it just wasn't seemed performance beneficial for running (as firmer foams that could be molded thinner were seen as the standard due to their better ground response and force transference properties). But the real genius was the marketing and the story - launching these products with a transformative athlete like Kipchoge and under conditions such as a perfect running surface, perfectly even pacing (a car), and other benefits like drafting (humans and cars) which all contributed but played second fiddle to the story of the shoes. Runners, who due to the lonely and difficult nature of the sport especially when it comes to peak performance, will just lap up and buy into anything legal they believe will make them better (we don't have any other implements and equipment to help us like many other sports do) and these products were perfect. And yeah, they looked different, felt different and were better. The power of putting on the one "implement" you have and truly believing it's going to make you better can simply not be overlooked and worked in tandem with the performance benefits of the shoes themselves.
If there is any downside it's that the industry has probably tapped out this cycle of evolution. If they could turn the current spoon shaped plates into leaf-spring geometries (like a prosthetic blade) and true springs that would be a move-on but that seems impossible given rules around the sport. Hard to see where we go with foams too - at some point the foams would be so light and compliant that you start seeing really bad ground force transference and instability which would detract from performance. Adidas were able to use their now famous "milled" midsole shoe which removed compression molding from the creation process which creates density and squashes to open cells of the foam - on the flipside it's a process that is incredibly wasteful, expensive and not durable at all. Making stack heights larger is blocked by WA rules but kind of irrelevant anyway - once we start getting over 45mm the basic stability of the shoe starts becoming questionable and many Nike elite athletes never really liked the Alphafly (and still preferred the Vaporfly) for that reason.
I can't wait to see some reports/data on spikes. We are here almost 3 years on from the natural adoption of the foams into track product and unlike road racing product there have been absolutely no claims from any brand about the quantifiable benefits of the "new" product. My guess is that simply there aren't any that a number can be attached to. The product isn't really any different weight wise and there just isn't enough foam in them (no matter what the foam is) to get the same compression and resiliency benefits of the road product (which is 80% of the benefit driver). I do believe the track products are better and help, but I think it is on a highly nuanced level that includes things like mental/emotional placebo, fatigue reduction due the mitigation of impact vibrations to lower leg muscles and the softer nature of the foams "evening out" slight imperfections in gaits that create more balance (real and perceived) for runners (what they would call "flow"). All of these are impossible to put a number on in the lab and definitely don't add up to the numbers we see on the road shoes.
I really wish that especially for elite runners (pros) that the intro of these products hadn't come along at the exact intro of wavelight, as in I wish they had been staggered. I wish we had seen 2-3 seasons of running in just the new spikes before we saw little lights moving around a track at perfect uniform speed that the best athletes know is right below their anaerobic threshold paces. If we hypothesize that the spikes work best the longer the track distance (which seems true) then same can also be said for the impact of wavelight and we only need to look at the splits of almost every WR set from 2000m onwards over the last 4 years and the absurd uniformity of the lap splits compared to previous eras to understand the power of that. Point being it's going to be so hard to look at times, especially at the pinnacle of current human performance, and deduce any conclusions that can be attributed to any other thing vs some weighted combination of them all that can never truly be known.
But nice work and looking forwards to anything else you have!