And to add to that: Neither are Retainers. Retainers are storage, market board slots and ventures, the latter of which is a source of ingame income (And not even a terrible one at that).
Personally, I'm just sad that my subscription automatically pays for items and content I have absolutely no interest in, but I have to pay extra for items from the shop that I would actually use. I really don't need Ultimate content in my life, I'd rather get a free vanity item a year or sth.
And a winning state necessitates a competition that separates winners from losers. Which in turn means that swathes of PvE content cannot be P2W ever, because most of the content is non-competitive and any rules, winning conditions or states would have to be set by yourself as the game doesn't set any. Such may include but are not limited to being the first in the world to clear content X, having the prettiest carbuncle glamour, getting from 1 to 70 first, getting the furthest in PotD solo or being the first across a set track in Shirogane. You can put anything as win condition here and thus make anything P2W if you feel so inclined.



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