So, the good:
TS4, though it ""underperformed"" on aggressive guesses domestically, did wind up with the #1 Global Opening Weekend (for an animated feature) of all time at $238M . Beating the previous record-holder, Incredibles 2.
Aladdin continues to bring in the dough that he stole on the streets, up to $810M globally.
Endgame is within $38M for the all time unadjusted global record.
Rocketman became more profitable.
The bad:
These movies are limping along in the red and will almost certainly stay that way for their theatrical window: Godzilla, Dark Phoenix, MiB International.
Pets2 may wind up just breaking even. Which is good news for a franchise that can make up for it in the after-market. Not too good news for becoming an anchor attraction at Universal.
The other:
With so many franchises not doing well, there is a drum beat for franchise-fatigue. But that keeps overlooking the franchises that are doing well. TS4 is objectively a success despite the spin of 'not meeting exorbitant expectations'. Endgame is a success. And the super hero fatigue? Aquaman and Shazam were successes, too. How to Train your Dragon made money. John Wick made money. I'm sure Spider-Man will also do very well.
Disney's live action remakes and franchises continue to be... a mix. Dumbo flopped. Mary Poppins Returns barely broke even. But Aladdin, and assuredly, Lion King, will do very well.
The lesson: When people name two to four movies and proclaim a trend. Don't believe them. That is very cherry-picked data. Gotta look at all the counter-examples.