Wall Street is brutal, analysts place unrealistic expectations for stocks, and that eventually eats into the core business.
Disney did set themselves up a little for this, Shanghai was supposed to be open, so was Frozen, (edit: so was RoL) and the pressure upon the studios is HUGE (imagine being single handedly responsible for all the big summer blockbusters).
If Shanghai is not a massive success, this will keep going, and the Stateside parks, even with record attendance, will suffer more.
I admit, I am a bit upset they can build something like PoTC in Shanghai and not spend anything to fix up Imagination!