As a company I think D+ is the largest drag on their ability to turn their movies into events anymore. While there has been an excess of sub par content this year, the audience still tunes in eventually for the stuff that is good.
Unfortunately way too much of their empiric audience are now in the streaming fold, but that has totally disincentivized that audience from need to go to the theatre.
Marvel and Star Wars are very salvageable if they refocus and better move the prime narratives forward. Inside Out 2 (if it’s good) is a pretty good test of how much their core audience has been trained to tune out theatrical releases. I know Iger has blame, but really the direct to streaming push from Chapek destroyed the theatrical animated potential the most. Which was partially pandemic situational, I don’t know if Chapek would have gone down the same hole otherwise.