This could be Disney's make or break moment.
They have failed so tremendously over the past 5 to 10 years while Universal has gained ground and is building incredible excitement over what they're doing. Disney on the other hand is bleeding loyalty and customers. Their movies are now predicted to almost universally flop, with a few exceptions, whereas just several years ago it was a near guarantee that any main line Disney movie/pixar, etc would gross near 1 billion. They've ruined the Marvel movies, which are on a steep decline. They've nearly killed the Star Wars franchise, a brand which is also on a somewhat mind-boggling descent into irrelevance.
If one didn't know better, it would seem as though they've purposely tried to destroy their own company and image.
They're also extremely lucky that they have not had a legal action brought against them by shareholders...yet.