I think tentpoles are only looked at for dumping if there is a backlog of even bigger tentpoles. But production has thus far been almost as impacted and quite a lot of the mid tier stuff was dumped to VOD.
If production hums back up for the next 6-9 months and studios still can't get a tentpole in theatres maybe... but really, apart from Mulan having had a large marketing campaign that is now waning, putting it away for a year is a better bet. I honestly think Mulan could have been their biggest film this year.
I just don't see them ever thinking VOD is a better idea for a possible billion dollar film, than just keeping it in the wings and waiting. Even if that is as drastic as an 18 month delay.
Soul is interesting, I guess. Less of a for-sure theatrical release. If Disney didn't have Fox this wouldn't be that difficult though, Disney only has three films left on the slate for 2021.