On the other hand there are signs of the brand wearing thin in places, Mandalorian vs. Grogu was a critical and commercial flop (assuming the usual 2x budget for marketing, if it was more for marketing then it might have been significantly worse than just breaking even).
The trend is really clear though, and it's not going in the right direction for Disney. Obviously they have the resources to reverse that, but the question is if they have the vision and the will.