1:

Like the rest of us, Disney's had a rough 3 years: the CEO who loaded the company up with a slate of expensive and complicated ips replaced himself with a guy who probably committed fraud. The cracks are showing.

2:

Marvel's phase 3 was 25 hours long.

Marvel's phase 4 was 47 hours long - which is a lot.

3:

Marvel's cinematic universe turns 15 in May. Its creators have released a slate of moves that replace legacy characters and - in some instances - challenge their legacy. This move has proven to be less popular and lucrative than elements of the previous slate.

4:

Marvel/WB have made some missteps in terms of production (casting/content/release/etc) that have shifted the metanarrative about these movies from "wow, can't wait for the next one" to "lol, that guy is a villain in real life" - which is not where marketers want the metanarratve to be.