What the videos from Renegade online say is that movies and
Disney+ shows that have focused too much on having an agenda have done poorly and this is a business decision to appeal to the majority of Disney moviegoers and Disney+ subscribers.
The claim is that after Pixar came out and said that Disney was censoring their movies (
https://variety.com/2022/film/news/...tion-censorship-dont-say-gay-bill-1235200582/ ) that Chapek allowed them to make Lightyear without being censored. Lightyear has not done well in the box office - and channels like Renegade are saying that is because of the lack of censorship or how the movie has been political or inclusive or whatever you want to call it. They have examples of other movies and shows that did not do well that were similar.
So it seems like not enough people watched Lightyear as you suggested - and as a business decision, Chapek has a goal of Disney not being political (again this is the word Renegade Online has been using) and trying to focus on making "family" movies - family being what movies make them the most money.
Now the definition of family movies, again per Renegade Online is one where parents can have their children watch it without having to worry about any of the content, nothing controversial in it (which I know can mean a lot of things - but lets say anything that a significant number of Disney+ subscribers would find controversial or moviegoers).
In the same way that Disney+ filters out older movies from children and puts warnings before certain movies because they can be culturally insensitive in today's world, Renegade Online is saying most parents want Disney+ to not have any controversial movies available to children (again controversial to a significant number of Disney+ subscribers or moviegoers).
You can say that parents should control what their kids watch, but as a parent - do I need to watch every movie by myself first before I allow my kids to watch it? At that point, I'm cancelling Disney+ because I don't have time to do that. If enough parents feel the same way - from a business perspective, that doesn't make sense for Disney.
That is at least what the videos are claiming. There was also recently an article that I unfortunately can't find right now that said Chapek may be creating a set of rules to help control this and keep Disney films away from being political. "Moderation" I believe was the term - can't find it right now. Maybe someone else has the link to it?
Ms. Marvel btw is actually touted by the videos above as being a "wholesome family show".
I don't really know personally if this is what is going on - but this is what the videos have said.
BTW- Despite all of this, I still think Chapek sucks as a CEO. I do hope though that in the next 3 year he'll change my mind or prove me wrong - but what I've seen so far from him, specifically on the changes made to the parks - I don't like.