Big issue for Disney is really 2024. Cap could be a difficult one, Thrunderbolts is a bit of a rogue element.
Thats a huge amount of money currently spinning on the table. Next three/four years for the MCU is a multi billion dollar investment. As a concept the MCU can have dud films which breakeven or make small losses, but they cannot have the scale of losses this is going to drive.
Leadership decisions will be based on confidence in the future, not the past.