FWIW, Encanto (Disney Animation, 2021) and Turning Red (Pixar, 2022) were the most streamed movies on any platform for all of 2022 according to Nielsen. Moana (Disney Animation, 2016) was #4.
It's debatable whether these films feel like "sequel direct to DVD" or not, but I don't think it's debatable that audiences are watching them.
Encanto was quite good, Turning Red was Disney quality, not Pixar (I feel).
The problem with streaming is that you can stream repeatedly (believe me I know that) without incurring anything additional to Disney but costs. In the "old days" going to see Encanto in theaters would have cost our family easily $80+ - now that's just the cost for Disney+. And we would have gone, but why bother when it's available to stream?
They also cannot milk for MORE than the streaming cost/yr. I've noticed a lot of Encanto merchandizing on the clearance aisle, but I don't really have a way to track that.
I would argue “ability to stream a 1+ year old movie repeatedly, on demand” is part of what makes keeping your subscription worthwhile.
I think Disney intentionally took a lot of family-oriented films and kept them out of theatres during covid (reminder Encanto released in 2021) to avoid the optics of creating super spreader events where children are at the forefront. In their conference call they mention going back to theatrical releases.
It's debatable whether these films feel like "sequel direct to DVD" or not, but I don't think it's debatable that audiences are watching them.
https://www.adweek.com/lostremote/nielsen-top-15-stranger-th...