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A significant factor behind Disney's struggles is the company's pivot towards identity politics and "woke" agendas, which many consumers feel have compromised the quality and appeal of Disney's content. This shift has alienated core audiences—families who once flocked to Disney parks, watched its movies, and subscribed to its streaming service. The prioritization of social issues over entertainment has led to a decline in customer satisfaction and loyalty.
This content pivot, coupled with a perceived decline in storytelling quality and an overemphasis on politics, has caused audiences to turn away from Disney’s offerings. The company's focus on pushing specific social agendas appears to have backfired, resulting in reduced revenue streams across all platforms.