Overview
- On Wednesday, Disney told investors that Star Wars: The Mandalorian and Grogu and the live‑action Moana “underperformed our box office expectations,” marking the company’s first formal admission about the films’ summer results.
- Disney reported roughly $345.2 million worldwide for The Mandalorian and Grogu and about $262–263 million for Moana as the two films finished or wound down their theatrical runs.
- Multiple industry analysts and trade reports estimate the Mandalorian film’s theatrical break‑even was near $500–600 million and that Moana could produce roughly a $100 million loss in theaters after production, marketing and box‑office splits are counted.
- CEO Josh D’Amaro and CFO Hugh Johnston argued that the movies still created value across Disney’s ecosystem by driving retail sales, theme‑park visits and gaming engagement and by adding streaming titles for Disney+.
- Disney signaled it will not scale back franchise plans and will press ahead with remakes, sequels and Star Wars projects, a stance that could keep film releases tied to park, merchandise and streaming strategies rather than judged on ticket sales alone.