I'm confident you're actually behind the curve here. The term 'capeshit' has been around for years to express annoyance with the oversaturation of the market with superhero content.
Considering that Marvel movies are not making “all of the money” and are instead making “most of the money” in the eyes of its investors, they may be thinking that the head winds are changing and might want to forestall such a thing.
Of course, there were other reasons that Chapel may have been sacked as well, such as the “Dont say Gay” bill fiasco, as well as having lost their tax free status in Florida,the Mulan controversy, the previously mentioned issues at Marvel, alienating creatives (including publicly fighting one of its biggest stars),underwhelming Star Wars and Disney movies and shows, (possibly) losing the streaming rights for the IPL in India (cause Hotstar in India had a decent chunk of the streaming market in India cause of it).
https://www.boxofficemojo.com/year/world/
4 of the top 10 grossing movies of 2022 are super hero movies. Black Adam is #12
And also the other big development is that they have lost the Chinese box office marker, though this seems largely out of their control as China is an aggressive geopolitical adversary of the US and is also strictly against LGBTQ representation, and Marvel is (rightfully so) not budging on the edits suggested by Chinese censors.
And then there’s also the case for superhero fatigue, and I am saying this as a fan of most of these movies, (I watched most of their previous movies during high school and college almost religiously), but the amount of content they dumped on Disney+ which was of varying quality was too much for me to really watch. I skipped half their shows and most of their movies (waited for Disney+ for most of the movies except for Spider-Man and BP2). I genuinely don’t feel interested in most of their upcoming lineup, except maybe GoTG 3 and Captain America 4 (if it’s any good). I might be speaking for only myself here, but I potentially see that happening more so in future with general audiences.