Disney is down 20% over the past year and has beaten earnings four straight quarters.something doesnt add up

. I am trying to understand why the market hates a stock that keeps beating expectations,the numbers going into wed arent bad( four consecutive earnings beats).The Q2 saw streaming entertainment revenue grow 13%, parks are like up 7% to nearly $9.5 billion and espn d2c also launched and was called a bright spot. Management also guided 12% adjusted eps growth for fiscal 2026 and double digit growth for 2027 and last but not least $8 billion in share buybacks this year. All this and yet the stock is down 20% over the past 52 weeks . Theres like a bear case too which is domestic park attendance facing pressure and bob iger also left and josh damaro is still an unknown quantity to a lot of institutional investors with macro uncertainity rising but wednesday is the first earnings call where d'amaro has to stand up and articulate a vision (and not inherit iger's strategy). So if he sounds confident about the parks business and gives clear numbers on espn streaming subscriber trajectory ,imo the discount to fair value closes fast.and if its the other case stock probably wud stay rangebound through the rest of the year. the setup feels like asymmetric risk to the upside. What do u guys thinl ,like is dis a buy into wed or does the new ceo uncertainty keeps everyone on the sidelines?