this post was submitted on 11 Nov 2023
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So a couple of points...
Marvel has really felt like it's lost it's vision since Endgame. Everything from Iron Man forward had been building to that point and once they hit it, it's like they forgot what they were doing.
The current big bad didn't get introduced until Loki, a Disney+ show, and if you look at the properties:
Endgame - 4/26/2019
Spider-Man: Far From Home - 7/2/2019
Wandavision - 1/15/21
Falcon and Winter Soldier - 3/19/21
Loki - 6/9/21
That's a full 2 year gap and three properties before anyone gets a sense of where the next phase is going. Then:
Black Widow - 7/9/21 (unrelated flashback)
What If? - 8/11/21 (unrelated)
Shang Chi - 9/3/21 (unrelated)
Eternals - 11/5/21 (unrelated)
Hawkeye - 11/24/21 (unrelated)
Spider-Man: No Way Home - 12/17/21
Using Spider-Man to crack open the multiverse first announced in Loki 6 months previously was a good idea, but there was no mention of Kang or what threat he represented. There were also FIVE unrelated properties between Loki and Spider-Man making it easy to forget Kang was even a thing, assuming people even caught the Disney+ show in the first place.
Moon Knight - 3/30/22 (unrelated)
Doctor Strange: Multiverse of Madness - 5/6/2022
A direct follow on what was done with Spider-Man, 5 months later, again, no reference to Kang.
Ms. Marvel - 6/8/22 (unrelated)
Thor: Love and Thunder - 7/8/22 (unrelated)
She-Hulk - 8/18/22 (unrelated)
Werewolf By Night - 10/7/22 (unrelated)
Wakanda Forever - 11/11/22 (unrelated)
Guardians Holiday Special - 11/25/22 (unrelated)
Phase 5:
Quantumania - 2/17/23
First film in Phase 5 makes it clear (finally) that Kang is the next big bad, almost 2 years after the character was introduced in a TV show, but it's not the years that were the problem...
It was the hours of unrelated content spread across 11 movies and TV shows, 14 if you count What If, Spider-Man and Doctor Strange hitting the multiverse angle but failing to mention Kang.
Guardians of the Galaxy 3 - 5/5/23 (unrelated)
Secret Invasion - 6/21/23 (unrelated)
Loki Season 2 - 10/5/23
Marvels - 11/10/23 (unrelated)
And here we are... ~~I haven't actually seen Marvels yet, so I don't know how it fits in to the overall plot.~~ Alternate universe hole. No Kang. I've heard rumors of an X-Men stinger similar to what they did with Xavier and Reed Richards in Doctor Strange.
2 and a half years of churning out unrelated properties after having three phases of tightly integrated continuity is NOT how you keep your existing audience.
So all of that being point 1.
Point 2 is this... In the comics nobody really cared about Carol Danvers. She didn't become interesting until the modern Captain Marvel reboot in 2012. In fact, they replaced her a couple of times. Before that, her major story arc was getting her powers stolen by Rogue who would later join the X-Men using both her own power stealing mutant abilities and Carol's flight, invulnerability and super strength.
Some of them were worse than others (cough, Eternals, cough). But Shang Chi was fine. Wakanda Forever was in a tough spot since Boseman died, but it was fine.
The plot of Wakanda Forever was pretty sus too, though, African black folks vs indigenous South American folks (sure they live underwater, and except for Namora their skin is not a standard human hue, but like, still)
I think the problem is not that they didn't have a clear direction for the big bad (look back at the Infinity Saga, Thanos is barely spelled out and there is very little overarching continuity towards leading up to IW/EG) I think the problem is that most of what you listed are just mediocre to not good. Out of all of those, I would probably only count the following as being good to great:
Out of roughly 22 on the list there, that's a just impressively bad hit rate. Not everything I left off of my list is "bad" per se, but it's mostly just mediocre and I have about a zero percent chance of rewatching it (Falcon, Ant-Man 3, MoonKnight, Dr Strange, Wakanda, etc.) compared to the Infinity Saga, where I've seen just about everything multiple times. And then there is the problem that quite a lot of it is bad (Eternals, Thor, Secret Invasion...) I think doing this much TV really hurt them as quite a lot of the TV properties were poorly thought out and didn't have 6 hours worth of good story.
I don't think that the idea that having all of the tie-ins really hurt them as much as the perception that all of the tie-ins were required watching hurt them. For example, The Marvels you can totally go in without having watched either of the TV properties, or probably even Captain Marvel. The movie guides you through what you need to know, which is very little, but that is a theme on basically any comment page or article when you talk about the film's box office draw. I mean, we're not talking about Breaking Bad or the good seasons of Game of Thrones where if you didn't watch from the beginning you're going to miss big moments.
and re: your point 2, this is also the case for the MCU Carol. The movie was among the worst in the IS, and while Brie Larsen is a fantastic actress, we're several outings in before you can even kinda care about Carol in the Marvels. Ironically, I counted this as a plus for the movie when I was telling my buddy if he should go see it. I saw Endgame opening night, and the audience was right there for all of the big moments, which you can tell they intended Carol's destruction of the ships to be, and while it wasn't quite crickets, you could tell that didn't hit the way they wanted it to. Even this movie, I went to see in spite of it being a CM movie if anything.
* This one might be recency bias or maybe just that the MCU has been so disappointing that I'm grading on a curve a bit, but I would give this one a solid 3/5.
I think instead of "bad", I would just call them "filler".
Moon Knight was very good, but it does nothing to move forward the overall story of multiverses and Kang.
Yeah, that's probably fair, or at least close to what I was getting at. Personally, I could give a shit if they do some stuff that has no major bearing on the overall story, but I personally found it to be basically filler material still. It's fine.
Like I know it's unlikely, but I would not mind at all if for example the next Spider-Man has almost no connection to the overall MCU given where they're at in the story, as long as it's good.