Financial analysts aren't happy.
Susquehanna Financial Group’s Vasily Karasyov: The weekend gross [of Puss in Boots] is “yet another argument supporting our thesis that it is time for the company to revise its film costs structure ...”
Which means what? (Insert your own imagined scenario here.)
You can always make c.g. movies cheaper. The question is, how do you make them more efficiently? And raise quality at the same time?
Backtracking on art direction, animation and/or story is something animation studios can't really do at this point. The bar keeps going up and won't be dropping down again. Film creators will need to go on leaping over it.