Oh sure, there’d have to be a quality dimension to this too. According to the theory, not every Disney film is going to be a hit, but the hits will often be Disney films.
It’s a bit conspiratorial … in the end it’s probably about films that are enjoyable by a broad demographic, and that’s Disney.
The dynamics of somewhat random box office hits seems reasonable to me though. How many now see like 1-2 films in the cinemas a year? Getting their tickets is probably tricky and requires some sort of virality dynamic.