It comes down to their vision. If they want to nurse their investment but have no real vision for challenging the current "elite", then they might hold on to Moyes, calibrate their spending (so, sit out January windows), and attract events to the stadium - the real asset in their eyes.
If they have footballing ambitions, I suspect they will make a managerial change in the summer, attract somebody who buys-in to the "developing youth" model, and spend accordingly.
Let's assume the stadium is key to them - which surely it is. I doubt they're thrilled that it hasn't sold out all season and we couldn't fill it even for the visit of United. Seat Unique tickets are cheaper than people think with a bit of patient monitoring. Season tickets - the bulk of our attendance - are subsidised. A Moyes team doesn't maximise the revenue possibilities. Logically, they will want better, more attractive football that people are prepared to pay for. They are Americans: lovers of big events. Moyes's Everton were many things over the years, sometimes positive things. But we were never box office. That will need to change.