Why would it take multiple contracts to cover? Its supply and demand No shortage of demand at all.
Under amazon - they are so big that supply and demand goes out the window. Im sure there is no coincidence of who got let go, Im sure it comes down to who wouldnt (Or couldnt) re negotiate their contracts w/ Amazons new structures. The stories are plentiful that delivering for them is not what its made to seem when they get involved.
TLSS ID'd this a long time ago and started putting things in place to remedy the faulty business model of dependency. So instead of closing shop like unfortunately some of the other companies had to do they are branching out.
Curious as to the research that leads you to say they would need multiple contracts to make up the difference - Very possible I missed something as to what I read.