Without more context this is silly to say. It isn’t as if we know the natural or correct construction of this market a priori and that 5 is clearly a distortion from that. Consolidation can sound bad in the abstract but in this relatively immature market you could still expect major shifts to get to a steady state. Just a little bit ago people were remarking on VC-subsidized delivery; as that goes away, consolidation is not unreasonable.
Edit: ‘this’ in the original parent comment was along the lines of ‘five out of potential thousands of actors’
