Why would #6 be true?

Why can’t they just watch for real-time negative changes in their prime churn rate and average conversion rates, basket size, etc?

People have a wide spectrum of buying habits, price sensitivity, and tolerance levels for negative customer experience, so even if they are going down the toilet, it’s not like all of their userbase will one day decide at the same time to switch to Walmart.

They’ll see these trends in the data years before it becomes an existential threat. Couple that with huge amounts of feedback being collected, A/B tests being run, and third party data and I don’t see how they’ll have a growing problem that they’re unaware of because it lags sales ad revenue numbers.