There is this exercise you can do for Agile/Lean estimation where you run a multi stage beer store by passing only order quantity notes up and down a chain.
The intent is to trick the participants into a whiplash effect where the retail store has a one off jump and so orders bigger than normal, and the whole supply chain then gets excited and thinks this is the new normal rather than an anomaly.
The exercise ends and the excess beer in the chain is counted.
You are not wrong, but remember that they only employ like 40-50 people. Even if the playerbase goes down to 10% of what it is that's still not a lot of people.