A few points about this post.
Firstly, with the consolidation that has happened, Havering is no more uncompetitive than anywhere much else in London these days. Over the last six months or so, contracts have been awarded for all of the following routes in various other parts of London where there was only a single bidder - 13, 207, SL1, 43, 134, 317, 112, 315, 136, 220, 43, 149, BL1, 240, 486, 162, 178, B11, 484, 633, 184, 122, 79, 456, B12, B15, 352, 354, R5/10, K2 - all of these are well away from Havering and in some cases are trunk routes where multiple operators have what might be feasible depots, but, often for the structural reasons discussed - capacity, electrification, etc, nobody else decided to bid.
Any inference that Stagecoach may have gained work in Havering at steep prices due to lack of competition is in my view nonsense. TfL have plenty of tools at their disposal to ensure the prices they agree when entering into contracts are realistic, and looking at the actual prices of various awards, those to Stagecoach in Havering earlier this year were certainly not at out of range prices.
It is not the case that nobody else can feasibly bid for work in the area, because Arriva already operate five significant routes in or into the borough, with a total pvr of 70 (66, 103, 175, 248, 370) plus the one bus 375. They are perfectly well placed to take on additional work from their underused Barking Garage, which in some cases would involve no more dead mileage than that currently operated by Stagecoach from Rainham. And Go Ahead could take on more work, again not always with too much dead mileage, God forbid.
I am no supporter of monopolies, but as somebody who lives only a short distance over the borough boundary, I am a very frequent user of some of the Havering services, and frankly I wish they were all operated by Stagecoach, because their standards are absolutely streets ahead of the opposition. The Arriva buses, notably from Grays, are generally in a shocking state. It is depressing to see that, having just moved more modern vehicles in there from north London that were in very good condition on arrival, the vehicles already show the early signs of deterioration. As for Go-Ahead at Barking, they are nothing short of a disgrace. Their neglect of the new Routemaster fleet has been appalling, with some vehicles not cleaned for what must be weeks, let alone days; driving standards are regularly dreadful; and it is just unacceptable to see what are effectively brand new BYD vehicles already showing all of the signs of ingrained dirt and a complete lack of care. But TfL just don't seem to be bothered to enforce their own much vaunted quality standards. They say, among other things, that "the entire visible body work should be free from dirt, ingrained grime, and graffiti" and that "joints, edges, wheel hubs and other dirt traps should be completely clean". That, in respect of Arriva and Go-Ahead, and after making due allowance for weather and road conditions at various times of the year, is frankly a sick joke. But the Stagecoach fleet at Barking, Romford and Rainham is generally immaculate. and I find their drivers generally excellent. I was observing the contrast between various buses of the different operators only this morning - and they are running in the same day to day conditions.