https://www.retailconnections.co.uk/articles/with-the-coronavirus-pandemic-expected-to-last-a-year-and-a-half-retail-is-in-for-a-rough-ride-but-the-crisis-could-presents-big-opportunities-to-online-retail/
With stores closed and self-isolating shoppers staying away, ecommerce is a necessity for most of us during the current crisis. And there's little relief in sight. Influential Imperial College London (ICL) research suggests the public is facing an 18-month period of staggered quarantine.
The ICL data, which is being relied upon heavily by both US and UK governments, says the public can expect a year and a half of being placed in and out of quarantine multiple times to avoid dangerous Covid-19 infection spikes that could swamp health services.
This is a potentially disastrous scenario for retail in general, but the team from ROI Hunter suggest it may not be all bad news for the ecommerce sector.
I think the ultimate winners will all be determined in 60 days. We're seeing WallyWorld evolve already. OTOH, I've seen no real mention of Costco or Target online. Instagram appears shaky.