I will add to that: some of the long-term trends we are seeing will be accelerated, and some of the industries facing persistent upheaval/disruption will be pushed over the brink. Out of both necessity and preference, we are all facing a total re-org of our daily lives.
Here is my running list of winning and losing industries. I will revisit and update on an ongoing basis.
Winners:
- 5G
- Artificial intelligence
- Automation
- Brick-and-mortar retail that includes fresh food
- Cloud computing
- E-commerce
- Home cleaning products/services
- Home delivery services
- the "Internet of things"
- Personal health and hygiene products/services
- Video conferencing
- Video game consoles/services
- Video streaming services
Losers:
- Brick-and-mortar retail without fresh food and online storefront (e.g. department stores)
- Destination-based entertainment (e.g. theme parks)
- Hospitality
- Human transports
- In-person conferences, fairs, and festivals
- In-person live events (e.g. concerts, sports)
- Internal combustion engine automobiles and automobile services/infrastructure
- Oil and oil services/infrastructure
- Office- and retail-based REITs
