Barry Ritholtz rocks!
Amazon has prioritized essential services as it is overwhelmed by consumer demand. All non-essential items are being delayed (although the subscribe & save seems to be still doing timely deliveries) The unprecedented demand is helping some retailers while potentially leading to the end of others.
We don’t know how much of this is temporary, but I would surmise that some of the changes in consumer behavior will become permanent.
Cripes! Now that I see this distribution of purchases, no wonder I couldn’t find my favorite King Arthur flour anywhere in recent weeks. People are starting to bake their own bread big-time.