MEGATRENDS! Post Corona winners and losers

[Fishindude77]

I agree with most of these predictions. Particularly a reduction in airline travel and a whole lot less interest in pro sports.

[cypher1]

As the months go by and depending on prices, international travel is still on the table. Assuming the ban is no longer in affect.

[QuarterMillionMan]

I like this idea of forecasting winners & loses. Some other losers that I see physical casinos (online casinos will grow). Theaters will also become losers (again online will flourish). I think nail salons and hair shops will continue because people are lazy & would rather be pampered than do their own grooming. Business must be booming for Postmates & Instacart so delivery services will rocket.

[TexasHusker]

Every national crisis changes society in fundamental ways. CV-19 will be no different. Here is my first blush at winners and losers:

WINNERS

• Resort areas in the United States. Folks are going to prefer to drive than leave the country.
• Vacation home rentals. Folks are going to appreciate their "space" more, and will be willing to pay for it.
• Restaurants with robust drive-thru/take out business. McDonald's, Pizza Hut, etc.
• Home exercise equipment. A return of the home gym in lieu of going to the gym.
• Smaller metro areas. People are going to try to get out of the mega MSAs. They will figure out they like life at a slower pace during all of this. More people = more mayhem. "Go west young man"! Many folks are going to start migrating to places where they have more room. Doctors are going to leave Manhattan NY for Manhattan KS.
• Minor league sports teams. We are going to have less money to toss around, so we are going to get our fix on minor league baseball, hockey, and football.

LOSERS

• Airlines. Flying test tubes of viruses and bacteria. Demand won't recover for years and years.
• Cruise lines. They are pretty much done. 10X worse than airlines. Totally out of vogue. Gone. Kaput. The smartest bet on Wall Street might be shorting these companies.
• Foreign vacation destinations. Europe, the Bahamas, Cayman, etc. Demand won't recover for many years.
• Sports teams. Now that we've figured out that life goes on without them, we've figured out that life goes on without them. And who can afford to attend these any more? NCAA, NFL, MLB, NBA, MLS --- you are now officially in line for a major haircut. And couldn't happen to a nice bunch.
• Universities. Now that we've figured out that everything can be done online, "going off to college" is going to be an indulgence of the rich and those close to it.
• Youth sports organizations. Now that we've figured out that life goes on without them, and might even be better, look for demand to soften.
• Many franchise restaurants. They are expensive and people are going to grow used to doing without them. I wouldn't want to own Darden's at any price right now.
• Retail. JC Penny, Belk, Beall's and many others are GONZO. Just waiting for the funerals.
• China and Russia. We are in a war much bigger than this virus. We have become far too dependent on the Euro/Asia Continent, and I think this situation will bring about the "great divorce", which will happen over a 10 year period. In 10 years, I look for us to be mostly absent from that continent, and that will be a good, very good, thing.