Zero. No way such massive companies can swing all of a sudden.
- There's not enough tests still
- People are scared of doing anything even if stores open up
- Most importantly, sales just don't magically appear with the snap of your fingers, takes time to ramp up again
- Companies are still heavily on only essential spending, that doesn't change overnight
They're talking no public events til 2021 now. I think the realization is that this isn't just a 1-2mo ordeal. It's going to be a 1-2yr shift.
- There's not enough tests still - People are scared of doing anything even if stores open up - Most importantly, sales just don't magically appear with the snap of your fingers, takes time to ramp up again - Companies are still heavily on only essential spending, that doesn't change overnight
They're talking no public events til 2021 now. I think the realization is that this isn't just a 1-2mo ordeal. It's going to be a 1-2yr shift.