We're Entering the Stay-Home Economy. Here are 10 Industries That Will Be Winners

Covid-19 has created short-term winners and losers. But the more structural impact is that trends already under way have been accelerated. Everything was already moving online. Now this is happening even faster. Online marketplaces now have a combined value of $814 billion globally. 58% of consumer marketplaces could be well-positioned to navigate ... See more

The pandemic will also likely accelerate the big-business takeover of the economy. In the early innings of this crisis, the most resilient companies include blue-chip retailers like Amazon, Walmart, Dollar General, Costco, and Home Depot, all of whose stock prices are at or near record highs.

Many of the perceived Covid winners such as e-commerce, videogame and streaming media companies have simply been pulled a few years forward into a future that was inevitable. Their destiny did not change. The future for those businesses simply accelerated whereas the future for category leading “brick and mortar” retailers has changed dramatically ... See more