I can tell you from the activity I see in the food business that all these companies that sold to restaurants and food service are doing very poorly. They are all trying to pivot to direct to consumer, but there is only so much capacity in that supply chain. Sysco was too big to apply for PPP. And most of their business is to restaurants and food service. They are suffering, as are their competitors.
Grease, I think you may be right in your forecast. I don't see much recovery this year. I've been reading that there has never been an effective vaccine for any of the corona viruses. They mutate too quickly, so I would not expect any miracle cures. They may develop something to mitigate the disease once you have it, but that's not going to prevent anyone from getting it. Going to be a long time before people flock back to restaurants.
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