I think that household grocery demand will be permanently up - the switch to working from home, and having kids be home instead of school means that suddenly we

I think that household grocery demand will be permanently up - the switch to working from home, and having kids be home instead of school means that suddenly we're home much, much more than before and eating much more meals at home. So lots of food supply that used to go to restaurants will now be going directly to homes - it does not affect producers much, but it's a very different distribution chain than what the restaurant purchasing uses/used.