That's not entirely true, expectations are not solely based on "I have a job" they are also based on the expectation of "Can I get a new job if I lose my job" a

That's not entirely true, expectations are not solely based on "I have a job" they are also based on the expectation of "Can I get a new job if I lose my job" among other complexities, there will certainly be a reduction in marginal propensity to consume even among those who have maintained their employment. So yes, Amazon may well be a winner because of the shift, but they are winning a larger fraction of a smaller pie.