[bitreality]

It's two facets. On the one hand, people are definitely buying more essential products. They are also definitely visiting more ecommerce sites. They're bored, online shopping is a thing to do.

Most people aren't at the point where they feel they need to drastically cut their spending. Most developed countries have some sort of payment going out to at least the unemployed. Also, even the newly unemployed have only been in that position for a few weeks.

The people who are still employed, whether that's remote or whatever, have a surplus of money they normally would spend on things like travel, events, and dining out. They are absolutely not worried about spending money on discretionaries.

The reality is, people still have a ton of money to spend. And less places to spend it. This recession is just barely getting started.