A lot of traffic is starting to return to normal – fast food, gasoline stations and auto shops have all come back.
Indeed fuel demand has started to tick up as well.
Spending is also picking up (likely helped by government support).
Peaks have normalised in grocery stores and big box retail.
One interesting point here is that some food companies have pointed out that buying big multi-packs for stocking vs. single serve has hurt margins (page 6 here).
Home improvement stores and outdoor trails are still seeing traffic much higher than February.
Bars, restaurants, offices, clothing stores, furniture stores, movie theatres and gyms are still at lows.
