It's not just those two. The shutdowns hugely benefited Walmart and Amazon at the expense of smaller competitors, and put maybe 1/4 of restaurants out of business -- a number that will go up because of increased minimum wages, and proposed vaccine passport requirements.

All these problems will eventually be overcome but not without loss and upheaval. Because wages are "sticky downwards," there will now be at least a decade or two of 5%+ inflation, maybe 10%+, to get real wages back to normal levels; while the vaccine demands are already producing borderline civil unrest in France and Italy, and I hope here too if attempted.