The recent pop in the stock of Bed Bath and Beyond (BBBY) highlights aspects of the K economy (some industries doing well, others poorly) in this way. Consider how consumers are spending their cash today. The data seem to support buying things (physical stuff) versus doing things (like travel).

Using Amazon (AMZN) as a proxy for buying stuff versus Marriott (MAR) for in-person doing things, the accompanying chart seems to support this view. And when you do have to do something (like seeing a doctor), you do it virtually e.g. via Teledoc (TDOC). (Or maybe you don't do it at all and save when able or spend it on stuff from places like Bed Bath and Beyond.)

Will this behavior change anytime soon? Highly unlikely. And that's not a healthy nor sustainable thing. Enter more government support.