Coronavirus, isolation, and their impact upon product demand.

We touched on supply-side demand when we looked at the Chinese export data from March 2020. It showed a (to be expected) surge in demand for products which could be used in the global fight against the COVID-19 pandemic. But what of demand-side? With large swathes of the population in isolation, what products have spiked and which have declined?

Stackline has tracked the USA’s 100 fastest growing and fastest declining e-commerce categories.

In the growth category, number 1 could be guessed – disposable gloves match Chinese export data perfectly. But 2 and 8, a desire for carbs and abs, aren’t reflected as prominently in supply-side data. As for declining categories, they heavily reflect that people aren’t travelling as much and aren’t planning to for the foreseeable future.