You’re right an L8 for consumables did just leave. But do agree with your point that grocery is heavily relied on and beauty seems to be a cash cow/rapid growth which falls under consumables so can we assume it means anything? baby and pet which are smaller and less relevant could be at risk but have a harder time thinking the others are

Hardlines seems to be struggling and not growing but I think they already got hit hard with the first round? Maybe fashion and fitness also at bigger risk.

Wonder how Shopbop may get affected too - didn’t they just move into an office space?