The firm says companies might also create more domestic supply chains.

Rent cancellation bills are circulating at both the federal and state levels, but an Allen Matkins attorney says they don't pass legal muster.

"U.S. restaurants are being hit particularly hard by widespread stay-at-home guidelines and business closures, which contributed to a near-50% drop year over year in spending at restaurants and bars during April," S&P Market Intelligence stated.

Besides the obvious categories, there are also other net lease winners that are performing well—some of which are even seeing stronger consumer activity than pre-crisis.