Will consumption habits formed amid pandemic shut-downs be more lasting? Perhaps—and that can be key in understanding future demand patterns and how those influence businesses’ long-term earnings power.

The views expressed are those of Diamond Hill as of October 2020 and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of results, or investment advice.

This material is for informational purposes and is prepared by Diamond Hill Capital Management. The opinions expressed are as of the date of publication and are subject to change. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Reliance upon this information is at the sole discretion of the listener. Investing involves risk including the possible loss of principal.