I'd say there's some slack in the system due to how incredibly wasteful the HoReCa sector is, in particular hotels and event catering. But to the extent people shifted from eating out to eating in, that amount of extra demand isn't met by the consumer-oriented sector, and must be eventually reflected somewhere. I'm honestly surprised the food prices haven't gone up just yet, given the stories I hear saying that processing plants supplying HoReCa have a problem adjusting to providing to grocery stores.