How many of the people in the queues for the clothing store and fast food are teenagers? With the schools closed...
As for the furniture store, people stuck at home, time on hands, home improvement mania sets in.
It's been going this way since the 1980s, look at all the home improvement, home adoration, lifestyle shows, cooking programmes... you get to a certain age and focus turns inwards on the house (which if you've bought is the most expensive commitment you will ever make).
Especially as people aren't spending on summer hols & pubs and restaurants to the same extent, the budget is probably going on making the house more of a home entertaining space.