Here are stocks for the post-coronavirus consumer, who will be 'resourceful, and cost-conscious'

Published Thu, Apr 23 20207:30 AM EDT

Jesse Pound @/in/jesse-pound @jesserpound

( This story is for CNBC Pro subscribers only ). The coronavirus pandemic has already caused a major shift in the lives of American consumers, and many of those new trends will stick around as the economy reopens, according to a new note from Barclays. "At the core, we believe the U.S. consumer could emerge from the pandemic more mindful, resourceful, and cost-conscious," the note said. The bank predicted that the changes will spread across nearly every consumer sector. "Crowd avoidance can inform consumer preferences in everything from housing to travel. Most companies would need to address a focus on hygiene and sanitation," the note said. "Accelerated online shopping cuts across consumer staples and discretionary and could even become the primary channel of buying big ticket items such as cars." One area that could see a major change is the cosmetics and personal care industry. "For cosmetics in particular, shying away from unnecessary third party contact could drive a channel shift from salon to DIY beauty experiences," the note said. "Additionally, should trialing beauty products at in-store make-up counters turn taboo, beauty companies may be forced to re-think how to instill a sense of safety around this experience and/or tap into VR partnerships both in-store and at-home." The note said that Coty could see a boost from a rise in at-home nails, while Estee Lauder already has partnership with virtual reality firms to help consumers try out makeup. Both of those stock were hammered during the market sell-off. Shares of Estee Launder are down about 19% so far this year, while Coty's stock price has been cut in half. In retail and staples, Barclays thinks the strong will get stronger. The note said that Walmart is well-positioned to take advantage of smaller retailers closing and a growth in e-commerce, and it will be able to retain some of the new customers who have started going to Walmart during the pandemic. The company's stock has held up well during the crisis so far, gaining 11% year-to-date. Home builders could see an increase in demand for housing outside of city centers as consumers put a premium on space after the pandemic, but many may also be wary of building a large supply of housing. That dynamic could be an opportunity for D.R. Horton to shine, Barclays said. "We think DHI best fits the bill for disciplined land acquisition with ability to quickly exploit demand in new markets," the note said. The housing company's stock gained about 30% since the market hit its most recent bottom in late March.

A man wears a protective mask while shopping at BJ's Wholesale Club market at the Palisades Center shopping mall during the coronavirus outbreak in West Nyack, New York, March 14, 2020.

Mike Segar | Reuters

(This story is for CNBC Pro subscribers only).

The coronavirus pandemic has already caused a major shift in the lives of American consumers, and many of those new trends will stick around as the economy reopens, according to a new note from Barclays.

"At the core, we believe the U.S. consumer could emerge from the pandemic more mindful, resourceful, and cost-conscious," the note said.