These companies benefiting from pandemic hoarding may keep their gains when it's over, Goldman says

A customer walks down an aisle displaying bottles of laundry detergent for sale at a Walmart Inc. store in Secaucus, New Jersey.
Timothy Fadek | Bloomberg | Getty Images

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As economic restrictions are lifted around the country and people begin to resume their old habits, consumer goods companies that saw a surge in sales in March could be facing a pullback.

In a new note, Goldman Sachs looked at household penetration data for different categories and companies — in other words, what percentage of households are buying a product — and found that most, but not all, jumps in sales are likely to be temporary blips. Many of those numbers are still down from 2019, in fact, suggesting longer-term trends that won't be easily reversed.