Ryman's biggest problem in Melbourne was staffing. At one point, about 15% of staff were self-isolating.
Countdown has similar arrangements at other distribution centres.
The analysts said the aged care sector faces a tough time in the next few months but long-term they are positive on the sector.
Kiwis now have about $1.4 billion of unmortgaged equity tied up in bricks, timber and mortar, though it's looking a little shaky.
Infrastructure Editor
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articles by Oliver