I read the recent quarterly reports from Tyson and Sysco (Q2, and Q3, respectively) and both reflect the deep impact of restaurant, hotel, catering and other volume foodservice shutdowns on each of their businesses (and by extension, the cold foods supply chain) due to COVID-19.
Tyson's Q2/2020 results show the company increased overall sales to $10.8 billion (from $10.4 billion in Q2/2019) due to high demand for retail refrigerated and frozen items like beef, pork, and prepared foods (chicken was the only decrease at -1.5%) due to consumer stockpiling/hoarding in March. But even with record retail business, net income declined due to higher operating costs affiliated with COVID-19 disruptions and the loss of foodservice business.