Overall, anything using a Brick and Mortar business strategy is going to face challenges each coming year. Streaming service like Netflix and full web-retail services like Amazon have already caused many brick and mortar businesses to go bankrupt and/or permanently close. The Pandemic is only going to further that reality.
Personally, I've always seeing it as highly counter-intuitive to take a futuristic technology like Virtual Reality, which removes physical boundaries as a limitation, and then... add physical boundaries as a limitation to it.
That's like taking the wings off an airplane.
Hopefully a lot of these businesses being impacted can shift gears and invest in something far more future-proof.