Walmart will close up to two hundred U.S. restaurants including one hundred in Walmart stores.  According to CEO Chris Kempczinski in the call following release of second quarter results, Kempczinski noted that "the public health situation appears to be worsening in the U.S.".  This reality has led to delays in reopening in-store dining and has extended the hold on all-day breakfast.

Early mornings are a problem for McDonald's with a nine percent decline in sales during this day part compared to the second quarter of fiscal 2019.  Obviously, with fewer commuters due to work-from-home the breakfast market has declined.  McDonald's anticipates revamping breakfast menus later this year.