Which makes sense. Many people still have their jobs and income. But now are spending more time than ever inside their own houses. Not traveling, and for the most part, not dining out or otherwise spending money elsewhere.
So it makes sense that, if you are in the home remodeling business, you are seeing lots of activity. Also why USPS, UPS and Fedex are overloaded. And the reason PC parts are rarer than gold. TVs flew off the (virtual) shelves on Black Friday. And so on.
The problem is: many people did lose their income. So on one hand you see an incredible influx of customers remodeling homes and spending money on superfluous things, on the other hand you see people becoming homeless, or relying on food banks for the first time in their lives.
This is not like a recession. Some activities have essentially stopped, other are on overdrive. This will create an enormous imbalance, which could bring a recession (long predicted) even after COVID is done. Assuming we can get rid of it.