For guns I think people are just buying stuff to buy stuff (i..e buying more guns than they currently have just for fun). I have seen more gun owners in the black and hispanic community (anecdotal) as well.
So, COVID-19 leading to supply chain interruptions, stimulus money, and a general fear of "SHTF" makes sense that there would be a lot more sales IMO.
Would love to see additional data and analysis though.