It's not all that complicated.
Let's say you have two businesses that sell the same widget. As long as both businesses remain closed, neither has an advantage in that respect. If the government is ordering continued closure, both will hopefully have access to the same avenues of relief.
Now, let's say some idiot governor decides it's time to allow the widget businesses to reopen despite the pandemic worsening. If business A opens but business B remains closed (for good reason), the former now has the advantage. Also, since there is no longer a government mandate for closure, business B will likely not be offered anymore relief (from the government, creditors, landlords, etc.) despite making a responsible choice. Business B isn't going to last long under those conditions unless they relent and reopen despite the risks.