Thought...
If "Dead-Rail" (Battery power) becomes more accepted in O scale, there will be an O2R resurgence, eroding the O3R market particularly among younger generations.
However,....
If "Dead-Rail" should gain an accepted foothold in the HO portion of the hobby before O-philes even wake up, well,...sayonara, O! Your remaining manufacturing/investing in O scale will probably run...not walk...away.
Just MHO, of course.
Too negative?
We'll see.
KD