Context sometimes matters.
Money always matters.
Companies are shifting because they are trying to get in front of what amounts to high level extortion. I'm not saying BLM doesn't have a few points to make, or that all their positions are wrong. I am saying this boils down to do what I say and pay me ( in the way of access, hiring my "suggested" racial diversity type firms, hiring my nepotism buddies, etc) or I'll torch you in the media
In human history, there is always a financial number where killing people is cheaper than paying them off. This is independent of race. At some point, someone will decide it's easier to put 20 kilos of coke in your house, or kiddie porn in your trunk of your car or just have you accidentally fall off a bridge.
The overall impact, something I talked about years ago is going to be extreme isolationism.
Basically if I don't hire you, talk to you, deal with you, date you, marry you, have kids with you, do business with, socialize with you, be in same neighborhoods or schools with you, I can't be sued, I can't be accused of racism, I can't engage in an open lose/lose situation. This will become a matter of self preservation.
When does an issue stop becoming about race and simply about not wanting to deal with bull####?