It appears that traditional retailers were hit earlier in Feb.
For instance:
There were updates that rolled out earlier in Feb. It also appears that those same updates were rolled back because there is speculation that they affected the serps in unexpected ways that Google didn't foresee.
Check with Seo Clarity -- February 2020 google algorithm update some big losers and winner the have more info the above info is just a snippet from them.
There is also some chatter from the Black Hat Community that EDU sites were hit. But that could just be that Google found some pbn's.