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> With people staying at home, the demand of toilet paper has shifted to the home more.

This. TP consumption is unchanged per day. But the proportion of consumed TP that is consumed at retail must be up 30-50%. Nearly nobody is using their work/school/restaurant's TP that comes in giant rolls or in a cardboard box without a UPC code.

Same for tomato sauce: Most people don't want the 10# cans that food-service used to buy. Or the barrels that a pizza shop would buy. Grocery stores probably don't have a SKU for those. Could be a different packaging factory entirely.



A local restaurant has been offering a roll of TP per take out order. I thought it was a nice gesture but hadn’t considered that it reflects this shift in demand from businesses to homes.


Yeah, I'm guessing that while it's for marketing value, they're not buying that TP - the source is their own stock which they can't use now that the venue itself is closed.




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