4 Mar 25: Tissue Industry Expansion and US Demographics: A Risky Gamble

Jim Thompson's column analyzes potential overexpansion inthe tissue industry. He argues that several companies are simultaneouslyplanning expansions based on similar market analyses. Thompson suggests aunique risk factor: potential government actions leading to decreased populationin the U.S., which would reduce tissue demand. He highlights how the tissuebusiness relies on population, referencing toilet paper as a necessity and theimpact of antihistamines on facial tissue sales. Thompson believes unlike pastover expansions corrected by population growth, this time a demand decline maypersist. The author implies the industry's standard practices might not accountfor this unprecedented demographic shift.