Huh, I never thought about the demand shift from WFH. Much easier to blame hoarders. But this makes a lot of sense, thanks for pointing this out.

Different mills create home vs the more commercial public washroom rolls. Can't shift production easily from one type to the other.

I know that, but the point remains that the supply chain has not “recovered” in any meaningful sense. Capitalism, in fact, guarantees it will not (too expensive to switch production from commercial to residential TP). We’re going to be seeing this phenomenon until people can go back to work.