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

Jim Thompson's column analyzes potential overexpansion in

the tissue industry. He argues that several companies are simultaneously

planning expansions based on similar market analyses. Thompson suggests a

unique risk factor: potential government actions leading to decreased population

in the U.S., which would reduce tissue demand. He highlights how the tissue

business relies on population, referencing toilet paper as a necessity and the

impact of antihistamines on facial tissue sales. Thompson believes unlike past

over expansions corrected by population growth, this time a demand decline may

persist. The author implies the industry's standard practices might not account

for this unprecedented demographic shift.