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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…
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