4 Mar 25: Tissue Industry Expansion and US Demographics: A Risky Gamble
Pulp & Paper Radio International · Pulp & Paper Radio Intl
Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.