Toilet paper shortage explanation.

My boss said he heard a reasonable explanation for the toilet paper shortage we all saw earlier this year.
He read that the companies that manufacture toilet paper make different quality levels of TP. There is the consumer grade, then the commercial grade.
Consumer grade is what we buy in the store for use in the home.
Commercial grade is everything else that is for businesses, restaurants, hospitals, etc.
When shutdowns and lockdowns went into effect, the TP manufacturers didn't see the shifting demand and kept on making the same products the same way for awhile.
With far fewer people using the bathroom at work, fewer going to restaurants, etc....all the while spending MORE time at home....the TP market was far out of balance. Demand for consumer grade shot way up. People started to hoard it, then TP companies got shut down like the other businesses.....leading to even more shortages.
It makes sense to me.

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You and your boss talk about weird stuff.