Toilet paper shortage explanation.

But it does change demand because of vendors

A company doesn't buy TPfrom Walmart

If I'm used to pooping at work, and now I poop twice daily at home that means I now need to buy way more TP then before


So, maybe it doesn't change demand as much as it shifts it
Lots of small businesses buy from Wal-Mart.
I can agree with some but not all of what you say.