Should have thought of it myself.
The problem is one of logistics.
Or to be exact, where people typcially shit.
Most people divide their potty time between work and home. And these two sets of water closets are supplied by two entirely different supply chains. I mean think about it. How often do you use those gigantic TP rolls you find in a McDonald’s John at home? I am willing to be the answer is probably never.
Where as now there are a very large numbers of people that making their offerings to the porcelain god exclusively at home. Thus burning up a lot more Charmin than typically happens in standard American week. Hence the shortage.
Conversely, the business side of…well business is piling up in the warehouses because their market aren’t open.
I expect market pressures to relieve this strain shortly.