Andrew Green, Vice President, Tissue and Nonwovens, PCMC
We’ve seen an increase in the demand for at-home tissue and a decrease in AfH. For some customers, this has accelerated investments and for others it has postponed investment. Both brands and private label sales increased considerably, forcing customers to squeeze every single tonne of paper out of their converting lines.
In addition to increasing consumption of at-home toilet paper, social distancing and stay-at-home orders also increased the demand for household towel and pushed forward online sales and new packaging formats and materials. We expect that some of these trends are here to stay.
Through at least the first half of the year, our customers will continue to be faced with high demand for at-home tissue and towel products. The demand for AfH will likely remain low through Q2, making investment decisions very difficult.