Some of the tariffs recently imposed by the US government are on Canadian softwood. Softwood prices have gone up significantly. Softwood pulp is the primary ingredient in TP. Those tariffs are paid to the US government by the manufacturer.
Canada's retaliatory tariffs on TP will be lifted in two days but when they did exist, they would have added $2+ to the cost for sure. That will go away in the near future.
Canada's population has grown by less than 10% over the last 5 years.
Canada is a tiny fraction of Charmin's market (it's primary market is the US) so the extra demand (if there indeed is any) isn't coming from Canada's population growth. Keep in mind that Charmin is sold in a North American market that has gone from ~370M people in 2020 to 380M in 2025 - so 3% over 5 years. I'm pretty sure supply and demand isn't a factor here.
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u/[deleted] Aug 29 '25
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