Essentially, what happens is that the consumer goes out and decides to purchase a bit (okay, a lot, like way too much) more toilet paper than usual. The retailers see this and say, “we need to stock up for next week!”, then the manufacturers go “holy shit, our orders are going up 10x”, and attempt to order 10x the inputs from their suppliers.
When it’s all said and done, there’s six billion rolls of toilet paper being produced per day in a country of 30 million people. Then, of course, discounts hit, and retailers stop ordering, so manufacturers cut production and (possibly) lay off staff, only to be under prepared when the next order(s) come in.
This shut down, laying off of staff and a slow return to “normal” production is part of the reason behind the rising global energy prices - which have also tended to be a recession indicator in the past. Interesting, interesting.