[fredophile]

My guess is that more people are baking at home.

If you look at a family of four you could have gone from two working parents with both children in school to one or both parents at home along with both children. They may not have had much time for baking before. Baking is a useful task since it provides food and can occupy the children if you get them involved. A batch of cookies and some bread or buns every week will substantially increase a household's flour use.

This is partially offset by less commercial baking. However, commercial bakeries buy huge packages of flour and not the smaller bags available in grocery stores. The supply chain needs time to transition to this change in demand.