HTHS is tested only on new oil, not on oil that has been placed under long term driving stress. So, when say a 5W-40 shears to a 5W-25 after 3000 miles of driving and fuel dilution, what do you think that does to HTHS?
"Lubricant Additives: Chemistry and Applications", edited by Leslie R. Rudnick
P310
HTHS viscosity can be adjusted by increasing the viscosity of the base oil or by increasing the viscosity modifier concentration, .... Since the formulation also has to meet kinematic viscosity and cold cranking simulator viscosity limits, there is often only limited flexibility to adjust HTHS viscosity within the bounds of a given set of base oils and additive.
Permanent Shear Stability
The tendencey of an OCP (Olefin CoPolymer) molecule to undergo chain scission when subjected to mechanical forces is dictated by its molecular weight, molecular-weight distribution, ethylene content, and degree of long-chain branching. Mechanical forces that break polymer chains into lower-molecular-weight fragments are elongational in nature, causing the molecule to stretch until it can no longer bear the load. This loss in polymer chain length leads to a permanent degradation of the lubricant viscosity at all temperatures.
Not necessarily every oil is using cost effective OCPs for VII, but there are quite a few oils that seem to have a tendency to shear down by one or one and a half grades.