Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track — Panjiva
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Supply Chain Research

Supply Chain Edge: Mexi-shoring, India’s moment and sportswear on track

Ags - Grains/Beans 294 Chile 99 China 2949 Cons. Discr. - Apparel 478 Cons. Discr. - Autos 1155 Cons. Discr. - Durables 493 Consumer Staples 749 Corp - Forwarders 337 Corp - Shipping 953 Earnings 707 Energy - PetChem 23 India 491 Info Tech - Comms Equip 205 Info Tech - Tech Hardware 772 Materials - Chemicals 221 Materials - Metals/Mining 734 Metals - Steel 500 Mexico 867 Mode - Containerized 1446 Mode - Seaborne 1780 Peru 43 Thailand 132 Theme - Rates 226 Trade Deals 996 U.S. 5293 Ukraine 20 United Kingdom 353 Vietnam 360

• In new research this week, we find that Mexico has a strong track record as a center for reshoring, but continued success is far from guaranteed in autos and electronics and Mexico is far from being the only game in town. The autos industry remains focused on normalizing supply chains as inventories recover but remain low.
• The sportswear sector has a long way to go in cutting inventories back to historical levels, with ”just-in-case” inventory models appearing to be off the agenda. Apparel firms are continuing to shift their supply chains away from mainland China. Toymakers are...

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