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 300 Chile 105 China 2980 Cons. Discr. - Apparel 500 Cons. Discr. - Autos 1187 Cons. Discr. - Durables 520 Consumer Staples 765 Corp - Forwarders 342 Corp - Shipping 982 Earnings 731 Energy - PetChem 26 India 516 Info Tech - Comms Equip 229 Info Tech - Tech Hardware 804 Materials - Chemicals 241 Materials - Metals/Mining 756 Metals - Steel 519 Mexico 888 Mode - Containerized 1476 Mode - Seaborne 1807 Peru 44 Thailand 134 Theme - Rates 236 Trade Deals 1000 U.S. 5326 Ukraine 20 United Kingdom 371 Vietnam 377

• 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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