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 299 Chile 103 China 2972 Cons. Discr. - Apparel 495 Cons. Discr. - Autos 1180 Cons. Discr. - Durables 513 Consumer Staples 760 Corp - Forwarders 341 Corp - Shipping 976 Earnings 726 Energy - PetChem 25 India 512 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Materials - Chemicals 237 Materials - Metals/Mining 752 Metals - Steel 514 Mexico 882 Mode - Containerized 1469 Mode - Seaborne 1802 Peru 43 Thailand 132 Theme - Rates 234 Trade Deals 1000 U.S. 5318 Ukraine 20 United Kingdom 369 Vietnam 374

• 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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