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 107 China 2983 Cons. Discr. - Apparel 503 Cons. Discr. - Autos 1191 Cons. Discr. - Durables 522 Consumer Staples 767 Corp - Forwarders 342 Corp - Shipping 984 Earnings 733 Energy - PetChem 27 India 520 Info Tech - Comms Equip 231 Info Tech - Tech Hardware 808 Materials - Chemicals 244 Materials - Metals/Mining 759 Metals - Steel 522 Mexico 892 Mode - Containerized 1479 Mode - Seaborne 1809 Peru 45 Thailand 135 Theme - Rates 236 Trade Deals 1000 U.S. 5330 Ukraine 20 United Kingdom 374 Vietnam 379

• 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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