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 108 China 2985 Cons. Discr. - Apparel 505 Cons. Discr. - Autos 1193 Cons. Discr. - Durables 524 Consumer Staples 767 Corp - Forwarders 342 Corp - Shipping 986 Earnings 735 Energy - PetChem 27 India 522 Info Tech - Comms Equip 232 Info Tech - Tech Hardware 810 Materials - Chemicals 245 Materials - Metals/Mining 761 Metals - Steel 524 Mexico 892 Mode - Containerized 1481 Mode - Seaborne 1811 Peru 45 Thailand 136 Theme - Rates 237 Trade Deals 1000 U.S. 5332 Ukraine 20 United Kingdom 375 Vietnam 381

• 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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