Archive · 21 Nov 2025
U.S. 'New Industrials' Reshape Consumer Supply Chain
U.S. companies are bringing their factories back home to make sure they have enough stuff for their customers to buy.
This is creating new jobs and making the supply chain faster and more reliable.
Indian investors can join in by investing in U.S. companies that help with this process.
U.S. retailers and brands are reshoring and nearshoring production due to supply chain risks and strong domestic demand
Over 500,000 manufacturing jobs have been announced in the U.S. in the past two years due to reshoring and foreign direct investment
The 'New Industrials' are emerging, combining domestic manufacturing, logistics, automation, and supply-chain technology
Domestic manufacturing hubs, logistics networks, and supply-chain technology companies are winning in this trend
Indian investors can tap into this trend through U.S. ETFs focused on logistics, industrials, and supply-chain technology
- Who
- U.S. retailers and brands
- What
- Reshoring and nearshoring production
- When
- Over the past two years
- Where
- In the U.S.
- Why
- To reduce supply chain risks and meet strong domestic demand
Reshoring Advocates
Globalization Supporters
Supply Chain Resilience
Reshoring Advocates
Reshoring reduces supply chain risks and improves reliability
Globalization Supporters
Globalization provides access to cheaper labor and resources
Speed vs. Cost
Reshoring Advocates
Reshoring enables faster production and delivery times
Globalization Supporters
Globalization allows for lower production costs
- Number of manufacturing jobs announced
- Over 500,000 in the past two years
- Sectors benefiting from reshoring
- Consumer electronics, EV components, chips, medical equipment, furniture, apparel, etc.
- Key beneficiaries
- Domestic manufacturing hubs, logistics networks, supply-chain technology companies