"Splits are emerging in corporate America's response to a supply chain crisis which growing numbers of executives expect to last all year, heralding a wave of spending on new capacity, better data, and support for weaker vendors.
This earnings season, companies have complained of shortages, delays, and spiking costs in a quarter in which they scrambled to procure semiconductors, were left waiting for components and suffered the effects of suppliers' staffing gaps.
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The pandemic has pushed manufacturers to redesign their supply chains in favor of certainty of supply and locating inventory closer to customers.
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Companies including VF Corp, the clothing group behind The North Face, said they had moved some production to suppliers closer to their biggest markets.
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Companies with more domestic suppliers and those that had moved before the pandemic o broaden their supply chains were faring better than others with more complex, global logistics, said Tim Ryan, chair of PwC US. mid-January survey of US executives by PwC found that less than half expected supply chain disruptions to ease by the end of the year, and more than 60 percent planned to raise prices in response.
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“The engineers have designed supply chains around predictability and when that predictability goes away everything goes to hell in a handbasket,” he told the FT.
“Most companies are realising that they over-tuned their operation for performance versus resilience,”"
Trechos retirados "Winners and losers emerge from lingering US supply chain crisis"
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