01/05/2026
Easing policies and lower financing costs are aligning resilient consumer spending with a strengthening manufacturing sector, unlocking deferred projects and investment.
Demand is strong. The real challenge is how quickly and cohesively U.S. plastics manufacturers can turn it into profitable production.
Household spending forms the bedrock of demand for molded plastic products, with resilience in necessities like food and beverage packaging, healthcare devices, and automotive components. Food and beverage consumption hovered around $1.18 trillion in real terms during the first and second quarters of 2025, climbing 2.0% year-over-year to $1.19 trillion by August. Healthcare expenditures rose to approximately 17.7% of total personal consumption in August 2025, driven by demographics and AI integration. Light-vehicle sales remained above 15 million units on a seasonally adjusted annual rate throughout 2025.
Despite this, manufacturing responses have been uneven due to higher interest rates, tariff uncertainty, and yield-curve inversion effects, tempering investment and delaying new projects.
- New orders growth stayed positive from January through September 2025, peaking at +9.7% in May but moderating amid policy uncertainty.
- With federal funds rate cuts to 3.75-4.00% and further easing expected, deferred projects should unlock in 2026.
- Moderated tariff outcomes reduce pricing shocks, preserving a modest home-court advantage for U.S. producers.
As consumers navigate uncertainty, molded plastics remain indispensable, bridging everyday needs and future-oriented sectors. For industry stakeholders, the message is clear: Bet on resilience, not recession.
Read the full analysis for deeper insights into these trends. https://www.moldmakingtechnology.com/articles/plastics-resilience-and-the-manufacturing-reawakening