If the tarrifs stay high, then US consumption will plummet since all goods will now be that much more expensive and people won't be able to afford as much.
If tariffs go down then moving manufacturing to the US was the losing choice for any company that chooses to do so.
Either way betting on current US consumption levels with US manufactured goods is a losing bet.
The backdoor is bringing heavily automated factories to the US. The viability of this might still be mixed right now, but at least in the future, even without tariffs, the golden goose of manufacturing is still "locally made by robots."
If tariffs go down then moving manufacturing to the US was the losing choice for any company that chooses to do so.
Either way betting on current US consumption levels with US manufactured goods is a losing bet.