#layoffrumor

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Layoff predictions. No date. (soon)

Abstract. A restructuring along the lines of the McKinsey span-of-control model would permit the organisation to eliminate managerial layers without reference to any single function. The principal requirement is that every leader directly manage no fewer than five reports. Leaders falling below this threshold, typically those managing two or three people, are expected to be removed, with their territories and teams absorbed into adjacent units and the associated headcount consolidated. The effects described herein are not confined to one function; they extend across Research and Development, Sciene and Technology, Key Account Management, Human Resources, and the Frito-Lay field organisation. The scheme is expected to proceed in stages, though the sequence and timing remain undisclosed.

  1. Introduction
    The governing principle is simple. Any leader who does not manage five direct reports should expect their role to be discontinued. Territories and teams led by individuals with two or three reports will be absorbed, and the resulting heads redistributed accordingly.

  2. Research and Development; Sales and Trade
    Managers and Directors across both R&D and S&T fall within scope. The consequences in these functions are expected to be severe.

  3. Area Sales Managers (Beverage)
    A considerable number of exceptions were granted during the previous round. It is not anticipated that this leniency will recur. An ASM with two or three direct reports should regard their position as at risk, with those reports transferred to a neighbouring ASM.

  4. Key Account Management
    Beverage KAMs are to be merged with their Frito-Lay counterparts, such that two roles become one. The depth of this consolidation is not yet known, and it may not be completed within the first year. Nothing, however, should be regarded as beyond possibility.

  5. Directors and Senior Directors of Region
    A DOR or Senior DOR must carry a headcount of five or more; otherwise the span is to be merged. Major account responsibilities may be treated as exceptions, though any such role should expect to assume Frito-Lay accountability in addition.

  6. Human Resources
    The function is expected to be largely withdrawn. The organisation’s preference for a self-service kiosk model is well established. The prevailing view at the most senior levels is that HR contributes little value and generates a disproportionate share of problems.

  7. Frito-Lay
    This function may bear the greatest impact. Zone Directors, KAMs and TSMs are each expected to be substantially reduced. The beverage operating model appears to be regarded as the superior of the two.

  8. Delivery and Merchandising
    It is reasonable to expect these functions eventually to converge into one, and subsequently to combine across Frito-Lay and Pepsi. No timetable has been indicated, though the logic is evident.

  9. Sales Representatives
    The sales representative role is expected to be eliminated. The justification is observable by anyone willing to look: visit five stores at random on the journey home and assess what the Pepsi and Frito-Lay representatives have accomplished of their own accord. In a great many cases, the answer is very little. Execution of even a sold-in priority can no longer be relied upon.

  10. Divestiture of Low-Profit Territory
    Territories of low profitability are expected to be sold to bottlers. The timing is unknown; however, Ramon referenced this on the earnings call, which indicates it is under active consideration.

  11. Direct Store Delivery
    The future of DSD itself is likely under review. Every facet of the future business model should be considered open to change.

  12. Conclusion
    We have described a restructuring in which span of control serves as the primary instrument of consolidation. Functions are merged where overlap exists, roles are removed where contribution is doubted, and territories are divested where returns are insufficient. The process is incremental, and its full extent is not yet visible. Those affected would do well to prepare accordingly.

May the odds forever be in your favour.

This is speculative conjecture generated from Rumors via this site, Reddit and Earnings commentary.


What Departments/Teams are impacted by 10/15

Based on reports in other posts, it sounds like multiple people have seen a deck referencing a significant round of layoffs on 10/15. For those with visibility into the planning or organizational discussions, are there any particular teams or functions that appear to be at greater risk heading into Thursday? Looking to separate credible information from speculation.


Jan

Not sure about cuts in Jan... If true prety much all roles are vulnerable especially anything that can be automated or replaced by AI. The rumors also points to heavier outsourcing to multiple global hubs and a potential freeze on US hiring. OK, I can believe that...
It may be just grapevine talk, so I'm taking it with a grain of salt. But what really made me pause was how it came up. The context wasn't even supposed to be about job cuts; it was a conversation about someone interviewing for a VP role in NYC. They got a verbal salary offer and a projected start date, and then completely hit a brick wall just total radio silence while management suddenly decided to interview more candidates.
Someone else chimed in to say that the NYC offices have already been absolutely gutted by the workforce reductions earlier this year.
It makes me wonder if these two things are connected. Is leadership seriously still putting people through the ringer for US roles while drawing up blueprints for January cuts? Or are hiring managers just stuck in limbo, waiting on headcount approvals that are never going to come???????????????
Is anyone on the inside hearing anything concrete about January, particularly within Technology - Cards - Ops ? And are managers actually openly throwing around "AI" as a justification to slash headcount?


D1 layers being axed?

My area was just reorged again for the 8th time. There were two D1s, myself and another reporting to avp. That other was moved up the org chart and I was moved down. In the shift, I heard “he moved to support the 7x7 framework”. If he was moved up to support 7x7 framework and now I’m another layer (7x8) would it logically make sense that I may be on the chopping block? Anyone else seeing something similar occurring in their area?
I’m also seeing other warning signs something is coming.


Amazon Denies New Mass Layoff Rumors

Amazon has publicly refuted reports suggesting an additional 14,000 worldwide job cuts. The company stated these claims are false and lack factual basis. This denial comes after previous workforce reductions totaling 30,000 employees. The tech giant is reportedly increasing its investment in artificial intelligence and data centers. This strategic shift may influence future staffing needs.

https://www.goodreturns.in/news/amazon-denies-reports-of-fresh-14000-job-cuts-worldwide-after-previous-layoffs-of-30000-roles-011-1501369.html


U.S. Employees: Are RAs Still Happening in Infrastructure, IAM, and Technical Support?

I'm curious what other U.S.-based Kyndryl employees are seeing regarding recent Resource Actions (RAs), particularly within infrastructure services, IAM, systems administration, and technical support/delivery.
There have been recent reductions affecting employees in technical roles, but there doesn't seem to be much discussion about which U.S. organizations or service areas are being impacted.
For those working stateside:

  • Are you seeing additional RAs within your teams or accounts?
  • Are reductions primarily affecting delivery personnel, management, or both?
  • Are positions being eliminated entirely, consolidated, or shifted offshore?
  • Has anyone heard credible information about additional reductions planned for the remainder of 2026?
  • Are certain technical disciplines or service areas being targeted more heavily than others?
    I'm particularly interested in hearing from employees directly involved in U.S. infrastructure operations, security/IAM, and account delivery.
    Not looking to spread rumors or create unnecessary panic. Just hoping to get a clearer picture of what's actually happening across the U.S. organization.
    If you've witnessed recent changes firsthand or have credible information, please share what you're comfortable sharing without identifying individuals.

The next round might already be on the calendar

Nothing confirmed, of course, but the rumors about November and December are making their way around. People keep saying that strong performance is the best protection, but after everything we've watched happen in the recent rounds, I'm not sure anyone can promise that.