#layoffs

Certain employee groups are ineligible for the VSP “ “.

What are the specialized roles and core initiatives that would be “safe”

Are new team members exempt from the upcoming layoff or just not eligible for the VSP?

Senior executives- VP and up?

Some departments have been laying off staff for months now. Was that a separate initiative?

WF will replace it's biweekly pay schedule with a semi-monthly one starting January 2027. How will this affect the layoff calendar? The current predictable "Tuesday after the payday" would become harder to track given the irregular nature of the new schedule; i.e., the payday can fall on any day of the work week. Perhaps the layoffs will also occur on a semi-monthly basis, like around certain dates of each month?

All these posts are full of trash talk. We have all been here before and expressed all of our opinions. I just want to know the rumors/facts people have came across. Do you know what teams are being hit by layoffs?

What I hate most about Bill Rogers retiring is he spent years running the company into the ground and due to HIS incompetence, caused mass layoffs of competent teammates, creating a cut-throat environment of incompetent leaders, forcing everyone to return to office, while he rides off into the sunset with his millions in pension and retirement. I hope everyone who suffered under his leadership experience recompense, and everyone who prospered under his leadership begin to reap the very he-l that they sowed.

According to reporting today, Centene offered voluntary buyouts to most employees and indicated layoffs could follow if enough employees don't accept. CEO Sarah London told employees, "When our membership shifts, we need to shift our organization accordingly." The company reportedly had about 61,000 employees in Q1 2026. (Bloomberg Law)

## Updated Timeline

### Phase 1: 2022–2024

New leadership takes over.

Board thesis:

• Modernize Centene
• Become more technology-driven
• Improve member outcomes
• Diversify beyond traditional Medicaid dependence

At this point, the strategy was defensible.

### Phase 2: 2024–2025

Warning signs emerge.

Management faced:

• Medicaid redeterminations
• Rising utilization
• ACA Marketplace volatility
• Expiring enhanced subsidies

This is where forecasting and scenario planning become critical.

### Phase 3: 2025–2026

The strategy begins unraveling.

What happened:

Membership

• Medicaid enrollment declines.
• ACA Marketplace enrollment drops far more than originally anticipated after subsidy changes and premium increases. Centene expected ACA membership to fall from roughly 5.5 million to about 3.5 million after repricing. (Healthcare Dive)

Financials

• Massive earnings deterioration.
• Guidance credibility damaged.
• Investor confidence weakened. (Healthcare Dive)

Organization

• Executive restructuring announced in April 2026. (Investor Relations | Centene Corporation)
• Now voluntary buyouts and potential layoffs announced in June 2026. (Bloomberg Law)

# The New Insight

The buyout program is not the problem.

It is evidence of the problem.

When a payer begins broad voluntary separation programs after:

• Membership losses
• Earnings deterioration
• Multiple prior layoffs
• Organizational restructuring

it usually means management now believes the revenue base has permanently reset lower than previously expected. (Bloomberg Law)

In other words:

They are no longer planning for a temporary disruption.

They are resizing the company for a smaller future membership base.

That is a much more significant signal than the layoffs themselves.

# What This Says About Leadership

My view now:

## CFO Accountability: 40%

The CFO owns:

• Forecasting
• Scenario modeling
• Guidance
• Financial planning

The Marketplace membership collapse should have been modeled more aggressively.

Questions a board should ask:

• What was the expected subsidy expiration impact?
• What was the worst-case scenario?
• Why were forecasts so far off?
• Why did guidance have to be revised?

Those are CFO questions.

## CEO Accountability: 60%

The CEO owns:

### Strategic Direction

The critical decision wasn't the forecast.

The critical decision was:

"Marketplace will offset Medicaid losses."

That appears increasingly incorrect.

The company effectively:

• Lost Medicaid members
• Lost Marketplace members
• Lost operating leverage

And now must shrink the workforce to match the new reality. (Bloomberg Law)

That's fundamentally a strategic issue.

# What Would a Board Likely Do?

If I were sitting on the board today, I would ask:

### Question 1

Was this primarily:

• a forecasting failure?

or

• a strategy failure?

The answer determines who goes.

### If Forecasting Failed

Replace:

• CFO
• Chief Actuary
• Finance leadership

Retain CEO.

### If Strategy Failed

Replace:

• CEO

Possibly retain CFO if forecasts reflected the risks and leadership ignored them.

# My Assessment Today

With everything now known:

1. Medicaid losses
2. Marketplace losses
3. Subsidy expiration effects
4. Pricing issues
5. Guidance issues
6. Workforce reductions
7. Voluntary buyouts

I no longer see this as primarily a finance problem.

I see it as a strategy and execution problem.

The workforce reduction announcement is especially important because it demonstrates leadership is now reacting to membership losses rather than benefiting from a growth strategy. (Bloomberg Law)

# If This Were My Board Recommendation

Near term (next 6 months)

• Replace or restructure portions of Finance and Actuarial leadership.
• Bring in an external operating advisor with deep Medicaid and payer turnaround experience.
• Require a comprehensive membership recovery and profitability plan.

Medium term (next 12 months)

If:

• Membership stabilizes,
• Margins recover,
• Workforce reductions achieve targets,

then the CEO survives.

If:

• ACA membership continues declining,
• Medicaid pressure persists,
• Another major earnings miss occurs,

then I would expect the board to seriously evaluate replacing the CEO.

## Final Assessment

Looking at Centene from before Sarah through today, the company appears to have moved from a highly disciplined Medicaid operator under Michael Neidorff to a company attempting a broader transformation under Sarah London. The challenge is that the transformation coincided with one of the most difficult payer environments in decades. The latest buyout program is a strong signal that leadership now believes the enrollment and revenue outlook is materially lower than previously expected, forcing the organization into another round of cost reductions. Based on the information available today, I would assign greater accountability to the CEO than the CFO because the root issue appears to be strategic positioning and market assumptions, not simply financial forecasting. (Bloomberg Law)

What does everyone recommend we do if our boss puts a meeting invite on 6/17? Does that mean we are toast? Has anyone considered taking PTO or blocking off their calendar day on 6/17 with more important meetings? I am just going to say that our application has an urgent security concern that needs to be addressed or it risks being shutdown. It is a joke how this is being handled at our company.

California

• Comprehensive Autism Center has layoffs affecting an unknown number of workers in Temecula, with keywords including behavioral health, autism therapy, diagnostic testing, and provider cuts.
• Ubisoft is cutting around 100 workers at its San Francisco studio, with keywords including game studio, latest round, studio closures, and multi-year restructuring.

Connecticut

• Stamford Public Schools is preparing layoffs affecting an unknown number of workers in Stamford, with keywords including 900 fewer students, involuntary transfers, teachers union, and budget cuts.

Ohio

• Cleveland Metropolitan School District has layoff warnings affecting an unknown number of workers in Cleveland, with keywords including public schools, staff cuts, education funding, and nationwide warnings.

Pennsylvania

• Penn has spending cuts and prior layoffs affecting an unknown number of workers in Philadelphia, with keywords including FY27 budget, Graduate School of Education, multi-year effort, and operating cuts.

Tennessee

• Hollywood Feed is cutting 20 corporate staff workers at its Memphis headquarters, with keywords including headquarters, corporate staff, Tennessee, and layoffs.

Texas

• BSA Health System and Bell Textron have reported layoffs affecting an unknown number of workers in Amarillo, with keywords including employer statements, health system, Bell Textron, and local layoffs.

Multi-State: Not Specified

• JBS and Pilgrim’s Pride are closing meat plants and cutting at least 2,000 workers across unspecified locations, with keywords including manufacturing reshuffle, meat plants, plant closures, and food production.
• UPMC is cutting 200 workers and 300 open positions across its health system, with keywords including healthcare, open positions, systemwide layoffs, and workforce reduction.

United Kingdom

• BBC is planning to cut around 2,000 jobs across the organization, with keywords including news division, restructuring, budget cuts, and broadcaster layoffs.

Denmark

• Topsoe has laid off the majority of workers in its PtX division in Denmark, with keywords including smaller division, power-to-X, clean energy, and restructuring.

Singapore

• Singapore employers cut 3,830 workers in the January-to-March period, with keywords including restructuring, Ministry of Manpower, three-year high, and quarterly layoffs.

Nigeria

• Nigeria food and beverage employers face potential mass layoffs affecting an unknown number of workers across the sector, with keywords including rising costs, forex crisis, FOBTOB, and food industry.

Philippines

• TTEC has workforce adjustments affecting an unknown number of workers in the Philippines, with keywords including customer experience, need-based layoffs, worker pushback, and outsourcing.

Potential/Unconfirmed Layoffs

• Thousands of U.S. public-school employees face layoff warnings across unspecified states, with keywords including education system, school staff, funding pressure, and layoff warnings.
• Xbox Game Studios faces potential mass layoffs and studio closures affecting an unknown number of workers in unspecified locations, with keywords including Craig Duncan, executive departure, Compulsion Games, and July layoffs.
• Centene is offering buyouts to most staff and may pursue layoffs affecting an unknown number of workers across unspecified locations, with keywords including membership losses, workforce shrinkage, buyouts, and health insurer.
• Compulsion Games and Arkane Lyon face potential Xbox studio closures affecting an unknown number of workers in unspecified locations, with keywords including Microsoft, studio shutdown, game development, and layoffs loom.
• Microsoft is weighing an Xbox spinoff and planning July layoffs affecting an unknown number of workers in unspecified locations, with keywords including revenue decline, gaming division, spinoff, and fiscal year close.

Company-wide/Location Not Specified

• Neumora is cutting 35 percent of staff in an unspecified location, with keywords including navacaprant, depression studies, Koastal trial, and annual savings.
• IRS Taxpayer Services lost more than 11,000 workers and reassigned 1,173 higher-paid employees to lower-grade positions in unspecified locations, with keywords including filing season, TIGTA, reassigned staff, and federal workforce.
• Meta cut about 8,000 workers and shifted 7,000 into AI roles in unspecified locations, with keywords including AI restructuring, workforce strain, Zuckerberg mistakes, and no more layoffs.
• A product designer was laid off from an unspecified company and built a layoff support tool, with keywords including vibe-coded, support tool, job loss, and product design.
• A young Meta data researcher was laid off in an unspecified location, with keywords including AI, job market, career rethink, and layoff rumors.

National/Other Commentary and Analysis

• TechCrunch reported that the AI layoff wave has affected nearly 150,000 tech workers this year, with keywords including AI layoffs, tech companies, workforce displacement, and powder keg.
• HRD America reported AI-driven hiring growth despite major tech layoffs, with keywords including tech talent, hiring shift, labor market, and large providers.
• Entrepreneur and KSL reported Zuckerberg’s comments on Meta’s AI reshaping and May layoffs, with keywords including internal memo, AI workforce, mistakes, and no more layoffs.
• PC Gamer and Video Games Chronicle reported Microsoft CEO comments on Xbox monetization ahead of expected layoffs, with keywords including videogames, YouTube, monetization, and Xbox strategy.
• The HR Digest reported companies rehiring workers after AI layoffs, with keywords including hiring managers, replaced workers, AI roles, and human workers.
• The Tech Buzz reported AI layoffs alongside AI wealth creation, with keywords including tech insiders, billion-dollar fortunes, displacement, and AI economy.
• Nation Thailand reported broader risks from AI layoffs for workers and demand, with keywords including consumer purchasing power, firms, demand decline, and labor risk.
• Yahoo Finance reported on tech workers considering trade jobs after layoffs, with keywords including burnout, unstable startups, career change, and skilled trades.
• Atlanta Journal-Constitution reported potential Georgia layoff implications from the Paramount and Warner Bros. merger, with keywords including Turner Networks, ownership changes, media jobs, and Atlanta.
• Harvard Business Review discussed AI content compensation while referencing layoff avoidance, with keywords including AI companies, fair rates, content, and business strategy.

They getting many cuts?

if the new guy schedules an all-hands this week And includes at least some assurances that he’ll treat us like actual human beings, there’s a chance he could be a good leader.
If he doesn’t, then he’s an axe man who wants to get rid of as many of us as possible

I’m 57 and ready for a layoff or vrbo package. Come get me! Or invite me to come partake.
Could financially retire but feel like I’m a self made prisoner of the golden shackles.

Will 57 year olds ever be eligible for a vrbo given decades of service?

Surplus announcement for SE cuts 56 across 5 states / GA - 35 (Atlanta & Conyers), LA - 1 in Delhi, SC - 2 in Gaffney, NC - 8 in Statesville & Charlotte, TN - 10 in Dyeryburg, Lexington & Nashville. / … See you back here September 15th / Have a Nice 3rd Quarter

Reyes Coca-Cola Bottling will permanently close its Ventura distribution center. This closure is scheduled for July 10. The decision impacts 85 employees. The company cited declining soda demand as the reason. This facility had operated in Ventura since 1912.

Ventura, California

https://www.msn.com/en-my/news/other/california-coca-cola-plant-to-close-as-soda-demand-goes-flat/ss-AA247dJg

Credit Karma is laying off 117 employees. These job cuts are tied to its Oakland, California office. The layoffs are part of a broader restructuring by parent company Intuit. Intuit plans to cut 3,000 global jobs, focusing on AI and leaner operations. These reductions occur despite Credit Karma's recent revenue growth.

Oakland, California

https://www.thestreet.com/employment/credit-karma-lays-off-hundreds-despite-631m-revenue-jump

California Academy of Sciences employees rallied at San Francisco City Hall. They called for the San Francisco Board of Supervisors to audit the Academy's finances. This action followed recent layoffs affecting at least 38 union members. Management stated staff reductions were necessary to reduce expenses and eliminate deficits. Workers had previously proposed executive pay cuts, which the Academy refused.

San Francisco, California

https://localnewsmatters.org/2026/06/12/sf-california-academy-sciences-workers-rally-layoffs/

Société de transport de Sherbrooke (STS) is laying off 22 employees. These job cuts specifically target urban drivers. The decision comes despite the transit corporation's recent growth. STS reported a 33% increase in ridership since the pandemic. The union criticizes the move as nonsensical during expansion.

Sherbrooke, Quebec

https://cupe.ca/news/22-layoffs-sts-cutting-middle-growth-period-nonsensical-decision

Any truth to that?

I am hearing, atleast from few different levels that they are planning to do mass layoff in Ireland and maybe UK, and eventually exit UK like Germany..not rumors but actual talks. Can't share where and who coz i might get into trouble.

I mean I'm already seeing signs for UK, decreasing headcount each year, only bit up due to German relocation, not much profit and announcements of Canada physical store plans and aggressive US stores plans- they would need money and UK might be bleeding more money and resources.

I would be very proactive to look for jobs given perfect storm brewing.

Know of at least 1 person impacted, their manager confirmed it was part of the new quarterly cadence.

I am hearing 7/1 not 6/15 for Layoffs - at least 10% across the majority of the company. Are others hearing the same thing?

Get rid of all of us you want to. I'm tired of constant threats of layoffs. Let's have one huge round: show the door to every single person who you thinks needs to be out so that those who are left can once again fully focus on their work. This is exhausting.

Leave all zeros for Pulse. get your leadership fired before they lay you off!

dont listen to the people who say otherwise. those are likely bad leaders who are afraid of being downvoted

Thank you for volunteering, now there’s the door. Don’t be a care inn.

Announced today, good luck to those remaining…

Anyone know it UHG IT Teams will be included in this next layoff?

Is that a bad look for the layoff list ?

Anyone else on here just gave the lowest score for every answer ?? I hope this is confidential if not I’ll be targeted for being honest and what layoffs have done to my morale

Please, please surplus me today🙏

If you get surplused please post the following info:

Landline or Wireless
Your VP Org
Management or Union
Years of service vs weeks of severance
Did you reject the RTO new location mandate

I'm curious to see if all those claiming union layoffs are correct.

Thank you

The new CEO will want to make an impression from the start. My guess is he'll do it by cutting costs, whether that's needed or realistic or not. It happened with every new CEO and it'll happen with this one. The higher-ups fu-k up and we pay the price. Every single time.

It’s because our so-called leadership are all id1ots and completely out of touch with what the average employee does here. For example, they tout the importance and success of meeting-free fridays. Don’t know about you all, but I’m still having meetings on fridays.

And, their justification for meeting-free Fridays is to wallow employees the ability to “connect with colleagues.” First off, the average employee is too busy to just set aside time to “connect” for the sake of connecting. Second, our colleagues are all spread out at different sites so it’s hard to “connect” on a teams call. Third, none of us have our own desks anymore, we have community seating, so even if we work at the same site, none of us even sit in the same area to “connect.” Forth, good luck finding an open area to “connect” in.

Since leadership wanted to try and cover-up their bad real estate deals and are packing us all in to the brim, there are never any conference rooms or lounges available. The other day, I saw two employees working in a focus room meant for one employee. Yeah, it’s getting that bad! Don’t let “leadership” fool you. They are just a bunch of inept employees who either have a piece of paper stating otherwise, got lucky or knew someone already in that “leadership” circle.

Will there be a layoff this month?

Make the decision and bring stability.

Laid off a couple of months ago. On my last day I left a leaving note, thank you, wish you well etc and also my new email address and cell #.
Got a call from my old boss last week. Started off asking me how I was doing etc and then had the gaul to ask me about some project work I was working on before he let me go.
I was polite in saying, sorry, no idea and quickly finished the call.
Anyone else had this ? Its laughable.

I've been here for for over a decade. Our people have knowledge and experience that can't be replaced. But leadership doesn't care. They've gotten rid of good people for stupid reasons.

Catering company Lavish Roots issued a statement regarding a WARN filing. The filing affected 263 employees across four facilities. Lavish Roots clarified it is not closing its doors. The action stems from a major client transitioning to a global vendor. The company plans to expand its services and footprint in the Seattle area.

Burien, Washington

https://b-townblog.com/b-town-biz-burien-based-lavish-roots-says-it-is-expanding-not-closing-despite-warn-filing-affecting-263-workers/

Many of us are very happy!

Expeditors, a global logistics company, announced 230 employee layoffs. These job cuts affect five locations across Washington state. The layoffs are due to a workplace restructuring. This restructuring impacts the company's U.S. Global Technology Department. Separations are expected between August 8 and December 31.

Bellevue, Washington

https://mynorthwest.com/local/bellevue-lay-off-logistics-wa/4246426

At this point if you are a manager in Dell at any level they have totally castrated you. Managers are HR policy holders, responsible for budgets and slide jockeys. Most of our management team is no longer technical and the people that are left kiss a$$ and say “yes” to pretty much anything.

Some love it, most hate it and want to get out. The scrum at scale debacle was finally scrapped but my favorite is that absolutely nobody was held accountable. This was a big driver of these changes.

Next AI as an excuse to just lay off more people and our managers will have to do it.

Dell stock is soaring for now but layoffs are on the way. Which will include a significant number of managers. This company has gone to he-l and the people in charge are destroying it but are too greedy and selfish to care.