#speculation

Stefano Pessina vows to rebuild ‘all the value’ lost at his Boots empire https://share.google/tVf43dzmGFX0ayEog

Private equity is indeed ruthless, and Mr. SP won't go away.

When Ford issues press releases like this and the Freep publishes them as “news” and doesn’t put them behind the paywall something bad is brewing. When Ford is sending out all kinds of happy press releases it’s a warning sign.

https://www.freep.com/picture-gallery/money/cars/ford/2026/04/07/bill-ford-jr-ford-ceo-photos/88963049007/

So are we really getting hit hard again or it just another speculation. I wish I could understand how they’re all still looking to cut down when we’re already thin. Most of our areas are the sizes of what two people used to handle. Are we going to a record of 4 orbits to 1 FE? At this point I wouldn’t be surprised NA/SP get combined as 1 and have them handle 3 orbits.

Looks like SBA is beating Crown to the punch by exploring a sale.

March preliminary numbers are coming out soon. Not going to be a surprise that number is negative and then after that they’re going to announce some more layoffs before the earnings call. Need to make more headway if the market is going to react. Anyone heard anything?

Anyone want to take a guess at who will take control after the company is run into the ground?

Or is it just speculation?

Based in Europe in the Product org. We were told this week that by July 1st they will have the reorg pretty much done and seems like layoffs are coming due to the TAM.
What's other orgs hearing and what region are you in?

Sound like Iran is doing some damage in Dubai to Oracle. Is Dell next.

What departments are having to work from home next week????? Very sus last minute change….. other departments were on the same boat when they were let go.. right????

It’s a valid point that when/if construction begins that we lose more spots.

It’s starting to feel like the garage is not happening. Like they’ll just keep the status quo. Dark thought, but if enough people are let go, then it’ll just go back to 2023 where parking is tight but mostly manageable.

I don’t mean to be a Speculating Steve, but it’s now been almost a full year since the initial announcement. And with each passing date, it feels more and more like the garage is never actually happening.

“Elliott Management quietly assembling a multi-billion dollar war chest with a shadow partner ahead of a major industrial breakup?”

Hearing louder whispers that Elliott isn’t just taking a position. they’re potentially teaming up with a low-profile investment firm to build a massive stake ahead of a split, with the endgame being far bigger than activism. The talk is that this could set up a strategic play to partner with (or even acquire alongside) another industrial heavyweight once the pieces are separated.

Still all speculation…no filings, no confirmations. But if even half true, this isn’t just a trade… it’s positioning for a full-scale industrial reshaping.

Until now canada is done , mexico is done ( at least for this round )

Combined about 1.5k+ layoffs

If the 20-30k number is correct IDC and US will be HUGE

How many are you expecting? Maybe they will run this on multiple months and more are to come to mexico and canada again

You cannot tweet you way out of 23% of world oil, 48% nat gas, and 4.5/5.0% 10 yr bond rate.

“.. US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.”

https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/

“… US government officials and Wall Street analysts are starting to consider the prospect that oil prices might surge to an unprecedented $200 a barrel.”

Source:
https://www.bloomberg.com/graphics/2026-iran-war-hormuz-closure-oil-shock/

Bloomberg posted a story that citi execs are contemplating ways to grow deposits domestically through regional bank acquisitions. USB and TFc in play.

And yes. Aware that C “dismissed the baseless speculation “

How many operating council members and other “paper tiger” execs survive? Shouldn’t take long to figure out the incompetence.

With gateway canceled would This create halo layoffs?

Several countries have already run out of gas. Gas will soon be $10 a gallon if you can get it. Mandatory gas rationing coming. WFH will return sooon.

I’m predicting some form of internal IPO announcement/details as part of 50 year anniversary activities…

let the downvotes commence

This AI thing is unsustainable, however you slice it. But hey, at least the internet's having fun with Avocado sc--wup.

Heard there are 20 active NDA’s across the company at the moment. They’re overlapping and it’s apparent. This web is going to unwind and the employees should know. What it means can be either dire straights or some major reorg for the better. On this site it’s probably the dire straights.
“Money for nothing and the Forge for free”

Layoff will take place by…

March 19 —- 23%
March 26 —- 34%
April 2 —- 72%
April 9 —- 94%

I am just wondering if this site just makes us believe that situation is worse than is it ? All my colleagues I worked with are still here and I haven’t truly seen a job displacement due to HIH or AI yet. Yes some VP or contractors were let go that I knew but everyone is still there.

How much longer will this outfit last till its bankrupt or bought out? 5 years, 10, ???

here is the break down
$1.6 billion restructuring programme,

Phase 1 (Done) ~10,000 layoffs , $961M - this was late 2025

Remaining
Phase 2 (Now March-May) $639M

if they layoff from low paying areas then yes 20k is still to go , if its higher paid areas
then number will be lower , will see

what do you think ?

There will ALWAYS be layoffs. It is the Verizon way. It's also the Verizon way to pretend they don't happen, and do them under the table. The big one on 11/20 was too big to ignore, and got national media coverage. But going forward, I suspect the layoffs will be more "traditional", where specific groups or programs are targeted to be shutdown, as opposed to another "20% across the board" type of action. The Frontier integration will no doubt result in "redundancies" being identified. Other areas that have been mentioned are parts of Enterprise, specifically overseas, so I'd expect some cuts there as well.

Bumping this up for visibility, from @ad+1kk9jn5e2

Earnings Tuesday night. ORCL is at $152.56. Do we short ?

Bear Case:
Oil might open at $115 a barrel tomorrow morning
$300 by weeks end is now a possibility.
The us economy is not designed for $150
DJI might open 1K down premarket

We may, just may, see the The Fourth Turning (1997) by William Strauss and Neil Howe prediction of social separation of those of living above and those living below their means.

Bull Case:
Then again, it may all pass by 4/1/26. We return to normalcy.

No Clue how it turns out !
Place your bets .....

Why is this not being discussed? Europe is breaking up with Visa and MasterCard to use their own system. What's going to happen to overseas card acceptance? How does this affect Fiserv and other acquirers?

https://europeanbusinessmagazine.com/business/europes-24-trillion-breakup-with-visa-and-mastercard-has-begun/?amp=1

If results are good, they will layoff after a week so more stock price will up. If results bad they can fire on Monday. But oim request revocation far fetched

The call was scheduled for the 19th but it's the 31st now. Anything to do with layoffs?

Which lines of businesses will be next thus year? Not sure if anyone has an idea but definitely curious.

5% drop today…anticipating February sales numbers?

Anyone want to guess?

20,000 is really massive number to RIF

If 1K were riffed in January
and we don’t know how many were laid off in February (say 2000?).

Still have around 17K to be riffed beginning March 4. How is this number gonna be spread? 2K a month until December? Anxiety-inducing and demoralizing for employees!

Any guess/speculation?

The rumors are that will be sometime in 2026.

According to Reuters ,Bloomberg and other outlets Appolo and Kyndrl have made a approach for DXC in the $20+

DXC have acknowledged the approach but are not commenting further at the moment.

Xbox has new leaders today, now that Phil Spencer and Sarah Bond are out — and you’d be forgiven for assuming that means yet another round of layoffs and shuttered studios, especially one day after Sony jettisoned a beloved developer.

https://www.theverge.com/games/882377/microsoft-says-todays-xbox-shakeup-doesnt-mean-game-studio-layoffs

This Thursday is the end of a pay cycle that will get folks off the books before the end of the quarter. What do you think? End of month RIF or April fools?