#supplychain

Walmart mgrs in meetings down here in Texas , was told by Keebler rep ,they had a call and was discussed on call ,nabisco is leaving dsd in Walmart only in 6to 8 weeks!

Can anyone share which supply chain roles are being eliminated? Are roles in FCs being affected too?

Is it just Xerox being cheap…. We’re not in a COVID situation so what’s the excuse?

Macy's Leads Thousands of Supply Chain Job Cuts
The freight market continues to struggle in early 2026. Over 3,100 job cuts have been announced since mid-January across various sectors. Macy's is closing its Owasso, Oklahoma, fulfillment center, affecting 993 employees. Alton Steel and Continental Tire also announced significant layoffs. Weak consumer demand and excess capacity contribute to these widespread reductions.

https://www.freightwaves.com/?p=570118

The freight market continues to struggle in early 2026. Over 3,100 job cuts have been announced since mid-January across various sectors. Macy's is closing its Owasso, Oklahoma, fulfillment center, affecting 993 employees. Alton Steel and Continental Tire also announced significant layoffs. Weak consumer demand and excess capacity contribute to these widespread reductions.

https://www.freightwaves.com/?p=570118

I can’t wait to hear Farley’s voice reading from the script. From the DN:

Ford aluminum supplier not back at full output after September fire

Detroit — Production of aluminum at Ford Motor Co. supplier Novelis still has not fully resumed more than four months after a devastating fire disrupted supply of the metal to Ford's lucrative pickup trucks, according to two people familiar with the matter.

Following a massive blaze in September at the New York facility, Ford cut its 2025 profit guidance and said it would lose the output of up to 100,000 F-Series pickup trucks through the end of 2025. The company estimated the cost would be up to $2 billion, and it planned to mitigate about half of that. Novelis said it expected to resume full production by the end of December.

An additional fire in late November upset that timeline. Ford at the time said the November fire did not change its projections for its 2025 core profit. It is now unclear how the prolonged shutdown at the facility's hot mill might affect Ford's results for the fourth quarter or the first quarter.

A Ford spokesperson said the company would provide an update when it reports fourth-quarter earnings on Feb. 10. A Novelis spokesperson pointed to the company's November statement, in which it said it "will continue to leverage alternate sources, including its global network of plants and industry peers, to mitigate impact."

The automaker is buying aluminum from other Novelis facilities, Ford executives have said.

Ford's F-Series line, which includes the F-150 and larger Super Duty truck, is by far the company's top seller and generates the bulk of its global profit, analysts estimate. While Novelis also supplies other automakers, Ford is a major customer because its trucks use a largely aluminum body.

The automaker said last year it would increase production of its F-150 and Super Duty trucks by more than 50,000 vehicles at plants in Dearborn and Louisville, Kentucky, in 2026 to recoup some of the lost production from the Novelis fire. It has axed production of the F-150 Lightning electric truck, which also used aluminum from the supplier, as part of a $19.5 billion write-down on its EV programs.

Novelis said the projected costs of rebuilding damaged plant areas and equipment would total $255 million, in an application for financial assistance from Oswego County, New York.

Among current and previous employees. Current workforce mostly has quietly quit and Dell is going to be squeezed by current suppliers in 2026, deaths by a thousand paper cuts.

Nike Plans 775 Job Cuts in Mid-South Distribution Centers

https://www.commercialappeal.com/story/money/business/2026/01/27/nike-layoffs-memphis-tennessee-mississippi/88376939007/

Nike Cuts 775 US Jobs in 2026

https://www.fastcompany.com/91481694/nike-layoffs-2026-hundreds-of-job-cuts-shoe-giant-cites-supply-chain-automation

Nike will lay off 775 employees in the United States. These job cuts are scheduled to begin in 2026. The affected positions are primarily at distribution centers in Mississippi and Tennessee. This marks the third consecutive year Nike has reduced its workforce. The company aims to strengthen operations and streamline its supply chain.

Nike Cuts 775 US Warehouse Jobs

https://www.reuters.com/business/retail-consumer/nike-cut-775-jobs-us-distribution-centers-cnbc-reports-2026-01-26/

Nike to Lay Off 775 Employees in Two States

Nike expects to lay off approximately 775 employees. These job cuts will impact operations in Tennessee and Mississippi. The company is streamlining its supply chain footprint. The plan includes consolidating distribution centers and using new technology. Nike aims to reduce complexity and achieve long-term profitable growth.

https://www.localmemphis.com/article/news/local/nike-expects-to-layoff-more-than-700-employees-in-tennessee-and-mississippi/522-c7e1188d-7fb6-4616-8e57-f60a678eb74a

Memphis, Tennessee

Nike Lays Off 775 Staff in Automation Push

https://www.sneakerfreaker.com/news/nike-755-job-cuts-elliott-hill-explained

SC re-org starts today. Post what you know below!

With Trump threatening retalitory tariffs up to an additional 25% on every country that doesn't support his seizure of Greenland. Germany & other EU countries are massive suppliers for a plethora of chemicals for semi manufacturing. How are we going to be able to afford yet another set of increases?

A source inside Boeing told KING 5 the company held a mandatory call Friday morning, during which employees were told Boeing plans to cut about 10% of jobs in Boeing Defense, Space & Security (BDS) Supply Chain.

https://www.king5.com/article/tech/science/aerospace/source-boeing-layoffs-defense-supply-chain-work-group/281-415aa055-b8c0-48df-86e6-0a066775a6e6

I’m at a loss. Don’t even know what to say.

U.S. logistics, manufacturing and supply-chain firms have started 2026 with a surge of layoffs, facility closures and bankruptcy filings, affecting more than 2,200 workers nationwide.

State notices and court records show job cuts spanning rail support services, parcel networks, food manufacturing, packaging, last-mile delivery and e-commerce, as companies grapple with lost contracts, high costs, excess capacity and tighter credit conditions.

https://www.freightwaves.com/news/layoffs-bankruptcies-batter-u-s-logistics-and-manufacturing-at-start-of-2026

• Over 4,200 jobs are being cut nationwide across manufacturing, logistics, and transportation sectors, continuing a trend of industrial employment strain into 2026.
• The layoffs impact diverse areas such as EV supply chains (e.g., Ford's 1,600 job cut at a battery plant pivoting away from EV production), food processing, trailer manufacturing, and warehousing.
• These job losses are driven by structural shifts, including recalibrated EV demand, automation pullbacks, and prolonged market weakness, putting pressure on labor-intensive operations in the freight industry.

https://www.freightwaves.com/news/from-factories-to-fulfillment-centers-more-layoffs-hit-u-s-supply-chains

Due to not pating our vendors many shipments are not coming in. I wonder how long this will last.

Any cuts in away from home commercial org?

Or is that pending the GTM and supply chain stuff mentioned in the new release? If so that will happen end of next year?

What has anyone heard about supply chain field for layoffs? My site director said they are looking at getting rid of operations directors positions. There also seems to be too many operations managers positions.

Franco seems to think Nick Jonas is going to save us! To move fashion watches again we need three things: Fossil must lead in innovation, clearly prove value (quality + price), and consistently deliver. Right now it’s a train-wreck with poor leadership, no positioning, and zero value.

The consultants (notably Laks) obviously lack watch/jewelry and supply-chain experience and have replaced a once rock-solid unique supplier base with inferior vendors, creating an operational disaster. Bottom line is that without a rapid and decisive reset, we’re sinking!

what is apple going to do when Qorvo goes away.

https://www.cbtnews.com/ford-maintains-2025-profit-outlook-after-second-novelis-fire/

Ford needs to learn from Tesla manufacturing systems. Not to rely on suppliers for critical parts and components.

Anyone affected in GSC?

Anyone in supply chain affected?

That’s what I understood, but I just want to be sure. You’ll have to forgive my skepticism and distrust.

Thoughts on the affect on inventory analysts?

Just curious

The day before I left Target, leaders were discussing if they should “update” the slides for her (the company needs a real supply chain officer that understands basic supply chain concepts)
Nice should not be the primary qualification. Just like her, Rob has also only worked at Walmart, but he is the real deal.

This may sound crazy but is there a thing of the Manager/s deliberately having shipment delayed for certain departments ?

https://www.foxbusiness.com/economy/ups-may-begin-disposing-imported-packages-over-customs-issues.amp

Of course Mondelez isn’t leaving dsd! Can you imagine how bad their numbers would look if all at once, all customer business teams could no longer force in 100 cases of Oreo for an end cap display that will never exist! Even when the store already has 100 cases of Oreo in back stock from the last display that never happened!
They are committed to DSD, they are stuck! Stock numbers would plummet so fast and they already aren’t looking good.

There is no reason to have so many layers of management in the US for the supply chain group and I'm sure the same applies to other groups like polaris, gbs, emtec.
A prime example of bloat is the COE group in materials management full of people who aren't experts of anything but are the ones making over complex processes that fail and promoting made up savings figures to justify their jobs in houston. Why close our offices in sg and in canada when we have this bloat in likely every organization within XOM. Shame on SG and the VPs with their lies when EMSC was introduced.

It’s really amazing that we’re going to create another org filled with external executives that are not from telecom. She signed a lot of bad deals in supply chain.

Finis Conner, a pioneer in the Hard Drive industry and the visionary founder of some of the world's most successful hard drive companies, sheds light on a critical challenge facing our industry in the Gen AI era.

In today's AI-driven world, data is the lifeblood of innovation. Yet, we often overlook the unsung hero behind this invaluable resource - Hard Drives.

AI's Insatiable Appetite for Data: AI thrives on vast datasets, fueling automation, trend forecasting, and value creation. From Tesla's AI driving models to tailored digital ads on social media, the demand for quality data is skyrocketing.

Preparedness for the AI Surge: As AI reshapes industries, robust data storage solutions are imperative. Hard drive manufacturers must brace for the surge in demand and fortify their supply chains.

The future of AI hinges on data availability, and hard drives are the unsung heroes enabling this revolution. Let's acknowledge their significance and gear up for a data-centric era.

#AI #DataStorage #HardDrives #TechInnovation #DigitalTransformation #SupplyChain

Whenever I have an issue my answer will be Supply Chain.

• Where is my toner? #Supplychain
• Where are my parts? #Supplychain
• Where is my sales rep? #Supplychain
• Where is my service tech? #Supplychain
• Where is my bill/invoice? (Yes, we have received those inquiries.) #Supplychain
• Where is my credit for incorrect invoice? #Supplychain
• Where is my $100,000 order? #Supplychain