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PEP needs major Layoffs ASAP !!!!

This is the performance of PEP's management: PEP YTD return of (- 2%) SP500 is +12%, PEP 1-Year Return of (-15%) SP500 is +18% , PEP 3-Year Return of (-8%) SP500 is 62% !!!! Gross incompetence doesn't even begin to describe this. They have absolutely no clue what they are doing. Their only strategy has been "we hope nobody notices". Elliott Management can't get here fast enough.


For the haters

To respond to a post on Jan 5th titled "RIP Viasat continued", when the stock traded around $9... thank you for providing the FEAR for everyone to SELL. Because this was the perfect time to be GREEDY and BUY. Go Viasat. I don't think we'll be hearing much on this message board for a while.


October 31.2025

If your an employee or an investor you got tqo more months to walk away from Dell before you drown w the big titanic ship known as Dell. Do all you can to get away from this company


Gotta protect those shareholders...

Not that there is any direct correlation, but the last time Canon Global pulled this cr-p was the end of Q2, 2024. 8 days before the mass layoffs in Canon USA.

"On August 22, Canon announced the completion of a significant share repurchase: approximately 9.8 million shares were bought back for 42.95 billion yen through the Tokyo Stock Exchange's off-auction system (ToSTNeT-3) 1. While share buybacks are generally seen as a positive move to return value to shareholders, they can also raise concerns if investors interpret them as a signal that the company lacks better growth opportunities or if the buyback is perceived as poorly timed.

Additionally, sentiment analysis from MarketBeat shows that news coverage around Canon has been slightly negative over the past week, with a sentiment score of -0.35, below the average for manufacturing companies 2. This could be contributing to the downward pressure on the stock."


Major drop in stock price

I’m now absolutely petrified that La-Z-Boy might start looking at layoffs just to appease the shareholders. The stock drop has me on edge, and I can’t stop thinking about what this could mean for all of us. Does anybody here have more insight into what’s really going on or what we might expect in the coming weeks?


Do more with less

Every time we had a meeting with our leaders, we're always told 'Man, It feels bad. Totally unprecedented. But we gotta keep our heads up. Support one another. Work leaner this year. Put aside all the angst and bottle it up.. etc'

Expect more layoffs and restructure in September/October 2025, especially for tech orgs. A lot of offloading being moved towards the Manilla and India teams. Our stock has dropped and is hovering in the high 80s, compared to 120 it used to be; but we can probably assume this economy under this administration isn't going to promote people to buy more (process more transactions)


Verizon and the Strategy Playbook It Never Played

McKinsey’s strategy cycle is straightforward: design, mobilize, execute. It’s not rocket science. You decide what you are, you back it with resources, and you deliver with discipline.

Verizon had every chance to do this. The consultants were in the building. The frameworks were there. The slide decks were polished. But instead of running the cycle, the company cherry-picked the buzzwords and skipped the hard parts.

Design – What Are You, Really?

This is where the cracks showed first. Verizon never answered the basic question: are we a premium network, a media company, or a 5G pioneer? Instead of choosing, leadership tried to be all three. That’s how billions vanished into AOL and Yahoo while 5G was oversold as the silver bullet. A serious design step would have admitted the obvious — the real fight was with T-Mobile — and built around Verizon’s one true edge: the network.

Mobilize – Strategy Stuck in the Slides

Mobilization is about turning strategy into motion. Verizon never did. Money went into distractions instead of spectrum and customer value. Employees weren’t empowered. Decisions stayed locked in Basking Ridge PowerPoints. On paper, the strategy looked world-class. On the ground, nothing moved.

Execute – Where the Market Called the Bluff

Execution is the test, and Verizon failed it.
• The assumption that people would pay extra just for “5G” was never proven.
• T-Mobile stole the momentum and the growth narrative.
• Layoffs and outsourcing drained morale and capability.
Meanwhile, the “next big thing” — AI, fiber, customer experience — never got launched.

The Market’s Verdict

The stock says it all. Verizon hovers at $44 and might push $48, but that’s not growth — it’s dividend math. Wall Street treats it like a bond proxy because that’s what it has become. The growth stories — Oath, 5G, “the network of the future” — no longer convince anyone.

The Punchline

Verizon had the McKinsey playbook in hand. Hans and Sampath had the consultants, the frameworks, the binders. What they didn’t have was the discipline to use them.

And that’s why Verizon isn’t seen as a growth company anymore. It’s a dividend utility dressed up in strategy slides.