Global spread! US and European giants announced layoffs one after another

来源：证券时报

据英国卫报1月27日消息，据悉，英国高档连锁百货约翰路易斯的母公司——约翰路易斯合伙公司考虑在未来5年内裁员至多1.1万人。知情人士称，该集团总部、旗下超市和百货公司至少10%的员工可能受到影响。

另外，由于销售业绩疲软，百年服饰巨头$李维斯 (LEVI.US)$公司宣布，将于2024年上半年在全球范围内裁员10%至15%，希望可以削减成本，并简化运营流程。

目前，裁员潮在全球蔓延。近日，包括英国最大银行$劳埃德 (LYG.US)$、欧洲软件巨头$SAP SE (SAP.US)$、德国汽车零部件巨头博世、美国连锁百货公司$梅西百货 (M.US)$、美国电商巨头$eBay (EBAY.US)$、$花旗集团 (C.US)$、$微软 (MSFT.US)$等在内的多家巨头宣布裁员。此外，根据裁员统计网站Layoffs.fyi的数据，今年1月份，已经有76家科技公司解雇了21000多名员工。

李维斯宣布全球范围内裁员

据央视财经，由于销售业绩疲软，总部位于美国旧金山的牛仔服饰品牌——李维斯公司宣布，将于2024年上半年在全球范围内裁员10%至15%，希望可以削减成本，并简化运营流程。

李维斯透露，由于全球范围内销售疲软，出于控制成本的考虑，裁员也是该公司一项为期两年的重组计划的一部分。目前李维斯全球员工总数在2万人左右，预计重组计划将为2024财年节省1亿美元的成本。

李维斯公布了2023财年第四季度的业绩报告数据显示，该季度公司净营收16.4亿美元，同比增长3%，低于分析师预期的16.6亿美元。李维斯公司将业绩低于预期归咎于退出Denizen品牌的计划、减少折扣销售、外币汇率走软以及俄罗斯业务的最终清算。

公司预计，2024财年其净收入将增长1%至3%，而市场预期值为增长4.7%。李维斯预计调整后的每股利润为1.15至1.25美元，低于分析师预期的1.33美元。

作为知名牛仔服饰品牌，李维斯创建于1853年。1971年，李维斯首次登陆资本市场，1985年，该公司完成私有化后退市。2019年，李维斯在纽交所挂牌上市。

微软宣布裁员1900人

据CNBC报道，当地时间周四（1月25日），微软在一份内部备忘录中宣布，公司将在游戏部门裁员1900人，占该部门2.2万名员工的约9%。

微软称此次裁员是“痛苦的决定”，对于裁员的具体原因，微软方面提到，进入2024年，微软游戏和动视暴雪的领导层致力于将战略和执行计划与可持续的成本结构相一致。双方共同制定了优先事项，确定了重叠的领域。

微软游戏（Microsoft Gaming）的首席执行官Phil Spencer在给员工的邮件中写道，“作为这一过程的一部分，我们做出了一个痛苦的决定，从团队2.2万名员工中减少大约1900个职位，我和游戏领导团队将严谨引导这一过程。我们将为过渡期间受影响的人提供支持，包括按当地就业法规支付遣散费。展望未来，我们将继续在业务增长的领域进行投资，并支持为全球更多玩家带来更多游戏的战略。尽管这对我们的团队来说是一个艰难的时刻，但我一如既往地相信你们有能力创造和培育将玩家聚集在一起的游戏、故事和世界。”

值得注意的是，微软在一年前，已经宣布了裁员1万人的计划，以帮助其专注于人工智能等重点战略方向。此前，微软在2023财年（截至2023年6月30日）累计裁员1.1万人，彼时全球员工数量为22.1万人，相比较2022年12月公布的23.2万人大幅减少。

当地时间1月25日，微软美股报收404.87美元/股，收涨0.57%，市值3万亿美元。这是微软首次市值达到三万亿美元，微软也是继苹果之后，第二家市值达到3万亿美元的公司。

裁员潮全球蔓延

目前，裁员潮似有全球蔓延之势。

1月25日，好莱坞知名传媒公司派拉蒙行政总裁Bob Bakish周四宣布将进行裁员，但并未披露具体的裁员规模。其在写给员工的备忘录中表示，公司希望以更精简的方式运作并减少支出，但未披露涉及人数。Bakish表示，娱乐行业面对具挑战的新经营环境，特别是近期编剧与演员罢工事件，以及宏观经济不明朗等因素，集团须有效管理成本，包括会削减美国境外媒体内容采购活动的开支。

1月25日，英国劳埃德银行集团宣布，随着更多客户选择网上银行服务，该银行拟优化网点结构并裁员大约1600人，同时创设830个工作岗位。劳埃德银行说，重组所致净裁员总数为769人。

1月23日，由于经营环境不佳，业务增长乏力，美国电商巨头易贝（eBay）宣布，将裁撤约1000名全职员工。这1000人相当于易贝（eBay）目前全职员工总数，也就是约1.16万人的9%。公司首席执行官伊安诺尼当天在一封致员工信中宣布了这一裁员决定。他认为，裁员是必要的，因为公司当前面临具有挑战性的宏观经济环境，而且公司在员工数量和开支方面的增幅已经超过业务的增长速度，未来几个月，公司还计划进一步减少非正式员工的数量。据悉，这是易贝在12个月里的第二轮裁员。2023年2月，易贝曾宣布在全球范围内裁员约500人。CNBC分析称，受通胀压力和利率高企等因素影响，消费者支出和科技企业收入持续受限。

1月23日，欧洲软件巨头SAP宣布了一项重大的重组计划，包括裁减约8000名员工。截至2023年底，SAP拥有约10.8万名全职员工，这意味着此次重组将影响超过7%的员工。

1月19日，全球最大的汽车零部件供应商博世集团宣布，在2026年之前裁员1200人，其中950人的裁员份额定在德国本土。博世称，裁员的主要原因是能源、原材料成本大幅上涨，同时经济衰退和高通胀率让企业不得不开源节流。

1月18日，美国连锁百货公司梅西百货（Macy’s）表示将于1月26日开始裁员2350人，并关闭5家门店，以精简运营成本。据悉，此次裁员占梅西百货公司员工总数的3.5%。

1月12日，花旗银行宣布，将在未来两年内裁员2万人，约占其员工总数的10%。预计将节省多达25亿美元的资金。财报显示，花旗银行第四财季由盈转亏，CEO直言当季业绩“看起来很糟糕”“极其令人失望”，该行营收同比下滑3%至174.4亿美元，逊于分析师预期的187.4亿美元。

包括$谷歌-A (GOOGL.US)$/$谷歌-C (GOOG.US)$、$亚马逊 (AMZN.US)$等科技巨头在内的多家公司近期宣布了裁员计划。根据裁员统计网站Layoffs.fyi的数据，今年1月份，已经有76家科技公司解雇了21000多名员工。根据Challenger、Grey和Christmas本月早些时候发布的一份报告，科技行业在2023年裁员16.8万个岗位，是各行业裁员人数最多的行业，其中包括微软的1万名裁员。

编辑/jayden

Source: Securities Times

According to the British Guardian on January 27, it is reported that John Louis Partners, the parent company of the British high-end department store chain John Louis, is considering laying off up to 11,000 employees within the next 5 years. People familiar with the matter said that at least 10% of employees at the group's headquarters, supermarkets and department stores may be affected.

Also, due to weak sales performance, the century-old apparel giant$Levi Strauss & Co. (LEVI.US)$The company announced that it will lay off 10% to 15% of its employees globally in the first half of 2024, hoping to cut costs and streamline operating processes.

Currently, a wave of layoffs is spreading around the world. Recently, including the largest banks in the UK$Lloyds Banking (LYG.US)$, European software giant$SAP SE (SAP.US)$, German auto parts giant Bosch, American department store chain$Macy's (M.US)$, American e-commerce giant$eBay (EBAY.US)$,$Citigroup (C.US)$,$Microsoft (MSFT.US)$A number of giants, including others, announced layoffs. Furthermore, according to data from layoffs statistics website LayOffs.fyi, 76 technology companies have already laid off more than 21,000 employees in January of this year.

Levis announces global layoffs

According to CCTV Finance, due to weak sales performance, Levis, a denim clothing brand headquartered in San Francisco, USA, announced that it will lay off 10% to 15% of employees globally in the first half of 2024, hoping to cut costs and simplify operating processes.

Levis revealed that due to weak global sales, the layoffs were also part of the company's two-year restructuring plan to control costs. Currently, Levis has a total of around 20,000 employees worldwide, and the restructuring plan is expected to save 100 million US dollars in costs in the 2024 fiscal year.

Levis released performance report data for the fourth quarter of fiscal year 2023, showing that the company's net revenue for the quarter was US$1.64 billion, up 3% year over year, lower than analysts' expectations of US$1.66 billion. Levis blamed the lower-than-expected performance on plans to withdraw from the Denizen brand, reduce discount sales, weakening foreign currency exchange rates, and the final liquidation of the Russian business.

The company expects its net revenue to grow by 1% to 3% in the 2024 fiscal year, while the market expects an increase of 4.7%. Levi's projected adjusted profit per share of $1.15 to $1.25, lower than analysts' expectations of $1.33.

As a well-known denim clothing brand, Levis was founded in 1853. Levis first entered the capital market in 1971, and in 1985, the company completed privatization and then delisted. In 2019, Levi's was listed on the New York Stock Exchange.

Microsoft announces 1,900 layoffs

According to CNBC, on Thursday (January 25) local time, Microsoft announced in an internal memorandum that the company will lay off 1,900 employees in the gaming department, accounting for about 9% of the department's 22,000 employees.

Microsoft called this layoff a “painful decision”. Regarding the specific reason for the layoffs, Microsoft mentioned that in 2024, the leadership of Microsoft Games and Activision Blizzard is committed to aligning the strategy and execution plans with a sustainable cost structure. The two sides have jointly set priorities and identified areas of overlap.

Phil Spencer, CEO of Microsoft Gaming (Microsoft Gaming), wrote in an email to employees, “As part of this process, we made a painful decision to cut approximately 1,900 positions from the team's 22,000 employees, and I and the gaming leadership team will rigorously guide this process. We will support those affected during the transition, including payment of severance payments in accordance with local employment regulations. Looking ahead, we will continue to invest in areas of business growth and support strategies to bring more games to more players around the world. Although this is a difficult time for our team, I continue to believe in your ability to create and nurture games, stories, and worlds that bring players together.”

Notably, a year ago, Microsoft announced plans to lay off 10,000 employees to help it focus on key strategic directions such as artificial intelligence. Previously, Microsoft laid off a total of 11,000 employees in fiscal year 2023 (ending June 30, 2023). At that time, the number of global employees was 221,000, a sharp decrease compared to the 232,000 announced in December 2022.

On January 25, local time, Microsoft's US stock closed at 404.87 US dollars/share, up 0.57%, with a market capitalization of 3 trillion US dollars. This is the first time that Microsoft's market capitalization has reached 3 trillion US dollars. Microsoft is also the second company after Apple to reach 3 trillion US dollars in market capitalization.

The wave of layoffs is spreading around the world

Currently, the wave of layoffs seems to be spreading globally.

On January 25, Bob Bakish, CEO of Paramount, a well-known Hollywood media company, announced on Thursday that layoffs would be carried out, but did not disclose the exact scale of the layoffs. It said in a memorandum to employees that the company wanted to operate in a more streamlined manner and reduce expenses, but did not disclose the number of people involved. Bakish said that the entertainment industry is facing a challenging new business environment, particularly due to factors such as recent screenwriter and actor strikes and macroeconomic uncertainty, and the group must effectively manage costs, including reducing expenses for media content procurement activities outside the US.

On January 25, the British Lloyds Bank Group announced that as more customers choose online banking services, the bank plans to optimize its branch structure, lay off about 1,600 employees, and create 830 jobs at the same time. Lloyds Bank said the total number of net layoffs due to the restructuring was 769.

On January 23, due to poor business environment and weak business growth, US e-commerce giant eBay (eBay) announced that it would lay off about 1,000 full-time employees. These 1,000 people are equivalent to the current total number of full-time employees at eBay (eBay), or 9% of the 11,600 people. The company's CEO, Iannoni, announced the layoff decision in a letter to employees on the same day. He believes that layoffs are necessary because the company is currently facing a challenging macroeconomic environment, and the company's increase in the number of employees and expenses has exceeded the growth rate of the business. In the next few months, the company also plans to further reduce the number of non-regular employees. According to reports, this is eBay's second round of layoffs in 12 months. In February 2023, eBay announced the layoff of around 500 employees worldwide. According to CNBC analysis, consumer spending and tech companies' revenue continue to be limited due to factors such as inflationary pressure and high interest rates.

On January 23, European software giant SAP announced a major restructuring plan, including cutting around 8,000 employees. By the end of 2023, SAP had approximately 108,000 full-time employees, which means that this restructuring will affect more than 7% of employees.

On January 19, the Bosch Group, the world's largest auto parts supplier, announced that it will lay off 1,200 employees by 2026, of which 950 will be laid off in mainland Germany. Bosch said that the main reason for the layoffs was the sharp rise in energy and raw material costs, while the economic recession and high inflation rate forced companies to save money.

On January 18, the American department store chain Macy's (Macy's) said it will begin laying off 2,350 employees and closing 5 stores on January 26 to streamline operating costs. According to reports, this layoff accounts for 3.5% of the total number of Macy's employees.

On January 12, Citibank announced that it will lay off 20,000 employees within the next two years, accounting for about 10% of its total workforce. Savings of up to $2.5 billion are expected. According to financial reports, Citibank's fourth fiscal quarter changed from profit to loss. The CEO bluntly stated that the quarter's results “looked terrible” and “extremely disappointing”. The bank's revenue fell 3% year over year to US$17.44 billion, lower than analysts' expectations of US$18.74 billion.

ranging$Alphabet-A (GOOGL.US)$/$Alphabet-C (GOOG.US)$,$Amazon (AMZN.US)$A number of companies, including tech giants, recently announced plans to lay off workers. According to layoffs.fyi, a layoff statistics website, 76 technology companies have already laid off more than 21,000 employees in January of this year. According to a report released earlier this month by Challenger, Grey, and Christmas, the tech industry laid off 168,000 jobs in 2023, making it the industry with the highest number of layoffs in all industries, including 10,000 layoffs at Microsoft.

Editor/jayden

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全球蔓延！美欧巨头接连宣布裁员