Thread regarding Cigna layoffs

Buckle Up

Cigna’s SG&A (Expense) ratio has been around 7.5% of revenue the last two years. 2024 is projected to be ~6.1% based on the recent earnings release. This represents a 20% reduction for a company where headcount is the largest SG&A expense.

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| 1432 views | | 11 replies (last February 8, 2024) | Reply
Post ID: @OP+1qY4RoQi

11 replies (most recent on top)

WILL ANYONE THINK OF THE CASE MANAGERS?!

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Post ID: @oqc+1qY4RoQi

“But how will this impact case managers?”

Finding this made it worth reading dozens of pages.

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Post ID: @qcn+1qY4RoQi

Okay, ~6.1 is 20% less than 7.5, so that's why the OP said 20% reduction.

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Post ID: @wpf+1qY4RoQi

@vbj+1qY4RoQi

I am trying to work through math problem:

1> 7.5 - 6.1 = 1.4

  1. 1.4 / 7.5 = 18.66%
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Post ID: @paj+1qY4RoQi

I literally laughed out loud. And I work in CM.

“ But how will this impact case managers?”

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Post ID: @lni+1qY4RoQi

From here, how do you get to 20 percent reduction?

  1. 1 is 20% less than 7.5
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Post ID: @ych+1qY4RoQi

Not a finance person, simply trying to follow the math.

An SG&A reduction to 6.1 percent from 7.5 percent means we should expect 1.4 percent trimmed from SG&A.

A callout that above is SG&A stated as a percentage of revenue.

Using 2024 revenue forecast of 235B, we could expect a reduction of 3.29B in SG&A.

From here, how do you get to 20 percent reduction?

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Post ID: @vbj+1qY4RoQi

It's very clear that no one knows anything until it actually happens.

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Post ID: @rze+1qY4RoQi

they already did a huge layoff oct/nov which is why i assume the 2024 projections already came in lower

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Post ID: @guo+1qY4RoQi

But how will this impact case managers?

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Post ID: @zsd+1qY4RoQi

Wow that’s solid information. Thank you. Do you know if that means 20% reduction in headcount ?

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Post ID: @qkb+1qY4RoQi

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