11 posts in a row with nothing really about layoffs. I made thru 25. I know there’s stuff brewing for 26, but I’m not sure how it’s all going shake out. AI and automation are going to play a big role in change. Just not sure what that looks like.
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Earnings in early Feb is key marker. If earnings stagnant will be cuts quick.
If ok then wait to mid 2026 to see update on GTM and supply chain, aka re franchise bottling and cut corporate because the "integrated delivery model" being tested isnt working. Up to Elliott guys really