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Adrift under clueless Ramon, PEP now is like Kraft Heinz, not KO

In my 15 years at PEP they've been beating into my head that "we've got to beat KO". Well, look at PEP vs KO stock performance over the last 5 years. PEP has no strategy and schmucks like Elliott can boss it around and tell it what to do. What a humiliation for clueless Ramon. If he has any dignity left at all he would resign. All he can do now is what Elliott tells him. Fire people, consolidate, cut brands. A schmo from the street have come up with that plan. Running a huge CPG company takes real smarts as Warren Buffett found out through his huge loss in Kraft Heinz. At PEP the entire ELT needs to go. They have proven they have no clue how to run a company like PEP. And Athina, my G*d, she has zero experience running strategy for a company like PEP, just like these Brazilian clowns that ran Kraft Heinz into the ground. They never learn. A clown show,


"Big minds" in small places

Why do we keep these big guys with fancy titles, big egos and broken personalities around?

These walking jokes doing menial work that can be done with AI could save some bucks to pay out royalties instead of being insulted by some hillbilly day in and day out.

Ge-z, they even avoid hiring competent people because they will get the job done compared to their endless string of lame excuses.

Is still this place being managed by anybody with integrity?


Was it always this bad?

Maybe I’m naive, but I joined UHC in the BT era and my first town hall was one where he announced everyone was getting $50 to the UHC store to buy some swag. Then it was the new floating holiday. Just felt like the all employee meetings had energy and excitement and I felt like UHC was a great place to work.

Since BT’s death, it’s felt like a black cloud over the entire org. Like we’re in a free fall. Constant layoffs. Cutting employee benefits. RTO handled so poorly. Never accepting questions at the town halls and all employee meetings.

Was it always such a sh---y place to work, or was last December the catalyst for all this?


It’s not that he’s d-mb…

because honestly, he wouldn’t have risen to that level if he was.

It’s just that he is inept, and is horrible at strategic decision making. Which is probably the most important attribute a CEO needs.

You couple that ineptitude with a narcissistic personality disorder, and a complete lack of empathy, and you get what we have here.


Textbook case in how NOT to run a company

How do you get to be an executive and not understand the golden rule of always tell the truth. People respect you when you are truthful and explain why painful things have to be done.
Guess who has z e r o respect? The coward who cannot even answer a question that many employees want to know. What products are considered core?


Horrible Culture

I was laid off a few weeks ago, typically a very stressful blow to life in this economy and job market. When I got the news, the stress and anxiety drained from my body almost immediately leaving me with a sense of calm and relaxation I haven’t felt since 2022.


Did you know

I would like to bring to your attention concerns regarding leadership practices and workplace conduct that may require investigation. There appear to be patterns of behavior that could potentially expose the organization to significant legal and financial liability.

Specifically, there are allegations of:

  • Management practices that may not align with professional standards
  • Possible involvement of Human Resources in matters that warrant review
  • Concerns about workplace monitoring and external consultancy activities

If you have experienced similar concerns, I recommend documenting your experiences and considering whether to consult with colleagues or seek appropriate guidance through proper channels. Collective action through established procedures may be warranted to address these workplace issues and offer you better protection.

I encourage anyone affected to follow appropriate protocols for reporting workplace concerns through private legal counselling, private advocacy groups or governmental organizations. This includes refraining from contacting HR or using the whistleblower hotline. They will identify the most traumatic method to attribute responsibility back to you.

Over and out


ESRO is such a clown show

They give all these teams a deadline of 12/15 to get their MBO score in order. Many teams in our org had releases scheduled to address various vulnerabilities prior to this deadline. Now that date has magically shifted to 12/10 and the "MBO Score" which determines our year end review and RRP eligibility is frozen.

Who the he-l decided that giving these id--ts this much influence in the company was a good idea? Half the time their scanners aren't even working and they don't know why, so your MBO score will fluctuate between two wildly different numbers weekly, making planning not an option.


SVP and above getting fired

For the last 6 months, I've seen so many people getting fired and all very senior management too. Like just boss is not fired. 3 people above them got fired. And the whole team is now getting renamed and all that. The new people even don't know the product and capabilities.
Some people were really great leaders and they were like in BNY for 18 years and so.
I don't think they're firing people in lower level but feeling nervous.


Delusion of disconnected DXC leaders

What a f ing joke, Drum on a Town Hole says i know what everyone is asking about pay, so to get rid of the question, if applicable to you be paid sometime in March dont know dates speak with jenny ragger. Youll fall of your chair if you listen to the replay.

Wtf doesnt know dates not interested, knows employees have voted up the issue to the top.

Who gives a shiite about the new brand and AI pipedreams when you dont give a f about employees.

This company is now trying to b5ll its way as a AI outfit, good luck..


FISV = $30

Folks laughed at me when I warned my coworkers that FISV was a $60 stock dressed up as a $230 fantasy after the NYSE move. The signs were obvious: manipulated optics, a dying point-of-sale market, hemorrhaging top talent from core banking, and an obsession with squeezing every last accounting trick to fake financial health. Fast-forward to today, the lipstick finally wore off. I had hopes for Mike, but his decisions speak for themselves: he’s following accountants instead of customers, chasing short-term numbers instead of long-term stability. Infinite Group is nothing more than a payroll-tax dodge to inflate EBITDA, a temporary illusion that collapses once the tax tools run out. By 2026, they’ll have nothing left to hide behind. This stock is heading to $30. As someone from a family of attorneys, I’m stunned no employee has sued for blatant misclassification designed to dodge IRS obligations. It’s astonishing they’ve gotten away with it this long.

As for Ryan C, don’t insult your associates by stating forming strategic alliance with infinite for best practices. Heck, many don’t know who they work for and who their manager is just a sweat shop, as long as the timesheet is submitted by Friday.


TS Townhall

The start to this townhall really represents how things are in TS ( Global Payments and Trade).

It’s a mess. How many executives does it take to operate a slide deck and Webex? Apparently at least four.

Love how she actually said that our company does so much for employees. Gaslighting knows no bounds.


Who built T-Mobile?

Contrary to popular belief, the layoffs did not start with the Sprint Merger, Covid, or change in leadership from John Leger to Mike Sievert. Instead, the demise of T-Mobile and subsequent layoffs started with the exedous of one employee. That employee was so regarded by Legere, Sievert, and the fellow C-Suite, that when DT came to town, they deferred to "them". All of the UC ideas, "them". Home Internet, "them". T-Mobile Tuesdays, "them" - the list is so long, say it with me, "them". That person is long gone - but the shell of "their" company - survives today. It is because of "them",
not Legere, not Sievert, not any of the active leadership, why any of us even have a job still - as without "them", we would have been bought my Marcelo in 2021, not vice-versa. To think we laid this MF off instead of promoting them to CEO....


Stankey’s First Culture Misstep Was Wearing Jammies

In a world of ‘tough as nails’ innovators, it’s difficult to be inspired by Grampa Stankeylegg to run your organization like you own it when he refuses to own his own mistakes. And who says “air cover” when referring to leadership and culture. Try setting realistic, simple priorities out of the gate on Jan 1 that reflect what a 150-year old utility company should focus on - product delivery and product quality. Fire 99% of L3 and above, they are just there for “air cover” to keep the board from finding out the company is just a hollow shell compared to its former greatness.


Lost there way

This company has lost there way it’s a good ole boys club they spend thousands on meetings that have no relevance just a big ole party and in same breath bi--h about a couple thousand dollars needed to keep operations going they do not upgrade there equipment are bring anything innovative into the industry they have lost hundreds if not thousands of years experience in the last few years due to cuts but keep top loading the boys club it won’t be long before they are irrelevant mark these words


Stop with the "family" nonsense

I’m over the whole “we’re one big family” nonsense Capone tr--s out every chance it gets. The minute trimming heads boosts numbers, whole groups vanish like they never mattered. The slogan is just a guilt trip to keep us quiet while they cash in. There’s nothing family-like about any of it.


Coffee With Dan!!

I will deeply miss Run With Hans, but I am grateful we have something else to look forward to with Dan being a coffee aficionado. Coffee With Dan! It was so cool seeing him stand on stage with his cup of joe and talking about coffee. It really helped me cope with the layoffs and took my mind off losing 400,000 customers this year. With our Billion dollar Formula 1 contract, I hope he gets all of the executives to attend F1 in Brazil in November. I bet he can have some great coffee while he is there.

Let's go V Teamers!!


TDC Townhall

We just had a TDC Townhall and everyone was saying kudos to everyone. While recognition is good, we also received word from our TDC leaders that there is a 20% cap on the number of TDC associates who can receive a rating of for 2025. If things were so great, why impose a cap? This is so frustrating.


2025 Employee of the year: Eliza

What a joke.

An hour of how great Eliza is. Just come out and tell us that within a few years, we will all be without a job because your precious AI bot will be doing it all.

Hey RV, I think your girl Eliza left a little something on your chin. Might wanna wipe that off


Leaders are so behind

How are we still trying to figure out how to do things other companies with fewer resources figured out years ago?

I hear so many L7+ leaders from stores, supply chain, digital, etc. talk about things that are already close to irrelevance.

I’ve only been at Target for a couple of years, but from the outside it didn’t seem this bad. Seriously, how did we get here?


This is what happens when you are an incompetently managed company and don't realize it

PEP just chugging along with their failing "business as usual" strategy of ja--ing up prices, shrinking the bags, making the same old garbage and producing a negative YTD return while the market is positive 16% and hoping no one will notice. Well, people did notice.


The way it way

I am not saying this to speak poorly of the wireline business. I come from the wireless side, and the culture at Verizon Wireless was a good one. After the "merge" everything got worse. The culture changed. The things Dan mentioned about doing the right thing for the customer resonates with me because it used to be that way. "Process" took a back seat to customers. We did what was right. After the "merge" we became so caught up in red tape. I miss Verizon Wireless.