至美通研究院消息,据美国劳工部等相关信息渠道显示,申请在2026年1月进行大规模裁员的美国头部企业接近120家。
根据这些企业依据《工人调整与再培训通知》(WARN)法案要求提交的数据显示,有如下公司将在2026年1月份进行大规模(Massive Layoff)裁员。
这其中包括了Amazon、FedEx、General Motors、H&M、LV、McDonald’s、NIKE、Panasonic、Verizon、Wells Fargo等世界知名企业。
根据“WARN”法案的解释,大规模裁员通常指以下几种情况:在30天内裁减至少50名员工,且裁员人数占员工总数三分之一;或任何公司在30天内裁减500名员工;又或因工作场所关闭导致30天内至少50名员工被裁减。
至美通研究院将上述企业进行了分类整理:
至美通观点
清单中的高比例行业,恰好指向了美国经济当前几个核心矛盾:
1.制造与工业(占比16.2%)
这个占比最高,印证了“脱实向虚”的结构性压力。美国制造业占GDP比重在过去十年呈下降趋势,尽管投资承诺额巨大,但整体增长长期滞后于GDP增速。这说明,即便政策推动“制造业回归”,该行业在成本、供应链和转型压力下仍面临剧烈调整。
2.科技与软件(占比11.4%)
裁员比例不低,这揭示了科技行业内部的 “K型分化”。一面是AI、云计算领域的巨额投资和扩张,另一面是传统硬件、软件部门为优化成本而裁员。这表明增长高度集中于AI等少数前沿,而非普惠整个科技行业。
3.零售与消费品(占比14.3%)
占比很高,可能反映了在高通胀和利率环境下,消费者信心下滑和消费行为“降级” 对终端零售和品牌商的冲击。
具体企业清单(首字母排序):
AARP
AbbVie
Adams County Public Hospital
AeroFarms1526 Cane Creek
Amazon
Amentum
American Signature, Inc.
Apogee Architectural Metals
Archer Daniels Midland Company
Atkore Plastics Southeast
Augusta Sportswear, Inc.
Bechtel National Inc.
Best Dressed Chicken, Inc.
Blue Plate Oysterette LLC
Blue Shield of California
Bond 45 National Harbor Restaurant
Braga Fresh Foods, LLC
Building Materials Manufacturing LLC
BWW Law Group, LLC
Catalent, Maryland, Inc.
Charles River Laboratories
Clari Inc.
CNO Financial Group
Colonial Savings, F.A.
ColWyo Coal Company LP
CommUnify
Consolidated Hospitality Supplies
Corteva
CoStar Group
Couchbase, Inc.
CRST Expedited, Inc.
Dental Benefit Management, Inc.
Dillard's Inc.
Dometic Corporation
DRT, LLC
DSV Air & Sea Inc.
EnDevelopment Logistics, LLC
FedEx
FreshRealm
Fresno Economic Opportunities Commission
Galleher LLC
General Motors
Giesecke + Devrient ePayments America Inc
Gilead Sciences
Grand Lux Café, LLC
Great Floors
H&M Fashion USA, Inc.
HD Supply
Heibar Installations Inc.
Henkel Corporation
HRL Laboratories
Hudson
Huntington National Bank
Illumina
ImmunityBio
Inline Plastics
Institute of International Education
International Paper
Invincible Boat Company
Kloeckner Meals
Lakeshore Learning Materials, LLC
Louis Vuitton USA Inc.
Lumileds
Maritime Applied Physics Corporation
Marshalls of CA, LLC
Mattel
McDonald's
MDWise
Meteorcomm LLC
Mettler-Toledo Rainin, LLC
Michigan Sugar Company
Middlebury Institute of International Studies at Monterey
Nationstar Mortgage, LLC
NIKE Retail Services, Inc.
Nordstrom Portland Rack
Ojai Valley Inn
Palo Verde Hospital
Panasonic Well LLC
Peraton's Environmental Integration Services III
Post Consumer Brands, LLC
Presbyterian Home for Central New York, Inc.
Providence Health & Services
Rad Power Bikes, Inc.
RATP Dev and Midtown Group
Raytheon Technologies
Rebel Restaurants, Inc.
Red Run Corporation T/A Food Depot
Regional Medical Center of Central Alabama
Retail Services WIS Corporation
Revity, Inc.
Roads Express, LLC
Saddle Creek Logistics Service
SC Industrial Holdings, LLC
SDH Education West, LLC
SDH Service East, LLC
Shell Recharge Solutions
SLO Brewing Co. LLC
Smokin Bear LLC
Smurfit Westrock
Sodexo
Spirit Airlines, LLC.
Synopsys, Inc.
Takeda Development Center Americas Inc.
Terzo Enterprises Incorporated
The Cheesecake Factory
The French Gourmet, Inc.
The Taubman Company
TJX Companies, Inc.
TransAlta
United Supermarkets
Van Law Food Products, Inc.
Verizon
Virginia Mason Franciscan
Warner Music Group
Wells Fargo
West Fraser, Inc.
White Coffee Corporation
WIS International
WWL Vehicle Services America, Inc.
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