Which companies discussed Layoffs & Restructuring in Consumer Discretionary in earnings calls?
32 companies mentioned layoffs & restructuring across 40 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Coursera, Inc. (3 calls), Bajaj Mobility AG (2 calls), LuxExperience B.V. (2 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Layoffs & Restructuring |
|---|---|
| 2024Q4 | 18 |
| 2025Q1 | 7 |
| 2025Q2 | 14 |
| 2025Q3 | 10 |
| 2025Q4 | 14 |
| 2026Q1 | 9 |
| 2026Q2 | 12 |
| 2026Q3 | 5 |
Companies ranked by mentions
Representative quotes
…much AI actually is and is not displacing jobs. In a lot of headlines, there are a lot of supposed AI layoffs, but I was speaking recently with Denis Machuel, who is CEO of a large workforce company, Adecco, and he ran a study where people that were…
…having said that, specifically in the Q4, we had -- most of the difference is related to one-off related restructuring costs of layoffs change of position personnel. Karl-Johan Bonnevier (Analysts): One finalizes. So looking at the U.K. and Polish market entry, does those acquisitions include any properties…
…from the numbers, 350-ish has been already achieved. We have not yet started announced that we would have another large round of layoff. If we would do so, I mean, I think from a restructuring, layoff wave is, let's say, over, and we are even starting…
Analysts): Okay. And then lastly, the media landscape, even by the media landscape standards seems to be a little more cloudy. Pixar had layoffs even the Toy Story 5 is on pace for $1 billion. The Paramount and Warner Bros. deal seems to be in a holding pattern…
Frequently asked questions
What is Layoffs & Restructuring and why are companies discussing it?
Headcount reductions and restructuring charges — the cost-discipline signal that shows up first when growth slows.
Which company mentioned layoffs & restructuring most in Consumer Discretionary in the past year?
Coursera, Inc. (COUR) led with 3 calls referencing layoffs & restructuring, most recently on September 9, 2026.
How can I track layoffs & restructuring mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related finance themes
Last updated: October 15, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (layoff, layoff, layoffs, job cuts). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.