Post by Srini J

Stefan Hartung runs Bosch. Mathias Miedreich runs ZF Group. Between them, 36,000 jobs announced as cut. Bosch 22,000. ZF 14,000 by 2030. These men will keep their positions. Their companies will survive in some form. The engineers, the program managers, the procurement leads sitting inside those organizations right now are living a different calculation. This is not a Stellantis story anymore. That chapter is closing. Antonio Filosa is hiring again. (10,000 workers have already been added). This is a Bosch story. A ZF Group story. A Continental story. A Schaeffler story. This is the story of the supplier. 142 people per day, that is the layoff average currently. The people still employed inside these companies have more external leverage than they think. Their employer's distress is visible in public filings. Buyers know it. Competitors know it. Most of the professionals sitting inside do not act on it. Which supplier in your current base concerns you most heading into Q3?