应对市场逆风 Rivian(RIVN.US)拟裁员4.5%涉超600名员工

Core Viewpoint - Rivian is laying off approximately 4.5% of its workforce, which equates to over 600 employees, as the company faces a challenging market environment and aims to restructure its marketing, vehicle operations, and sales/delivery teams [1][2] Group 1: Company Actions - The layoffs are part of a restructuring effort to ensure the company can scale efficiently and build a healthy, profitable business [2] - Rivian's total workforce was just under 15,000 employees at the end of last year [1] - The company is preparing to launch a new R2 series model, expected to begin production next year [2] Group 2: Market Environment - Rivian and other electric vehicle manufacturers are facing a tougher market due to the cancellation of the $7,500 federal electric vehicle purchase subsidy [1] - The company is experiencing slower-than-expected demand growth for electric vehicles, a prolonged gap in new product releases until next year, urgent funding needs, and ongoing losses [1] - In Q2, Rivian reported a loss of $1.1 billion [1] Group 3: Financial Performance - In Q3, Rivian's vehicle sales increased by 32% year-over-year to 13,201 units, driven by consumer purchases before the federal subsidy expiration [2] - The company has revised its delivery expectations for 2025 down from a maximum of 46,000 units to a range of 41,500 to 43,500 units [2] - Rivian expects its adjusted core losses for the year to widen to between $2 billion and $2.25 billion, up from a previous estimate of $1.7 billion to $1.9 billion [2] - As of Thursday's close, Rivian's stock price was $13.09, with a daily increase of 1.32% and a year-to-date decline of less than 2% [2]