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肯德基東家百勝拆分中國業(yè)務

肯德基東家百勝拆分中國業(yè)務

Geoffrey Smith 2015-10-25
面對激進投資者基思·梅斯特施壓,百勝最終屈服。

????彭博報道稱,新公司將由今年8月被任命為百勝中國事業(yè)部首席執(zhí)行官的米基·潘塔領導,其營業(yè)收入占百勝集團目前總收入的半數(shù)以上。

????上周百勝宣布,公開力主百勝拆分中國業(yè)務的激進投資者基思·梅斯特加入公司董事會。此前梅斯特旗下投資公司Corvex Management LP持有的百勝股份比例已接近5%。自梅斯特入主百勝董事會的消息公布后,業(yè)界就在預計百勝會有拆分之舉。

????去年爆出使用劣質(zhì)食品丑聞以來,百勝在全球第二大市場中國的業(yè)績備受困擾,今年在華盈利增長預計將會停滯,計入?yún)R率影響因素,甚至很可能出現(xiàn)負增長。

????百勝上周表示,預計今年第四季度肯德基中國區(qū)同店銷售額同比增長不足4%。諷刺的是,百勝旗下的必勝客在中國的表現(xiàn)目前還不如肯德基,其同店銷售額預計會同比下滑。

????對進入中國開展業(yè)務近三十年的百勝而言,此次拆分可謂同過去的輝煌徹底決裂。作為首批乘改革開放東風挺進中國的西方餐飲連鎖企業(yè),肯德基已經(jīng)在中國開設5000余家門店。1990年首次在華開店的必勝客也擁有將近1400家中國分店。(財富中文網(wǎng))

????譯者:Charlie

????校對:詹妮

????Yum! Brands Inc., the owner of fast-food restaurants KFC and Pizza Hut, is to spin its China business off into a separate, publicly traded company, according to Bloomberg.

????The new company, which accounts for more than half of today’s group revenue, will be led by Micky Pant, who was named the China unit’s chief executive officer in August, the agency said.

????The news has been expected since last week, when Yum announced that activist investor Keith Meister, who had openly campaigned for such a split, has joined its board, after accumulating a stake of nearly 5% in the company through his investment firm Corvex Management LP.

????The company has struggled in China since a tainted food scandal last year, and profits in the world’s second-largest market are expected to be stagnant this year, and may well be negative once foreign exchange rates are factored in.

????Same-store sales at KFC in China are expected to grow by less than 4% year-on-year in the fourth quarter, the company said last week. Ironically, though, it’s Pizza Hut which is now faring worse in the world’s second-largest economy. Same-store sales there are expected to down on the year.

????The move is a radical break for the company after nearly 30 years operating in China. One of the first western restaurant chains to exploit the country’s economic opening, KFC now has over 5,000 restaurants there. Pizza Hut, which first opened in China in 1990, has nearly 1,400 restaurants there.

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