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百事CEO功成身退,最后一季度表現(xiàn)依然優(yōu)異

百事CEO功成身退,最后一季度表現(xiàn)依然優(yōu)異

Kevin Kelleher 2018-10-11
盧英德正式宣告退休,為自己在百事公司的24年職業(yè)生涯畫了一個(gè)圓滿的句號。

上周二,擔(dān)任百事公司CEO達(dá)12年之久的盧英德正式宣告退休,為自己在百事的24年職業(yè)生涯畫了一個(gè)圓滿的句號。從上周三開始,她的繼任者雷蒙·拉瓜塔將正式執(zhí)掌百事、菲多利、果樂、佳得樂和桂格等大家耳熟能詳?shù)钠放啤?

盧英德作為百事CEO的最后一天,她參加了公司的季報(bào)會議,值得高興的是,當(dāng)季百事的財(cái)務(wù)表現(xiàn)再次突破分析師的預(yù)期。此次會議也是盧英德作為CEO或CFO參加的第75次財(cái)報(bào)會議。本季度,百事公司的營收增長了1.5%,達(dá)到165億美元,每股收益達(dá)1.59美元。這兩項(xiàng)數(shù)據(jù)都超出了分析師的預(yù)期。不過也有分析師認(rèn)為,本季度百事的搶眼表現(xiàn)主要?dú)w功于低稅率,而不是由于公司自身的運(yùn)營利潤上升。

在盧英德當(dāng)政的最后一天,百事公司的股價(jià)下跌了1.9%,跌至每股108.72美元。但自2006年8月盧英德就任CEO以來,百事公司的股價(jià)已上漲了109%。眾所周知,食品并不像高科技行業(yè)那樣是一個(gè)高速增長的行業(yè),能有這樣的表現(xiàn),已經(jīng)是相當(dāng)了不起了。

在盧英德的領(lǐng)導(dǎo)下,百事公司的營收入增長了80%。近年來,隨著消費(fèi)品味的變化,很多食品公司都面臨著整合。盧英德很早就著手推動百事從垃圾食品轉(zhuǎn)向更健康的零食和飲品,這樣的轉(zhuǎn)型打了一些食品公司一個(gè)措手不及。與此同時(shí),盧英德也倡導(dǎo)了更加有力的垃圾回收政策,并推出了一系列專為女性消費(fèi)者量身打造的零食。

盧英德在商界獲得了無數(shù)榮譽(yù),她曾數(shù)次榮登《財(cái)富》雜志評選的最具影響力的商界女性排行榜榜首或前茅。過去20年間,她有18次登上了這份榜單。去年盧英德在該榜單上排名第二。當(dāng)時(shí),她還談到了作為百事CEO仍然面臨的一些重大挑戰(zhàn)。

“這個(gè)行業(yè)正在以前所未見的速度迎來變革和顛覆……行業(yè)必將迎來整合、顛覆和洗牌。你將會看到新玩家的出現(xiàn)。當(dāng)然,你也可以悲觀地看待這個(gè)問題:‘哦,天吶,一切都在改變!’或者你也可以樂觀地看待問題。因?yàn)楝F(xiàn)在,你也許可以重寫行業(yè)的某些規(guī)則,重新平衡行業(yè)的競爭力。而我就是一個(gè)樂觀者,我看著這個(gè)世界,說道:‘這個(gè)時(shí)代很有趣。’”

盧英德的繼任者拉瓜塔也是百事公司的資深員工,他已經(jīng)在百事效力了22年。拉瓜塔將是百事的第六任CEO。百事歷來有從內(nèi)部選拔CEO的傳統(tǒng)。

盧英德仍將繼續(xù)擔(dān)任百事公司的董事長,直到明年年初。當(dāng)年她被任命為百事公司CEO時(shí),她是《財(cái)富》美國500強(qiáng)公司中僅有的11位女性CEO之一。在她卸任時(shí),《財(cái)富》美國500強(qiáng)中已經(jīng)有了25名女性CEO。在接受《財(cái)富》采訪時(shí),盧英德遺憾地表示,這個(gè)數(shù)字還是太低了?!芭訡EO的人數(shù)掐指就能數(shù)出來,離幾百人的目標(biāo)還有很遠(yuǎn),這仍然讓我很擔(dān)心?!保ㄘ?cái)富中文網(wǎng))

譯者:樸成奎

Indra Nooyi’s 12-year tenure as PepsiCo’s CEO came to and end last Tuesday as the 24-year PepsiCo veteran hands the corporate reins over to her successor. Started from last Wednesday, Ramón Laguarta will oversee the Pepsi, Frito-Lay, Tropicana, Gatorade, and Quaker brands.

Nooyi’s final day on the job included a quarterly earnings report that beat analyst estimates—the 75th such earnings call she has participated in as the company’s CEO or CFO. Revenue rose 1.5% to $16.5 billion while earnings totaled $1.59 a share. Both figures beat analyst estimates, although some analysts nitpicked the results because they benefited from a lower tax rate rather than higher operating margins.

As a result, PepsiCo’s stock fell 1.9% to $108.72 a share during Nooyi’s last day. But the company’s stock has risen 109% since Nooyi was named CEO in August 2006, a notable performance in an industry known more for slow, steady improvements rather than tech-like hypergrowth. Coca-Cola’s stock, by comparison, has risen 67% since August 2006.

Under Nooyi’s leadership, PepsiCo’s revenue grew by 80% during a period when consumer tastes began to change and when food companies faced consolidation. Nooyi pushed PepsiCo early on to shift from junk food toward healthier snacks and beverages, anticipating a change that caught some companies off guard. She also advocated for stronger recycling policies as well as snacks that were tailored toward the tastes of female consumers.

Nooyi won numerous business accolades, included landing at or near the top of Fortune’s annual ranking of Most Powerful Women in business, where she appeared in 18 of the last 20 years. Last year, when Nooyi was ranked No. 2 on the list, she spoke about the formidable challenges she still faced as PepsiCo’s leader.

“The industry is seeing a pace of change and disruption that we’ve never seen… You’re going to have consolidation, disruption, and a shakeout in the industry. You’re going to see the emergence of new players,” Nooyi said. “You can look at it with pessimism, that, ‘Oh, my God, all of this is changing,’ or optimism, to say perhaps this is the time to rewrite some of the rules and rebalance the competitive equation in the industry. I’m in the latter camp, and I’m looking at the world and saying, ‘Inte resting times. ’”

Nooyi’s successor Laguarta is also a PepsiCo veteran, having worked at the company for 22 years. Laguarta will be the sixth CEO at PepsiCo, which has historically appointed new CEOs from within its ranks.

Nooyi will remain PepsiCo’s chairman until early next year. When she was named CEO of Pepsi, she was one of only 11 female CEOs of Fortune 500 companies. After she steps down, there will be 25. In an interview this summer with Fortune, Noori expressed regret that number remained low. “It concerns me in that we can actually count how many there are, as opposed to saying there are hundreds,” she said.

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