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可口可樂明星高管轉(zhuǎn)戰(zhàn)咖啡行業(yè)

可口可樂明星高管轉(zhuǎn)戰(zhàn)咖啡行業(yè)

Patricia Sellers 2012年11月23日
布萊恩·凱利在可口可樂的復(fù)興過程中發(fā)揮了重要的作用,一直是公司的明星高管,在公司擁有光明的前途。然而,本周他卻轉(zhuǎn)投綠山咖啡公司,擔(dān)任這家公司的CEO,即將與星巴克正面交鋒。外界猜測(cè),他離開可口可樂的原因在于他基本沒有希望成為可口可樂現(xiàn)任掌門人穆泰康的接班人。
布萊恩·凱利 拍攝者:可口可樂公司

????周二,前可口可樂公司(Coca-Cola)高管布萊恩·凱利被綠山咖啡公司(Green Mountain Coffee Roasters)任命為CEO。他的出走將是可口可樂公司的巨大損失。

????2007年,凱利被可口可樂CEO穆泰康招至麾下。凱利在這家全球最大的飲料公司復(fù)興的過程中發(fā)揮了重要作用。凱利表面安靜,其實(shí)卻是一位硬漢。他擁有明星般耀眼的履歷,曾負(fù)責(zé)福特公司(Ford)的林肯-水星(Lincoln Mercury)品牌,之后曾在通用電氣(General Electric)和寶潔公司(Procter & Gamble)工作。穆泰康慧眼識(shí)珠發(fā)現(xiàn)他的時(shí)候,他正在美國(guó)SIRVA物流公司擔(dān)任CEO。該公司價(jià)值37億美元,也就是曾經(jīng)的北美卡車聯(lián)盟(North American Van Lines)。凱利最初負(fù)責(zé)可口可樂公司的非充氣飲料業(yè)務(wù)——水、茶、果汁和運(yùn)動(dòng)飲料等。之后負(fù)責(zé)整合可口可樂公司以123億美元從可口可樂企業(yè)(Coca-Cola Enterprises?)收購(gòu)的北美瓶裝業(yè)務(wù)。去年春天,筆者曾為《新可樂》(The New Coke)一文采訪穆泰康。當(dāng)時(shí),他稱贊凱利比預(yù)期更快地完成了整合。

????最近,凱利一直擔(dān)任首席產(chǎn)品供應(yīng)官,負(fù)責(zé)公司北美業(yè)務(wù)部門Coca-Cola Refreshments的供應(yīng)鏈。公司預(yù)計(jì)將在明年1月1日為他安排更高的職務(wù)——Coca-Cola Refreshments總裁。

????然而,凱利并未被列為可口可樂下任CEO的候選人。這或許正是他離開可口可樂、加入綠山咖啡的原因。位于佛蒙特州的綠山咖啡去年總收入為36億美元,和幫助465億美元的可口可樂公司實(shí)現(xiàn)復(fù)興相比,他在綠山咖啡將會(huì)面臨更艱巨的挑戰(zhàn)。綠山咖啡曾經(jīng)頗有前途,但卻一直受到管理層更替、美國(guó)證券交易委員會(huì)(SEC)調(diào)查、與投資者的矛盾等各方面因素的困擾,還有來自星巴克(Starbucks)的激烈競(jìng)爭(zhēng)。綠山咖啡出售Keurig品牌的單杯咖啡機(jī),而星巴克對(duì)這項(xiàng)業(yè)務(wù)一直虎視眈眈。

????過去兩年,綠山咖啡的股票上漲超過三倍,但之后卻暴跌到上漲前的水平。而可口可樂公司在穆泰康的帶領(lǐng)下,利潤(rùn)和股價(jià)一直穩(wěn)步上漲。即將進(jìn)行的管理層改組,也將澄清外界對(duì)公司CEO接班人的種種預(yù)測(cè)。

????Brian Kelley, who on Tuesday was named CEO of Green Mountain Coffee Roasters (GMCR), is a big loss for Coca-Cola (KO).

????Recruited to Coke by CEO Muhtar Kent in 2007, Kelley has been instrumental to the turnaround of the world's largest beverage company. A quiet hard-charger with a stellar resume—he ran Lincoln Mercury for Ford (F) following stints at General Electric (GE) and Procter & Gamble (PG)—Kelly was CEO of SIRVA, a $3.7 billion company once known as North American Van Lines, when Kent discovered him. Kelley initially headed Coke's still beverage business--water, teas, juices and sports drinks. He was then charged with integrating ?the North American bottling operations that Coke bought ?from Coca-Cola Enterprises?CCE) for $12.3 billion. When I interviewed Kent for?"The New Coke"?in?Fortune?last spring, the CEO lauded Kelley for pulling off the integration more quickly than he had expected.

????Recently, Kelley has been chief product supply officer, in charge of the supply chain for Coca-Cola Refreshments, which is the company's North American business unit. ?He was slated to move into a bigger gig, president of Coca-Cola Refreshments, on January 1.

????Kelley was not in line to be Coke's next CEO, which may be why he is leaving for the coffee biz. At Vermont-based Green Mountain, which brought in revenue of $3.6 billion last year, he may be moving to an even tougher challenge than the revival of $46.5 billion Coca-Cola. Green Mountain, once high-flying, has been plagued by management turnover, SEC probes, rows with investors, and fierce competition from Starbucks (SBUX). Green Mountain sells the Keurig brand of single-serve coffee makers, a business that Starbucks is aiming to conquer.

????In the past two years, Green Mountain's stock more than tripled and has since collapsed below what it was.Meanwhile, Coca-Cola's profits and stock price have risen steadily under Kent. And the impending management realignment clarifies the company's CEO succession outlook.

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