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百事CEO功成身退,最后一季度表现依然优异

Kevin Kelleher 2018年10月11日

卢英德正式宣告退休,为自己在百事公司的24年职业生涯画了一个圆满的句号。

上周二,担任百事公司CEO达12年之久的卢英德正式宣告退休,为自己在百事的24年职业生涯画了一个圆满的句号。从上周三开始,她的继任者雷蒙·拉瓜塔将正式执掌百事、菲多利、果乐、佳得乐和桂格等大家耳熟能详的品牌。

卢英德作为百事CEO的最后一天,她参加了公司的季报会议,值得高兴的是,当季百事的财务表现再次突破分析师的预期。此次会议也是卢英德作为CEO或CFO参加的第75次财报会议。本季度,百事公司的营收增长了1.5%,达到165亿美元,每股收益达1.59美元。这两项数据都超出了分析师的预期。不过也有分析师认为,本季度百事的抢眼表现主要归功于低税率,而不是由于公司自身的运营利润上升。

在卢英德当政的最后一天,百事公司的股价下跌了1.9%,跌至每股108.72美元。但自2006年8月卢英德就任CEO以来,百事公司的股价已上涨了109%。众所周知,食品并不像高科技行业那样是一个高速增长的行业,能有这样的表现,已经是相当了不起了。

在卢英德的领导下,百事公司的营收入增长了80%。近年来,随着消费品味的变化,很多食品公司都面临着整合。卢英德很早就着手推动百事从垃圾食品转向更健康的零食和饮品,这样的转型打了一些食品公司一个措手不及。与此同时,卢英德也倡导了更加有力的垃圾回收政策,并推出了一系列专为女性消费者量身打造的零食。

卢英德在商界获得了无数荣誉,她曾数次荣登《财富》杂志评选的最具影响力的商界女性排行榜榜首或前茅。过去20年间,她有18次登上了这份榜单。去年卢英德在该榜单上排名第二。当时,她还谈到了作为百事CEO仍然面临的一些重大挑战。

“这个行业正在以前所未见的速度迎来变革和颠覆……行业必将迎来整合、颠覆和洗牌。你将会看到新玩家的出现。当然,你也可以悲观地看待这个问题:‘哦,天呐,一切都在改变!’或者你也可以乐观地看待问题。因为现在,你也许可以重写行业的某些规则,重新平衡行业的竞争力。而我就是一个乐观者,我看着这个世界,说道:‘这个时代很有趣。’”

卢英德的继任者拉瓜塔也是百事公司的资深员工,他已经在百事效力了22年。拉瓜塔将是百事的第六任CEO。百事历来有从内部选拔CEO的传统。

卢英德仍将继续担任百事公司的董事长,直到明年年初。当年她被任命为百事公司CEO时,她是《财富》美国500强公司中仅有的11位女性CEO之一。在她卸任时,《财富》美国500强中已经有了25名女性CEO。在接受《财富》采访时,卢英德遗憾地表示,这个数字还是太低了。“女性CEO的人数掐指就能数出来,离几百人的目标还有很远,这仍然让我很担心。”(财富中文网)

译者:朴成奎

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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