百事CEO功成身退,最后一季度表現依然優異
上周二,擔任百事公司CEO達12年之久的盧英德正式宣告退休,為自己在百事的24年職業生涯畫了一個圓滿的句號。從上周三開始,她的繼任者雷蒙·拉瓜塔將正式執掌百事、菲多利、果樂、佳得樂和桂格等大家耳熟能詳的品牌。 盧英德作為百事CEO的最后一天,她參加了公司的季報會議,值得高興的是,當季百事的財務表現再次突破分析師的預期。此次會議也是盧英德作為CEO或CFO參加的第75次財報會議。本季度,百事公司的營收增長了1.5%,達到165億美元,每股收益達1.59美元。這兩項數據都超出了分析師的預期。不過也有分析師認為,本季度百事的搶眼表現主要歸功于低稅率,而不是由于公司自身的運營利潤上升。 在盧英德當政的最后一天,百事公司的股價下跌了1.9%,跌至每股108.72美元。但自2006年8月盧英德就任CEO以來,百事公司的股價已上漲了109%。眾所周知,食品并不像高科技行業那樣是一個高速增長的行業,能有這樣的表現,已經是相當了不起了。 在盧英德的領導下,百事公司的營收入增長了80%。近年來,隨著消費品味的變化,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向更健康的零食和飲品,這樣的轉型打了一些食品公司一個措手不及。與此同時,盧英德也倡導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者量身打造的零食。 盧英德在商界獲得了無數榮譽,她曾數次榮登《財富》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。當時,她還談到了作為百事CEO仍然面臨的一些重大挑戰。 “這個行業正在以前所未見的速度迎來變革和顛覆……行業必將迎來整合、顛覆和洗牌。你將會看到新玩家的出現。當然,你也可以悲觀地看待這個問題:‘哦,天吶,一切都在改變!’或者你也可以樂觀地看待問題。因為現在,你也許可以重寫行業的某些規則,重新平衡行業的競爭力。而我就是一個樂觀者,我看著這個世界,說道:‘這個時代很有趣?!? 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。百事歷來有從內部選拔CEO的傳統。 盧英德仍將繼續擔任百事公司的董事長,直到明年年初。當年她被任命為百事公司CEO時,她是《財富》美國500強公司中僅有的11位女性CEO之一。在她卸任時,《財富》美國500強中已經有了25名女性CEO。在接受《財富》采訪時,盧英德遺憾地表示,這個數字還是太低了?!芭訡EO的人數掐指就能數出來,離幾百人的目標還有很遠,這仍然讓我很擔心?!保ㄘ敻恢形木W) 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. |