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可口可乐的违反直觉游戏计划:缩减收入

CEO Muhtar Kent正在引领史诗般的转变,以解决迫在眉睫的问题:Coca-Cola如何随着销售疲软而继续增长?

在Coca-Cola公司在亚特兰大的Coca-Cola公司的总部,挂在框架照片之外。在其中,行政长官在自由女神像,微笑着延伸了一瓶可口可乐进入空中,以模仿夫人自由举起她的火炬。这张照片是在2011年拍摄的,这一年标志性雕像和标志性饮料庆祝了125岁生日。

随着它的成长,可口可乐 - 现在通过普遍熟悉的循环剧本以及其普遍营销和产品形状的消费品味的各种方式编织到美国文化中。亚慱体育app怎么下载该公司的影响是全球性的,占美国境外的81%的销售量。

然而,近年来,消费者健康和营养偏好的演变已经推回Coca-Cola公司。只有35年前,可口可乐仍然是一个品牌,一品牌的一品牌,它已经是一个世纪。今天的可口可乐策略提出了一个非常不同的画面,肯特说,他公司内的变化步伐只是加快。

“Over the last 35 years or so we have evolved into 500 brands from one brand, and 3,500 products from one product,” says Kent, who took over the CEO office in 2008. “I think the next 20 years will bring even more change than what we’ve already seen.”

The profound changes Kent is overseeing are an attempt to address a question looming over the company: How can Coca-Cola continue to grow as sales volumes from some of its most significant products weaken?饮料摘要reported that per-capita soda consumption in the U.S. fell to a three-decade low in 2015. Local governments, citing the link between high sugar intake and diseases like obesity and diabetes, are moving to tax sodas. Philadelphia passed a tax in June on diet and sugar-added beverages, the first U.S. city to do so.

肯特对这些压力进行了回应,具有公司范围的转型 - 一个独特地适合他的历史。2014年10月,他宣布可口可乐将加快销售公司所拥有的装瓶业务的计划。今年2月,他宣布截至2017年底完成此过程的目标。2015年底,本公司的18%通过公司拥有的瓶客销售。到2017年底,该数字预计为3%。据公司估计,资产灯泡模型应帮助公司从23%提高其运营利率,从23%提高到34%,毛利率为61%,占68%的额度。

Kent joined Coca-Cola in 1978. He was born in New York, the son of a Turkish diplomat, and grew up in Thailand, India, and Iran. He moved back to the U.S. after attending university in England. In 1985 he was named general manager of Coca-Cola Turkey and Central Asia, and in 1989 he became president of the East Central Europe division and senior vice president of Coca-Cola International, a role that gave him responsibility for 23 countries.

肯特左撇子于1995年留下可靠的工作,以便为他提供与现在正在偿还的可口可乐装瓶业务的亲密熟悉。作为Coca-Cola Amatil-Europe的董事总经理,他管理了12个国家的装瓶业务,并于1999年成为EFES饮料集团的总裁兼首席执行官,该集团在东南欧,土耳其和中亚处理焦炭和啤酒业务。

He returned to Coca-Cola in 2005 as president and COO of the North Asia, Eurasia, and Middle East group. Less than a year later, he was named head of Coca-Cola International, where he developed a reputation for managing to drastically boost volumes in the emerging markets he oversaw.

肯特解释说,卖掉装瓶企业将公司恢复到纯粹的发挥业务。但是,在其他方面,公司的战略是一个重新制定的战略。该公司以前的鹰眼侧重于增加销售量的销售量,并根据肯定地修订了一项策略,以通过提高价格筹集收入。

当然,增加了该公司的戏剧性组合变化。该公司已获得各种类型的非酒精即可饮用饮料,并开发了几个内部。可口可乐在销售销售销售中的销售增长显着增长:瓶装水,能量饮料,果汁饮料,以及准备饮用的咖啡和茶。

Ali Dibadj,桑福德C.伯尔尼斯坦分析师覆盖家庭和个人产品以及饮料和零食表示,可爱的竞标在不断变化的世界中寻找持续的能力将为公司及其长期投资者提供回报。“我们认为它现在是所有消费包装商品中最有趣的名字之一,”他告诉亚博赞助欧冠.

10月,贡献作家凯蒂吉尔伯特在他的亚特兰大办公室坐下来,在那里他举行了他的案子,为什么长期投资者可能不想踢糖习惯。

亚博赞助欧冠机构投资者:您在Coca-Cola的同时,您在Coca-Cola的同时感到严重逃脱,即您在客户偏好的巨大变化。这是公司历史上最大的转型吗?

Kent:我认为这是最大的。这是一个巨大的转型。

There have been other transformations in the past — when we decided to go to a mono-business back after owning a wine business. We owned a film company called Columbia Pictures and we decided to go back to a singular focus on non-alcoholic beverages. That was a period of big transition. But I think in the last quarter of a century, this would be the single biggest transformation the company has gone through.

有许多事情发生了,所有这一切都在发生同时发生:我们正在振兴我们的组织。我们刚刚从组织中占据了一层,并使它去年更平坦。

我们在2019年振兴了我们工作的方式,巨大的生产力目标为3亿美元。

We are revitalizing our brands and our portfolio. When I became chief operating officer back in 2007, about 12 percent of our total global portfolio was stills. Today, 30 percent of our portfolio is stills. And that’s not to say that sparkling brands aren’t growing. But we’re also following the consumer where it wants to go and provide choice.

在这种环境中,在新兴世界中具有巨大的宏观经济挑战,在我们非常普遍的地方 - 我们可以说是在207个国家的1,000多种工厂中经营的国际美人业务 - 我们仍然专注于产生增长。

您还能告诉长期的股东谁想知道如何继续推动一致的增长,因为消费者转向含糖和非天然饮料?

首先,我认为实现的重要事项是我们有一个非常迅速发展的梦幻般的投资组合。那是1号。

二,可口可乐品牌下的终极健康和健康产品是一个小的可口可乐。我们的小包装在美国的少数八个或如此连续八个季度的两位数越来越多。

Trademark Coca-Cola revenues are growing very well in the U.S. for the reasons I’ve just mentioned, because smaller packages are being preferred and driving the growth.

这是您将看到我们更进一步的事情:扩大美国,在加拿大在日本,在西欧,在澳大利亚,在发达市场的较小包装。

So we are, in a way, at the forefront of our consumer goods company peers: We’re at the forefront of providing choice.

当你确定你会把战略瞄准推动卷到你现在的定价策略时会转变战略目标吗?

当您考虑缩小包装时,这是一个逻辑的演变。

我们说,“我们需要提供更多,较小的焦炭。”

So you’ve got the small aluminum bottle, the small glass bottle, the small cans — all phenomena of the last four or five years. But you can’t just be focused on volume when you’re downsizing and providing smaller packages.

您必须确保您的系统完全依据收入增长。因为最终你不能把升带到银行,只能将收入带到银行。

您个人在不断增长的卷中作为国际业务的负责人。脑子转移到主要关注推动卷是一个困难的人吗?

这是一个必须发生的思想。这是如何,而不是什么。The how was, we got together with our bottlers and said, “We’re going to move much more toward an incidence model with our bottling partners” — incidence means bottlers buy our concentrates at a price that is based on how the final products will be priced, and how much revenue bottlers are generating. That way, the left hand — The Coca-Cola Company — is completely aligned with what the right hand — the bottlers — wants to do.

我们在新架构中所做的是,我们已经将我们的市场分为三类,并为三组市场提供了职位描述。

发达的市场(美国,澳大利亚,西欧和日本)将更加专注于收入方面:更小的包装,更加分割的执行和驾驶收入,而不是专注于批量。

发展市场或中等收入国家 - 哥伦比亚,墨西哥,阿根廷,泰国,土耳其和南非 - 它将是一个余额,50-50,关注收入和专注于数量之间。因为到底,收入是两件事的组合:价格和卷。最后,新兴市场将偏向一场卷游戏。

Do you predict that growth will further accelerate when the franchising is complete?

我们觉得自信地,随着我们在2017年底完成逃证,我们应该产生进一步加速增长。

One point: While doing all this transformation, we also have had to endure probably the worst period in history of exchange rate headwinds as one of the most international of American businesses. The last four-and-a-half-year period has been the most intense period of strengthening of the U.S. dollar, or, said another way, a value loss of emerging-markets currencies. That cannot continue forever.

Do you think those headwinds have accelerated some of the strategic changes we’re talking about?

No doubt. We will be less susceptible to the volatility of exchange-rate fluctuations when we don’t have the bottling business in the consolidation of our numbers.

在这次变革的时代,截至CEO的时间,你认为你的最重要的事情是什么?

我认为我们在这里留下的最重要的事情是一家公司转向它的根源。这是世界上卓越的品牌业务和特许经营业务。对齐是我为此感到自豪的东西 - 我们如何对齐我们作为今天的瓶客的系统。而且我为我们的品牌稳定而感到骄傲。

而且,在这种经济衰退中,我们已经能够做出投资我们品牌的艰难决定。

通常,所有ceo想增加ease revenue, increase revenue.

We’ve done the opposite, which is counterintuitive. We’re going from a business that is probably $15 to $20 billion less revenue, but with 1,200 basis points higher margin.

您是否对您认为的时间更长时间,您会在可口可乐上进行预测吗?

As long as I’m having fun and the board feels that we’re doing a good job. •