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可口可乐明星高管转战咖啡行业

可口可乐明星高管转战咖啡行业

Patricia Sellers 2012年11月23日
布莱恩·凯利在可口可乐的复兴过程中发挥了重要的作用,一直是公司的明星高管,在公司拥有光明的前途。然而,本周他却转投绿山咖啡公司,担任这家公司的CEO,即将与星巴克正面交锋。外界猜测,他离开可口可乐的原因在于他基本没有希望成为可口可乐现任掌门人穆泰康的接班人。
布莱恩·凯利 拍摄者:可口可乐公司

    周二,前可口可乐公司(Coca-Cola)高管布莱恩·凯利被绿山咖啡公司(Green Mountain Coffee Roasters)任命为CEO。他的出走将是可口可乐公司的巨大损失。

    2007年,凯利被可口可乐CEO穆泰康招至麾下。凯利在这家全球最大的饮料公司复兴的过程中发挥了重要作用。凯利表面安静,其实却是一位硬汉。他拥有明星般耀眼的履历,曾负责福特公司(Ford)的林肯-水星(Lincoln Mercury)品牌,之后曾在通用电气(General Electric)和宝洁公司(Procter & Gamble)工作。穆泰康慧眼识珠发现他的时候,他正在美国SIRVA物流公司担任CEO。该公司价值37亿美元,也就是曾经的北美卡车联盟(North American Van Lines)。凯利最初负责可口可乐公司的非充气饮料业务——水、茶、果汁和运动饮料等。之后负责整合可口可乐公司以123亿美元从可口可乐企业(Coca-Cola Enterprises )收购的北美瓶装业务。去年春天,笔者曾为《新可乐》(The New Coke)一文采访穆泰康。当时,他称赞凯利比预期更快地完成了整合。

    最近,凯利一直担任首席产品供应官,负责公司北美业务部门Coca-Cola Refreshments的供应链。公司预计将在明年1月1日为他安排更高的职务——Coca-Cola Refreshments总裁。

    然而,凯利并未被列为可口可乐下任CEO的候选人。这或许正是他离开可口可乐、加入绿山咖啡的原因。位于佛蒙特州的绿山咖啡去年总收入为36亿美元,和帮助465亿美元的可口可乐公司实现复兴相比,他在绿山咖啡将会面临更艰巨的挑战。绿山咖啡曾经颇有前途,但却一直受到管理层更替、美国证券交易委员会(SEC)调查、与投资者的矛盾等各方面因素的困扰,还有来自星巴克(Starbucks)的激烈竞争。绿山咖啡出售Keurig品牌的单杯咖啡机,而星巴克对这项业务一直虎视眈眈。

    过去两年,绿山咖啡的股票上涨超过三倍,但之后却暴跌到上涨前的水平。而可口可乐公司在穆泰康的带领下,利润和股价一直稳步上涨。即将进行的管理层改组,也将澄清外界对公司CEO接班人的种种预测。

    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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