可口可乐选定新CEO

Core Insights - Coca-Cola has appointed Henrique Braun as the new CEO, effective March 31, 2026, succeeding James Quincey, who will become the executive chairman after nearly nine years as CEO [1] - Braun has extensive experience within Coca-Cola, having joined in 1996 and held various positions across different regions, including a significant role in the Greater China and Korean markets [1][2] - Under Quincey's leadership, Coca-Cola optimized its brand portfolio by eliminating over 200 underperforming brands and introducing more than 10 billion-dollar brands, resulting in a total of 30 billion-dollar brands currently [2] Company Strategy and Market Position - Coca-Cola is focusing on the Chinese market, which is its third-largest globally, and Braun's familiarity with this market may lead to continued emphasis on local innovation [2][3] - The company reported a 1% increase in global case volume and a 5% revenue growth to $12.455 billion in Q3, with a net profit of $3.683 billion, reflecting a 29% increase [3] - Despite overall growth, Coca-Cola faces challenges in the Asia-Pacific region, where case volumes have declined due to weakened consumer spending and increased competition [3][4] Challenges in the Chinese Market - Coca-Cola's Costa Coffee has seen a significant reduction in store numbers, dropping to approximately 334 locations, with only 11 new stores planned for 2025, far below the previously set target of 1,000 stores by 2025 [3] - The brand's market share in China is projected to be only 12.3% in 2024, less than half of Starbucks' share, indicating intense competition from local brands and other beverage categories [3][4] - Analysts suggest that despite Coca-Cola's investments in production capacity and product innovation, the current product offerings and marketing strategies have not yet effectively driven sales growth in the face of changing consumer preferences and competition [4]