肯德基母公司Yum CEO Gibbs將退休,明年卸任




**肯德基母公司百勝品牌CEO大衛·吉布斯將於2026年退休**

百勝品牌(Yum Brands)於週一(3月31日)宣布,其首席執行官(CEO)大衛·吉布斯(David Gibbs)將於2026年第一季度退休,結束他長達五年的CEO任期。

百勝品牌表示,公司董事會已成立一個接班規劃委員會,將在吉布斯退休前尋找並任命下一任CEO。在此期間,吉布斯將繼續領導公司,直至正式卸任。

**內部人才接班機率高**

投行TD Cowen分析師安德魯·查爾斯(Andrew Charles)指出:「百勝品牌擁有深厚的人才庫……我們相信公司很可能會從內部提拔新任CEO。」

現年62歲的吉布斯自1989年加入百勝品牌以來,已在公司任職超過35年。他曾擔任多個高級職位,包括營運總監和首席財務官,並於2020年1月正式出任CEO。

**任內擴張迅猛,銷售增長顯著**

在吉布斯的領導下,百勝品牌的全球門市數量從約50,000間增至約61,000間,增幅達22%。作為披薩連鎖品牌必勝客(Pizza Hut)和墨西哥快餐塔可鐘(Taco Bell)的母公司,百勝的年銷售額增長約25%,達到660億美元。

**股價攀升,數位轉型助力銷售**

自吉布斯上任以來,百勝品牌的股價已累計上漲約56%。在最新的財報中,公司公布季度可比銷售額超出市場預期,主要得益於塔可鐘推出的平價優惠吸引了精打細算的美國消費者。

此外,百勝品牌的數位化轉型也成效顯著,公司透過優化線上訂購和數字支付等方式,進一步提升了銷售表現。

✅ **編輯評論:百勝品牌面臨新一輪挑戰與轉型機遇**

吉布斯在百勝品牌任內的最大成就無疑是公司規模的擴張與銷售增長。他在全球範圍內推動門市增長,同時成功帶領公司在疫情後透過數位轉型實現復甦,這無疑為他的職業生涯畫上了亮眼的句號。

然而,百勝品牌的未來仍充滿挑戰。首先,美國快餐市場競爭激烈,麥當勞(McDonald’s)、星巴克(Starbucks)等巨頭紛紛加碼促銷與數字化服務,百勝品牌需要保持創新優勢,才能維持市場份額。此外,健康飲食趨勢日漸普及,消費者對快餐品牌的食品品質和健康選項要求更高,這或將對百勝品牌的菜單結構與營銷策略帶來壓力。

未來新任CEO能否延續吉布斯時期的成長勢頭,並帶領百勝品牌在市場競爭與消費者需求變化中持續擴張,將是投資者與業界關注的焦點。

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