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美国肯德基将改用可口可乐

据美国消费者新闻与商业频道(CNBC)10月15日报道,肯德基将于2027年起在美国门店改售可口可乐旗下饮料,结束与百事公司数十年的供应合作。这将是肯德基美国业务数十年来首次更换饮料供应商。

KFC's US restaurants will ditch PepsiCo and switch to Coca-Cola beverages next year, marking the first time in decades that the Yum Brands chain has changed its drink supplier, the restaurant company said Thursday.

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美国加利福尼亚州的一家肯德基餐厅 图源:Getty Images

此举正值肯德基寻求扭转美国市场颓势之际。近年来,该品牌面临消费者流失,福来鸡(Chick-fil-A)、大力水手炸鸡(Popeyes)等竞争对手则吸引了不少顾客。CNBC获得的一份内部备忘录显示,肯德基美国业务总裁凯瑟琳·谭-吉莱斯皮将此次合作调整视为推动业务复苏的重要举措。

她在备忘录中表示,与可口可乐合作并推出新的饮料产品,将帮助肯德基顺应消费者口味变化、持续创新,并吸引更多顾客光顾。

The change comes as KFC aims to win back US diners, who have ditched the fried chicken chain for rivals such as Chick-fil-A or Popeyes.

"This decision is a critical step in the Kentucky Fried Comeback," KFC US President Catherine Tan-Gillespie wrote in a memo to franchisees and employees obtained by CNBC. "A new beverage offering, with a new partner in Coca-Cola, gives us a platform to innovate, meet changing tastes and give customers more reasons to choose us."

肯德基计划在2027年第一季度末前完成美国所有门店的供应商更换。不过,谭·吉莱斯皮指出,百事公司仍将与肯德基母公司百胜餐饮集团及肯德基海外业务保持重要合作关系。

KFC expects to be pouring Coke beverages in all of its US restaurants by the end of the first quarter of 2027, Tan-Gillespie said. Tan-Gillespie also said that Pepsi remains an important partner for KFC's parent company and the chain's international markets.

据报道,百事公司于1986年收购肯德基时,肯德基已是可口可乐在餐饮渠道现调饮料业务中的第二大客户,仅次于麦当劳。此后,百事公司将肯德基、必胜客和塔可钟(Taco Bell)等餐饮品牌分拆,成立百胜餐饮集团。此后,肯德基美国门店一直供应百事旗下饮料。

Some of KFC's international markets serve Coke products, but the chain's US restaurants have stuck with PepsiCo drinks ever since Pepsi bought KFC in 1986. At the time of the acquisition, KFC was Coke's second-largest fountain account, trailing only McDonald's. Pepsi later spun off KFC, along with sister chains Pizza Hut and Taco Bell — but even as the combined Yum Brands, the company stayed loyal to its previous owner.

随着美国快餐市场竞争加剧,饮料逐渐成为品牌吸引顾客的重要手段。麦当劳、塔可钟等连锁品牌近年来不断丰富饮料选择,推出果味清爽饮品,以及加入奶油、风味糖浆等配料的特色汽水。

肯德基也在尝试拓展饮料品类,近期在得克萨斯州麦金尼市的一家创新实验门店推出冰咖啡、奶昔等产品。可口可乐公司今年早些时候向CNBC透露,该公司已帮助多家餐饮合作伙伴研发新饮料。

可口可乐与百事公司多年来一直争夺大型连锁餐饮企业的供应合同。与这些品牌合作,既能增加饮料销量,也能扩大自身品牌影响力。尽管大型连锁餐饮企业更换饮料供应商并不常见,但市场竞争仍会带来变化。2024年,百事公司就从可口可乐手中赢得了赛百味这一重要客户。

For decades, Coke and Pepsi have tussled over important restaurant partners, which represent both a sales opportunity and the chance to grow the visibility of their beverage brands.

It is unusual for large restaurant chains to switch beverage providers, but not unprecedented. In 2024, Pepsi poached Subway, the largest US restaurant chain by number of locations, from Coke.

来源:环球时报 CNBC

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