Brand Strategy

    Oatly. In a Fallow Field?

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    I’ve been following Oatly for a while.  Not long ago it was a hot, topical oat milk company.  Based in Malmo Sweden, it has great distribution in the states. In fact, Oatly cartons are all over my High Five coffee shop here in Asheville.

    Oatly IPOed, hired a smart chief creative officer and ran what was arguably one of the better TV commercial on the 20121 Super Bowl — at least in terms of watchability. Sadly, Oatly stock has languished around $4 for the better part of this year, far from its high $28 in the early days.

    So what’s wrong?  Smart people at Oatly are asking that same question, yet nothing seems to be happening. Certainly not on the stock front. Or brand front.

    Oatly once couldn’t keep up with demand. Now, it says it has fallen prey to a poor economy.  Oatly had a brand that captivated.  That is no longer the case. It became a commodity according to some pundits.  I don’t believe that. Strong brands cannot be commoditized. They have valued meaning. Just because the company is on its heels does not mean it cannot capture the world’s attention again.

    I cannot figure out the company brand strategy and I study these things.  So, if I don’t know what it is, consumers certainly won’t.  Oatly will make a comeback. Or they won’t. But if the former they need a brand strategy to wrap around their products. And they had better start quickly. The world’s turning…

    Peace.

     

     

    All the Work… in Just a Few Words.

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    BOSTON – MAY 19: Author David McCullough received an honorary degree during the Suffolk University commencement ceremony at the Bank of America Pavilion on Sunday, May 19, 2013. (Photo by Matthew J. Lee/The Boston Globe via Getty Images)

    I wrote a draft of a novel in my 20s.  It was called Mo Pix about a graffiti artist in NYC.  I started writing and didn’t stop until it was done. No editing. Took months, maybe years. It was a stream-of-consciousness story.  The recent passing of David McCullough got me thinking about how one writes a tome as he did so well. And as I mulled it over, I realized a lot of discovery goes into writing such a book. Not a winger of words, he.

    And guess what?  These thought about McCullough reminded me of my craft today and the discovery process for crafting a brand strategy. Lots of time, research, thinking and effort goes into writing a brand strategy. Lots of discovery. When is the discovery stage complete? Is it when the budget starts to run out? Is it when an indelible and fitting idea surfaces? Or, is it when (in my framework) three support planks emerge? I guess it’s a little bit of each. Sometimes, when I really don’t have a clear picture, I just start writing the brand brief — forcing me into a corner. The brief being a serial story tying brand position to brand objective and built upon a good deal of consumer care-abouts and brand good-ats.

    The huuuge difference between a book and brand strategy in terms of the finished product is the former is a long, long form piece of work and the latter a single-minded sentence. All the work in just a few words.

    Imagine asking David McCullough to capture one of his stories in a sentence. Maybe he’d just give you the book title and subtitle. Hee hee.

    Peace.

     

     

    Ballast and Rudder.

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    There are two nautical terms I use in my branding practice: rudder and ballast.  Rudder, of course, is the steering mechanism housed under the boat that turns the boat left (port) or right (starboard).  Ballast is the weight in the bottom of the boat that keeps it from bouncing around too much. The proper amount of ballast makes it easier to use the rudder.

    At What’s The Idea? we are all about the ballast.  Putting weight into brands so they stay on course, so they are not subject to being pitched about, so they are easier to control. Ballast in brands makes them powerful.

    Too many brand managers are all about the rudder. Constantly piloting. Lots of tactics aimed at increasing success. Tactics that often move in different strategic directions. Brands, of course, need direction. And they must be allowed to turn. But too much rudder and not enough ballast reduce one’s ability to navigate a successful heading. 

    Get your brand strategy right at the beginning. Build the weight of your brand up front. Take the time to develop it. Invest in it. And your brand will almost navigate itself.

    Peace.

     

     

    Loyalty and Feelings.

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    Kevin Perlmutter, a fellow alum of McCann-Erickson NY and now owner the brand consultancy Limbic recently posted about a piece of research suggesting “How your brand makes people feel has the highest correlation to brand loyalty.”  The observation is powerful and quite true, albeit a bit passive. 

    Let’s look at two operative ideas here: feeling and loyalty.

    Feeling about a brand is the result of the product itself and the positioning of that product by brand management. When Coca-Cola moved away from “refreshment” with its advertising and toward “happiness” they were looking a tangential or resulting feelings rather than an endemic feelings. The problem there was that lots of things can cause happiness. And so can lots of products. It’s ownable but only with a billion dollars. It’s a generic value. This was a campaign idea not a brand idea. Refreshment, on the other hand, can cause happiness. Happiness being a by-product of refreshment. One can earn happiness rather than position around it.

    As for loyalty, nobody doesn’t want product loyalty. But one can be loyal by degree and still not have purchase intent. I like to create bias toward product purchase.  Loyalty is a marketing concept that’s been around for decades. But it’s a passive measure. Segmentation studies turn up flavors of loyalty all the time. When a consumer has a bias toward a product or service, they will go out of their way to purchase.

    As much as this research is on track, in today’s analytics world where purchase is the primary measure of marketing success, I’m all for positioning around endemic product feelings/attitudes and creating bias toward purchase. “We’re Here” advertising and branding is no longer viable. Hear that Geico?

    For examples of this type of work in your category please write Steve at WhatsTheIdea dot com.

    Peace.  

     

    Brand Strategy With A Limited Menu.

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    There is a West coast brand consultant I came across yesterday who does much the same things as I. From the screen grab below you will see the offerings are quite varied. There are 20 bullets. Very comprehensive. VEry impressive.

     

    What’s The Idea? has 2 bullets. Only two offerings.  A brand brief and a one-page brand strategy. Those are my wares.

    The brand brief is the tool I used to create the one-page brand strategy. The strategy contains a “Claim” and three “Proof Planks.”  Proof planks are discrete value headings, inherently tied to brand success. All interlock with the Claim. For a client in the commercial maintenance business we used the Claim the “Navy Seals of Commercial Maintenance.” The proof planks are “fast,” “fastidious” and “preemptive.”  Under each plank resides a list of individual proof points. An actual example or demonstration of value.  Not a platitude or generic, baseless claim, but a scientific, existential act, deed or accomplishment. People remember proof, they do not remember marketing fluff.

    In brand strategy, proofs often become the subjects of ads, events or other content.

    With all deference to other brand strategy consultants with menus, I give you a simple offering: an organizing principle for product, experience and messaging. I give you a brand brief and a brand strategy – the foundation for all things marketing. The strategy drives campaigns and voice and personality but does not dictate them.  That’s the job of the agency.

    Simple is complex sometimes.

    Peace.

     

    Brand Roots.

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    A brand strategy is only as strong as its roots.  I’m in the roots business. With roots in place, it is then up to the CEO, CMO, director of marketing and brand managers to do the cultivation work.  Otherwise, a brand strategy is a piece of paper and a bunch of words contribution to the pantheon of marko-babble — no more important than a shareholder letter, an about section on the web, or ad in a charity program.

    Roots are where growth comes from.  And I’m not talking about sales growth, I’m talking about strategy and tactical growth. You see, tactics today comprise 85% of marketing budgets. Check your marketing budget. And tactics are what we measure for sales effectiveness. But tactics sans brand strategy (the organizing principle for product, experience and messaging) do not grow into healthy trees.  When a brand strategy is managed well, everyone at a company is looking for ways to prove the strategy.

    When working at McCann-Erickson NY on AT&T, I sent a brand idea to our CEO John Dooner. It was an idea for a demonstration of “refreshment,” the Coke brand idea. It may have been one of the most brazen things I had ever done. I didn’t send an idea to do more advertising, I sent an idea to support the brand claim.

    Coke had great roots. People knew how to feed them.

    Peace.

     

    The Science of Brand Purchase.

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    Asking people if they will buy a product is a form of quantitative marketing research. It’s directional but flawed.

    We launched a web page development product in 2007 that quantitative research told us was something people would use like crazy. The functionality of the tool: uploading pictures, video, audio, original text and other digital objects, like Facebook and MySpace yet without the restrictions of a design template, was universally desired. Projections were for 60% adoption of adult targets. On paper.

    When the product launched, usability was poor. Not intuitive to the non-techie prospect. The startup failed — even though the research suggested otherwise.

    Asking people why they bought a product after purchase is a more accurate form of market research. And a better predictor of future results. But for startups it becomes a chicken and egg thing.

    When a brand strategy client is having a poor sales swing, it’s my job to understand why. It’s my job to get inside consumer heads and reason out the buy/no buy behaviors. In my world – the brand strategy world – I look for the three most important reasons a person prefers a product, typically found among customer care-abouts and brand good-ats.  Then I package those three things under brand claim closely tethered to the three benefits. This becomes the organizing principle for product, experience and messaging aka the brand strategy.

    This organizing principle becomes the science of purchase upon which to build quantitative research. That’s the chicken. Quantitative research sans strategy is science without a hypothesis.

    Peace.   

     

     

    How Brand Strategy Works.

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    I worked at an ad agency a while back that did the advertising for the North Shore-LIJ Health System, now known as Northwell Health. The brand strategy for the work used the word “systematized” as part of the claim — a word some of senior hospital management people felt was cold and impersonal.  It was the job of the creative team to warm up the claim, but there was no denying North Shore was a system and that constant measurement and improvement was their secret sauce. Still is.

    Anyway, no matter who I met with at the system, no matter the clinical practice, the way to the particular ad topic was through a discussion of the systematized way the group improved care. No sidebars about how much they “cared” or deep dives into what they called “the highest quality of care,” we hunkered down in the measures and processes and, hopefully, unique practices. You see the tagline for the system was “Setting New Standards in Healthcare” and for every ad that was our mission — always show the standards and practices North Shore used to improve care.

    Having that brand strategy in place made our job easy.  It made the jobs easier for the doctors, nurses and administrators we interviewed. In fact, over time they would know the questions we would ask, before we asked them.  A great brand strategy is enculturated into an organization. Same hymnal, same pew.

    For examples of how this enculturation works in other categories, write Steve at WhatsTheIdea dot com

    Peace.    

     

    Tabula Rasa In Brand Planning.

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    I have a hypothesis that marketing directors or CMOs who work for brands for a long time and move to work on new brands are at a disadvantage.  Their worldviews or market views are colored by the strategies and value cultures of their previous brand. They can make assumptions born of previous brandscapes.  Every brand has its own unique fingerprint. Sure, every brand has hands, fingers, knuckles and nails, but each fingerprint is a unique selling premise. And when a new sheriff is in town, and her/his market view is colored by brands past, it camouflages the reality.

    If this hypothesis is correct, how does a new market leader go all tabula rasa on their new assignment?  Drum roll. With a brand strategy engagement.

    If a market director without true power goes takes a new assignment and asks the CEO for funds to conduct a brand strategy deep-dive and the response is, “That’s why we hired you,” it’s a bad sign.  Or if the CEO says, “I know everything about the brand, don’t waste the money,” another bad sign.

    As any good psychotherapist will tell you, no one ever got sicker because they looked inward and had better understanding of themselves.

    New brand leaders can go off the rails when they make assumptions about customer care-abouts and brand good-ats based upon previous knowledge and products. 

    Peace.

     

    Words To Live Mas By?

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    The word “brave” has been used a lot in the advertising and strategy world of late. Friend Dave Angelo of David & Goliath has centered his business around brave.  A synonym for brave is daring.  Daring takes brave up a notch introducing a smidgen of danger to the equation.

    When Taco Bell hired Lil NasX as “chief impact officer,” that was brave. The question was, would they be daring enough to do cool stuff with it? Well, the answer is yes. Taco Bell’s 5 City Drag Brunch tour elevates Taco Bell above all fast food restaurants. The brand has always preached a “live mas” mentality but beyond mixing some crunchy salty snacks into its fare hasn’t always delivered. Drag Brunch does that. So as a next act, how about being daring with other demo-, ethno-, psychographic groups? Do LBGTQ’s get to have all the fun?

    I’ve written about how my brand strategies often make clients just a little bit discomfited. Usually, it centers around one word in the claim. My response is it’s not about the word, it’s about the strategy. “If I use a synonym, will you be okay?” Almost always the response is “yes.”

    Brave? Daring? The best strategies live a little mas themselves.

    Peace.