Monday, 5 December 2022

How much is that doggie in the window ? It's complicated


This piece was sparked by discussions around the difficulties brands are facing today as consumers grapple with the effects of the recession  and the biggest squeeze on living standards  since the financial crash in 2007-2008, due to significant increases  in the cost of essentials such as food and gas & electricity  and a drop in average disposable income as salaries lag behind inflation.

 I'm going to pick up on the issue of pricing which Les Binet (@BinetLes) spoke about amongst other topics  recently at the IPA (@TheIPA ) as part of a two part  presentation about how  brands can thrive in a recession . His talk was then  summarized into an  article  for Marketing week(@MarketingWeekEd ) 2ndDec  which I  read  this weekend.

Much has been written about  how amongst the 4p's  pricing  in particular has been both undervalued and  neglected by marketers in recent years , aided and abetted  in part by a sustained period of cheap money , low inflation and growth/ recovery from the financial crisis of 2007. Others have also written about this  , suggesting a  lack of financial nous amongst today's marketers  which  has also  contributed to declining  influence of CMOs in the boardroom (when was it ever otherwise though ? )

My take on this is as always   based on my   experience in branded packaged goods with primarily a retailer driven route to market.

As with so much in the world of marketing  marketers often have little direct control over things we are held to own, be it brand image or indeed pricing...  here's why:

The term  Pricing Power is  contentious in my opinion  not least because  in a number of countries  the ability to  directly address  with the retailer let alone dictate  or move the price the consumer pays  for your brand   is now  illegal . Unless you  therefore sell direct to the consumer  the brand owner often  has little or no  direct ability  to control consumer price. So the phrase pricing power might be said  in many ways to apply more to the brand :retailer relationship  than the brand's one with the consumer.  

As ever  the more powerful*the market position  the brand has the more influence it can have on consumer prices and the more it can sustain a premium  which increases  profitability for both brand owner and retailer alike.  It's also worth at this point saying hello  to promotions . Promotions (price based) are to pricing and profitability what Loki is to Thor...very few brands exist in a market where they can afford to not promote their brand with the retailer. I was lucky enough to work on one , it was extremely  profitable;  but the retailers wanted activity and investment,  something I come back to  later.

Somewhat perversely  the presence  of inflation  after many years of negligible  inflation  has also made it easier for stronger brands in particular to raise prices  and in some cases when coupled with supply chain efficiencies actually improve margin. 

Retailers  will negotiate against a total  annual cash revenue  and  margin  based p&l, looking  at  both revenue, profit and  income , comprising both  non promotional and promotional sales plus the renting out of  paid promotional   display space ,as well as the income from store media  ;other quarterly or year end bonus payments will also be added into the mix, based on meeting targets from  an agreed joint business plan.  

The retailers will be looking for  annual  market share gains from their competitors,  the strength of the promotional programme as well as annual increases in both money and percentages,  but they will also stubbornly resist attempts from brands to increase prices and consequently  the price the consumer pays.  

Occasionally  there are public falling outs between retailer and brand owners about price,  usually  a retailer refusing to accept price  increases  ,leading to temporary punishment  delistings ;  generally  normal business  is resumed within a year or two but it is costly to both parties , moreso typically to the brand owner in kiss and make up concessions. 

The promotional  programme  plays an important role with the retailer  as it is seen as a direct investment in the joint business,a sign of commitment, as opposed to marketing nonsense which is just  money spaffed up the wall on media  for example. 

 Controlling  let alone manipulating consumer prices is  an indirect process, where in my experience in food brands   the brand owner is more focused on managing  average revenue and profit  across the year than the difference in consumer price point between different  brands,which is not something any consumer  would ever do...Conversely   we have  created a climate where frequent promotions  are used   to  distort  natural market  rhythm, sometimes by  the retailer sometimes  by brands to bring forward  purchases. Whilst this hurts competitors temporarily it tends to have limits , be it consumers running out of  space to store their promotional swag, or  brand owner profit dilution because yes, price promotions dilute profit and  don't build brand equity , and can  furthermore dilute quality  or luxury perceptions of the promoting brand.

In summary  building a strong brand be it unique or dominant is the best way to successfully leverage pricing for profitability. 

Do let me know what  is different in your industry or country, or what I've got wrong.

Find me on Twitter  @Runsforcoffee1  ; or on Mastodon  : @Runsforcoffee@ohai.social



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