Search results for: “unilever”

  • Ideas for being a good strategist

    A big shout out first of all to Rob Estreitinho who inspired this post full of ideas for strategists. I have built on his work. Some of the suggestions are what works for me or Rob and may not work for you – but give them a try.

    The Earth from the International Space Station

    Ideas

    1. Read widely – thank goodness my Irish emigrant parents instilled in me the Irish love of reading. My Dad was an apprentice at 14, but has never given up a love of books if he had the chance. My Mum reads less with the lethargy of age creeping up on her, but they both seeded the idea of reading widely to me.
    2. Get an RSS reader – find middle-aged people who used the net back in the early 2000s to early 2010s seriously and mention Google Reader to them and watch them go misty-eyed longing for forgotten online halcyon days. It didn’t make you depressed or hate yourself. While Google Reader is long gone, the underlying technology that enabled it is very much alive. It’s called RSS and Atom – same, same but different. All the RSS readers work along similar ideas; over time you find good sites, you follow them and get more good content from as they update. My tool of choice is Newsblur. But if you want to continue to rely TikTok, Twitter and Truth Social – you do you.
    3. Your bookmarks are gold – on the bookmark bar of my browser I have a range of tools. I use Pinboard to keep every bookmark I have used in my work life for a long time. I go back through them to find quality content to start from for insights when kicking off a project. Anything you get elsewhere will be filtered through context and algorithm rather than quality. I also have a hard drive of old reports that I can go through and over-stuffed bookshelves.
    4. Read weirdly – As a child I read everything in my Uncle’s farm house from the Connacht Tribune , Irish Farmers Journal to Old Moore’s Almanac and Ireland’s Own. Later on, one of the great privileges for me of going to college and then going to university, was the opportunity pick up odd books that would never have otherwise read. I would also browse County Books – a discount book store which allowed me to pick up unrelated academic books like Paul Stoneman’s Handbook of the Economics of Innovation and Technological Change – which is still invaluable today. Using an RSS reader and following other’s recommendations provides a similar opportunity. Finally, subscribe to Matt Muir’s Web Curios to get the edges of the web.
    5. Make your arguments simple. – Going through this filtration process helps make ideas stronger as well as more accessible. My Myer-Briggs type is apparently INTJ ‘the architect’ – I have a clear vision of the thing. But going simpler allows you take stakeholders with you. Ideas only gain power as they pass from person-to-person.
    6. Now make them simpler than that. When I thought about this, it reminded me of Matt Holt, who talked about good strategy being pain. This squeezing process is more than an expression, but a process that forms the quality of an idea.
    7. Use simple words your mum would understand, or use simple words your mum’s mum would understand – as suggestions go were curiously Ogilvian in nature. However I when thought it, they were less helpful pieces of advice than they appear. Older people tend to be more articulate and may have more arcane terms. One thing generative AI does allow us to do is test how an idea would be expressed based on a notional character. So think about simplicity, through the lens of possible audiences.
    8. Always start with a written document – I have found the notes.app on my Mac liberating. I can take my notes with me on my iPhone. I dump in links, language, ideas in to be played with and moved around. Insights and ideation become hybridised as a process.
    9. Know a good meme account for the category you work with. If you don’t know one start with Reddit threads and you start to get a good feel for the themes and memes coming through.
    10. Know a really good podcast your audience would listen to. Searching for podcast recommendations and listening to them can help you get into the right headspace for a given project.
    11. Assume every problem has a fascinating side to it. If you work in strategy there are a few parts of the job to inspire your love of it. The ability to read around a subject, discover the problem at the centre of the challenge you are working, wrestle with that kernel of truth to give creatives something to work with. The process of wrestling the problem usually unearths the fascination at the centre.
    12. Start your presentations with a twist. If you don’t have audience interested at the beginning, you won’t hold it until the end of your presentation. In terms of my personal writing, I use the background behind the number marking the edition of the newsletter to engage the curiosity of the reader.
    13. End your presentations with a lesson. I like this as it reminds me of the old presentation training maxim: tell’em what you are going to tell’em, tell’em it, tell’em what you just told them. Ideas like advertising get better through repetition. The end summary can be just verbal, it doesn’t need to be in slideware.
    14. If you’re feeling spicy, end your presentations with a cautionary note. Being provocative and interesting is good, BUT know your audience before attempting this.
    15. Don’t obsess with strategy frameworks. Strategy frameworks have their place. They are great for establishing a common language – the classic example being the marketing funnel. They’re also good at dealing with the mental blankness that comes from an empty page or screen. But they can also be modified, built-upon or thrown away depending on what solving the problem needs.
    16. Don’t bore your client with strategy frameworks. I’d argue, don’t bore your client. Their problems should be interesting, otherwise why would they get someone like you or me to try and solve them? If we are boring the client, there’s one of three things happening: you’re not solving their problem, you’ve gone off-mission away from the problem and the likely solution or the solution doesn’t solve the problem.
    17. Remember the audience will never read your strategy. The only exception to this is the occasional Venn diagram-based advert creative.
    18. Don’t interrupt people, especially when they’re demonstrating passion. Do remember to record it, otherwise you might be lost in the flow and lose the insights.
    19. Notice what people say and play it back to them. This is a classic technique that is taught to salespeople and was in Dale Carnegie’s How To Win Friends and Influence People. It provides a number of benefits:
      • Ensures that you’ve understood what they wanted to say and you’re clear about it. It’s easier to get an explanation now, rather than later on.
      • Carnegie liked it because he recognised that people liked to be understood.
      • Allows you to build a common vocabulary with the other person.
    20. Start sentences with “I wonder if”. Use this sparingly, but at the right time it is a powerful way of testing ideas and directions.
    21. Observe people, but do so discreetly and don’t weird them out:
      • In coffee shops
      • At a greasy spoon cafe or the Motorway services station
      • On public transport
      • At trade shows. What stuff gets dumped from the collection of brochures they have. What way to people navigate a client’s stand. What seems to be attracting the most attention and the least? .
    22. Say “I don’t know yet” when you don’t know… yet.
    23. Don’t worry about memorising everything you read. If you can retain it all brilliant, but it’s not an exam, you can go back and check references if you are unsure. Instead it’s much more important to understand the topology of the problem and the direction that a solution would need to take.
    24. Do use index cards – one of my favourite things on Amazon is sets of index cards and steel rings to hold them together in one corner. I use this to build my written memory on a clients business and products. I find the act of writing it down helps to build memory structures. I was inspired in this by Umberto Eco’s How To Write A Thesis.
    25. Study ways to find out about things. I am a bit of a pack rat when it comes to tools, reports etc – as are other people I know. One of the areas that strategists have been ignoring up until now, but could learn a lot on in the hobbyist world of OSINT and your local library.
    26. Use Claude AI to explain your own argument back to you – was a recommendation of Rob, I am using Gemini at the moment and it performs a similar role. However I do see the benefit of getting a couple of sets of viewpoints to pressure test your thinking. Previously, I would have done this with colleagues like Rob Fuller or Zoe Healey – generative AI kind of fills the gap and has some serendipity in its inherent weirdness. Whatever way you do it, stress-test your ideas.
    27. Believe people when they say you did great, if it’s written down keep a record of it for your appraisal. But don’t let your personal sense of worth be defined by your career – you are more than your job.
    28. Write with a thicker pen – it forces your handwriting to be clearer, letter shapes better defined. But use a thinner pen when thinking about structure and interconnections. I am a great believer when listening to talks or thinking about presenting a subject to mind map it out on engineering squared paper first. From the flow of interconnections, a natural order emerges.
    29. Write with a bigger typeface – I would focus on legibility rather than size. And no comic sans – not even in irony.
    30. Always change to 1.5 line spacing.
    31. Don’t cheat on your one-pagers by making the typeface smaller. With generative AI now, why would you even do this?
    32. Have strategy pals – but not to the exclusion of types of people. Try and have a diverse social network. It’s very easy to live in an advertising and media industry eco-system and out of touch with the general public.
    33. Cmd+S every other minute. It’s a good idea to build this up as muscle memory, even if unnecessary in services like Google Docs and Office 365. Latency rather than a software crash are the most likely killer of documents nowadays.
    34. Take care to manage your browser tabs, if you use a social bookmarking service, you can always go back to them later.
    35. Buy a random magazine. Your clients might be all about social platforms but magazines, have been, and still are great windows into culture. I have a stack of Japanese style magazines for inspiration and try and buy a local magazine to leaf through when travelling. They are a fountain of future ideas.
    36. Do a walking meeting. I miss doing walking meetings, at the time I had a colleague that lived within walking distance which made the process ideal. I also realise that this is often hard to do, when your project manager has filled you up on back-to-back calls. One thing I remember doing at Unilever was dialling into conference calls on my phone and listening in while walking around my office floor at 100 Victoria Embankment. Admittedly it’s not practical to do when presentations are being shared, or when your contribution is required to be engaged as a note taker.
    37. Breathe while you talk. You have nervous energy, you want to get it all out. Breathing slows your thinking down so those finer elements won’t slip out of your grasp. I know people who swear by Toastmasters as a help to master this.
    38. Daydream for no good reason. We live by the tyranny of the calendar on our phones or laptops and have lost sight of the time needed to think and let ideas worm their way out of our subconscious to the conscious mind at the front of our thoughts.
    39. Have the basics of understanding wetware. The currency of being a strategist is people. We are the voice of the customer (people), clients (who also happen to be people) rely on us to solve problems, creatives rely on our translation of noise into something they, as people, can relate to. We don’t do all that alone, so thank people who’ve helped you and be generous with compliments. It won’t kill you, generally others won’t remember what you’ve done as much as how you made them feel.
    40. Be specific. This manifests itself in lots of ways from reflecting the client’s problem back to being single-minded in a brief given to creatives. Specificity is its own form of clarity.
    41. Listen more than you speak. Good advice for life, not just strategy.
    42. Write a list. Lists are useful brainstorming device, but they are also really useful for self-organisation. Post-it notes are your friends.
    43. Write a stream of consciousness and be prepared to cut and paste it around to organise your thoughts rather like ‘fridge magnet poetry’.
    44. Give yourself 10 minutes to write the clearest answer you can think of. Simplify it in a few seconds with generative AI. Then feel ok that you’ll probably need time to get to a simpler one and remain better when the obvious simplification comes from colleagues.
    45. If it feels obvious, stick with it. This reminded me of Dieter Rams principles of design which extend well beyond design and into problem solving and life in general:
      • Good design is innovative
      • Good design makes a product useful
      • Good design is aesthetic
      • Good design makes a product understandable
      • Good design is unobtrusive
      • Good design is honest
      • Good design is long-lasting
      • Good design is thorough down to the last detail
      • Good design is as little design as possible
    46. Say your argument out loud. This is part of pressure-testing your own thinking. It’s also something that generative AI services can help with as both devil’s advocate and to ‘steel man’ your own ideas.
    47. Admit when you are wrong. Being wrong isn’t bad, it’s part of the learning process and will help you get to better ideas. A former colleague of mine used to talk about being interesting as more important than being right – there are traps in that statement but also something powerful in it.
    48. Say “sorry” when you have to. Sorry is a powerful disarming tool. It helps you get to both interesting and right faster.
    49. Assume the work has been thought through. Just because you don’t get it, it doesn’t mean that others haven’t come up with some interesting ideas. And even if it hasn’t been thought through quite as well as you like, what’s the lesson that can be derived from it all?
    50. Ask questions without judgement. There are no dumb questions, just people who are left dumber due to unanswered questions.
    51. Find reasons to build on things. I found this a bit weird when I first entered agency life. Previously I had worked in the chemical industry, which was regimented and compartmentalised in the way work was done. College was very much about individual effort to complete assignments and essays. Build on this was something that I found female colleagues used to do really well. I remember being sat in a meeting and watch each person play a reverse ‘pass the parcel’ game with an idea. When it came to say their bit in a ‘brainstorm’ they would acknowledge what had been previously said and provide their own innovation as an additional wrapper. It won pitches and increased group cohesion.
    52. Focus on agreeing a direction, not winning arguments. While you were winning the argument, you could have been getting insights to help set that direction in the ideas.
    53. Build a robust strategy rather than a perfect strategy. A strategy that isn’t implemented for a client, may as well not exist. A robust strategy can be optimised based on what happens in the market. The perfect strategy may not even get to market.
    54. Be useful. If a meeting needs coffee or printing off handouts and you can do them. People may not remember what you’ve done but how you make them feel and putting them at ease when hellsapoppin’.
    55. Say you have a clash – leave it at that. Much of what happens inside agencies runs on implicit guilt. Avoid that guilt by saying less, being prepared to not fill silences and don’t explain diary clashes.
    56. When you have nothing to do, read. Well learn at the very least, our world and what’s demanded of us is always changing. Do a course read an article, a book chapter or listen to an audio book.
    57. If you’re tired of reading, write. I find writing very powerful. The process of writing helps me work things out from opinions to problem solving.
    58. If you’re tired of writing, go for a walk. I was working on a brief prior to writing this post and walked from Whitechapel station home. I let my mind wander and I got the central concept of the insight by not thinking about it during that hour’s walk.
    59. If you’re tired of walking, take a nap. Burn out is real, it’s got even worse with project management tools that overburden strategy teams.
    60. If in doubt, try out the Oblique Strategies. Back in 1975, electronic musician Brian Eno and multimedia artist Peter Schmidt came up with what we’d call in advertising provocations. They are particularly useful in trying to break through a mental block. You have a 100 cards about the size of a playing card in a box. Read it, think about it, have a break and come back to it and ask how it can be applied to your problem. There is also an iPhone version of it, but there is something about the tactility of the cards.
    61. Have a healthy snack of choice – our changing workloads chained to messaging apps rather than getting out and interviewing people in focus groups has amplified the need for this advice. I would go further and say avoid the ‘pitch pizza’ – the lowest common denominator selections provided by agencies to fuel the late night efforts of its pitch teams. I have turned to trail mix, zero sugar energy drinks and even Huel at a push instead.
    62. Break your own rules. A former colleague that I worked with at Yahoo! used to talk about ‘guidelines, not tramlines’. Breaking your own rules is about understanding why you have the rule and making a creative choice. Usually rules speed up decision-making.
    63. Make different mistakes. We learn from mistakes, there is a value in them if you think about things in terms of a scientific methodology. But, there is nothing to be gained from making the same mistakes.
    64. Interesting is more important than right, I alluded to this earlier but it deserves its own explanation. Interesting sparks discussions that help get to further insights. This comes from remaining constantly curious and holding a strong point-of-view. As for views, hold on tightly unless there is good evidence to the contrary and then be prepared to let go lightly. This is where I again tell you are more than your job, one of the main ideas it is important to convey in a list like this.
    65. Have a copywriter as an ally. Working on my last brief I had got to the the human insight, but I couldn’t land the concept in a sufficiently resonant way. Going back-and-forth with the copywriter got us there.
    66. Have other strategists as allies. They have walked similar journeys to you and might see things that you are too close on to notice. One of the greatest aspects of working with great strategists is the collegiate attitude to ideas and generosity of thoughts.
    67. Network internally. You would think that work would shine through, but the reality is most people won’t remember what you did. Secondly, that internal networking helps understand the context that your work exists within. Finally, the internal network you have will eventually become scattered across the industry and even client side, opening up potential future opportunities.
    68. Develop an aesthetic. I was fortunate to grow up in a house that wasn’t wealthy in terms of money, but was wealthy in terms of ideas. Part of it was down to reading and part of it was down my Dad’s deep sense of quality. I would love to say that we had less but better in terms of consumption, but we didn’t – there are no Vitra or Eames designed furnishings at my parents house. The closest I have to it is the refurbished first generation Herman Miller Aeron chair I am sitting on and vintage Ikea birch bookcase – rather than their more commonplace MDF pieces. Much of my furniture is gifted or upcycled. My sofa, was originally from the 1970s, my Dad reupholstered it and rebuilt the frame based on materials he had left over from doing his own motor caravan conversion of a Volkswagen (Typ 28) LT-35 van. The sense of quality gave me the confidence to explore my own taste in design, art, literature and cinema. Taste and a sense of what’s important is becoming more important in strategy and the creative industries.
  • Apple development + more things

    Apple development

    Apple development changes was at the forefront of Apple’s WWDC keynote for 2025. I think that the focus on Apple development changes were happening for a few reasons:

    • Apple got burned announcing sub-standard AI offerings last year.
    • The new translucent interface is divisive.
    • The multi-tasking iPad was interesting for power users, but most usage is as a communal device to consume content.
    • Apple has a number of small on-device models that do particular things well. Which is why Apple needs to get developers on-board to come up with compelling uses.
    • The Mac still has great hardware, passionate developers and a community passionate about great life-changing software. Apple development focus was coming home.

    Apple Updates Its On-Device and Cloud AI Models, Introduces a New Developer API

    China

    The Next Labubu: What the Rise of Wakuku Tells Us About China’s Collectible Toy Wave | What’s on Weibo

    Chinese cities are facing the financial abyss of their subway systems | Le Monde

    Consumer behaviour

    The gray wave: How an aging population is reshaping the economy | Mizuho Insights

    College Students Are Using ‘No Contact Orders’ to Block Each Other in Real Life – WSJ

    Culture

    ChatGPT has changed how we speak – and how we think | TechFinitive

    The working class always had ‘high’ culture – it was just stolen | The Independent

    Energy

    Rolls-Royce group wins government backing to build UK’s first small modular nuclear reactors | FT

    Ethics

    ‘Positive review only’: Researchers hide AI prompts in papers – Nikkei Asia

    Beyond Cannes – by Hamish McKenzie – The Substack Post

    UNIQLO ‘Cai fan’ keychain kerfuffle: Where does inspiration end and imitation begin? | Marketing-Interactive

    FMCG

    Unilever acquires Dr. Squatch to expand men’s care portfolio | Personal Care Insights – the irony of this purchase given Dr Squatch’s positioning isn’t lost on me

    Health

    New Novo Nordisk drug could beat market leaders for weight loss, early results show | FT

    Hong Kong

    How my views on Hong Kong’s future have evolved | Stephen Roach

    Luxury

    Why luxury brands are sliding into the DMs | Vogue Business

    Media

    European broadcasters launch radio initiative to capture connected car opportunity – The Media Leader

    Online

    Creative Commons 4.0 has arrived on Flickr! | Flickr Blog

    Security

    Ingram Micro still silent 14 hours after global outage began • The Register

    The Cyber Risks Behind The Iran-Israel-US Geopolitical Tensions | Forrester

    UK govt says Chinese spying on the rise | Space War – so why did the UK sign off on the Chinese mega-embassy?

    Taiwan

    Digital Propaganda: How China Uses Short-Form Videos to Target Taiwan’s Youth | Small Wars Journal by Arizona State University

    Technology

    Samsung delays $44 billion Texas chip fab — sources say completion halted because ‘there are no customers’ | Tom’s Hardware

    Thailand

    One Eye on Asia: Pathida Akkarajindanon – ‘Thai ads can hit you harder than you expect’ | Branding in Asia

    ‘Blood Connect’ – Inspiring Gen Z in Thailand to Value Blood Donation | Branding in Asia

  • Walsh’s + more stuff

    Walsh’s of Mullingar

    Walsh’s is the kind of business I grew up with in Ireland. In my part of the world it wasn’t the Walsh’s it was Kelly’s and Salmon’s who both ran general stores on the edge of my parish. It was a mix of groceries, cigarettes, a top-loading cabinet of ice creams. In the local market town there was O’Meara’s who still run a supermarket, Lynch’s who run a hardware store, builders yard and farm supplies and Hayes – a chemist and veterinary pharmacy. Like Walsh’s they are all multi-generational businesses with customers from the same families over successive generations.

    Maintaining a multi-generational business was (and still is for many) a matter of pride. It can be a great business, you know your customers needs and personalities far better than I ever did working for the likes of Unilever. The Walsh’s will have been with their generations of customers at key times in their lives: engagements, marriage, anniversaries and retirements.

    When my Uncle died and we had a wake for him, I met the the pharmacist who looked after his personal and farm needs and her Dad who had filled my prescription for cough medicine as a child. There were people from the hardware store, farm supplies, the newsagent who my family always got their copies of the Irish Farmer’s Journal and the Connacht Tribune.

    The Walsh’s are wrapping up because their business can no longer compete with the scale of online jewellers.

    It’s interesting that COVID was the inciting incident that broke the generations of consumer behaviour, brand loyalty and relationships. The second factor that the Walsh’s named was the hollowing out of people living within the market town of Mullingar. That’s especially interesting given that Ireland currently has a chronic housing shortage makes me wonder what is going on.

    More related posts:

    Concepts as viral marketing

    Chris Spargo runs one of the most interesting British YouTube channels looking at the minutae of the UK from supermarket clock towers to book barcodes and milk packaging. This film looks at how The Glass Committee funded by Pilkington Glass created outlandish concepts that promoted discussion. Weirdly enough some of the ideas found themselves from the most outrageous concepts into Britain’s new towns developments.

    A history of hacking

    Frederico Mazzini goes through a history of hacking with a focus on culture. Even though it was presented for Tokyo College, it had a very western centric slant to it. Interesting points about hacking is an explicit political activity in some non-US cultures – notably France, Italy and Germany.

    What became apparent was that Mazzini lacked was any kind of understanding of hacking in Japan, which runs with a much lower profile than their counterpart western communities according to Trend Micro.

  • April 2025 newsletter

    April 2025 introduction – key to the door (21)

    Welcome to my April 2025 newsletter, this newsletter marks my 21st issue.

    21 marks a transition to full adulthood in various countries, hence ‘keys to the door’ in bingo slang. In Chinese numbers, symbolism is often down to phrases that numbers sound like. 21 sounds like “easily definitely fine” – indicating an auspicious association with the number.

    For some reason this month I have had Bill McClintock’s Motor City Woman on repeat. It’s a mash-up of The Spinners – I’ll be Around, Queensrÿche – Jet City Woman and Steely Dan – Do it Again. It’s a bit of an ear worm – you’re welcome.

    New reader?

    If this is the first newsletter, welcome! You can find my regular writings here and more about me here

    Strategic outcomes

    Things I’ve written.

    • Cleaned up copy of an interview I did as a juror for the PHNX Awards. More here.
    • From the challenges faced by Apple Intelligence to drone deliveries and designing in lightness.
    • I thought about how computing tends towards efficiency along the story arc of its history and its likely impact on our use of AI models.

    Books that I have read.

    Currently reading
    • The Leftover Woman by Jean Kwok. The book is a complex thriller. The story is straight forward, but the books covers complex, fraught issues with aplomb from misogyny, the male gaze to the white saviour complex.
    • The Tiger That Isn’t by Michael Blastland and Andrew Dilnot focused on the use of numbers in the media. But it’s also invaluable for strategists reading and interrogating pre-existing research. As a book is very easy-going and readable. I read it travelling back-and-forth to see the parents.
    • A Spy Alone was written by former MI6 officer Charles Beaumont. I was reminded of the dreary early 1970s of George Smiley’s Britain in Tinker, Tailor, Soldier, Spy by the tone of the book. However A Spy Alone is alarmingly contemporary, with oblique references to UK infrastructure investments in the UK attached to a hostile foreign power, private sector intelligence, open source intelligence a la Bellingcat, nihilistic entrepreneurs and a thoroughly corrupted body politic. Beaumont’s story features a post cold-war spy ring in Oxford University echoing the cold war Cambridge spy ring. Beaumont touches on real contemporary issues through the classic thriller, in the same way that Mick Herron uses satire.

    Things I have been inspired by.

    Big brand advertising isn’t as digital as we think.

    Trends in TV 2025 by Thinkbox threw up some interesting data points and hypotheses.

    • Advertising is eating retail property. A good deal of search and social advertising gains is not from traditional advertising, but traditional retailing, in place of a real-world shop front. This is primarily carried out by small and medium-sized enterprises. I imagine a lot of this is Chinese direct-to-consumer businesses. 80% of Meta’s revenue is not from the six largest advertising holding companies.
    • Viewership across video platforms both online and offline have stabilised in the UK. (Separately I heard that ITV were getting the same viewership per programme, but it’s been attenuated with the rise of time-shifted content via the online viewership.

    World views

    WARC highlighted research done by Craft Human Intelligence for Channel 4 where they outlined six world views for young adults. While it was couched in terms of ‘gen-z’, I would love to see an ongoing inter-cohort longitudinal study to see how these world views change over time in young people. This would also provide an understanding of it it reflects wider population world views. BBH Labs past work looking at Group Cohesion Score of gen-Z – implies that this is unlikely to be just a generational change but might have a more longitudinal effect across generations to varying extents.

    Anyway back to he six world views outlined:

    • ‘Girl power’ feminists. 99% identified as female. About 21% of their cohort. “While they’re overwhelmingly progressive, their focus tends to be on personal goals rather than macro-level politics. They underindex heavily on engagement with UK politics and society.”
    • ‘Fight for your rights’. 12% of cohort, 60% female, educated and engaged with current affairs. “Although they consider themselves broadly happy, they believe the UK is deeply unfair – but believe that progress is both necessary and achievable.”
    • ‘Dice are loaded’ are 15% of their cohort. 68% female. “Feeling left behind, they perceive themselves to lack control over their future, and are worried about finances, employment, housing, mental health, or physical appearance.”
    • ‘Zero-sum’ thinkers comprise 18% of their cohort. Over-index at higher end of social-economic scale, gender balanced. “…they lean toward authoritarian and radical views on both sides of the political spectrum.”
    • ‘Boys can’t be boys’ are 14% of the cohort and 82% male. Supporters of traditional masculinity.
    • ‘Blank slates’. 20% of their cohort, all of them male. “They aren’t unintelligent or unambitious, but they pay little attention to matters beyond their own, immediate world. While some follow the news, their main focus is on just getting on with life”.

    More here and here.

    FMCG performance

    At the beginning of March, Unilever abruptly replaced its CEO. Hein Schumacher was out, and in the space of a week CFO Fernando Fernandez became CEO. That showed a deep internal dissatisfaction with Unilever’s performance that surprised shareholders AND the business media. Over the past decade Unilever has leaned hard into premium products and influencer marketing.

    “There are 19,000 zip codes in India. There are 5,764 municipalities in Brazil. I want one influencer in each of them,” Fernandez said. “That’s a significant change. It requires a machine of content creation, very different to the one we had in the past . . . ”

    Fernandez wants to lean even harder into influencer marketing. But I thought that there was a delta on this approach given his goal to have higher margin premium brands that are highly desirable.

    “Desirability at scale and marketing activity systems at scale will be the fundamental principles of our marketing strategy”

    Meanwhile Michael Farmer’s newsletter had some datapoints that were very apropos to the Unilever situation.

    “…for the fifty years from 1960 to 2010, the combined FMCG sales of P&G, Unilever, Nestle and Colgate-Palmolive grew at about an 8% compounded annual growth rate per year. The numbers associated with this long-term growth rate are staggering. P&G alone grew from about $1 billion (1960) to $79 billion in 2010. Throughout this period, P&G was the industry’s advocate for the power of advertising, becoming the largest advertiser in the US, with a focus on traditional advertising — digital / social advertising had hardly begun until 2010. Since 2010, with the advent of digital / social advertising, and massive increases in digital / social spend, P&G, Unilever, Nestle and Colgate-Palmolive have grown, collectively, at less than 1% per year, about half the growth rate of the US economy (2.1% per year). They are not the only major advertisers who have grown below GDP rates. At least 20 of the 50 largest advertisers in the US have grown below 2% per year for the past 15 years. Digital and social advertising, of course, have come to dominate the advertising scene since 2010, and it represents, today, about 2/3rds of all advertising spend.”

    Mr Fernandez has quite the Gordian knot to try and solve, one-way or another.

    Automated communications and AI influencers

    Thanks to Stephen Waddington‘s newsletter highlighted a meta-analysis of research papers on the role of automation and generative AI in communications. What’s interesting is the amount of questions that the paper flags, which are key to consideration of these technologies in marketing and advertising. More here.

    LinkedIn performance

    Social Insider has pulled together some benchmarking data on LinkedIn content performance. It helps guide what good looks like and the content types to optimise for on LinkedIn. Register and download here.

    Chart of the month. 

    The FT had some really interesting data points that hinted at a possible longitudinal crisis in various aspects of reasoning and problem solving. There has been few ongoing studies in this area, and it deserves more scrutiny.

    reasoning and problem solving

    In his article Have humans past peak brain power, FT data journalist John Burn-Murdoch makes the case about traits which would support intelligence and innovation from reading, to mathematical reasoning and problem solving have been on a downward trends. The timing of this decline seems to correlate with the rise of the social web.

    If true, over time this may work its way into marketing effectiveness. My best guess would be that rational messages are likely to be less effective in comparison to simple emotional messages with a single-minded intent over time. This should show up in both short term and long term performance. A more cynical view might be that the opportunity for bundling and other pricing complexities could facilitate greater profit margins over time.

    Things I have watched. 

    Akira Kurosawa’s Stray Dog is a film that I can watch several times over despite the film being over 75 years old now. Detective Murakami’s trek through the neighbourhoods of occupation-era Tokyo and all the actors performances are stunning. The storytelling is amazing and there are set pieces in here that are high points in cinema history. I don’t want to say too much more and spoil it for you, if you haven’t already seen it.

    Ghost in the Shell: Standalone Complex – Solid State Society – this is a follow on to the original GiTS manga and anime films touches directly on the challenges faced looking after Japan’s aging society. Central to the story is the apparent kidnapping over time of 20,000 children who can’t remember who their parents are. The plot is up to the usual high standard with government intrigue, technical and societal challenges.

    The Wire series one – I stopped and started watching The Wire. Films better suited my focus at the time. I finally started into series one this month. The ensemble cast are brilliant. The show is now 22 years old, yet it has aged surprisingly well. While technology works miracles, the slow methodical approach to building a case is always the same.

    How Much Does Your Building Weigh, Mr Foster – is a fantastic documentary covering the career of architect Sir Norman Foster. I remember watching it at the ICA when it originally came out and enjoyed watching it again on DVD. Foster brings a similar approach to architecture that Colin Chapman brought to his Lotus cars. When we are now thinking about efficiency and sustainability, their viewpoints feel very forward-thinking in nature.

    Useful tools.

    Fixing the iOS Mail app

    You know something is up when media outlets are writing to you with instructions on how they can remain visible in your inbox. The problem is due to Apple’s revamp of the iPhone’s Mail.app as part of its update to iOS 18.2.

    So how do you do this?

    Open Mail.app and you can see the categorised folders at the top of your screen, under the search bar.

    Find each tab where an a given email has been put. Open the latest edition. Tap the upper right hand corner. Select ‘Categorise Sender’. Choose ‘Primary’ to make sure future emails from this sender are in your main inbox view.

    That’s going to get old pretty soon. My alternative is to toggle between views as it makes sense. Apple’s inbox groupings are handy when you want to quickly find items you can delete quickly. Otherwise the single view makes sense.

    Fixing mail app

    Inspiration for strategists

    Questions are probably the most important tool for strategists. 100 questions offers inspiration so you can focus on the right ones to ask for a given time.

    The sales pitch.

    I have been worked on the interrogation process and building responses to a couple of client new business briefs for friends (Red Robin Ventures and Craft Associates) and am now working a new brand and creative strategy engagement as part of an internal creative agency at Google.

    now taking bookings

    If you’re thinking about strategy needs in Q4 (October onwards) – keep me in mind; or discussions on permanent roles. Contact me on YunoJuno and LinkedIn; get my email from Spamty to drop me a line.

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my April 2025 newsletter, I hope to see you all back here again in a month. Be excellent to each other and onward into spring, and enjoy the May bank holidays.

    Don’t forget to share if you found it useful, interesting or insightful.

    Get in touch if there is anything that you’d like to recommend for the newsletter.

  • Luxury wellness

    The rise of luxury wellness comes down to a convergence of different factors that have reshaped both the luxury and wellness industries.

    • Products ain’t what they used to be
    • Existing high-end health and luxury wellness
    • Luxury wellness and consumer behaviours
    • Wellness has become blended with health, providing opportunities for luxury brands.
    • GLP-1 changed everything

    Products ain’t what they used to be

    Before we dive into luxury wellness, it’s helpful to understand where the luxury industry stands at the moment. The strategies that have worked since the early 1980s now seem to have come unstuck. To make sense of this shift, it’s worth reviewing the past and current landscape.

    The new luxury

    There’s a perception (which I believe is largely false) that the traditional attributes of luxury have fallen by the wayside. Scarcity, quality, craftsmanship, design, and heritage are thought to no longer matter.

    A classic example of this viewpoint is Jaguar’s attempt to discard its heritage and reinvent itself as something new. I would argue that while Jaguar may have been prestigious in automotive terms, it was never truly a luxury brand. Jaguars suffered from quality issues that should not have occurred, and they struggled in the premium segment of the market, remaining loss-making for years. Whether or not Jaguar will succeed in transforming into an electric competitor to Rolls-Royce remains to be seen.

    Another aspect to consider is how global supply chains can now deliver products of comparable quality to those made by artisans. I have a bit more sympathy for this viewpoint. However, these global supply chains were originally trained to act as subcontractors for luxury brands that pursued massification, cutting quality standards along the way.

    Consumers seem to undergo a ‘luxury maturity journey’. This journey is accelerating in certain markets. What Japan experienced over 30 years, China went through in just 10. Countries like Thailand are even moving through this journey faster. Over time, consumers in these markets have begun to move away from obvious logos and status symbols to place greater value on quality and experiences. This shift partly explains why quiet luxury is gained traction around the world.

    In countries like China and India, local artisans and ateliers are highly appreciated. This shift means that historic luxury brands are likely to face disruption, just as other sectors have been transformed by Chinese firms. And this is happening at a time when many luxury brands are becoming less ‘luxurious’ by opting for a global mass-market approach.

    The pioneer in this approach was fashion designer Pierre Cardin.

    Pioneer Pierre Cardin

    Luxury went downmarket through licensing, a strategy pioneered by fashion designer Pierre Cardin. In the early 1970s, he saw the potential of licensing, recognising that the demand for goods bearing a fashionable name presented a lucrative opportunity. Cardin’s insight was that luxury goods, in the post-war economic boom, were no longer only for the ultra-wealthy but also for the middle class. His brand signed over 850 agreements in 140+ countries, covering everything from clothing and accessories to furniture, household products, cars, and fragrances.

    The ubiquity of Pierre Cardin products diluted scarcity, quality, and blurred the brand story. He later repeated this process with French restaurant Maxim’s, demonstrating that luxury was as much about experience as it was about the product.

    1981 Evolution I by Pierre Cardin

    When you could buy a Pierre Cardin wallet or suitcase from Argos, what did it say about you? It certainly wasn’t a great status symbol. Other brands, like Ralph Lauren, did a better job of choosing their licensees.

    LVMH leads the way

    Bernard Arnault supercharged a formula for Louis Vuitton that Henry Racamier had pioneered when he built out an international network of Louis Vuitton-owned boutiques, including Tokyo and Osaka, Japan by 1978.

    Racamier’s formula consisted of two parts:

    • Louis Vuitton sold to the middle class as well as the very wealthy.
    • Louis Vuitton controlled its products route to market offering control over the experience, premium pricing and perceived aspects of scarcity.

    For the next four decades, LVMH went on a remarkable growth trajectory, acquiring luxury and beauty brands, duty-free retail, and even hotels. LVMH rode the rise of Japan, up to the end of the bubble economy, then moved on to Korea, Singapore, and Hong Kong. China’s luxury market skyrocketed when the country joined the WTO, solidifying its place in the global economy.

    The United States continued to be a steady consumer of luxury products.

    During the 1990s, French retailer Pinault-Printemps-Redoute (PPR), now known as Kering, began replicating LVMH’s success, starting its own luxury conglomerate with the acquisition of Gucci in 1999. Meanwhile, Richemont acquired a number of legacy luxury brands as an adjunct to its predecessor’s tobacco business in the early 1990s and then continued to build.

    The internet expanded access to luxury products through multi-brand retailers like Net-A-Porter and Farfetch, driving significant growth. These online retailers competed with top-tier department stores like Bon Marché, Lane Crawford, and Harrods, who slowly built up their e-commerce capabilities.

    Eventually, brands embraced direct-to-consumer online stores to complement their global networks of boutiques. This shift is why newer mass-market multi-brand online boutiques have struggled:

    • Matchesfashion went into administration and took Browns with it.
    • Farfetch was sold in a firesale to Korean e-tailer Coupang.
    • YOOX was merged with Net-A-Porter and eventually bought out by MyTheresa from Richemont.

    Even luxury brands themselves have encountered a few hurdles along the way:

    • The end of Japan’s asset bubble in 1992
    • 2008 financial crisis
    • Xi Jinping’s move towards common prosperity which peaked in campaigns during 2013 & 2021
    • COVID-19 and post-COVID economy

    Luxury sector fallout

    By mid-2023, the luxury industry started to show signs of stagnation, with low or no growth. Multi-brand luxury e-commerce sites either went bankrupt or were bought out. A few notable beneficiaries included:

    • Mytheresa – a German e-tailer that focused on the wealthiest clients in this sector rather than broader middle class appeal.
    • Hermès – who are focused on the high end of the luxury market.
    • Brunello Cucinelli – a focused ‘quiet luxury’ brand known for their high-end cashmere garments

    The key issue with many luxury brands (Burberry being a prime example) is that they lost the essence of what made them truly luxurious. As they shifted from style to fashion, and from artisan craftsmanship to mass production in China, they lost their uniqueness or incomparability as Jean-Noël Kapferer put it.

    While champagne can only come from the region around Reims, most Burberry products are made in China, with only two remaining factories in the UK, including a textile mill.

    The key issue with many luxury brands (Burberry being a prime example) is that they lost the essence of what made them truly luxurious.  As they moved from style to fashion, and, artisan to Made In China – they lost uniqueness or incomparability as Jean-Noël Kapferer would describe it.

    While champagne can only come from the region around the city of Reims, most Burberry products are made in China as well as a couple of remaining factories in the UK – one of which is a textile mill.

    Louis Vuitton x Supreme on the secondary market

    A second aspect of the change was blurring the line between streetwear and luxury brands. Luxury looked cheap and streetwear looked exceptionally premium. The nadir was Balenciaga’s collaboration with sports apparel brand Under Armour.

    Ways forward

    Given that the mass growth of luxury products has hit a ceiling, what options do luxury companies have?

    The focus has been a slow pivot to services and experiences. For instance, Panerai has the Panerai Xperience Programme where purchasing a limited edition watch gives you access to unique experiences, such as training with US or Italian special forces operators.

    LVMH owns three luxury hotel chains: Cheval Blanc, Bulgari Hotels & Resorts, and Belmond. Dior has spas in Cheval Blanc Paris and other non-LVMH hotels like The Dorchester in London. The increasing focus on wellness makes sense for luxury conglomerates.

    Given the challenging circumstances in the luxury sector, Infosys’ outlook for luxury wellness presents a tempting opportunity. The global premium and luxury wellness segments have been performing well. The global market for luxury items was valued at approximately $366.2 billion in 2023 and is projected to expand at a CAGR of 6.8% from 2024. By comparison the Swiss watch industry is projected to grow by less than three percent.

    Existing high-end health and luxury wellness

    Luxury wellness has already been well established, there high end spas and resorts are in numerous countries, in particular Switzerland and Germany. Some of these are within large hotel groups like Mandarin Oriental.

    There is also a range of multi-generation family owned businesses with low-key brands and expertise that would be hard to replicate. Some of these businesses may go back as far as the middle ages. For instance, Grand Resort Bad Ragaz can trace its history as a source of ‘health and vitality’ since 1242.

    German doctor Alexander Spengler was responsible for attracting rich medical tourists to Switzerland in 1853, convinced of the benefits of clean mountain air.

    Switzerland, in particular, started to benefit from an agglomeration of medical expertise; for instance Davos was known for specialising in pulmonary health with dedicated spas.

    Switzerland’s continued lead in private healthcare has had a positive knock-on effect in wellness related products and services. This is particularly apropos given Swiss offerings focusing on longevity.

    In marketing terms ‘Swiss formula’ is used to sell St Ive’s beauty products and a range of multi-vitamin products by various brands. St Ives has an American origin, being part of Alberto Culver, which was then bought by Unilever.

    While Spengler was enamoured with Switzerland, Germany has a long history of health resorts especially thermal spas. It also has a network of world-leading private medical clinics similar to Switzerland.

    German high-end health resort company Lanserhof is a relative newcomer. Over four decades they have progressively built their offering with a strong focus on longevity.

    Luxury conglomerates have an opportunity, and are used to accumulating small family brands. But it it is a long term project for them to go into the market place. Blurring the line between its beauty products and wellness is an easier ask, hence, Dior’s spa offering.

    Gulf countries are looking to provide services in this area and have made big strides in building capability to attract medical tourism, which is the backbone from which a country brand in luxury wellness can be built.

    The current luxury wellness space is diverse fragmented and caters for a wide range of health needs from medical to relaxation.

    Luxury wellness and consumer behaviours

    More people are prioritising their health, taking a holistic view to wellness encompassing both physical, emotional and mental health, what Statista described as ‘omni-wellness’. They are driving demand for products and experiences that support this lifestyle. This includes everything from exercise, self-care, and sobriety to getting private tests run to double-check, or instead of seeing their doctor.

    Coming out of COVID-19, there was an increased consumer focus on a number of different aspects of health and wellness:

    • Sleep quality
    • Mental health
    • ‘Immune’ health

    This intersects with the luxury market as consumers are willing to invest in premium products and services that enhance their well-being.

    On the high-end what does luxury wellness look like?

    • Personalised wellness experiences. Consumers look for customised solutions based on their individual wants and needs. Technology and data enabled brands like L’Oreal and Unilever to offer individual recommendations and drive consumer engagement. Technology integration has been a key enabler.
    • Health and beauty interconnection. Consumers spend more in products and experiences that enhance their well-being, these are opportunities for the premium and luxury industries. Consumers see well-being products and experiences as an investment in themselves, with the concepts health and beauty as inseparable in their minds, particularly for younger cohorts.
    • Scientifically-backed products rather than more ‘new age’ or alternative therapies. Consumers have increased interest in beauty innovations that leverage technology and scientific evidence to address their needs. There is a latent demand for evidence around the world, Mintel cited 85% of Indian consumers agreed that beauty brands should provide more scientific evidence to validate their claims. This is notable given the rise over the past decade of guru Baba Ramdev and his brand Patanjali Ayurved that sells traditional products in the personal care category.
    • Longevity. Silicon Valley has been obsessed with longevity, the go-to example being Bryan Johnson. Kantar claims that a desire for longevity has moved beyond Silicon Valley. Consumers are prioritising longevity; looking for preventative solutions that support wellness at every life stage. This presents opportunities to offer products and services that for specific age-related concerns.

    But medicince itself has thrown up a wildcard for the luxury sector including luxury wellness.

    GLP-1 changed everything for luxury

    I worked on the global launch of a weight management drug that went on to become used more by the rich and famous than the people it was intended for. If I had one a-ha moment, it occurred during an episode of South Park.

    “Rich people get Ozempic, poor people get body positivity”

    The rate of growth in these drugs is slowing down but not before GLP-1s had affected consumption habits. Size inclusivity that had been making progress in fashion was thrown into reverse.

    There is anecdotal evidence that GLP-1 drugs don’t only change the patient’s relationship with food, but also affects enjoyment in general. This has hit premium alcohol sales and high-end restaurants. The idea of ‘lack of desire’ has implications for the concept of luxury in general.

    Every trend has a counter-indicator

    Trends are never a clean absolute truth. There is almost a Newtonian push in the opposite direction. Political and socially progressive movements begat a corresponding reactionary movement based around online personalities and political populism.

    It would be remiss of me if I only showed you one side of the coin on luxury wellness. Haines McGregor have a perspective that claims that self-care has been replaced by indulgence, which feels at odds with the direction of travel for luxury wellness. Examples of indulgent brands include:

    More information

    Pierre Cardin, designer who transformed fashion in the 1960s, dies at 98 | Washington Post

    How luxury brands can stand out when craft becomes a commodity | WARC

    China’s beauty market is a sight for sore eyes | FT

    LVMH quarterly sales drop as luxury group warns of ‘uncertain’ outlook | FT

    Ferrari, Hermès lead global luxury brand growth in 2024: Interbrand | Luxury Daily

    Deluxe – how luxury lost its lustre written by Dana Thomas

    Kapferer on Luxury: How Luxury Brands Can Grow Yet Remain Rare written by Jean-Noël Kapferer

    Is it stylish to be fit? | FT

    How luxury priced itself out of the market | FT

    The Vogue Business Spring/Summer 2025 size inclusivity report | Vogue Business – GLP-1s blamed for stalled progress

    Hermès chief eyes haute couture push as Paris house rides out luxury gloom

    Burberry shares tumble to 15-year low amid questions over its luxury brand status – Retail Gazette

    The Collectability of Parmigiani Fleurier | Phillips

    How ‘luxury shame’ will shape sales in China for the rest of 2024 | Vogue Business

    Where to start with multisensory marketing | WARC – 61% of consumers looking for brands that can “ignite intense emotions”. Immersive experiences that are holistic tap into people’s emotions and linger in the memory. It’s also an opportunity for using powerful storytelling to communicate a brand story.

    How Ozempic is reshaping the resale market | Vogue Business – Poshmark’s data reveals a significant surge in plus-size women’s apparel listings on the platform over the past two years, including a 103 per cent increase in size 3XL listings, 80 per cent in size 4XL, and a 73 per cent rise in size 5XL. The company also reported a 78 per cent increase in new listings mentioning “weight loss” in the title or description as sellers look to get rid of items that no longer fit.

    Luxury brands roll out 50% discounts as Chinese shoppers rein in spending | FT

    Is Burberry Still a ‘Made in Britain’ Brand? | Fashion Global Conscious Fashion

    What does Hong Kong airport smell of? Or your go-to hotel? The business of scent branding | South China Morning Post

    Following a record year, the stalled luxury goods market faces a dilemma between catering to top clientele and reaching new audiences amid ongoing complexities | Bain & Company

    Yoox Net-a-Porter exits China to focus on more profitable markets

    Understanding Desire in the Age of Ozempic – The Atlantic

    100-Pound Weight Loss: My health improved. My self-esteem didn’t. | Slate

    David Beckham is ‘strategic investor’ in Hong Kong’s Prenetics to set up IM8 health brand | South China Morning Post – IM8 will focus on “cutting-edge” consumer health products, the Nasdaq-listed Prenetics said, without divulging the financial details of Beckham’s investment

    Inside China’s Psychoboom – JSTOR Daily – mental illness has transformed from a bourgeois Western taboo into a legitimate public health concern.

    The consequences of the psychoboom are both logical and contradictory. As the Chinese economy has expanded and citizens have grown wealthier, the demands of everyday life have grown in number and kind, expanding from physiological and safety concerns to a desire for love, esteem, and self-actualization. At the same time, such desires run counter to traditional Chinese values like the age-old concept of Confucian filial piety and the relatively new  ideology imposed by the Chinese Communist Party (CCP), both of which place the well-being of the collective above the happiness of the individual.

    ‘Spas and longevity clinics’: private members’ clubs shift focus to wellness | Health & wellbeing | The Guardian

    Welcome to the Experience Economy | Harvard Business Review – courtesy of Nigel Scott

    The “Why Now” for Healthcare – by Rex Woodbury

    How brands can leverage a new era of luxury in Asia | The WARC Podcast

    The Future of Indulgence – Haines McGregor

    ACCENTURE – Life Trends 2025

    ACCOR_The New Quality Of Time Report 2024

    EUROMONITOR PASSPORT – Top Global Consumer Trends 2025

    FORESIGHT FACTORY – Trending 2025

    INFOSYS – CPG-industry-outlook

    IPSOS – Global Trends 10th Anniversary Edition

    KANTAR – Top Global Consumer Trends 2025

    MINTEL – 2025 Global Beauty and Personal Care Trends

    PUBLICIS SAPIENT – Guide to Next Consumer Products 2025

    PUBLICIS SAPIENT – Guide to Next Retail 2025

    SYNERGY – Nutrition 2025-2026 Trend Report

    STATISTA – Consumer Trends 2025