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  • February 2026 newsletter – get up & run edition

    February 2026 introduction – (31) get up & run edition

    I am now at issue 31, or as a bingo caller would put it ‘get up & run’. In Cantonese 31 isn’t a famous lucky number, it could considered to mean ‘life first’ implying an importance of vitality. On the plus side, it doesn’t have negative connotations of say 14 – which sounds similar to definitely die.

    #run

    I was sent a mix by an old friend of mine done by Frankie Bones at Amnesia House in August 1990 – as aural history its a fascinating treasure trove and occurred a pivotal time with several genres about to fragment from the original UK scene. Now we have our soundtrack let’s get into it.

    New reader?

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

    SO

    Things I’ve written.

    I appeared in the What’s In My Now newsletter talking small wallets, cheaper alternatives to Apple Studio monitors and making better use of LLMs. More here.

    I gave a presentation for Outside Perspective on my Dot LLM era paper. Here is my speaking notes that I prepared as I got the presentation ready, complete with the slides at the relevant points.

    I spoke to the WSJ about my dot LLM era thinking and was name-checked on their Take On The Week podcast. And I compared my research with Marc Andreessen’s of A16z 2026 AI outlook here.

    I wrote a letter to the FT about Sony surrendering its home entertainment business (TVs, home audio) to Chinese TV maker TCL. While Sony’s current involvement in sectors such as elder care and insurance are worthy endeavours – what does it mean when they are more core to Sony’s identity than the home entertainment equipment that the brand built its empire on?

    As well as being a concerned Sony customer, I was also thinking about what it means to a brand when it gets rid of its core raison d’être? You can read my letter here.

    I was talking to a friend about classic films and suddenly Matthew Frank’s newsletter dropped in my inbox and started me down a rabbit hole exploring the idea of forgettable cinema as part of the modern public zeitgeist.

    I pulled together a collection of adverts and campaigns celebrating lunar new year from across Asia and a couple aimed at the wider diaspora. As brands look to benefit from the year of the fire horse.

    ICYMI – Top five shares on LinkedIn

    1. Publicis widening the business gap versus its rivals. A decade spent preparing their data and foundational technology for machine learning.
    2. WPP’s big pivot to adapt to market conditions for the large holding companies.
    3. Dentsu’s change of leadership to better control strategy and manage global capabilities.
    4. What Google’s AI bet means for advertisers.
    5. Michael Farmer on why reorganisation isn’t strategy, instead strategy should drive any reorganisation to meet the strategic objectives. This one proved a bit controversial, I’m not sure why.

    Books that I have read.

    While I have been looking forward for David McCloskey’s latest book The Persian to come out, I managed to finish The Seventh Floor. On one level The Seventh Floor is about espionage and feels very now given the new cold war. But it’s also about friendship, loyalty and personal betrayal. McCloskey doesn’t only bring expertise from a past career at the CIA, but also a deep love of the espionage novel as an art form and this novel gives a nod and a wink to the works of John Le Carré.

    While the agency world is focused on the rise of AI, I decided to revisit Michael Farmer’s Madison Avenue Manslaughter: An Inside View of Fee-Cutting Clients, Profit-Hungry Owners and Declining Ad Agencies. Ten years after it has been published, the diagnosis and the lessons from Farmer’s research seem to have been ignored by clients and the c-suites of holding groups. One thing I picked up on my revisiting the book was the challenge in defining strategic contribution and effort to campaigns. With creative output, Farmer managed to break down creative tasks into fixed ScopeMetric® Units (SMUs). But Farmer admitted that he couldn’t define strategy outputs in the same way because the context changed account-by-account. This makes sense given the difficulties I have had in the past when strategists were way oversold by the project management function within agencies.

    Things I have been inspired by.

    Insularity was the watch word of this year’s Edelman’s Trust Barometer. It was a pretty dark vision of the future. There is a huge delta between top income quartile of the population and their trust of authority and the bottom income quartile. In the lower quartile group there is little to no trust in authority figures (business, journalists, government). They only trust people like them.

    Andrew Tindall published a new book for System1 based on their research and Effie data which reinforces previous publications by Orlando Wood, Les Binet, Peter Field and Byron Sharp at the Ehrenberg-Bass Institute. It also reinforces the importance of context as part of creativity when media and creative functions are co-joined at the hip. It’s very readable and available for free here.

    Chart of the month. 

    The surge of US measles infections turned into a politicised debate about vaccinations, competence, why Canada’s rates were even higher and whether things were as bad as experts would have you believe?

    The chart only tells part of the story.

    measles

    The US CDC cites a general hospitalisation rate of about 20% (1 in 5 cases), recent years have seen significant fluctuations depending on the specific age groups and regions affected by measles outbreaks.

    The “Age Factor”: The high rates in 2022 and 2024 were largely due to the virus hitting children under five—the age group most likely to develop severe complications like pneumonia.

    • 2022 – driven by an outbreak in Ohio, which had a high paediatric hospitalisation rate.
    • 2024 – remained high throughout the year with nearly half of cases affecting children under 5.

    Outbreak Size vs. Severity: In 2025, even though the total case count surged, the percentage of people requiring hospital care fell. This often happens when an outbreak moves beyond high-risk “pockets” into a broader, sometimes older, population.

    • 2023 – outbreaks in unvaccinated high-risk clusters.
    • 2025 – hospitalisation rates dropped because the virus spread to older demographics and larger, but less severe clusters
    • 2026 – infections in January had few children under 5 affected. Cases were able to be managed at home.

    Vaccination Impact: Across all these years, the vast majority (over 90%) of hospitalised patients were either unvaccinated or had an unknown vaccination status.

    Canada’s rates are high because the population has a significant amount of unvaccinated immigrants and refugees from conflict zones and the developing world.

    Things I have watched. 

    Thomas Harris’ Silence of The Lambs still has legs in culture. Which is why Amazon Prime Video has gone back to the universe with Clarice. The story takes place in the aftermath of the buffalo Bill killings which drove the plot of Silence of the Lambs. The storytelling is top notch with a fantastic plot twist in episode 1. It is well worth your time to at least give the first few episodes a chance.

    It started off in an unpromising way, several years ago a friend left a DVD with me. They said something along the lines of they liked a number of Werner Herzog films, but that this was too weird for them. I finally got to sit down and watch Fata Morgana.

    It doesn’t have a story, but is beautifully shot footage of the Sahara and Sahel in 1969 with a focus on near horizon mirages (from which the film gets its name) and features the human effect on it from vistas of oil processing equipment to barbed wire and crashed planes.

    There is a poetic narration in German over the top with a range of music to flt the landscapes. It feels like a forerunner of Godfrey Reggio’s Koyaanisqatsi made a decade later. It’s easy to watch.

    I spent a weekend with my Dad going through old VHS cassettes and on one of them we found Four Fast Guns. It is a surprisingly good Hollywood western. While not a John Ford film, it has a grittiness due to superior character development and tight storytelling reminiscent of the very best spaghetti westerns. The film was produced by an independent studio and featured three well recognised character actors as its star performers.

    • Edgar Buchanan acted alongside the likes of Clint Eastwood, James Garner, John Wayne, Cary Grant and Randolph Scott he went on to appear in several TV series that I remember watching on repeat as a child in Ireland including The Beverley Hillbillies and The Twilight Zone.
    • Martha Vickers had appeared in The Big Sleep alongside Lauren Bacall.
    • James Craig had acted alongside everyone from John Wayne to Boris Karloff.

    This gave the director much more creative freedom to make the performances pop on-screen. The climatic plot twist is very good.

    I was inspired by watching Reflection in a Dead Diamond last month to watch Danger: Diabolik. The psychadelic motifs of and dream sequences of Reflection in a Dead Diamond seemed to draw from European cinema’s brief flirtation with super spy and super villain films during the 1960s. Danger: Diabolik was Mario Bava’s and Dino DeLaurentis’ take on the French Fantômas film series.

    Bava’s expertise in genre films and special effects gives Danger: Diabolik a more sophisticated look than you would give it credit. Add in the film’s 1960s modernist aesthetic, James Bond type action sequences and you have a winning film. The humour-heist plot is very of its time but still entertaining and cried out for a remake. Terry-Thomas’ character performance as a government minister in the film is one of brilliance.

    Useful tools.

    I was saddened to read of the demise of The World Fact Book published by the CIA. I found it invaluable as a starting point when getting up to speed on international campaigns on parts of the world that I hadn’t visited. It even helped me win some work with Telenor Myanmar back before the current military regime got back into power. According to this post on the CIA website the World Fact Book is going away.

    This personal productivity playbook by CJ Casseili was interesting to read and some of you may find tips and tricks that you can apply in your own work and personal life.

    Ilina Scott’s quick guide to AI tools for strategists is worth a read if you are just dipping your toe in the field.

    Occasionally software comes along what doesn’t become a mainstream success, but is well loved and much missed when it disappeared. Apple’s HyperCard was one, another was Yahoo! Pipes. The idea behind Pipes has been resurrected and in its latest iteration is very useful, even in a time of AI-with-everything.

    The sales pitch.

     i am a strategist who thrives on the “meaty brief”—the kind where deep-tech or complexity, business goals, and human culture collide.

    With over a decade of experience across the UK, EMEA, and JAPAC, I specialise in bridging the gap between high-level strategy and creative execution. I was embedded within Google Cloud’s brand creative team, where I helped navigate the “messy steps” of global pivots and the rapid rise of Gen AI. And have recently been helping out agencies and startups in various sectors.

    My approach is simple: I use insight and analytics to find the “surprise” in the strategy. Whether it’s architecting an experiential event or defining a social narrative for a SaaS powerhouse, I focus on making complex brands feel human and high-velocity businesses feel accessible.

    The Strategic Toolkit:

    • Brand & Creative Strategy: From B2B infrastructure to luxury travel.
    • AI-Enhanced Planning: Deeply literate in Google Gemini and prompt engineering to accelerate insights and creative output.
    • Multi-Sector Versatility: A proven track record across Tech & SaaS (Google Cloud, Semiconductors), Consumer Goods (FMCG, Beauty, Health), and High-Interest Categories (Luxury, Sports Apparel, Pharma).

    I am officially open for new adventures with immediate effect. If you have a challenge that needs a all-in, hit-the-ground-running strategic lead, let’s talk.

    now taking bookings

    More on what I have done here.

    bit.ly_gedstrategy

    The End.

    Ok this is the end of my February 2026 newsletter, I hope to see you all back here again in a month. Be excellent to each other and good luck with your new year’s resolutions. As an additional treat here is a link to a presentation I gave to the Outside Perspective crew, in Adobe Acrobat format. 

    Don’t forget to share if you found it useful, interesting or insightful as this helps other people and the algorithmic gods of Google Search and the various LLMs that are blurring what web search means nowadays.

    Get in touch and if you find it of use, this is now appearing on Substack as well as LinkedIn.

  • CX research + more things

    CX research

    IPSOS conducts CX research on an annual basis. They surveyed 1,000 CX (customer experience) specialists around the world about the current state of CX in their businesses. The IPSOS CX research painted a complex picture of organisations. Key take outs of the CX research:

    • 82% of respondents believed that CX investment will provide a competitive edge, but only 52% were expecting an increase investment over the next 12 months.
    • 28% of respondents admitted that their organisation’s CX was worse than promised and only 15% of respondents consider their organisations ‘CX leaders’.
    • Only 52% have CX governance policies in place.

    At the present time the majority of CX leaders have data integration issues and 46% now have to integrate AI as well, adding to their business challenge.

    Beauty

    Hailey Bieber Fulfills Glazed Donut Promise, Announces Rhode x Krispy Kreme Collaboration – Fashionista – via BBH Singapore’s Culture Bleats newsletter

    Business

    Games Workshop: model maker represents the best of Britain | Financial Times

    China

    Foxconn offers higher hourly rates for workers in Shenzhen at its Huawei production unit than its iPhone operation | South China Morning Post Foxconn’s FIH unit manufactures handsets and electronics devices for Huawei and other smartphone firms. Although China remains its most important production centre, Apple has been diversifying its supply chain amid rising geopolitical tensions.

    China denies claims of iPhone ban, but leaves vague hints | DigiTimes

    China’s coming lawfare offensive | Financial Times 

    Consumer behaviour

    By far the biggest risk factor for suicide is being male | Of Boys And Men 

    Culture

    The news report that drove mainstream interest in the new romantics or blitz kids as they are sometimes known.

    Economics

    Omdia: Semiconductor Industry Reverses Downtrend, Achieves 3.8% Revenue Growth in 2Q23

    CALM highlights the financial worries of the nation and its affect on mental health | Creative Moment

    The rise of surge pricing: ‘It will eventually be everywhere’ | Financial Times – this will drive inflation as it maximises revenue more efficiently

    Ethics

    Environmentally friendly clothing brand Patagonia gets called out about the ‘greenwashing’ design of its buffalo work boots by the Rose Anvil YouTube channel who specialise in analysing boot and shoe design.

    Finance

    $56M in London property tied to alleged China crime ring — Radio Free Asia 

    Health

    Juul got young people hooked on nicotine—Blip wants to help them quit | Fast Company

    How to

    Project Gutenberg Audio books – thanks to our Matt

    Ideas

    John Lanchester · Get a rabbit: Don’t trust the numbers · LRB 21 September 2023

    Innovation

    MEMS builds tiny space thruster that runs on water | EE News Europe – Researchers at Purdue University showed a water-based thruster for nano satellites in 2017.

    No-hands driving | Axios – on ADAS

    Thermoelectric Cooling: Paving the Path to AV Safety – EE Times 

    Luxury

    Timed out! Rugby World Cup 2023 referees not wearing watches due to sponsor dispute | Stuff.co.nz – in some ways Tudor are very much like their big cousin Rolex. This move came across as petty, the problem is that Tudor seems to have made mistakes in its sponsorship and doesn’t have the gravitas of Rolex.

    Daring Fireball: Hermès Still Sells Leather Apple Watch Straps, But Only Through Their Own Store – which is very different to the impression that Apple gave during their autumn keynote ‘Wanderlust’ event.

    Standard Model: The Chanel J12 Eclipse Set – LUXUO – interesting, particularly given the manufacturing problems that Rolex has had with dual colour ceramic bezels. Chanel has managed to master this and master it across the whole watch. Matching bezel and case divisions.

    Interesting analysis on supercar prices.

    Profile of Lacoste.

    Marketing

    A few days of lunch time viewing from the IPA (Institute of Practitioners in Advertising) media planning and strategy summit. Interesting mix of presentations and case studies.

    Really interesting case study on McDonalds and how the brand has evolved over two decades in the UK.

    KFC’s Colonel Sanders in Street Fighter 6 is finger breakin’ good | Yahoo! News – has also transformed wardrobe with a Loro Piana look.

    The Unspoken Truth About CMO Churn | AdWeek 

    Online

    Labs | Last.fm – I have used last.fm for 20 years and still love their experimental data visualisations.

    China Sows Disinformation About Hawaii Fires Using New Techniques – The New York Times – using LLMs to generate misinformation materials.

    How social media killed the protest | Financial Times 

    New emoji launch in association with Unicode which goes into how emojis became mainstream.

    Security

    Inside The Ransomware Attack That Shut Down MGM Resorts and more here: MGM, Caesars File SEC Disclosures on Cybersecurity Incidents | Dark Reading

    China’s de-risking strategy predates US, EU efforts | Quartz – it goes back to the 1980s efforts of China.

    Saab buys into unicorn AI startup | EE News Europe – the focus includes use of autonomous vehicles (land, sea and air), electronic warfare and surveillance capabilities.

    How I got to know Westminster’s ‘Chinese agent’ | The Spectator and China trying to headhunt British nationals in key positions, UK says | Reuters. Sunak admits UK needs more investment to combat China’s security challenge | Financial Times – it’s going to have to get smart soon.  

    Lithuania gets called out: Revealed: The Country that Secretly Wiretapped the World for the FBI | 404 Media.

    Software

    Centaurs and Cyborgs on the Jagged Frontier | One Useful Thing – on AI futures

    Style

    The evolution of sneakers from functional kicks to high-value commodities – ABC News

    Taiwan

    Taiwanese civilian drone suppliers are tapping into the defense sector | DigiTimes

    Technology

    Huawei’s Kirin 9000S chip made by SMIC is only a breakout, not a breakthrough


    What This Year May Well Bring for the eFPGA  – EE Times
    – embedded FPGAs allow for in-life product upgrades

    Telecoms

    How two SATCOM companies are responding to Starlink’s dominance 

  • Switching off + more things

    Switching off

    Switching off as a choice is a relatively new phenomenon. A few blogposts ago I talked about how consumer internet usage started for me 25 years ago. Back then going online was an active choice. In my case I would have to travel to an internet café. Later I would have to dial-in to an ISP or log into a wi-fi network.

    Confluence of always-on elements

    Wireless home broadband allowed seamless connectivity around the house or the workplace. The next thing that changed was laptop battery battery life improved to the point that one could realistically work for a 8 hours on writing or emailing at a conference or coffee shop without a power cable. Social media became a thing, first it was a positive influence, but gradually it had a more complex social impact.

    Finally there was smartphones. Nokia, BlackBerry, Palm and Microsoft smartphone attempts gave way to a duopoly of Apple and Alphabet’s respective eco-systems. I went back to an old presentation that I did a number of years ago. Here’s a chart from it, that I pulled together of publicly available active user numbers by time from December 1997 to April 2016.

    Yahoo! Mail, Hotmail and Gmail users over time

    The dramatic take off in Gmail email accounts in 2011 and beyond is down to the rise of the Android operating system. By 2013, smartphone users were engaged by a series of compelling always-on applications to counter switching off.

    Strategising for a winning mobile social formula at IMM Conference, Hong Kong
    Ged Carroll for IMM Conference, Hong Kong (August 2013)
    Strategising for a winning mobile social formula at IMM Conference, Hong Kong
    Strategising for a winning mobile social formula at IMM Conference, Hong Kong
    Strategising for a winning mobile social formula at IMM Conference, Hong Kong

    Switching off became important. ‘Crackberry‘ – a light hearted take on smartphone addiction and an ability to turn off peaked as a thing as far back as September 2009 according to Google Trends. 12 months later the Crackberry book advised us on how to put down our smartphones. Four years later, the self-help books became more strident in their exhortations: Put Down Your Damn Phone Already: A (loving) rant about your obnoxious cellphone use being a case in point.

    The biggest concerns now, seems to be about two things where correlation if not causality supports beliefs about:

    From a professional perspective and increasingly a personal perspective, consumers have become smartphone human cyborgs.

    Class as a determinant of switching off

    Switching off is also about culture and behaviour. A discussion that I had with a friend about phones being turned off and put in a box before a night at the opera, reminded me of how ‘class’ in its widest sense can be one of the biggest determinants of switching off. You see it in homes that put phones away before a family dinner, or cinema-goers who are happy to turn their phone off before the main feature starts.

    The bulk of people may have the devices as always-on pacifiers. This quietens children and is seen as a continued source of confidence and validation rather than switching off.

    Secondly, we’re also seeing a small proportion of people choosing to use feature phones as a way of disconnecting. This might happen all the time or at the weekend, when they don’t want to be bothered by Microsoft Teams and WhatsApp messages.

    How not to influence behaviour

    EE Phonesmart – how not to design a PSA website

    China

    Politics crippling innovation: China notes, July ’23: on technological momentum | Dan Wang

    Culture

    Jamie Morgan on the next-gen of Buffalo kids – The FaceBuffalo will never die

    Economics

    How Saudi Arabia is buying the world – New Statesman – the unlikely links of Saudi Arabia and DC’s fictional country of Wakanda

    Energy

    Will there be enough cables for the clean energy transition? | Financial Times

    FMCG

    Why Rajiv Jain is betting on an Indian yoga televangelist | Financial Times – plans on growing market share rather than margin share for Patanjali Foods could put pricing pressure on Hindustan Unilever and Nestlė India

    Bubble tea, probably the biggest FMCG breakout in the past decade and its convoluted origin.

    How to

    Gwern on ‘How to search’ – how to make Google work harder for you

    Japan

    In France, Japonisme has turned into Japanmania – The Japan Times 

    In America, “Barbenheimer” is a success. In Japan, it’s a scandal.

    How homogeneous is Japan really? (repost) – by Noah Smith

    Korea

    Tech cold war: South Korea pivots from China to US | Financial Times

    Luxury

    Aspirational shoppers are cutting back. What next? | Vogue Business – also notable for a new acronym that I hadn’t heard before HENRYs (high earning, not rich yet)

    Media

    Streaming and podcasts are the most popular audio media formats | WARC 

    Online

    The world’s last internet cafes – Rest of WorldInternet cafes were more than just places to log on. They emerged in the waning years of the 20th century — a post-Cold War moment full of techno-optimism. Sharing a global resource like the internet “was going to bring different people in different cultures together in mutual understanding,” historian and author Margaret O’Mara told Rest of World. It was an era in which, both physically and digitally, “people were moving across borders that before were very difficult, if not impossible, to cross.” 

    Security

    City investors putting UK security at risk over ESG, ministers warn | Financial Times – the capitalists won’t even buy the rope to hang themselves

    Software

    Bloomberg on ethics in technology companies and artificial intelligence.

    Technology

    SK Hynix and Samsung’s early bet on AI memory chips pays off | Financial Times

    Intel’s AI bullishness shows its anxiety on catching Nvidia | Quartz

    Telecoms

    Software engineers dedication to getting Taylor Swift Tickets – Blind – judicious use of VPN connection

  • Brand proposition

    The brand proposition is what fires creative thinking in advertising and the bane of junior planners. In fact, the brand proposition is a topic of conversation for advertising planners, in the same way that the weather is for British and Irish people. It is a source of endless debate and discussion.

    Firstly, let’s discuss what’s a brand?

    Kit-Kat Japanese packaging

    How you define brand would likely come down to two camps. Those that broadly agree with either of two statements that branding:

    • Is the act of creating a name, symbol or design that identifies and differentiates a product or service from others
    • Is the art of aligning what you want people to think about your company, with what people actually think about your company

    The second option is closer to where my viewpoint would be, but neither are completely right or wrong. Brands have various attributes including:

    • Brand / customer relationships
    • Brand personality
    • Country of origin
    • Emotional benefits
    • Organisational associations
    • Self-expressive benefits
    • Symbols
    • User imagery

    Product specific attributes that affect brand

    • Scope
    • Attributes
    • Uses
    • Quality / value
    • Functional benefits

    JWT London’s seminal planning guide said that a brand’s appeal is built up over time by three different sorts of appeal

    • Appealing to the senses: feel, smell, tastes, sounds or looks
    • Appeals to reason: function, when would you use it, what does it contain, how does it perform
    • Appeals to the emotions: the brand style or nature, brand associations, what mood it evokes or satisfies, any psychological rewards for usage

    How does planning come into it?

    What’s a brand planner?

    “The account planner is that member of the agency’s team who is the expert, through background, training, experience, and attitudes, at working with information and getting it used – not just marketing research but all the information available to help solve a client’s advertising problems.” 

    Stanley Pollitt

    The JWT Planning Guide, which can be considered to be the stone tablets of account planning as a profession were handed down written in 1974.

    The planning guide said

    … any systemic approach to planning advertising has to do more than simply provide controls and disciplines. It must actively stimulate imagination and creativity too.

    PLANNING GUIDE (March 1974). United Kingdom: J Walter Thompson (JWT) London.

    Ok, that’s quite a big ask. But it didn’t stop there. The ideal advertising planning methods had to also fulfil four criteria

    • Realistic – based on ‘best practice’ and must be capable of being optimised and evolved.
    • Pragmatic – They must work to help people create advertising that is relevant and creative. Simple in nature, memorable and easy to follow
    • Fundamental – based on ‘coherent theories’ of how advertising benefits marketing, how communications works, how people collaborate productively and create new ideas
    • Structured – set a sand pit that imagination can work in. Chunking complexity down to simple elements and providing regular evaluation of work done
    Kit-Kat Japanese packaging

    Brand proposition

    Realistic, pragmatic, fundamental and structured dictate the shape and form of a planner’s tools and outputs. And sometimes we lose sight of this, which is very much the case with the brand proposition.

    A definition

    A brand proposition could be considered to be the foundational concept that highlights the unique identifying features of your brand.

    Attributes of a good brand proposition

    A good brand proposition will be:

    • Single-minded in purpose and being succinct – which can be a pain the 🍑
    • Almost, but not quite an endline
    • Interesting / thought provoking
    • An ongoing investment
    • Occasionally multiple – creative briefs are as much a dialogue with your creative director as they are the product of the heroic lone planner. Having multiple ways in is a good way of doing that, and there might be multiple insights that don’t easily reconcile with each other
    • Open to evolution – its more important to be interesting than correct, it is unlikely that you will get it right first time

    Rich nuggets, stimuli, creative brief delivery and post-brief discussion

    The brand proposition is a small part of the overall account planners contribution to the creative process. You could consider it a sub-set of the insightful ‘rich nuggets’ – the behavioural observations in a creative brief, which is about a quarter of the strategists contribution. Every bit of a brief that a planner writes should have these rich nuggets in it. Examples of rich nuggets that I have had in my career as a planner

    • Even in a digital world, people get annoyed and can be spurred into action when they find their mail has been opened
    • After mental health, consumers care most about having a healthy immune system. It came to fore during COVID and seems to have remained with us
    • Glow, the look of healthy skin due to a moist top layer of the skin can sell products in many markets. But it doesn’t work well in high-humidity tropical, and sub-tropical clients
    • A majority of Hong Kong beauty consumers would prefer not to interact with concession staff, they consider them to be closer to over-pushy sales people than trusted advisors
    • A majority of primary care practitioners (GPs) feel a degree of disgust when they see an obese patient
    • Chinese luxury hotel guests are likely to be younger and less formally dressed than the older western and Japanese clientele – with a dress sense that somewhat harks back to the mix-and-match approach of the Buffalo Collective

    The other three quarters are:

    • The quality of stimulus that the planner provides – Stimulus for consumer brands might be much more visual than say prescription medicines where science facts and sandboxes of regulatory restrictions could be much more important. There is usually a good deal of discussion that goes into help writing this brief that helps filter which stimulus makes the cut and the emphasis placed on it.
    • Quality of delivery on the creative brief
    • Post-brief discussion

    So the amount of ‘pain’ that junior planners have on the brand proposition is out of proportion to the brand proposition’s role in the planning process.

    Criticisms of the brand proposition

    Perceived solutions orientation

    The brand proposition puts the emphasis on a potential answer; rather than the initial problem. And I can understand how this occurs. Going back to the JWT London Planning Guide:

    Advertising involves producing a long series of unique solutions. Each piece of work requires innovation. Every script, every layout, every recommendation is Ian some way different from any that has gone before. Each client operates in a different market, and each brand in a market has different needs.

    I would argue that yes the brand proposition can be perceived to be solution focused, but I’d also argue innovation means reframing and looking at a problem in a different way – this is much of the success behind Eno & Schmidt’s Oblique Strategies.

    Brand proposition locks the planner in to a certain perspective

    The idea is that the very act of writing a brand proposition locks the planner in to a certain perspective and consequently starts making the process of developing ideas territorial and creates unhelpful barriers.

    I can see where the ‘lone heroic planner’ mode might kick in. I found it happened when I was freelancing in a team made up of freelance creative talent and there wasn’t any ‘connective tissue’ in the team.

    I think that a planner needs to be humble enough to recognise that:

    • They don’t have a monopoly on good ideas
    • They are humble enough to recognise better ideas were ever they may come from
    • They are constantly in searching mode

    Perceived traditional media focus

    Propositions are considered by some to encourage to think in ‘traditional media’ by asking what should we say rather than

    • What might we do?
    • What experience might we create
    • What interaction might we host

    My argument against this point-of-view is that its a very literal interpretation of ‘say’. If we think about person to person communication about 70 percent is non verbal cues. And I would argue that more experiential aspects fall into what we say.

    Secondly, it depends on where you are in the process. For instance in many of the assignments I worked on as a freelancer, the channel had already been defined by the client and or the media agency partner who was further upstream in the decision making process.

    A brief for Unilever’s Dove specified that they wanted a 30-second TV spot and online video clip. It has to contain an end ‘pour and pack shot’ which took another 5 seconds at the end of the video. For the online video clip you had to have the brand logo up front. This is very common when you are working on creating marketing assets for international markets.

    OK, why Japanese KitKats?

    They have one uniform brand proposition behind them, but a whole variant of different ways of solving it from a product and packaging design perspective. And, they’re really, really tasty. Japanese KitKats have the crispness I remember from my childhood eating Irish-made KitKats from the old Rowntree-Macintosh factory that was in Kilmainham, Dublin.

  • Handset industry of South Korea + more

    South Korea’s handset industry

    South Korea’s handset industry is leading indicator of supply chain shiftSamsung has chosen to place two thirds of its global production capacity at 360 million phones near Hanoi, Vietnam and one third in Noida, India. At the same time, a group of American brands led by Apple have asked their Taiwan-based OEMs to set up production facilities in India. Taiwan’s three largest manufacturers Wistron, Pegatron and Foxconn all have production lines up and running in India. Before this, Taiwan-based notebook computer manufacturers had already moved their production to major ASEAN countries. It is a definite trend that manufacturers are relocating part of their production out of China into ASEAN countries and South Asia – Apple can learn a lot from South Korea’s handset industry. Apple’s approach to its supply chain compared to the handset industry looks risky. It is betting on Chinese behaviour that seems to run counter to Xi Jingping-era China. More on handset industry related content here.

    China

    Ketamine and the Return of the Party-State | Palladium Magazineas China gets richer and its factional lines get drawn across social battles instead of economic ones, we can expect rhetoric about moral regeneration to become more potent. The party’s turn towards encouraging family and child-rearing might well be the first sign of things to come. When all your political capital has been invested in the narrative of national rejuvenation, there’s no easy way out when the low-hanging fruits of the market start to run low

    Former Chinese Party Insider Calls U.S. Hopes of Engagement ‘Naive’ – WSJ“Wishful thinking about ‘engagement’ must be replaced by hardheaded defensive measures to protect the United States from the CCP’s aggression—while bringing offensive pressures to bear on it, as the Chinese Communist Party is much more fragile than Americans assume,” Ms. Cai wrote. Her 28-page paper is slated for publication this week by the Hoover Institution, a conservative-leaning think tank at Stanford University. A growing roster of Western politicians and analysts has concluded that U.S. diplomacy with China hasn’t paid dividends. But such views are rarely expressed publicly by sources as highly placed as Ms. Cai was just a short time ago. – Pretty reasonable assessment with plenty of empirical evidence to support it

    Fawning and complacent, the West has eased China’s path to power | The Sunday Times – while the statement is true, it also shows how much the tone has changed towards China

    Finance

    Brazil and China in talks to strengthen science and technology ties | ZDNet – China calls for financing to bring plans to reality…..

    France

    France probes fashion retailers for concealing ‘crimes against humanity’ in Xinjiang | Reuterssource told Reuters Uniqlo France, a unit of Japan’s Fast Retailing, Zara owner Inditex, France’s SMCP and Skechers were the subject of the investigation

    Hong Kong

    How Beijing humbled Britain’s mighty HSBC | ReutersThe decision by Baowu to blackball HSBC is part of a clampdown on the global London-based bank by many of China’s gargantuan state-owned enterprises – a campaign described to Reuters in interviews with HSBC bankers, and employees at state companies who have first-hand knowledge of their operations. Controlled by China’s ruling Communist Party, these companies manage the nation’s largest industrial projects and are responsible for $9.8 trillion of revenue annually. The reason for the pullback by state firms isn’t HSBC’s financial soundness, which isn’t in question, but rather Chinese politics. People inside the state enterprises and HSBC say Beijing has grown disenchanted with the bank over sensitive domestic and international legal and political issues, from China’s crackdown in Hong Kong to the U.S. indictment of an executive at Chinese national tech champion Huawei Technologies – this makes HSBC’s pivot to China look foolish

    ‘Unstoppable storm’: rights take back seat under Hong Kong security law | Yahoo! News – from the journalist’s Twitter thread when she shared the article and additional material that didn’t make the cut: “Judges hope to be given more trust and discretion. Prosecution wants more power. What can defense do? …I’m not as naive to believe they won’t come after lawyers. Losing license is the minimum charge.”

    Luxury

    Streetwear Has a Homophobia Problem | Highsnobiety – where to start with this? I think that some of the homophobia is down to in-out group dynamics. Gays have been in the streetwear industry for a long time. Bomber jackets as a streetwear item came from creatives like Judy Blame and the Buffalo Collective

    Media

    America’s New Post-Literate Epistemology | Palladium MagazineMcLuhan believed that the West was due for a period of “re-tribalization,” but by “tribal” he meant much more than the commonly understood definition. Yes, there would be polarization: people would by and large become less civil, less rational, touchier, and more defensive about the smallest things. This much, we already know and see every day. But McLuhan went even further in his use of the term, arguing that electronic media—more so than any political ideology—shifts the sensorial basis of Western society away from the visual, the literate, and the abstract and toward the oral, the tactile, and the tribal. In other words, he saw re-tribalization as a process that will eventually return modern man to the mental and epistemic world of his pre-literate tribal ancestors: the “global village.” Over the long run, this can be quite benign, even sublime: in 1969, McLuhan imagined its endpoint as a society of “mythic integration” where “magic will live again.” Speaking in lofty millenarian terms, he predicted technology would merge humanity “into an inclusive consciousness…a new interpretation of the mystical body of Christ…the ultimate extension of man.”

    ‘Crypto Keepers’ NFT-Backed Drama Series Hatched by AMM Global – Variety – the production company spun out of Hong Kong’s Asia Television – a former free to air TV station

    Facebook, Twitter, Google Threaten to Quit Hong Kong Over Proposed Data Laws – WSJ – the problem is that the online platforms don’t put teeth behind it. Like taking unilateral action against Chinese advertisers and Chinese media. Lets assume that Facebook, Twitter and Google would have to leave Chinese territories. They can then squeeze China two ways:

    1. China’s small factories rely increasingly on direct to consumer sales through Facebook and Instagram advertising. As does product aggregators like Wish.com and Shein. Squeezing them out of advertising would send 10,000s of Chinese employees out of work
    2. Shutting out China’s SOEs (Air China etc) and Chinese media accounts would severely cripple China’s external united work front efforts to influence the global market

    Vietnam

    Vietnam to phase out 2G, 3G serivces starting 2022 – Vietnam’s Ministry of Information and Communication (MIC) has decided to start phasing out 2G and 3G technologies within the country in 2022 in a bid to encourage people to use smartphones and promote digital society.