Why a newsletter on a blog? I realise that there is a certain incongruity with the whole idea.
I had held off on turning this blog into an email newsletter, in the same way that other bloggers I respect have done over the years. This isn’t because I don’t like platforms like SubStack or the late lamented Revue that was sunset by Elon Musk owned parent Twitter.
An email newsletter constrains what I would cover and when I would cover things.
The reason for my newsletter move was inspired by LinkedIn’s newsletter platform as a way to reach people with my content that wouldn’t normally be reading a blog. It also allowed me to engage with professional peers and colleagues. I reproduce it here, because LinkedIn could sunset this functionality at the drop of a hat.
I have a formula which tries to remain true to myself and the ethos behind this blog. A wide range of items that inspired me:
Things that I have written.
Books that I have read.
Things that I have been inspired by.
Things that I have watched.
Useful tools that I have discovered.
The sales pitch. (As I have to put food on the table and pay the rent)
I do these once a month.. Spiritually, it comes from the same place as the rest of this blog:
renaissance – a range of esoteric interests covered because everything is connected and can fuel inspiration elsewhere.
chambara – originally inspired by Japanese samurai films, but keeping a weather eye on Asia for inspiration.
If there’s anything you would like to see covered by my newsletter, feel free to get in touch.
CNY 2024 or the Chinese new year is celebrated across east and south east Asia as it marks the new year according to the lunar calendar. It is as important an advertising spot as Christmas in the UK or the Super Bowl advertising slots in America.
This Saturday marks the new year. This year is the year of the dragon, it is a time for family and for cementing relationships through gift giving. Packaging and promotions will lean heavily on red, gold or yellow colours signifying good luck and general positive vibes.
The packaging can often be very ornate as this example by Shanghai design agency The Orangeblowfish for client Chow Sang Sang shows.
In many small businesses red or Christmas decorations are often left up and enhance the lunar new year decorations. Corporate florists will bring in miniature orange trees that are also a symbol of the season. (Pro-tip, don’t try one of the fruit).
Given it’s such an important time in the marketing calendar, you see some of the most creative campaigns conducted in the region. Here’s a sampling of this year’s advertisements broken down by country.
China
China’s ‘Galapagos Syndrome‘ social platforms mean that it’s really hard for me to share campaigns with you here. In addition, many of the main advertising agencies no longer seem to share their work on more accessible platforms in the west any more. Each year it becomes harder to write a post like this. It’s almost like they’re ashamed of it.
Amushi
Food brand Amushi worked with Leo Burnett on an advert that conveys the main elements of new year celebrations. You need to watch it on Campaign Asia.
Apple
Apple has done some really interesting Chinese new year films documenting different aspects of Chinese new year and this focuses on the trials of childhood and the magic of new year. The protagonist is ‘Little Garlic’, a young girl with special shape-shifting powers.
Coca-Cola
By January 2nd, Coca-Cola already had year of the dragon cans for sale in Beijing. They created a mini-film around a family gathering, but its on WeChat. Contact me if you would like me to share it in-app with you.
Lululemon
I am guessing that Lululemon’s campaign was planned to be running across Mandarin-speaking markets as well as appealing to Asian Americans. The theme of spring is an analogue for the new year, but it is a celebration of traditional Chinese culture rather than lunar new year traditions per se. Michelle Yeoh is Malaysian but has global recognition amongst Asian cinema fans and her Hollywood appearances.
The problem is that Lululemon has fallen foul of Asian Americans and this ad might have its media spend pulled outside Asia? If it happens it would be a shame, as this is the most ‘high concept’, artistic and cinematic of the ads that I have watched so far.
Nike
Nike in partnership with Wieden + Kennedy Shanghai have been turning out high quality Chinese New Year adverts for a number of years now and this year was no exception. It took me so long to get a copy of it, that it almost missed going into this post.
If you have been in a rush to do your Christmas shopping you can empathise with the struggle of getting ready for lunar new year and the vignettes are really nicely done.
Prada
Prada did a photo shoot which is shared on Sina Weibo microblogging platform. The photographs were designed to emulate the classic mid-century elegance of Wong Ka wai’s film In The Mood For Love. This also ties into the popularity of Wong Ka wai’s recent mainland Chinese TV series Blossom set in Shanghai during the early 1990s that is similarly visually rich.
Hong Kong
Hong Kong usually doesn’t have a rich source of lunar new year video advertising. You will see print and poster ads though as sales promotions are the main driver of marketing activities.
Coca-Cola
Coca-Cola HK
Coca-Cola Hong Kong went with really short takes, a celebration, fireworks, a branded giveaway and dragon-branded cans make it feel as if the creative was literally dialled in. Where’s the magic that’s integral to the brand?
Watsons
Hong Kong’s ubiquitous pharmacy and beauty care retailer has a brief ad promoting their new year sales promotions and the potential to win a Mofusand co-branded ‘Jenga’-style game – which would be ideal when you have young family members over for CNY 2024.
Their associated web page has promotional price offers containing 688 which its considered to be lucky.
Macau
Macau government tourist board
I am not even going to try and explain what you are about to see. It’s special. But once you watch it, it can’t be unseen. I will leave it at that.
Malaysia
Astro
Astro is a Malaysian satellite TV and OTT broadcaster. As is common with other media businesses in Hong Kong and Singapore they rolled out a song to celebrate Chinese new year. This video showcases their varied broadcast talent.
Cetaphil
Cetaphil is a range of skincare products from Galderma. Chinese new year means looking your best, including new clothes. This combined with gifting is why the holiday makes so much sense for Cetaphil.
Coca-Cola
Coca-Cola made use of high profile 3D OOH spaces such as this one in Malaysia with a very traditional dragon motive. It’s nicely executed and fits into the magic of the brand.
Eu San Yang is a traditional Chinese medicine retailer originally from Malaysia, that now has branches in Hong Kong, Macau and Singapore. It’s advert talks about relationships particularly assumptions like ‘I thought’ or ‘I took for granted’. Click the link, as they aren’t allowing embedding. It touches on the tension between tradition and modernity that is generational and is quite meta in the way it references lunar new year adverts as a popular trope in the dialogue between father and son.
Loong Kee
Malaysian dried meat brand Loong Kee put together a music video featuring ethnic Chinese influencers and celebrities.
Mr DIY
Mr DIY is kind of like Homebase or Wilkinsons but with an extended product range. Their film has a Christmas Carol type transformation to it. I’ll leave it at that for you to enjoy.
This comedy clip explains the universal insight above really well.
Pepsi: Finish The Unfinished
Pepsi’s campaign is built around the insight that during new year meals and celebrations there are lots of partly finished cans of drinks left around. The idea of finishing something is an important part of Chinese new year, echoed in the series of Hong Kong family entertainment films released for the new year called ‘Alls Well That Ends Well‘. The original film was released in 1992 featuring Maggie Cheung, Leslie Cheung and Stephen Chow – and spawned seven sequels. The advertisement connects with a gold cup giveaway that is also tied into this the theme of ‘finish the unfinished’.
Petronas
Malaysian government-owned energy company Petronas promotes its corporate brand with a short film that riffs on the harmony of Chinese new year. They were careful to cast talent from the countries three main ethic groups: Malays, Chinese and South Asians.
Tune Talk
Malaysian mobile provider Tune Talk focuses on filial piety and the high level of change that’s signified by the Dragon in the horoscope. At first when I saw the ad I thought that it would be warning about online scams, but the story is much more straight forward. It’s fun and high energy, just what you need for lunar new year.
Watsons CNY 2024 campaign – Enter The Dragons
Watsons is part of AS Watson, the retail arm of CK Hutchison Holdings and the owner of Superdrug. They have their own branded pharmacy stores with a large range of beauty products throughout China, Dubai, Indonesia, Hong Kong, Macau, the Philippines, Qatar, Saudi Arabia, Thailand, Ukraine, Vietnam and Malaysia as you can see.
Yee Lee
Yee Lee is a Malaysian manufacturing and packaging company – imagine an analogue of Unilever and Tetrapak. Their products include food, bottled water, oral care, household cleaners, and industrial products. It also manufactures corrugated cartons and aerosol cans for a wide range of customers. The music video is notable for its use of rap lyrics. Also, notice how the cast is older than Loong Kee’s music video.
Yeo’s
Yeo’s is a local FMCG brand with a range of products including drinks, teas, instant noodles, canned food sauces and dairy products. Every household has some Yeo’s products in the pantry or the fridge. This advert neatly captures the stress and joys of new year celebrations.
Singapore
Mediacorp
Mediacorp is a Singapore government-owned commercial media company that would be analogous to the BBC in terms of the media footprint, and Channel 5 in the way it takes advertising. Chinese new year songs are a thing, with new ones launched each year. Mediacorp’s song is also an advertisement for its talent and the company’s OTT service – kind of equivalent to BBC Sounds and iPlayer.
SingTel
Singapore’s dominant telecoms provider SingTel have a reputation for delivering high quality Chinese New Year ads and this year was no exception. This time the ad focuses not only on reunion, but also remembering those people who we can no longer enjoy CNY 2024 with Mr DIY’s campaign we see greater than expected evolution of a senior citizen.
Taiwan
7-Eleven
Convenience store 7-Eleven created a 30-second spot to promote its range of Chinese new year products.
Here are the examples that I found in previous years:
I work alongside Craft Associates and together have helped a number of clients including Oxford Nanopore Technologies on their successful China GTM approach and SK-II on their content strategy for Hong Kong. I have also worked with the team to help advise Chinese enterprises on going international over the years in the consumer technology space.
Whether you want to advertise to a Chinese audience, or advertise a breakfast cereal to people in Wolverhampton, you can contact us here.
Welcome to my January 2024 newsletter which marks my 6th issue – bringing us to a half dozen issues in total. Here’s a quick video introduction that I recorded with HeyGen.
Dozen as a word in the English language comes from the french douzaine – meaning an assembly of 12 things of the same nature. This in turn was derived from roots in Latin. Weirdly enough the use of dozen plunged to a nadir in 1983 and then enjoyed steady growth to reach its most recent peak in 2018.
The sun rises reluctantly over the horizon every morning, disappearing each afternoon, but that doesn’t mean that inspiration stops. But each day is getting slightly more daylight here in London and in a few months we could be complaining about the heat.
Watch Registry – how a confluence of EU regulations and surging crime has driven a new category of online service.
Pebble – micro-blogging service Pebble went under in November last year. Here’s what we lost.
Loneliness – its impact and some of the solutions that are evolving to address it.
Backroom – how one of my photos went around the web and ended up in an online game.
Every old idea is new again – a mix of collective amnesia and the less than perfect memory of the web means that old ideas have their time as new creative.
Books that I have read.
Over the new year, I curled up on the sofa with 2034 by Elliot Ackerman and Admiral James Stavridis. Ackerman and Stavridis plot out a political pot boiler about what a future war with China might look like. The realpolitik of the book feels real, the main issue would be the complete passivity of smaller powers like the United Kingdom and France. The rise of India and the fall of China as a global power at the end is an interesting commentary on the current Xi-led government. The book seems to set out to do a few jobs. First and foremost it’s a call to arms about American preparedness (it isn’t prepared). Secondly, it’s a warning about over-relying on technology, over base skills like astral navigation – something that the advertising industry could learn from as we fumble forward across AI, martech and adtech in a time of declining effectiveness. But the book also irritated me and pulled me out of of the story with magical thinking in Chinese technology and having every part of a plane including an ejector seat open to being hacked and disabled. I could imagine car manufacturers leaving their safety systems open, but would have thought that the military would have been more sensible about their safety equipment.
How Did Britain Come to This?: A century of systemic failures of governance by Gwen Bevan. How Clement Attlee’s administration solved issues of minimal government in the post-war period and these solutions held up until the early 1970s. How Margaret Thatcher’s solution of markets for everything suffered from market failures over the years. All of which resulted in geography as destiny in terms of social outcomes.
Among the Braves: Hope, Struggle, and Exile in the Battle for Hong Kong and the Future of Global Democracy by Shibani Mahtani and Timothy McLaughlin – an interesting portrayal of Hong Kong’s pro-democracy movement from the perspective of foreign journalists in the region. McLaughlin writes for The Atlantic and is based out of Singapore, Mahtani does a similar role for the Washington Post. The whole society movement of the protests is something that comes out in the books and makes me think that the authorities will have a longer term job to keep their illiberal agenda going. But on the flipside the American foreign policy looks weak and ineffective in the face of China. What most surprised me was how the authors uncovered details inside the government and the police force. Probably the most explosive allegation is that the Organised Crime and Triad Bureau of the Hong Kong Police were monitoring the WhatsApp group chat used by multiple rival gangs to organise the attack on Yuen Long train station. There is a large overlap between rural political committees in the Yuen Long area and triads. We know that the police did not prevent it, did nothing about it when it happened and conducted minimal prosecutions. Chief executive Carrie Lam was getting her news from the television rather than intelligence gathered using open source, human intelligence sources and ‘exquisite‘ means. Some members of the government related to mainland affairs seem to have had an indication of what was coming, but there is no evidence that Lam knew.
Things I have been inspired by.
Swiss International Airlines, the city of Geneva and the Grand Prix D’Horologerie de Genève did a classic PR stunt in October 2023. A flight crew member supervised by a watchmaker assembled a mechanical watch mid-flight between Geneva and New York at an altitude at 30,000 feet. In the idea you have precision, innovation, expertise, professionalism, quality and skill. A solid fusion of complementary brands, brand planning and creative ideation.
Unfortunately, the story seems to have been eclipsed by the Israel – HAMAS conflict in the Gaza region. The uncertainty of the news agenda illustrates the weakest point of a campaign relying purely on earned media.
Etsy and agency The Orchard nailed gift buying with their spot ‘Dad’. The insight that family members often don’t want gifts and are concerned about clutter or the ‘wrong type’ of gifts is on-point. There is the additional layer of thriftiness that comes from being part of an immigrant family – be they Irish or Asian.
The idea also had me reflect on the time I spent helping to sort through my late Uncle’s belongings on the family farm back home in Ireland. There were ‘new old stock’ ties still in their packaging and an Insignia aftershave / shower gel gift set from sometime in the early 1990s in his drawers. Stashed there after being gifted, but unneeded.
Thoughtful gifts are priceless.
While the ad is aimed at Christmas, I saw it as I thought about my Dad’s birthday. My own parents exhibit the traits of not wanting gifts and thriftiness. But in my case, no Etsy-sleuthing was required however, with a bit of cajoling he knew precisely what he wanted from the Toolstation catalogue. The collector gene runs deep in the Carroll family.
https://youtu.be/4VI6rgps_Bc?si=pHQpElVLc_KlDecI
The Orchard for Etsy
While a lot of London had their out of office on until January 15th, New Balance had their skates on previewing Scorpius, Rose Water and Medusa Azúl variants of the 1906R in association with Action Bronson. The clever thing that they have done is that each of the colour ways have a variation in brightness, appealing to sneaker heads of different temperaments. For me this was more exciting than Louis Vuitton’s collaboration with Timberland also announced this month.
7-Eleven Hong Kong did one of the first campaigns that merged generative AI techniques with traditional advertising production values including extensive use of green screens and wire work that would have been more at home in the fantasy martial arts films Hong Kong made famous.
4.5 billion years in an hour. A great way to bring data to life in a way that we wouldn’t otherwise be able to fathom. It also works well as a background for writing late at night as well. It did remind me of Hitchhiker’s Guide to The Galaxy for some reason, and that’s no bad thing.
I was looking at the underlying code on one of my flickr photo pages and came across this recruitment advert embedded in the code. I thought it was quite cleverly done in terms of targeting a technical audience.
A bit of a late find for me, the Computer History Museum held a 2-hour event interviewing key people in the development of the Apple Mac, in order to celebrate the 40th anniversary of its launch. There is so much that can be still learned today from their experience. You can watch it here.
Finally, Tom Coates shed more light on what we are likely to see platform-wise from a post-Twitter future.
Things I have watched.
It’s cold and dark and I make no apology for my films being unapologetically escapist and and entertaining to try and counterweight the drab conditions.
Something Wicked This Way Comes – Something Wicked This Way Comes was made in the UK during that many Disney fans describe as the studios ‘dark period’. From 1967 – 1984, the Disney family connection to the business was severed through deaths and a resignation. Film quality declined while shows and theme parks supported the business until Michael Eisner . Something Wicked This Way Comes has a fantastic cast including blaxploitation starlet Pam Grier, Broadway and Hollywood veteran Jason Robards and a young Jonathan Pryce, now better known as David Cartwright, former spook and River Cartwright’s grandfather in Slow Horses. The film is based on a book by Ray Bradbury. The film has a similarly surreal nature to Willy Wonka and The Chocolate Factory.
I sat and watched Wild Palms. I hadn’t watched it all the way through previously and I found it much more rewarding to watch than similar shows like Twin Peaks. There is that slight dissonance and discomfort you have watching it that reminded me of reading JG Ballard’s works.
The Criterion Collection released a sympathetic digital remastering of Frederico Fellini’s La Dolce Vita. With a lot of similar projects the work adds little, but The Criterion Collection are no ordinary publisher and the film needed a lot of work. So much so, that it took donations from Gucci and government bodies to ensure that the work was done to a high standards. The results are right there on screen, the sound has had excessive background noise cleaned up as well. It isn’t excessively loud like the audio on the remaster of Sergio Leone’s crowning achievement Once Upon A Time in the West, but it does benefit from the clarity provided. The films commentary on the hollowness of the media industry is timeless as is its tour of Rome: ancient and modern.
Michael Fassbender’s Road to Le Mans – Porsche sponsored online film series that goes through Michael Fassbender’s journey to drive the Le Mans 24 hour race.
I am a huge fan of French police dramas from the 1960s to the present day and was really impressed by Netflix show Blood Coast. It features Olivier Marchal on some of the writing and directing duties. Marchal created Braquo, which ran for three seasons until 2016.
Not exactly something to watch, but the Hot Money: The New Narcos is an amazing high adrenalin podcast with the Kinahan family and the Dubai Super-cartel at the centre of it all.
Useful tools.
ABBYY Business Card Reader.
ABBYY Business Card Reader allows you to convert business cards into contacts.app entries on your iPhone or iPad – this then syncs with my Mac as part of iCloud services. While I don’t receive as many business cards as I used to, this is still a really useful time-saver.
WolframAlpha.
WolframAlpha is a handy shortcut for data points that Statista, WARC etc. doesn’t or won’t have.
Beeper.
Beeper is a multi-protocol messaging client. You can have Slack, LinkedIn, iMessage, WhatsApp and Discord all in one client. It works on both Macs and iPhones.
WaveAI Note taker.
Wave AI is an app that provides call note taking functionality using speech to text conversation. It is based on a freemium business model. Give it a try to see if it works with your style of working. An alternative to consider is Vienna Scribe, both seem to give better results than otter.ai
Portable second monitor.
When working away from the office or home, I have found a second monitor to come in handy. The one I use is from ASUS and comes with a protective cover that doubles as a stand.
Ok this is the end of my January 2024 newsletter, I hope to see you all back here again in a month. Gong hei fat choy for the forthcoming Chinese new year. It will be the year of the dragon on February 10th.
2023 has been an eventful year. I thought it made sense to go back and reflect on everything that has gone on this year. I was inspired to do this after coming across a similar post that I had done for 2005.
Contrary to what much of the tech sector believed just six months earlier, 2023 was not going to be the year of the metaverse. In reality, it never was. Sales of VR devices had dropped in 2022, and the technology was years away from the hype.
It was also going to be a bad year for speculators buying and selling on secondary markets. Previous hot properties like Rolex watches, Porsche 911s and the luxury industry in general dip. Rolex watch prices peaked in 2022 and prices normalised during 2023, despite the watch industry’s efforts to sustain artificial demand. The weakness in luxury markets was mirrored by a weakening of the performance of luxury business. Cryptocurrency saw successful legal proceedings brought by the US government against two of its highest profile industry advocates Sam Bankman-Fried and Changpeng Zhao – both former CEOs of trading platforms FTX and Binance, respectively.
LLMs and experiments in using them to generate a wide range of outputs drove technology trends instead. Amazon was noticeable by its absence from being at the forefront of this trend, despite its Alexa service. FOOH (fake out of home) became a marketing fad as clients didn’t have budget and still wanted to creat viral moments.
From a health perspective 2023 was the year of Semaglutide. Novo Nordisk displaced LVMH in the third quarter to become Europe’s most valuable company. FMCG brands and retailers blame the drug (likely falsely) for impacting sales of certain food categories. WW (the brand formerly known as Weight Watchers) jumps into telehealth to offer the treatment direct to patients. Ozempic, Semaglutide or Wegovy were mentioned most days in the media.
January 2023
The rail strikes that had disrupted travel in 2022, continued into 2023.
The Consumer Electronics Show (CES) kicks off 2023. Themes included narrow throw projectors to replace large panel TV screens. The Displace wireless TV looked to turn the large screen into a giant tablet device – as a gimmick it caught a good deal of media attention.
CES had new areas that weren’t given their own focus just a few years ago around the Internet of Things:
Food technology
Health technology
Sports technology
Harmon showcased a modular solution to car-based computers, allowing an upgrade path. Currently cars might be based on software and processors that are over a decade old. The Wall Street Journal pointed out the forthcoming ‘gadget gap’ due to a drop off in venture capital funding, resulting in less future start-ups.
Brand planning pioneer Jeremy Bullmore dies. Later on in the year so does the last vestiges of J Walter Thompson – the agency where Bullmore had his career.
China ended its COVID-19 related travel restrictions as the world moved to managing the virus as endemic rather than epidemic. COVID ripped through the Chinese population with an estimated 90 percent infection rate. Lunar year related travel had been restricted in previous years under the government’s zero COVID approach. At the time there were great hopes of an economic resurgence, but the Rhodium Group pointed out that progress would be stymied by Chinese corporate and local government debt. In the face of government interference, China’s most famous entrepreneur Jack Ma cedes control of financial services business Ant Group.
I read Adam Fisher’s oral history of Silicon Valley, Valley of Genius. The reality was that technology leaders were viewed in a more complex light during 2023 and the book title was indicative of the hubris infested in many Silicon Valley leaders. The FT highlighted how it felt software leaders were failing in the physical realm. Just writing that sentence made me think of big tech executives as JRR Tolkien’s ring wraiths. IBM loses its historic top spot in US patent filings and Microsoft invests in OpenAI with a view to integrate ChatGPT into their products and services.
Mastodon the federated answer to gets a hard pass from the Financial Times after trying to run their own instance. It was a minefield of legal and regulatory issues.
The US department of justice is investigating Binance – a crypto currency exchange. Already in January 2023, the ongoing legacy of the 2019 protests in Hong Kong carries on as the Hong Kong chief executive is given the right to ban Jimmy Lai’s British barrister from representing him agains the National Security Law charges that he will face. Talking of authoritarian regimes, the UK retail sector embraces facial recognition to try and combat shop lifting and violent crime in their stores.
Huawei patents EUV lithography tools used for making microchips with pathways below 10nm in size. This news was greeted with skepticism. Later on in the year Huawei launches a processor that might have been made using this technique. This raises major questions about proliferation of critical technology.
Meanwhile other Chinese companies look to launder their Chinese identity to be more acceptable for their foreign customer base.
Professor Scott Galloway coins the term ‘Patagonia vest recession‘ to encapsulate how knowledge economy jobs have been impacted more than blue collar roles in late 2022 onwards. I write a post on it and it turns out to be the best performing blog post on my site this year.
Asian communities celebrate the lunar new year (it’s the year of the rabbit).
Work-wise I was enmeshed in a number of marketing and innovation projects for GSK Vaccines.
At the end of the month, Adaline Lau passed away. Adaline was a friend that I made in Hong Kong.
SES Asia: Adaline Lau, Asia Editor of ClickZ asking a question to Douglas Stotland of Facebook. Taken at SES Hong Kong 2011.
Adaline had been living in Singapore and had moved back to Hong Kong. At the time I first met her, she worked reporting on the online media and advertising worlds for ClickZ as their Asian bureau editor.
Prior ClickZ, Adaline had written at Marketing Magazine and The Singapore Marketer. Outside of her professional writing, Adaline was an avid blogger and photographer, constantly seeking out and documenting vegetarian restaurants wherever she travelled. For many years, Adaline’s Doufu Mafia blog, Flickr and Instagram account was the first place I pointed people to, when they asked about vegetarian or vegan fayre.
February 2023
The issue of the day at the start of February 2023 was Chinese spy balloons with a debate that raged for months about whether the balloons were surveilling sensitive military sites or not. The balloon in question had a payload that was 30 feet long.
If the balloon had made it to the UK, it would have found very little to observe as much of the civil service, the NHS and railway unions were on strike.
A freight train accident in Ohio inspires a barrage of online misinformation, a good deal of it happening via Chinese sources. The west and China might be locked in a cold war, but the information war is raging hot.
In Japanese media circles, the last print issue of Popteen magazine marks the transition towards digital media for consumer magazines. Adidas continues its annus horriblis into the early part of 2023 with write downs on both Yeezy and Ivy Park collaborations with Kanye West and Beyonce respectively. Drop sales later on in the year of Yeezy designs help bail Adidas out.
Online NORA (no real answer) or knowledge search is expected to become a thing as Microsoft provides ChatGPT powered search results. The results are a bit underwhelming. The Chinese government bans its own technology companies from providing services based on ChatGPT.
The EU moves to ban the sale of new petrol and diesel-powered cars in 2035, there has been a lot of reflection about whether this is the right thing as Chinese government supported electric vehicle companies eviscerate Europe’s car manufacturers.
Wegovy was launched in the US back in 2021, and by the beginning of 2023, the international discussion about obesity and weight loss management had gone global. Knowledge of the drug amongst patients and the general public spread far faster than the ability to prescribe it as a medicine.
Pharrell Williams signs on as creative director for Louis Vuitton’s men’s collection. Williams has already worked on collections for Billionaire Boys Club and adidas. His appointment reinforces the ongoing links between premium streetwear and luxury. Meanwhile long time technology veteran Susan Wojcicki steps down from the CEO role at YouTube.
Studio Incendo
TV documentary maker and journalist Bao Choy launches The Collective HK, a new news media outlet. The increasing authoritarian nature of the Hong Kong authorities has seen the closure of several media outlets who had a different perspective to the authorities. Her decision shows immense bravery. The Hong Kong government launches its ‘Hello Hong Kong’ tourism campaign which was heavily criticised.
South Park touches a British cultural live wire with their criticism of Prince Harry and Meghan Markle in the series episode ‘Worldwide Privacy Tour‘. My Mam and Dad knew far too much about this episode of South Park, it was unnerving.
Nissan America launches a four-hour advert for the Nissan Ariya electric car. It owes a lot to the Lofi Girl YouTube channel.
US television and broadband provider Dish Network gets taken offline by unknown hackers. It is an unprecedented infrastructure attack.
Some UK retailers ration sales of fresh fruit and vegetables due to disrupted supply chains on products imported from southern Europe and north Africa.
This month marked the first anniversary of the Russian invasion in Ukraine and the 50th anniversary of Pink Floyd’s Dark Side Of The Moon album.
March 2023
Silicon Valley pioneer and Intel co-founder Gordon Moore dies. Xi Jinping is appointed as the leader of China for a third term. This was considered to be a measure of how much power Mr Xi has consolidated around himself. China mediates a detente of sorts between the Kingdom of Saudi Arabia and Iran.
US regional bank SVB (Silicon Valley Bank) goes bankrupt dizzyingly fast. Concern about smaller banks ripples throughout the world. Switzerland forces UBS to takeover Credit Suisse to prevent a similar crisis. HSBC picks up SVBs European business catering to start-ups and US technology companies with European offices.
Microsoft shuts down its VR based social network Altspace VR. Altspace has a small engaged and passionate community, but it was all far too small to make a difference to Microsoft as it pivoted to LLM-based artificial intelligence. Open AI launches Chat GPT4, technology pundits and the advertising world lose their shit. Later on in the month Google opens early access to Bard – a ChatGPT competitor which receives much less publicity
The Ford Motor Company patents a particular use case for autonomous vehicles, the ability to self-repossess itself if the owner misses their finance payments. The Chinese government detains members of due diligence research firm The Mintz Group. The more opaque China becomes, the less tenable it becomes to conduct work there, do business with Chinese companies or invest in Chinese companies and the Chinese economy.
In adland, my friend Iain Tait launches a new agency called Food. An academic research paper shows that negativity drives online news consumption. This has important implications, calling into question ad-funded online news media and social platforms used to consume online news.
New York’s iconic I love NY tourism campaign gets an unnecessary makeover to We love NYC. It’s unnecessary and the typographic design is an abomination. Luxury car maker Ferrari gets hacked and its customer data gets leaked online.
In a move that anticipates more office time in the hybrid work mix. Armani advertises bespoke suits and pushes a return to the office.
Adidas’ relationship with Beyoncé finishes. Ivy Park had underwhelmed in its performance, making less than 25 percent of its projected revenue. In China, women who had fallen in love with virtual characters during COVID arrange in real life meet-ups with cos-playing analogues.
On a personal note, I had been using the Yahoo! platform including Yahoo! Mail for 25 years. I had forgotten this fact until Yahoo! emailed me to let me know.
April 2023
Chinese online marketplace app Temu launches in Europe and the UK, seven months after its US launch. It heavily features online advertising across social platforms like Instagram and Facebook. Like Wish it is the usual mix of scam listings, damaged and or late deliveries, incorrect orders and no customer service.
Amazon closes the Book Depository. The service was closed down with just three weeks notice to customers and staff. It seemed a world away from when Amazon had bought the online book store back in 2011. I will miss it. It was a life saver when I lived in Hong Kong due to its free global shipping. It was also a place that I used for gift shopping, sending items to friends based abroad.
Audemars Piguet looks to address rampant watch crime by replacing new watches that are stolen during the first year of ownership. This is a first for the luxury industry. De-influencing – a negative trend for brands used to social media influencers as boosters became a concern for industry marketers who had doubled down on influence as marketing pixie dust. De-influencing is when an influencer provides a negative review of a brand that they don’t like. In luxury beauty L’Oreal buys Aesop to bolster its luxury portfolio. The latest thing in luxury travel is a good nights sleep, with sleep tourism becoming a thing.
Telehealth startup Ro, promotes its ‘Body Program‘ service to Americans. The service prescribes and ships Wegovy the obesity and weight management medicine direct to patients.
Bud Light’s influencer marketing activity with transgender social media personality Dylan Mulvaney; sparks a boycott that sees sales drop by over 20 percent. It acts as a catalyst for a bigger discussion on the merits of brand purpose in marketing circles.
Cloud phone service 3CX gets hacked, leaving lots of large corporates vulnerable to hacking. And in Australia, satellite failures cripple GPS enabled automation on tractors. This is important for sowing crops like wheat and barley. The feature allows the farmer to do the process much more efficiently.
The modern world as we know it exists largely due to the Xerox corporately funded research centre in Palo Alto. Known as Xerox PARC had originally financed it to be ready for future innovation that would disrupt their existing business. In the end they weren’t ready. Innovation continues there to this day, but Xerox but handed over PARC to the SRI International. SRI conducts research and development on behalf of US government departments and companies across a wide range of disciplines. SRI had been where Doug Engelbart had done much of his key work.
Damien Roach, aka patten releases Mirage.FM – the first album made purely with generative AI created sounds. It sits somewhere between early Reese or Juan Atkin electronic tracks and the layered production of The Avalanches. 7-Eleven Hong Kong uses generative AI created backdrops for their TV and video ads supporting their 7-Select food range.
The Russo Brothers launch Citadel – a series on Amazon Prime Video. The show isn’t my cup of tea, but what was notable about it, was the degree of commerce integration. You could buy close to the same outfits the characters wore on screen.
At work, our agency teamed up with online plant seller Plant Drop and researchers from Oxford University to promote the wellbeing and detoxifying nature of house plants. The government shuts down the NHS COVID-19 tracking app as usage had declined.
A product giveaway went wrong for BMW. Not necessarily that big an issue, except this was in China at the Shanghai auto show. The brand had been giving out ice creams to stand attendees. They seem to have ran low and kept the ice creams strictly for foreign attendees. Chinese netizens, ever vigilant for anything they can construe as a slight went wild online. Meanwhile, the Milan Furniture Fair is called out for an exhibition of racist glass sculptures from the 1920s.
May 2023
The WHO had downgraded COVID-19 from its global health emergency.
“This virus is here to stay. It is still killing, and it’s still changing,”
Tedros Adhanom Ghebreyesus, director general, WHO (World Health Organisation)
The regional bank crisis continues. First Republic Bank collapses and gets acquired by JP Morgan Chase. Unlike SVB, the international impact is muted. Part of this is down to First Republic being a true regional bank, whereas SVB had an international footprint that followed its technology client base around the world.
Google demonstrates Bard, a ChatGPT analogue – with a heavy focus on generating software code at Google I/O 2023 – their version of Apple’s WWDC (worldwide developer conference).
Klick Health published research showing that ChatGPT demonstrated 10x more empathy than medical professionals. Meanwhile, WPP announces a partnership with Nvidia to use generative AI in advertising.
Disney continued its trend of poor performance in the box office with the live action adaptation of The Little Mermaid, it was particularly badly received in Asian markets. In the west, views were divided based on how important the viewer thought fidelity to the original films casting was important.
Hublot took the movement in luxury towards a circular economy a little too seriously with a limited edition watch made from recycled Nespresso pods.
The FT’s Cristina Criddle lifts the lid on how Bytedance had accessed her phone through the TikTok app and surveilled her.
June 2023
If there was a word of the month for June 2023, it would be decivilisation. President Macron used the term to encapsulate the widespread civil unrest and radical political action ripping through France in a closed door session with experts. The phrase was leaked and the rest is history. Decivilisation isn’t only a French phenomenon, in New York the beleaguered police department went after car manufacturers rather than car thieves.
Apple unveils its Vision Pro goggles. You won’t be able to buy them in 2023, but Apple wanted to get out its software development kit out to have developers come up with potential killer apps. Apple sought to avoid the traps of the metaverse and comparisons to mixed reality devices with its ‘spatial computing’ concept. Alphabet scraps its next generation of augmented reality (AR) glasses, but continues to develop software for AR devices.
German engineering manufacturer Rheinmetall puts a smart factory in a shipping container, allowing spare parts to be manufactured using additive manufacturing closer to where the parts are needed. There is a clear need in the Ukraine invasion battlefield.
A submersible designed to take tourists to the bottom of the ocean implodes. The Ocean Gate Titan was taking passengers to visit the wreck of the Titanic. Omega chooses to launch the following teaser ad campaign at an inopportune moment.
The Hong Kong government tries to spur consumer consumption with a campaign called ‘Happy Hong Kong‘ – a key element being a series of discounts at several local businesses. The government also sponsors the floating Double Ducks temporary installation by Florentijn Hofman in Victoria Harbour. One duck deflates in the heat. Hofman had previously exhibited one duck in the harbour in 2013.
Disney’s woes continued into June with the commercial failure of Pixar film Elemental.
In advertising, GroupM forecasts low growth in media spend. Meanwhile luxury conglomerate Kering buys British fragrance house Creed.
July 2023
If decivilisation was June’s word of the month, July 2023 would be represented by the term ‘doom loop’. Doom loop hit its zeitgeist as international media including El Pais and the Financial Times discussed multiple problems that are plaguing San Francisco. San Francisco is just the canary in the coal mine, with mayor Eric Adams seeing similar challenges just a couple of months later.
Nintendo launches Pokémon Sleep – a gamified sleep tracker with Tamagotchi-type care requirements. Years of news coverage has been highlighting how insufficient sleep of Japanese workers and students has been harming their health and the economy. Twitter rival Threads is launched by Meta. It joins T2/Pebble, BlueSky Social, Mastodon and Post.news.
The FIFA Women’s World Cup is held in Australia, brands get behind it and the public gets to see great football on the pitch. This sparks a discussion about sports media budgets and football as a business.
Wild fires across Greece disrupt various holiday destinations, just as leisure travel hits its stride post-COVID. July would be eventually found to be the hottest July on record around the world.
Barbeheimer – the act of going to watch Barbie and Oppenheimer one after the other at the cinema becomes a cultural moment. The movies are so different, there contrasting nature of the films, together with the post-COVID novelty of getting back into the cinema creates a box office chimera. In Japan, Barbeheimer was viewed negatively trivialising the crime against humanity inflicted on civilians in both Hiroshima and Nagasaki.
In Hong Kong, McDonald’s Restaurants hold an art exhibition in conjunction with Kevin Poon to celebrate 40 years of the golden arches in the city.
Toyota focuses on solid state battery technology alongside its work on hydrogen fuel cell-powered vehicles. Dyson’s abortive electric car project failed partly because it was unable to source solid state batteries. Meanwhile, a Reuters investigation found that Tesla cars were designed to lie about their range to their drivers.
August 2023
August felt like the world was on fire. The UK was in the middle of a heatwave. The news had coverage of wild fires in Tenerife, Greece and Canada. The smoke from forest fires in the Northwest Territories of Canada wrapped New York in choking smog. I worried about extended family in Toronto.
The word of the month is gatekeeping – meaning to keep earned knowledge to yourself, such a personal favourite restaurant or life hack.
Wiko stores indicates intent to file for bankruptcy and Clinton’s Cards closed a fifth of their shops. It isn’t only bricks-and-mortar retailers having problems, luxury e-tailer Farfetch closed down its beauty business. Meanwhile Rolex buys international watch retailer Bucherer, though their plans for the group aren’t clear and fire a good deal of speculation.
China’s largest property developer Country Garden defaults on bond debt. Country Garden has been better managed than Evergrande and this shows how systemic problems are in the China property market.
Google has one of the biggest changes that I can remember in its UK management structure; the rationale isn’t immediately apparent. Speculation starts on Meta’s microblogging platform Threads after usage drops off. OpenAI, the company who created ChatGPT is burning through $700,000 a day to run just one of their services with no clear path to profitability.
The APG publish their results of their annual skills survey. Planners are required to have a ridiculously large set of skills, data and technology aspects were considered to be under-estimated.
In a move that feels more like it should have been done in 2020, PayPal launches its own Stablecoin pegged to the US dollar.
Temperatures at the beginning of September went as high as 32 celsius. Stonegate who own the Slug and Lettuce chain of bars introduce ‘dynamic‘ aka surge pricing at the evening and during the weekend.
Following events like the Bud Light boycott, a corresponding ‘anti woke economy‘ is emerging in the US to cater for socially conservative leaning audiences.
The media and advertising sector continue to think that retail media will be the breakout channel for 2023. Meta stops supporting media on its platforms in Europe and faces a backlash from publishers and politicians. Rupert Murdoch announces his retirement and puts the family succession plan in place.
Iconic computer game series Myst celebrates its 30th anniversary. Apple’s Wanderlust event sees new evolutions of its iPhone range and Apple Watch. Meanwhile IDC predicts that global smartphone sales will hit their lowest point in a decade, indicating market maturity and saturation. The UK walks back an attempt to gain access to encrypted messaging services like Signal, iMessage and WhatsApp. Technology vendors had threatened to pull out of the UK rather than attempt to comply with the proposed British regulations. Malcolm Penn’s Future Horizons updated their forecast for the semiconductor industry, predicting a return to growth. Iran’s religious leaders use artificial intelligence to issue fatwas.
Toyota announces plans for mass production of solid state batteries for their vehicles. Production is slated to start in 2027.
Russell Brand faces a criminal investigation, allegations including sexual assault, stalking and harassment. The media don’t bother reflecting on how the had acted as an enabler of Brand’s conduct over the years. Brand wasn’t the only one in trouble, US casino brands MGM Resorts and Caesars suffer from cybersecurity incidents that force the shutdown of their computer systems.
Adidas’ Adizero Adios Pro Evo 1 are running shoes designed to last just one race. They cost $500 a pair.
October 2023
Qualcomm launches a series of processors designed to be used in personal computers. Their performance is supposed to be superior to Apple’s M2 family of processors launched back in January. A few days later Apple launches its M3 family of processors.
Conflict breaks out on the Gaza strip with HAMAS taking hundreds of hostages and killing hundreds more. The event fractures progressive political support throughout the world.
DeBeers resurrects their ‘A Diamond is Forever’ marketing campaign to try and arrest declining sales in both China and America. Studio Ghibli’s The Boy & The Heron has its UK premiere at the London Film Festival. It goes on UK and US general release in December.
The Rugby World Cup is in full swing, but sponsor luxury watch brand Tudor is wrapped up in a dispute with the tournament’s referees over its role as official timekeeper.
LVMH sees a 7 percent single day drop in share price, leading other luxury groups decline in value. Much of this decline is considered to be due to the perceived end to a golden age of luxury good consumption during the 2020s. Time will tell if this marks the luxury sector’s equivalent of the dot com bust.
A Vogue Business research report finds that the fashion industry is still failing on size inclusivity. Meanwhile Nike collaborates with Dove on girl’s body confidence due to the confluence of their brand purpose and the realisation that a combined effort would be beneficial.
Sales of electric cars decline year-on-year in the UK as vehicles don’t meet consumer needs in terms of range and pricing. Retail sales have hit a two year low; implying a broader cyclical downturn.
Intelligence chiefs warn western technology companies about an uptake in Chinese attempts at industrial espionage.
My alma mater Concentric gets acquired by Accenture Song from marketing group Stagwell. TV advertising costs have increased, but there is considerable debate on the degree of the increase. Meanwhile President Biden unveils an executive order to try and provide a regulatory framework for artificial intelligence development and distribution.
November 2023
The month starts with the closure of micro-blogging platform Pebble. Almost a year to the day of the bankruptcy of cryptocurrency exchange FTX, Sam Bankman Fried is found guilty of criminal charges including fraud. Russian volcano Klyuchevskaya Sopka erupts, while it was largely ignored by the media, the eruption disrupts trans-Pacific flights and air freight, affecting air routes to Korea and Japan in particular.
The Institute of Practitioners in Advertising (IPA) and ISBA announce their principles on the use of generative AI in advertising.
The UK hosts 2023 Artificial Intelligence Safety Summit – it probably more important in spurring a direction rather than any ‘hard outcomes’. Despite the media coverage, most of the general public didn’t care. It won’t have burnished the reputation of prime minister Rishi Sunak and his interview with Elon Musk is particularly toe-curling.
10 Downing Street YouTube channel
The interview is part of Musk’s launch plan for Grok – an LLM-based chat bot to compete with OpenAI’s ChatGPT and Google’s Bard.
Disney+ is to add a ‘with ads‘ subscription option.
Gallup withdraws from China as the communist government closes the country off from the west. The South China Morning Post – historically Hong Kong’s paper of record celebrates its 120th anniversary on November 6, 2023. The English language paper is still important for luxury brand advertisers, alongside the premium end of the food service and beverage sector. How long that will remain the case is open to debate as Hong Kong looks to replace expat talent with mainland Chinese? Hong Kong still has the potential to surprise with its hosting of the 2023 Gay Games. This was the first time that they had been hosted in Asia.
The China Project – a media business of informative podcasts, news and events closes abruptly on the same day as the SCMP 120th anniversary – the timing was pure coincidence. Kaiser Kuo and Jeremy Goldkorn interviewed a plurality of opinions and perspectives on all aspects of China. What did join the SCMP and The China Project was that their respective founders shared a similar vision. As the SCMP founders put it in the first edition of the newspaper:
‘tell the truth for the good of humanity’.
South China Morning Post editorial Friday November 6, 1903
Eurasia Group subsidiary, GZero Media ran a survey of attendees at the 2023 Paris Peace Forum about the state of democracy around the world. Over three quarters of participants surveyed were of the opinion that democratic progress was going backwards.
Humane launches their AI pin. It’s an interesting mix of ideas that represents a challenge to both smartphones ‘pictures under glass’ and AR goggles paradigm, but the use case for the AI pin isn’t apparent at launch.
Russian cyber crime outfit LockBit who managed to affect the Royal Mail’s IT systems in January, net two big whales: legal firm Allen & Overy and China’s largest bank by deposits ICBC. The ICBC infection is supposed to only affect the systems of its New York office. Given the symbiotic relationship that groups like this have with arms of the Russian intelligence services, it’s surprising that they didn’t back away from the ICBC infection.
ICBC is a state-owned bank, in Chinese terms this is like throwing a petrol bomb at a Chinese embassy. Changpeng Zhao, CEO of cryptocurrency platform Binance steps down over money laundering controls and could do prison time.
LinkedIn passes 1 billion registered users. WeWork files for bankruptcy, weirdly the company got additional funding from SoftBank just days before going under. SoftBank lost $16 billion from its investments and loans to WeWork. Meta and Amazon team up to reduce purchase friction between Meta advertising for items on Amazon marketplace. A new in-app experience provides seamless shopping.
Call of Duty: Modern Warfare III launches to a worldwide marketing blitz, just in time for the Black Friday consumer fest and Christmas shopping for middle-aged Dad gamers.
Eli Lilly has its obesity treatment Zepbound approved by US regulator, the FDA and the UK’s MRHA. The efficacy of the treatment and Eli Lilly’s scale from marketing to operations represent serious competition for Novo Nordisk’s portfolio. (Disclosure: in a past role I worked on global advertising creative campaigns for Novo Nordisk’s obesity products). Expect these medicines to dominate the consumer and media zeitgeist similar to Prozac or Viagra during their respective heydays.
YouTube launches a policy on AI-generated or ‘synthetic content’ as they called it. AI is already used widely in many content videos to provide a consistent narrator experience, such as King Clarence’s inner voice on the Jimmy & Clarence channel which uses Siri. What’s less clear from the policy is how YouTube will detect creators who don’t comply with their rules.
I got to spend time at the FT Future of AI conference, great to see ‘danr‘ as Yahoos knew him on stage. While the complexity of trip planning screams out as an AI use case, the solutions introduced by travel sites aren’t great. Even the Booking.com CEO admitted it to Axios. Sam Altman leaves and returns to OpenAI – the not for profit / ethical control of the business in tatters.
UK inflation drops to 4.6% as economic growth tends towards zero. WHO posts statement on undiagnosed respiratory illnesses breaking out across northern China.
Leica launches the first camera to support the C2PA standard which ‘vouches’ for the integrity of photography and considered as a way of helping authoritative sources to not publish misinformation.
Berkshire Hathaway‘s Charlie Munger dies just shy of his 100th birthday. Henry Kissinger managed to make it to a century, but many people will remember it as the day Shane Magowan left us.
December 2023
If COP 28 had been an instalment of a film franchise, rather than the UN Conference of the Parties of the UNFCCC, it would have been given a sub-heading of Oil Strikes Back? Ipsos’ Almanac highlights the consumer concerns about the latest generation of artificial intelligence models, the polycrisis, and the advertising keeps failing in numerous aspects of diversity.
The UK high street took another low-key knock, Adrian’s Records – famous to record collectors around the world (and cost-conscious indie music fans of a certain age) shut their high street store. The business is still unwinding their stock via direct sales to the record retail trade and both eBay and Amazon marketplace.
This is more down to the fact that owners Adrian Rondeau and Richard Burke are retiring. Adrian had been running the shop since 1969.
Walmart launches Add to Heart; a short form video series that allows the audience to shop-the-look as they watch. This will run on Roku, TikTok and YouTube. Of course, this is only 18 years after Girlswalker’s Tokyo Girls Collection have been doing it…
Robinhood, abandoned an effort to launch in the UK 3 years ago, it came back at the beginning of December with a waiting list. By comparison, fans of Grand Theft Auto will have to wait until some time in 2025 for the next instalment to drop. The trailer set in contemporary Florida has distinct synthwave vibes.
Games Workshop has partnered with Amazon to bring Warhammer to life. Probably a smart move given how Amazon has sympathetically developed Lee Childs’ Jack Reacher series and Michael Connolly’s Bosch books.
McDonalds delves back into their marketing archive to inspire a new format of restaurant: Cosmcs. They’re probably hope it memes like the Grimace shakes during the summer. Travis Scott’s Cactus Jack has gone from partnerships with McDonalds and Nike to hitting its acme with Audemars Piguet on a set of 200 highly customised Royal Oak watches. They are already on the secondary market for $500,000 within a week of its launch. It’s a bit of a risk, as Scott’s had moments just as controversial as Kanye West, representing brand reputational risk.
Unilever investigated in the UK by CMA over its green claims. Having been on the inside, I can say that the green efforts are genuine. They also involve trade-offs, so refill plastic sachets would have a lower carbon footprint for transport, but they’re still plastic. Being second-guessed by regulators adds to the complexity.
Former proprietor of the Hong Kong Apple Daily newspaper and British citizen Jimmy Lai goes on trial in a case that is expected to take about 80 days to be heard. Lai’s case is the most prominent trial under the Law of the People’s Republic of China on Safeguarding National Security in the Hong Kong Special Administrative Region. Lai is charged with ‘collusion with foreign forces’ and sedition.
Hong Kong Police announced bounties against five people overseas on on suspicion of inciting secession or colluding with foreign forces. This includes the founder of Hongkongers in Britain, and a US national working for World Liberty Congress.
With courtroom drama taking up much of the oxygen in Hong Kong, it’s not surprising that the top grossing domestic film in 2023 was courtroom comedy drama A Guilty Conscience – which grossed five times more than any other Hong Kong film in the box office this year – and the highest grossing Hong Kong or Chinese film in city to date, surpassing the previous record set in 2022.
The French Competition Authority €91 million ($100 million) fine for Rolex France restricting authorised dealers from selling watches online isn’t likely to benefit multi-brand dealers and instead more likely to drive vertical integration. Vertical integration was partly to blame for the fire sale of Farfetch to Korean online services firm Coupang.
From an adidas perspective, we’re now in a post-Yeezy & post-Ivy Park world. It launched a joint venture with fashion house Fear of God as a long term collaboration a la Y-3 with Yohji Yamamoto. They indicated that they want to move away from the hype drop model that fuels secondary markets (StockX, GOAT etc.) and build something ‘more sustained’.
While we’re on the subject of hype, it started for Christmas adverts started before Hallowe’en. The advertising industry needed a good news and the 4.8% lift (year on year) in UK advertising spend for Q4 was a sorely needed top-up for the sector. This year’s tone through the ads is more downbeat reflecting a subdued economic environment. Loath as I am to nominate one effort over another during the Christmas season; Uncommon Studios for JD Sports ‘a bag for life’ was an acknowledgement of how iconic the draw string bag is, and has been since before Liquid’s Sweet Harmony first rang out. Liquid’s Eamon (aka Ame) works making music for advertising and TV for Clerkenwell Sound Collective while releasing tracks under the Liquid name and Shane (aka Model) is still making music. Perhaps it’s better that they didn’t show how messed up your kicks will be after dancing all night in a basement or industrial unit.
On a more serious note, the small details in this got me and gave me goosebumps; in particular the ever-present sirens of urban Britain in the background at the end. It’s not ‘Christmas’ – it’s a working class Christmas. For me, it’s timeless and adds yet more grist to the mill on thinking about things in terms of life stages rather than ‘generations’ which hides what unites us and creates false divisions.
Midjourneyversion 6 is released, so by the time St Stephen’s Day (Boxing Day for UK people) or December 26th for the rest of the world – my LinkedIn feed became flooded with images people were prompting whilst bored post-turkey dinner.
Meanwhile WHSmith, quietly rolls out a rebrand for its shop signage with WHS. I didn’t think I would be writing about a rebrand this late in the year, but it makes sense being able to get shop fitters in during the Christmas holiday.
The new sans serif font and blue background parallelogram confuses the media and consumers due to its resemblance to the NHS logo. While the more design conscious among us may realise that the NHS uses italics to suggest movement, whereas WHSmith uses the box instead, some consumers won’t see the nuance.
At the time of writing, I don’t know what job the rebrand was designed to do. I have a hypothesis that the semiotics of the design were to imply that the stationery shop is a valued service to its customers (like the NHS). The consumer confusion is understandable, given that many town centres had NHS-branded COVID vaccination centres. This is part of a wider change at WHSmith; which is increasingly dependent on its travel terminus business in airports and train stations in the UK, Europe and the US.
The rebrand hadn’t been extended to their online presence so far. If the storefront signage has been confusing, extending the rebrand to mobile web bookmarks and mobile app icons would likely cause even more confusion. Might there be enough time to consider bringing back the WHSmith ‘cube’ icon?
I will finish up on Google’s year in search, though having done these lists for Yahoo! Search in the past, I have a good idea of how sanitised these trends reports are.
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I put the December 2023 newsletter together early because I know how December goes.
It used to be that Christmas parties and a gradual disappearance of clients and colleagues meant that the month effectively ended on December 15.
Christmas card from the old Adidas Originals boutique on Newburgh Street (as I write this the store is now occupied by Ralph Lauren’s RRL brand
In recent years all that went out the window. Clients called pitches for early January, which meant working up to and over the Christmas period. New projects came in that absolutely, positively had to have a first round of creative for the first week in January.
Whatever the holiday season throws at you, and whatever your favourite festival of choice to celebrate it is called. Have a great one! (Here’s a soundtrack for the vibes.)
Being thankful.
A good deal of December is about being thankful. The people and things that I am being thankful for (a by no means complete list).Things and people that I am being thankful for (a by no means complete list).
My strategy brethren: Parrus Doshi, Lee Menzies-Pearson, Sarath Koka, Colleen Merwick, Maureen Garo, Conall Jackson, Alice Yessouroun, Makeila Saka, Zoe Healey and Calvin Wong
Client services and creative partners who were in the thick of it: Greg Barter, Francisco Javier Galindo Aragoncillo, Anthony Welch, Ian Crocombe, Leanne Ainsworth, Stephen Holmes and Noel Wong
Other smart people in the industry: Stephen Potts, JeremyBrown, Darren Cairns, Robin Dhara, Martin Shellaker and Lisa Gills
Things: WARC, the IPA
With that done, let’s get into the December 2023 newsletter!
Things I’ve written.
Thinking about listening pleasure and the amount of factors that affect how we listen to music.
Omakase – how a personalised experience migrated from high end Japanese sushi restaurant to reinvent food and beverage practice in Korea. What is it likely to mean for the rest of us?
Beep – time, time signals and changing consumer behaviour.
Soft girls and slackers – why generational dropout is likely to be a fiction and the true picture of how engaged we all are at work.
Books that I have read.
Technofeudalism: What Killed Capitalism by Yanis Varoufakis posits that Europe has already moved to a post-capitalist (and post-political) technofeudalist state where technology platforms are the defacto rulers. Varoufakis is more important in the way his book will likely influence future regulation and digital policy than as an analysis of the current zeitgeist per se. His viewpoint on the rentier economics of technology platform businesses is shared by other thinkers and academics including Lina M. Khan of the US. Federal Trade Commission.
Warren Buffett and the Interpretation of Financial Statements by Mary Buffett and David Clark. What I would have given for this book when I was studying my finance module in the first year of college. Buffett and Clark break down a bit of the history of Warren Buffett and what to look for on financial statements of publicly listed companies in a very homespun style. I don’t know if it’s a deliberate effect but even the cutting of the thicker than normal pages and inconsistent printing adds to its homespun feel.
Licensed to Kill reminded me of Kipling’s portrayal of ordinary British soldiers in India. Their stories were never told by the historians. It is a similar state today with the contractors that serve in the conflict. There is at least one example where they are whitewashed out of a story in real-time by the US military, who instead gave credit elsewhere in their press statements. It’s fascinating and hugely dispiriting all at the same time.
The surprise for me was that the US reliance on contractors didn’t go back to the first Gulf War, but all the way to Vietnam where oilfield services and engineering contractor Brown and Root were responsible for 85% of the infrastructure deployed. Something I’d never seen mentioned before.
Underground Empire focuses on how financial and trade measures were used by the United States during the conflict and since. My main criticism of the book would be its singular focus on the US, whereas we have also seen these tools used by the European Union, China and Russia in more recent times – with varying degrees of success.
Things I have been inspired by.
The power of nostalgia is constantly underestimated in brand marketing. It’s why you remember ads and jingles decades later – the ‘long’ of The Long and The Short of It. Nothing is more wrapped into nostalgia than what marketers call ‘moments. Christmas is a classic example of a ‘moment’. Christmas in the Carroll household means working with my Dad to get his electro-mechanical control unit and Christmas tree lights down from the attic and carefully assembled in the front room. These lights are old, filament bulbs. Amazon’s plethora of LED lights for the tree mean that you no longer have the opportunity for training in zen-like patience on a December afternoon; checking and replacing each bulb that was blown in order to get the lights to work. Each year my Dad’s tobacco tin of spare bulbs gets precipitously closer to empty.
The tree itself was proudly made in Hong Kong sometime in the late 1960s or very early 1970s with authentic looking plastic pine needles held on branches of tightly wound wire about as thick as a coat hanger, held upright by an ancient plastic-legged tripod. The mechanism to run it is something my Dad cobbled together soon after buying the tree. The lights are wired into a giant disc of metal contact and a former radar motor swings around an armature to activate each contact in turn. All of this is held on a stout board that also has a circuit with a dully glowing bulb to provide resistance. The heat given off by the board and the dull light in a darkened room when it’s going is a reasonable substitute for an open fire in the smokeless zone where my parents live.
The smell of carbon bushes burning and old electrical products warming up is as much Christmas to me as cinnamon or an Old Spice gift set.
Once everything is running optimally it is covered in fibreboard boxes that are still wrapped in unblemished vibrant kitsch 1970s Christmas paper.
Another element of Christmas in the Carroll household is Jim Reeves’ 12 Songs of Christmas album that my parents have on repeat from December 1st onwards.
I took a trip down to the Young V&A museum in Bethnal Green to see their Japan: Myths to Manga exhibition. It’s designed for little people but delightfully curated.
Sailor Moon drawings from the animation cells
This month, I have been mostly listening to Patten’s second album alongside all the Christmas music. Patten uses AI created samples as his instruments on his tracks. His first album using this technique Mirage.FM reminded me of early 1980s techno in terms of its avant garde, at times discordant sound and tempo. The latest album Deep Blue feels much more organic, closer to hard bop jazz.
I was inspired by an end of year wrap-up by the folks at Superheroic AI on the leading edge of creative tools, which will feed into something I will drop in the new year.
McSweeney’s reimagined Spotify (and last.fm‘s) end of year recaps as if WebMD had done it…
But Ged, why no Christmas adverts?
By this time of the month, I am over Christmas adverts already, instead here’s a vintage clip from the Republic of Telly that explores some of the tropes of Christmas ads. I suspect that this was strongly influenced by campaigns mobile phone network Three Ireland had run over a number of years, but neatly skewers the cliches in much of Ireland’s adverts that come to focus on family members who can’t come home.
RTÉ television
Ok, ok, I will give you a Christmas ad, just not one of the ones that you’re expecting. In Japan, Christmas is when people eat KFC (this is down to KFC’s first Japanese franchisee marketing to expats looking for a turkey substitute on Christmas in the 1970s, which then became a wider thing in Japanese society). It is also a kind of mid-winter version of Valentine’s Day since it’s not bound by its western context. Which is why Sky condoms dropped this advert below. Thankfully there is no awkward fumbling with a drunk colleague in the stationery cupboard in the advert.
Going beyond Christmas and into 2024, Trendwatching have created an interactive web page outlining 15 industry-specific trends and 45 innovations related to the trends. Worthwhile going through for thought-starters, more here.
Things I have watched.
It’s cold and dark and I make no apology for my films being unapologetically escapist and and entertaining to try and counterweight the drab conditions.
Bosch Legacy season 2 – Titus Welliver as Harry Bosch is a great bit of casting and I have yet to tire of the Bosch series on Amazon Prime.. Part of this is down to Michael Connelly’s involvement, who has done a good job keeping the show in tune with his books. Season 2 is based on The Wrong Side of Goodbye and The Crossing. If you haven’t watched any of them start at the beginning with Bosch season 1and work your way through to the Bosch Legacy series.
Reacher season two – I always found Tom Cruise’s adaption of the Jack Reacher books a bit odd. I liked watching him play opposite Werner Herzog, but Cruise wasn’t Reacher. In the Lee Childs books Jack Reacher’s a blond blue-eyed man mountain. He’s not a weirdly intense Napoleon-sized fragile soul – the very things that made Cruise fantastic in Magnolia. In the Amazon Prime series, that is not an issue because former teenage mutant ninja turtle Alan Ritchson fits Childs’ character to a tee and the character development is really well done. Season one was amazing and season two is off to a great start. This season is based on the book Bad Luck and Trouble.
The Lord of The Rings – I was in primary school when I first got to see this film. We’d just read The Hobbit and aped around hall acting out part of The Lord of the Rings that we were reading in class. Ralph Bakshi’s animation of the first book and a half of LOTR amazed me with its mix of animated characters and rotoscoped backdrops.
Ralph Bakshi in his own way has been just as much a visionary as Walt Disney, he brought a ‘realism’ to his animation. Due to a dispute with the studio Bakshi refused to make the second part of this film which is a shame. When you get to see Peter Jackson’s trilogy, the first film in particular, draws on Bakshi’s work shot for shot in parts (as well as the famous BBC radio drama from 1981). I have enjoyed watching this regularly since, along with Bakshi’s other works: Wizards and Fire & Ice.
Useful tools.
TeuxDeux.
It’s hard to get a to do list that works for you. Trust me I have tried a number of them. What works for me may have variable mileage for you. I have been finding TeuxDeux working for me at the moment and it’s $36/year. Secondly, I like small software companies that are more invested in their software or service and won’t ‘sunset’ (that’s Silicon Valley-speak for shutting down a service) it at the drop of a hat like Google, Yahoo!, Meta etc.
EmbedResponsively.
An oldie but goodie, EmbedResponsively provides a simple service that allows you to put video on a page that will adapt to the viewing device.
FREEKey system
I needed keyrings for my parents that were easy to put keys on or off. My Mum isn’t particularly patient and a broken nail spurred my search for them. The Swedish designed FREEKey system of keyrings solved that problem.
Infogram
Infogram is a service that makes it easier to create data visualisations of different types that I have found useful over the past couple of weeks.
Control Panel for Twitter
Twitter is style annoyingly useful at times. I have got around the worst aspects of it through the use of lists of trusted accounts in certain areas. Control Panel for Twitter is a plug-in that rolls back some of the amendments that Twitter has undergone by Elon Musk.
In terms of my own post-Twitter active social channels, you can find on Mastodon and Bluesky. I am still recovering from the trauma of Pebble closing down as it had the best community of all the post-Twitter platforms.
Cyberduck
When I first started using Cyberduck, it was to access FTP servers for images and videos being transferred. Now it’s more about accessing cloud storage facilities such as Google Drive and Dropbox, without having to synch all the files on to my computer. It can even work with Egnyte within reason.
The sales pitch.
Now taking bookings for strategic engagements or open to discussions on permanent roles. Contact me here.
Ok this is the end of my December 2023 newsletter. Be excellent to each other, have a great Christmas and New Year, I look forward to seeing you back here in 2024. Let me know what you think or if you have any recommendations to be featured in forthcoming issues. See you next month!
You’re still reading? Great! Welcome to my November 2023 newsletter which marks my 4th issue.
I am not excessively superstitious – but living in Hong Kong rubbed off a bit on me.
I developed a love of milk tea, found the ‘hit women’ cathartic and am still leery of the number 4.
The number 4 is considered unlucky. In Hong Kong buildings, there is no fourth floor – in a similar way to their being no 13th floor in the UK high rise and office blocks. So I hope that this fourth issue doesn’t bring misfortune.
The clocks have gone back and the sun rises reluctantly over the horizon every morning, disappearing earlier each afternoon, but that doesn’t mean that inspiration stops. And it will be Christmas before you know it.
New reader?
If is your first time reading, welcome to my November 2023 newsletter! You can find my regular writings here and more about me here.
Things I’ve written.
Dimensions of Luxury based on a mix of stuff that I have read from Sense Worldwide, Horizon Catalyst and books on luxury trends.
Every wondered why its dot com rather than full-stop com? So did I.
Analysis on IPSOS research on the value to brands of reputation.
MCN – multi-channel networks. A business type popular in China and Japan is taking a record label approach to a stable of influencers.
Material World: A Substantial Story of Our Past and Future by Ed Conway. Prior to working in advertising, I had a background in manufacturing and consider myself reasonably well read, but some of the material in Conway’s book was completely new to me. Its narrative approach reminds me of the vintage TV documentary series Connections presented by James Burke, that can be found on YouTube.
Beyond Disruption by W. Chan Kim and Renée Mauborgne. This book looked at non-disruptive innovation. This is diametrically opposed to the way innovation is discussed in Silicon Valley and the mainstream media. More on my view of it here.
The New Working Class by Claire Ainsley. In the advertising industry, we have an acute perception that we might not understand life outside the M25 as we think we do. I thankfully have friends and family in the North to keep me somewhat grounded from the metropolitan elite lifestyle that I lead. Until I read this book, I didn’t realise how grounded the advertising industry was compared to our counterparts in national politics. That this book had to be written is a damning indictment of how out of touch politicos actually are.
Things I have been inspired by.
Project Gutenberg Open Audiobook project – Microsoft, and MIT have worked together to create thousands of free and open audiobooks using text-to-speech technology and Project Gutenberg’s open-access collection of e-books. Via Matt’s Webcurios newsletter.
IPSOS research video seminar on Unlocking The Value of Reputation. This is the closest I have seen to making the case for earned media activities. The full whitepaper is available here. Thanks to Stuart Bruce for the link!
My friend Ian recommended the Honest Brokernewsletter to me and I have found it to be a great read alongside my long time subscription to Bill Bishop’s Sinocism.
DDB Remedy’s meta analysis of marketing science work and academic scientific research on how emotion work for effective campaigns. How The Unexpected and Emotion Work to Influence Behaviour Change – focuses on how surprise when paired with emotion led creative had an increased impact. It all makes sense when you think about the power of salience and distinctiveness in communications; but it’s great to see that someone has drawn the multi-disciplinary research together in a cogent argument.
SEMRush have published a report for 2024 trends in social media platforms: The Vision in a Social Era that is worth downloading and pillaging for ideas that can be sold into clients.
I don’t know if inspired was the right term to use but I noticed 2023 Girlguiding Girl’s Attitudes survey thanks to a former colleague of mine from the start of my agency career. This is a survey that the Girlguiding movement has run over 15 years. Having freelanced on Dove’s ‘Real Beauty‘ campaign back in the day, this one statistic stood out to me.
DeBeers is returning to its ‘A Diamond Is Forever’ campaign. The print campaign image is beautiful with a great use of negative space. DeBeers is spending 20 million dollars on media in the US in China. In the US, I think this makes total sense.
DeBeers
I don’t know how well it will work in China? There isn’t the mental model built up in west over decades around the campaign theme. While the wealthy in China realise that diamonds are recognised as a store of wealth – the guo chao mindset may see gold (and possibly jade) jewellery favoured by at least some younger consumers.
This has been exacerbated by a decline in the number of marriages by just under 11% and a trend to prefer gold has an 18% reduction in diamonds sold in China over the past 12 months. In the meantime the sale of gold has risen by 12%.
I look forward to seeing how the campaign goes.
According to Numerator, online retail platforms will be the big winners from Christmas shopping. The news for the food and beverage services sector isn’t so great.
Finally ‘Knowledge is Power with Kidney Disease took me back to 1988. Rob Base has remade It Takes Two for Bohringer Ingelheim in the US to highlight the linkage between kidney disease and type two diabetes. The message is poignant as Base’s creative partner DJ EZ Rock died in 2014 and suffered from diabetes.
Producer DJ EZ Rock was responsible for the hype backing track based around Lynn Collins ‘Think (about it)’ and backing vocals from Rhonda Parris. (Parris has a short-lived recording career, releasing just one solo single No, No Love – a bit of a proto-House banger heavily influenced by freestyle if you like that kind of thing). Those that knew also had the Derek B remix of It Takes Two, with a heavy kick drum underpinning from a Roland TR-808 drum machine.
Things I have watched.
It’s cold and dark and I make no apology for my films being unapologetically escapist and and entertaining to try and counterweight the drab conditions. I do have some standards through and got material for this November 2023 newsletter.
Zerozerozero – follows a single drug deal between the Mexican cartel and the ’Ndrangheta. However things don’t go according to plan, so as the conspiracy unfolds we get a walk through the international drug trafficking trade across Latin America, Africa and Europe. This was done as a limited series, but I watched it as a boxset. It is directed by Stefano Sollima who did the Sicariofilms and Subarra.
Novembre – A French fictional dramatisation of the government response to coordinated terrorist attacks in Paris at Stade de France and the Bataclan concert venue through to the Saint Dennis raid that resulted in the death of police dog Diesel, which trended on social media with the #jesuisdiesel hashtag. Jean Dujardin shows the range of his ability as an actor from the comedy of his OSS117film series, to the deadly seriousness of this film.
Diva – I originally watched Diva as part of the Moviedrome series of curated films introduced by Alex Cox. At the time Cox personally disliked the film due to it being ‘a film of style’ rather than narrative. I loved it and revisited it on Blu-Ray. It was sharper and I got to appreciate the Vladimir Cosma soundtrack with its mix of opera, classical music and avant-garde compositions.
Alex Cox’s introduction to Diva for the much missed Moviedrome film seasons that used to run on BBC 2.
The Continental – Amazon Prime Video has some great tentpole content and The Continental adds to this. It’s a prequel of sorts to the John Wick universe and starts with a beautifully made feature length pilot. The action would find it hard to live up to the John Wick films, but the impeccable soundtrack manages to surpass them. The alternative past New York of the film has similar vibes to shows like Pennyworth and Gotham.
Useful tools
Better Miro, Mural or Figjam alternative
I have started using Milanote as an alternative to Miro for personal projects. Like Miro it has a mix of templates to get you started. There is an iPhone app and a native Mac app, so you don’t have to rely on running resource hungry pages in your internet browser of choice. It might even replace Omnigraffle in my personal software stack for some of the tasks that I do.
The sales pitch.
It was great to collaborate this month with my Hong Kong and Shanghai-based friends at Craft Associates on a prospective exciting new project. Now taking bookings for strategic engagements or discussions on permanent roles. Contact me here.
The End.
Ok this is the end of my November 2023 newsletter, I hope to see you all back here again in a month. Be excellent to each other. Let me know what you think or if you have any recommendations to be featured in forthcoming issues.
