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Thinking

Making Sense of Value

Dale Renner:

Wander through the downtown of any Australian city, and the signs are everywhere: '50% off everything in store', '2 for 1', 'Closing down sale'... In tight financial times, marketers thoughts naturally turn to the question of value and pricing.

The assumption is that when times are tough, people are looking for more 'value'. But how do you define this? Traditional competitive theory suggests a firm should either take a differentiation (more features, premium price) or a low cost (value) strategy to market. But this either/or view may be a false dichotomy: a marketer's choice is not as simple as low price or premium price. It may well be possible to provide both low price and differentiated value by designing the offer around specific customer purchase occasions and needs. 

Is there a 'value segment'?

At first glance, it is easy to assume there are 'budget' buyers (lower income) and 'premium' buyers (higher income). Yet the evidence suggests people of all income levels move in an out of value markets depending on the solution they are looking for. Sometimes consumers will feel they are getting good value by paying extra for an additional benefit (say, more features, or more convenience such as at a 7-11 store), and sometimes the value will be delivered through lower prices. 

In Australia, the Franklins discount supermarket parking lot was frequently filled with Mercedes and BMWs. In Germany, they call this the 'Audi and Aldi' phenomenon. When it comes to grocery staples, even higher income people may decide lower price is the value they want.

Another good example of different use defining value is the USD $2,500 Nano car from India's Tata Motors' (pictured). In developing countries it might be a first car for a new market that can't afford more expensive cars. In developed countries the brand is more likely to play the role of a cheap second or even third car which is not expected to be driven very often, but provides the convenience of another car when needed. The need is different, and the definition of value is therefore different between these two markets.

Is value only about price?


In lean times, the temptation is to play with price, discounts and specials to drive sales. Premium brands may start to eye the value brands with envy. But a value offer that disrupts the market is not just a matter of setting a low price.

Value markets often require significant innovation to develop. Leading value marketers tend to come from the operation side of business (rather than the traditional marketing side) where the focus is on the supply chain and design of features around a tightly-controlled cost base. Creating the significant price difference could involve an entire reinvention of the value chain, and removal of features that the market orthodoxy says are critical.

When low cost airline pioneers like Ryanair removed free in-flight meals and pre-booked seating, the prevailing wisdom was that the customer included these features in their definition of value. Ryanair is now testing the limits of cost-feature tradeoffs by entering discussions with Boeing to remove seats from the value proposition (although the passenger would be given some device or stool to lean against during the flight). Even if the proposal does not get accepted, the drive to reinvent the offer and remove costs is relentless. Source: The Straits Times, July 2009.

The lesson is that value markets require a fundamental re-think of the cost base in order to drive rock-bottom prices - and this takes time and investment. If a brand hasn't invested in the value strategy prior to an economic downturn, it is unlikely to successfully execute it during the downturn.

ACTION
Ask yourself the following questions:

  • Do you understand how customers define value in your industry?
  • Are you providing too much value for the customer need?
  • Are there elements of the proposition that you can remove to provide lower cost options?
  • Are there markets that could benefit from your offer that are not currently served, such as those on lower incomes?
  • How can you gain a better understanding of value for your market?


Recent GSG client work has involved helping clients define their market more precisely, leading to insights about what customers really value and how this varies across different segments. This allows value propositions to be defined around precise needs - providing just enough value for the need, not too much or too little.

Dale Renner is a Senior Consultant at Growth Solutions Group.

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