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BRAND HERITAGE GUIDE




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THIS GUIDE AIMS TO
–define heritage
–understand prevailing forces in culture that make it relevant
–explore the different ways heritage is used in storytelling
–draw relevant conclusions that will help brands harness the power of their past




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WHAT’S INCLUDED
–cultural trends driving desire for heritage
–9 case studies of best-in-class heritage brands
–6 cautionary tales
–heritage guardrails (Do’s and Don’ts) and key takeaways
–parting thoughts for you to consider



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DEFINING HERITAGE




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WHAT IS HERITAGE?




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HERITAGE IS A CONNECTION TO THE PAST
To the people, places and purpose that were there at the
beginning.




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FOR BRANDS, HERITAGE CAN PLAY AN
IMPORTANT ROLE
It can strengthen an emotional connection to your audience by
re-establishing this connection to the past.




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It creates nostalgia.
It is a reason to believe – and a reason to buy.
It can validate a price premium.
It creates an emotional connection with your audience.
It creates a through-line for future brand actions.

And ultimately…


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HERITAGE IS A STORYTELLING   DEVICE




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AND HERITAGE STORYTELLING IS POPULAR




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BRANDS CONNECTING TO THEIR HERITAGE   |




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WHY NOW?
WHY ARE WE SEEING AN INCREASE IN THE USE OF HERITAGE
AS A STORYTELLING DEVICE?




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CULTURAL CONTEXT




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OUR CULTURAL CONTEXT
The economic climate is uncertain.
While consumers have greater access to information
There’s an increasing distrust of “big” & “fake.”
Quality & authenticity are becoming key selling points,
And when it comes to food, there’s a desire for “real” & deeper connections.




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IN HARD TIMES, PEOPLE ARE LOOKING FOR
COMFORT FROM THE PAST
•  Nostalgic moments from simpler times
•  A desire to connect to something that has meaning
•  Looking for comfort in the familiar




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CONSUMERS HAVE GREATER ACCESS TO INFORMATION                                                                                                         |
The information age has given consumers the knowledge they need to make more informed choices and
brands are responding by providing more information than ever before.
                     Transparency                                                                     Accessibility




65% of consumers believe that transparency and honest                            Half of all adult cell owners (51%) had used their
business practices are important factors to corporate                            phone at least once to get information they needed
reputation.                                                                      right away.
                Edelman Trust Barometer 2011                                     Pew Research study of 2,277 adults (Americans and Their
                                                                                 Cell Phones; Aug 15 2011)


                       Connection                                                                   Crowd Sourcing




    Four in ten respondents (39%) reported that they “feel more                    90% of consumers surveyed noted that they trust
    connected” to brands because of social media. 84% of online                    recommendations from people they know, while
    adults feel they are either “somewhat more loyal” or “much                     70% trusted consumer opinions posted online.
    more loyal” because of social media.
         Council of PR Firms and VeraQuest Impact of Social Media Survey, 2011                        Nielsen Global Online Consumer Survey , 2009


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THERE IS A GROWING DISTRUST OF “BIG” & “FAKE”                                                                                                                             |
With improved access to information during this economic crisis, consumers are re-assessing their
values and purchasing accordingly.

                     Skepticism of Authority                                                                         Back to Basics




 72% of Americans say “I am more skeptical of the claims that                           Consumers have been using more cash and cutting down on debt.
 brands make today, than I have been in the past”                                       60% of people who eat out said the recession had changed the way
                                                                                        they spend their food budget. And 24% plan to eat out less this year
 Roper Reports US TeleCell Survey November 2009 Q5 (phone); RRUS 2009 Spring Core
 Survey QC05                                                                            than they did last year, choosing to prepare more meals at home.
                                                                                        Sources: Mintel Menu Insights; Dining Out: A 2011 Look Ahead—U.S., January 2011



                           Supporting Local                                                                                    Fairness




 More local farmers were able to get their wares directly to                               63% of consumers believe that treating employees well is
 consumers this year as the USDA reports that there is a 17%                               an important factor to corporate reputation.
 increase in the number of Farmers Markets since 2010.                                                                Edelman Trust Barometer 2011
                US Department of Agriculture’s 2011 National Farmers Market Directory




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QUALITY & AUTHENTICITY ARE BECOMING KEY SELLING                                                      |
POINTS IN COMMUNICATION
Consumers want to trust what they are spending their money on and enjoy the comfort and validation
heritage provides.




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WHEN IT COMES TO FOOD THERE’S A DESIRE FOR “REAL” & |
DEEPER CONNECTIONS
As consumers begin to expect higher quality goods and services, business offerings must find ways to connect and
be more “real” to stay competitive. Food products are increasingly being grounded in narratives of history, place,
and tradition to accomplish this.


          Provenance                                 Heirloom                   Heritage Breeds                           Education




Regional native fruits and                   Heirloom fruits and vegetables    Heritage-bred cows, pigs and       The emergence of boutique
vegetables connect consumers                 are becoming more widely          chickens like Berkshire Pork,      butcheries such as The Meat
with producers and encourages                available, offering more flavor   which have not undergone           Hook in Brooklyn source all of its
responsible behavior throughout              and biodiversity and offer more   genetic modification via either    meat from local sustainable farms
the supply chain. Hence, 58% of              health benefits when              genetic engineering or selective   and many offer butchery classes
restaurant goers are interested              compared to GMOs. They are        breeding, are saving livestock     as well as workshops on sausage-
in seeing more locally grown                 also easily understood markers    breeds and making its way into     making.
produce on restaurant menus.                 of distinction.                   markets providing high-quality
                                                                               meat and taste.




Sources: Mintel Menu Insights; Dining Out:
A 2011 Look Ahead—U.S., January 2011




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HOW IS HERITAGE STORYTELLING DONE?




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HERITAGE STORYTELLING




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3 WAYS TO TELL A HERITAGE STORY
•  Use a persona from your past (founder or mascot)
•  Use your original purpose (your mission or cause)
•  Use your provenance (where you’re from)




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USE A PERSONA FROM YOUR PAST




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TYPES OF PERSONAS                                                                                                            |




               VISIONARIES                           DO-GOODERS                                   CHARACTERS
TYPE
VALUE




            innovation/progress/being first             honesty/integrity/humanity                    likability/familiarity/trust
PURPOSE




           Visionaries challenge the ways we’ve    Do-Gooders find a cause to champion,          Characters offer highly approachable
            always done things, and reinvent the   and make it their life’s mission to make   personalities that instill trust, and a subtle
           world around them through innovation          the world a better place             charm that makes us feel good about them



                                                                                                                                           24
JAMES DYSON, FOUNDER & CEO                                                                                       |
VISIONARY
                                      NOTABLE          “The best designs are the result of someone questioning
                                                       everything around them – looking at the same things as
                                      QUOTE            everyone else, but thinking something different.”

                                                                          — James Dyson (inventor, founder of Dyson)

                                      VISION           I believe in reinventing the ordinary


                                      VALUES           Innovation, Beautiful Design, Challenging the Status Quo

HERITAGE STORY   Dyson stays true to his heritage by consistently reinventing whole categories of products. Starting with
                 the ineffectiveness of vacuum bags (1984), and then by tackling the invention of the first blade-less
                 fan (2006). He has built an empire on innovation.

HOW HE’S USED    James Dyson often appears alongside products in communications to put a face on the brand, and to
                 keep his original vision alive. His signature in ads shows that Dyson stands behind his products with
                 a visible stamp of approval.




WHY USE HIM      As an inventor, James Dyson lends his curiosity, ingenuity and an innovative spirit to the brand.

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STEVE ELLS, FOUNDER & CEO                                                                                       |
DO-GOODER
                                      NOTABLE          “Today we recognize that fresh isn't enough. It's important to
                                                       understand how animals are raised and how vegetables are
                                      QUOTE            grown if you're going to source the best ingredients and serve
                                                       the best-tasting food.”
                                                                                     — Steve Ells, Founder of Chipotle
                                      VISION           I believe in food with integrity


                                      VALUES           Better Tasting Products, Better Sources, Better for the
                                                       Environment, Better for the Animals, Better for the Farmers

HERITAGE STORY   Since 1993, Chipotle has strived to keep things simple (only 5 items on the menu), use organic
                 ingredients, and serve naturally raised meat (since 2001) over cheaper alternatives. Today, they serve
                 more naturally raised meat than any other restaurant in the world, have 1,084 locations, and have
                 single-handedly grown high-end free range farms, like Niman Ranch, over 600% in 11 years.
HOW HE’S USED    While Steve Ells isn’t physically present in most communications, his dream is realized in everything
                 Chipotle does. Chipotle recently created Web videos detailing his vision (http://bit.ly/nRz3AH) & a
                 music video/cover by Willie Nelson that sends a powerful message about reform (http://bit.ly/nRz3AH).




WHY USE HIM      Having a man behind the vision instills trust, authenticity and a sense of humanity to the brand – and a
                 clear sense of thought-leadership for where the company’s commitment originates.
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DAVE THOMAS, FOUNDER                                                                                             |
CHARACTER
                                      NOTABLE          “Share your success and help others succeed. Give everyone
                                                       a chance to have a piece of the pie. If the pie’s not big
                                      QUOTE            enough, make a bigger pie.”
                                                                                — Dave Thomas, Founder of Wendy’s


                                      VISION           My goal is to exceed our customers expectations every day


                                      VALUES           Honesty, Integrity, Willingness to Work Hard, a Winning
                                                       Attitude, and a Burning Desire to Succeed

HERITAGE STORY   Dave opened his first Wendy's in Columbus, Ohio, in 1969. And as of March 2010, Wendy's has
                 become the world's third largest hamburger fast-food chain with approximately 6,650 locations.

HOW HE’S USED    Dave’s presence as an ad spokesmen for the Wendy’s brand is iconic (started in 1989). So much
                 so that even after his death, the brand has found a myriad of ways to bring him back, via the use of
                 his voice, stories told by his daughter Wendy, and by naming a burger after him.




WHY USE HIM      Dave Thomas’s down-to-earth personality adds a warm, likable and honest side to the brand that
                 people trust. These traits are carried forward by referencing him after his passing.
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KEY TAKEAWAY                                                                                                             |
 PERSONAS USED IN VARIOUS WAYS

    BEHIND-THE-SCENES                           VISIBLE SPOKESPERSON                               FACE OF THE BRAND




         Chipotle Founder,                           Wendy’s Founder,                               Dyson Founder,
             Steve Ells                               Dave Thomas                                    James Dyson
    Primarily used in earned media as         Primary spokesperson for the brand,            Used in all expressions of the brand,
the source of humanity behind-the-scenes   until his death, now products created in his   including name, signature, voice and face
                                            memory and his daughter tells his story              to lend his inventor persona




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CAUTIONARY TALE: ORVILLE REDENBACHER                                                                                                 |
INAUTHENTIC USE OF A FOUNDER                                                               POPULAR OPINION
                                                                                                        !
                                                                         “The!digital!Orville!Redenbacher!freaks!me!right!out.!He!is!dead.!
                                                                           Let’s!let!him!be!dead.!Because!Zombie!Orville!is!just!wrong,!
                                                                                                  wrong,!wrong.”!!
                                                                                                                       —Angry'B'(blogger)'
                                                                                                                                           !


                                                                                                           !
                                                                          “How,!in!the!name!of!all!that!is!holy,!could!someone!look!upon!
                                                                           the!face!of!that!digital!demon!and!remark,!‘You!know,!I!could!
                                                                                          really!go!for!something!edible?’!”!!
                                                                                                                —Mike'Schuster'(journalist)'
                                                                                                                                          !
In 2007, in an effort to capitalize on the public's love and memory of
that sweet popping corn personality Orville Redenbacher ConAgra
Foods hired hot agency Crispin, Porter + Bogusky, director David
Fincher (Seven, Fight Club, Panic Room), and the graphic wizards                                          !
behind Titanic, Day After Tomorrow, and iRobot.                          “WOW!!Was!that!creepy!or!what?!!It!wasn't!even!mildly!amusing.!
                                                                          Not!even!a!shred!of!irony.!Just!a!creepy!digiNzed!dead!guy,!and!
This infamous attempt to resurrect a dead founder will likely go
down in history as the worst ever – given strong reactions it             we're!supposed!to!accept!it!as!what?!Nostalgia?!Funny?!Campy?!
triggered with the public.                                                 We!will!never!buy!that!popcorn!again!RR!it!would!taste!like!the!
                                                                                    polyps!off!Orville!Redenbacher's!dead!neck.”!!
WHAT WE CAN LEARN: Don’t resurrect founders in artificial ways                                              —Rich'S'(slashfood'commenter)'
                                                                                                                                            !
Link: http://www.youtube.com/watch?v=Fcn4p213Zg8


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CAUTIONARY TALE: AUNT JEMIMA                                                                                                      |
INAUTHENTIC USE OF A MASCOT                                                           POPULAR OPINION
                                                                                                  !
                                                                    “AuntJemima.com’s!‘History’!page!sure!looks!whitewashed!to!me.!
                                                                      MarkeNng!can!–!and!oWen!is!–!used!to!manipulate!the!facts.”!!
                                                                                                    —Erika'Nicole'Kendall'(blogger)'
                                                                                                                                    !



                                                                                                 !
Aunt Jemima is a story of revisionist history. In reality, her      “Makes!me!not!want!to!buy!them!again!for!totally!removing!the!
character is based on a 19th century Vaudeville song “Old                          true!facts!from!the!website!”!!
Aunt Jemima” about a slave.
                                                                                                   —Naturalblackone'(commenter)'
However, in 1968, controversy over Aunt Jemima being a                                                                            !
negative portrayal of an African-American woman led to visual
changes in the character; her bandanna was removed and
she was given pearl earrings.

Today, Aunt Jemima’s full origin story is missing in historical                                      !
sections of the Quaker Oats website. However, many people              “I’m!so!Nred!of!seeing!this!character!as!if!she!is!a!blessing!to!
find the fact that she is still used to be offensive.               Blacks.!My!pancakes!taste!so!much!beXer!(as!do!my!waffles!that!I!
                                                                    make!from!scratch),!and!I!don’t!need!some!mammy!mix!to!do!it.”!!
WHAT WE CAN LEARN: Avoid using a spokesperson if they
have negative associations, and avoid fabricating or covering                                                  —Kalley'C'(commenter)'
up their story when the truth is out there.                                                                                              !

Sources: M. M. Manning; Aunt Jemima History; Quaker Oats website;
http://bit.ly/pmWnpw


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WHAT WE LEARNED
ABOUT USING PERSONAS

DO’S                                                             DON’TS
•    Stay true to who founders/mascots were historically         •    Don’t resurrect founders in artificial ways (e.g. Orville
•    Keep single-minded focus on what they offer that sets            Redenbacher CGI)
     them apart (vision, values, personality)                    •    Don’t use a spokesperson if they have negatively
•    Highlight their positive qualities to associate them with        perceived qualities (e.g. Aunt Jemima’s connection to
     your brand                                                       slavery)
•    Know your baggage – if you have a checkered past, be        •    Don’t fabricate the facts in the story
     especially careful about what to bring forward
•    Leverage their persona to convey trust & quality




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USE YOUR ORIGINAL PURPOSE




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TYPES OF PURPOSES                                                                          |
FOCUS




             CRAFTSMANSHIP                INNOVATION                      ALTRUISM
VALUE




                  quality/function               progress                   equality/goodwill
DEFINED




               Brands with timeless,   Brands whose products change   Brands whose missions are to
                 durable products          the world around them         enhance quality of life


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LEVIS                                                                                                            |
LEGACY OF WORKMANSHIP
                 In 1873, Levi Strauss opened a branch of his brother’s dry goods business in San Francisco
HERITAGE         and partnered with Jacob Davis, a tailor, who had the idea of reinforcing hemp pants with
                 rivets so that they lasted longer. They first began selling their pants to workers during the
                 California Gold Rush. Modern jeans began appearing in the 1920s and were largely sold to
                 cowboys, lumberjacks and railroad workers.

STORYTELLING     Today, Levi’s embraces its heritage and pioneering spirit in the Go Forth campaign, which
                 harkens back to Levi’s origins as a pant supplier for those paving the way for a new America.
                 In 2011, Levi’s launched a vintage clothing site of their original designs for workmen. The
                 durability and craftsmanship of the denim is still what makes Levi’s popular today.




WHY THIS WORKS   By tapping into our desire for new discovery and heritage of conquest, consumers remember
                 Levi’s role and legacy in American roots.


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VIRGIN                                                                                                          |
PUSHING BUSINESS BOUNDRIES
HERITAGE         In 1970, Richard Branson started a mail-order record store out of the crypt of a church. The
                 mail-order service was expanded into a store and later a label, signing previously unsignable
                 artists like the Sex Pistols. Not satisfied with one successful business, Virgin is now the
                 conglomerate of 400 companies ranging from healthcare to space travel.


STORYTELLING     Virgin’s heritage is rooted in constant evolution, expansion and innovation. This allows them
                 to move into categories that no one ever thought a record store should or could be in - from
                 trains to space travel. Virgin’s cheeky and irreverent tone makes their communications
                 memorable and suits their innovative spirit.




WHY THIS WORKS   Virgin’s heritage of innovation and experimentation have allowed them to expand and be
                 profitable in many business sectors. By staying true to their purpose to innovate, they’ve built
                 consumer trust to go where not many companies have gone before.

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PATAGONIA                                                                                                      |
ENVIRONMENTAL ROOTS
MISSION          Build the best product, do no unnecessary harm, use business to inspire and implement
                 solutions to the environmental crisis.

HERITAGE         In 1972, Yvon Choinard, a firm believer in ‘clean climbing’, converted his company’s steel
                 pitons (spikes hammered into rocks) to aluminum chocks (hinge on rocks) for lower impact
                 climbing. Yvon’s connection with nature influenced the development of the company and still
                 informs Patagonia’s brand essence today.

STORYTELLING     Patagonia’s ads reflect heritage through imagery that emphasizes the grandiose power of
                 nature. This is often expressed by framing man as relatively insignificant (i.e. small) in the
                 midst of all its splendor. Catalogs use product descriptions to tell stories about environmental
                 issues. And stores and packaging reinforce Patagonia’s commitment by implementing
                 sustainable materials, low-impact design, and the ability to donate through every purchase.




WHY THIS WORKS   Patagonia doesn’t just talk about their environmental purpose, they live it - from catalog
                 language, to packaging, to pledging 1% of sales to environmental preservation. By donating a
                 portion from every sale, they empower shoppers to support their company purpose and use
                 their buying power for good.

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KEY TAKEAWAY                                                                              |
BE FULLY COMMITTED TO PURPOSE
At every touch-point and through every product




These brands are still successful today because of their unwavering commitment to doing
what they do… extremely well.




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CAUTIONARY TALE: IAMS                                                                                                                 |
FAILURE TO MAINTAIN QUALITY
                                                                                           POPULAR OPINION
                                                                                                          !
                                                                            “I!have!a!dog!named!Rusty.!I!have!always!fed!him!IAMS!Dog!
                                                                           Food.!All!of!the!sudden!he!became!very!ill.!I!took!him!to!a!dog!
                                                                           emergency!clinic!to!find!out!that!he!has!developed!kidney!and!
                                                                          liver!problems.!I!am!sick!and!suffering!terribly!for!poisoning!my!
                                                                                               loved!dog!with!IAMS.”!!
                                                                                                    —Gretchen'of'Harvest,'AL'(commenter)'
                                                                                                                                            !

                                                                                                          !
Iams (founded in 1946) has a long-standing history making                 “A!very!healthy!and!vibrant!9!year!old!ShelNe!went!from!acNve!
premium pet food. The company’s mission is to “enhance the               and!lovingly!barky!to!silent.!He!was!fed!twice!out!of!Iams!canned!
well-being of dogs and cats by providing world-class quality food.”     foods!on!March!18th.!We!have!consulted!with!a!veterinarian,!and!
To help punctuate this they often show dogs and cats being
cared for by vets in white lab coats in communications. They also
                                                                             this!aWernoon!his!heart!rate!exceeded!240!bpm.!What!is!
adopted the tagline: Iams. Good for Life.                                 happening?!We!are!rapidly!loosing!a!huge!part!of!our!lives.!We!
                                                                                                    are!terrified.”!!
On March 16, 2007, a nationwide pet food recall was announced                                          —'Gary'of'Kingston,'NH'(commenter)'
– naming three Iams’ wet dog food skus among the list of                                                                                  !
contaminated products. Poor oversight and quality control
missed the co-packers decision to add “melamine” as a filler, not
knowing it can be lethal to pets. This led to more than 3,600 pet                                         !
deaths and thousands of cases of kidney failure. People were             “I!started!feeding!my!dog,!Freddie,!Iams!Select!Bites!(foil!pouch)!
outraged, and as a result Iams lost more sales and market share          on!7!Mar!07.!On!20!Mar!07,!I!had!to!put!him!to!sleep!because!of!
than any other industry player. The brand's sales dropped 16.5%           severe!kidney!failure.!Why!did!it!take!so!long!to!come!forward!
in an eight-week period, according to IRI data.                                          with!the!recall!and!informaNon?”!!
WHAT WE CAN LEARN: Don’t say you stand for something, then                                          —Linda'of'Clarksville,'TN'(commenter)'
lose focus on it (in this case quality).                                                                                                     !

                          SOURCE: http://adage.com/article/print-edition/wake-pet-food-crisis-iams-sales-plummet-17/116656/               38
CAUTIONARY TALE: BEYOND PETROLEUM                                                                                                        |
FAIRWEATHER SUPPORT OF GREEN
                                                                                             POPULAR OPINION
                                                                                                                !
                                                                           “I!can't!believe!I!actually!fell!for!the!BP!slick!PR!campaign!myself,!
                                                                                       and!chose!to!buy!a!few!tanks!of!those!lies!”!!
                                                                                                                         —Linda'M.'(commenter)'
                                                                                                                                                !


                                                                                                          !
In 2007, in an effort to appear more forward thinking and green,             “BP!has!been!recognized!by!the!US!federal!government,!the!
British Petroleum changed their name to Beyond Petroleum. This                Queen,!the!Interstate!Oil!and!Gas!Commission,!and!other!
announcement included a flashy marketing campaign with futuristic           presNgious!organizaNons![for!their!green!efforts].!And!clearly!
gas station makeovers and a new tagline: “Make the world a little
better.” BP reveled in the public perception of being a “greener” oil
                                                                                  those!cerNficates!are!looking!a!liXle!oilRsoaked.”!!
company and recalibrated storytelling of their past to support this                                                     —Blake'B.'(blogger)'
perception.                                                                                                                                !

Three years later, a BP oil rig named Deep Horizon exploded off the
Gulf of Mexico and millions of gallons of crude spilled out. To make
                                                                                                            !
things worse, BP refused to accept responsibility. It took them 87
days to fix it.                                                            “The!spill!has!wiped!out!years!of!ad!spending!for!the!company!RR!
                                                                              but!it!has!also!highlighted!how!disingenuous!much!of!that!
Not only was this the worst mishandling of an oil spill in history, but      adverNsing!was.!Despite!all!BP!has!spent!on!rebranding,!the!
possibly the worst case of greenwashing to date – given that being             company!hasn't!done!nearly!as!much!to!move!"beyond!
green was clearly a lower priority than what they led us to believe.
                                                                                          petroleum"!as!its!campaign!implies.”!!
WHAT WE CAN LEARN: Don’t create a company purpose or align with                                                        —Daniel'D.'(blogger)'
a cause that allows you to leverage all the upside if you aren’t willing                                                                    !
to support it when the going gets tough.

                                                                                                                                             39
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WHAT WE LEARNED
ABOUT USING PURPOSE

DO’S                                                        DON’TS
•    Leverage purpose when it can help prove why your       •    Don’t say you stand for something, then lose focus on it
     products have remained the best                        •    Don’t make purpose all talk and no action
•    Allow purpose to influence all of your brand actions   •    When the going gets tough, you gotta keep going
•    Stay true to purpose, even as you expand beyond your
     original product offerings




                                                                                                                       40
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USE YOUR PROVENANCE




                          41
TYPES OF PROVENANCE                                                                    |




               LOCATION                   SETTING                       PRODUCT
USE
TAPS INTO




                    local pride          emotional environment               origin story



              Brand name taps into a    Heritage communicated       Brands who tap into heritage
HOW




                  physical place       through historical setting    through a new product line


                                                                                                       42
OLD EL PASO                                                                                                  |
LEVERAGING NAME OF PLACE
HERITAGE         Old El Paso was founded in El Paso, Texas as the Mountain Pass Canning Company canning
                 tomatoes and black beans, and eventually expanded to provide tasty Mexican food to tables
                 across America.
STORYTELLING     Though owned by Betty Crocker, Old El Paso maintains its heritage through communications
                 set in El Paso around Hispanic dinner tables and gatherings tapping into the authentic origins
                 of Old El Paso cuisine.




WHY THIS WORKS   Communications that center around Hispanic culture lend an authentic quality halo to the
                 brand and an idealized version of the Southwest.




                                                                                                                 43
CHRYSLER                                                                                                        |
LEVERAGING SETTING
HERITAGE         At the 2011 Super Bowl, amid fledgling sales and a crumbling US auto industry, Chrysler launched
                 their Imported from Detroit campaign tapping not only into the heritage of the company, but the
                 American spirit.


STORYTELLING     Montages of gritty images of Detroit juxtaposed alongside local symbols of perseverance and
                 redemption turn what is a sore spot for American industry into a point of pride and a rallying cry.




WHY THIS WORKS   Chrysler’s use of heritage boldly proclaims, “This is who we are. This is where we come from.”
                 Tapping into their hometown roots conjures up images of all the hard-working people that
                 have made America great. It also reminds us that buying American-made gives us ownership
                 in helping our country succeed, while painting the competition as outsiders.


                                                                                                                    44
STARBUCKS PIKE’S PLACE ROAST                                                                                   |
CREATING A PRODUCT EXTENSION

HERITAGE         By 2010, Starbucks was losing its story because of rapid expansion. In order to address reaction
                 to its mass perception, Starbucks launched a new line of coffee named for Seattle’s Pike Place
                 Market where Starbucks first opened in 1971.


STORYTELLING     The product is marketed as boutique in ads, packaging and in-store experience through imagery
                 or Pike’s Place market in Seattle, a coffee haven. The product’s setting allows Starbucks to talk
                 not only about authentic origins, but also sourcing.




WHY THIS WORKS   Pike’s Place is one of Starbuck’s value-priced coffees; however, its nod to heritage keeps it from
                 cheapening the brand by lending a more authentic and original quality to the company.

                                                                                                                   45
KEY TAKEAWAY                                                               |
THE VALUE OF PROVENANCE




                              Transports us.



                            PROVENANCE
       Taps into
 emotional associations.                             Gives us liberty to
                           Leverages historical          idealize.
                           credibility of a place.




                                                                               46
CAUTIONARY TALE: VW TALKING BUG “MAX”                                                                                              |
SHAMEFUL USE OF STEREOTYPES
                                                                                       POPULAR OPINION
                                                                                                       !
                                                                     “The!one!with!‘The!Hoff’!where!the!Beetle!starts!singing...!UGH...!
                                                                      it's!just!excruciaNng!!!OK,!this!"series"!needs!to!stop...!NOW..”!!
                                                                                                                  —PaWolf'(commenter)'
                                                                                                                                          !


                                                                                                        !
                                                                     “Volkswagen!does!it!again!!‘It’!as!in!‘annoying!the!hell!out!of!me!’!
                                                                     This!is!a!series!of!ads!featuring!a!classic!VW!Beetle,!painted!black,!
                                                                     acNng!as!a!talk!show!host,!and!I!swear!he!has!the!most!annoying!
In 2008, in an effort to get back to their German roots,                                  fauxRGerman!accent!ever.!”!!
Volkswagen created a talking Beetle, named “Max” to interview                                                      —Triple'J'(commenter)'
predictable German celebrities (Heidi Klum, David Hasselhoff,                                                                            !
etc.) and deliver bad jokes with a fake German accent.

The campaign’s weak attempt to link back to the birthplace of
their brand via stereotypes, attracted a flurry of negative
comments and one of the biggest sales drops in recent years
                                                                                                       !
(down 3.2% YOY in 2008 – with biggest drop of 14.4% YOY in           “VW!is!using!Max!in!all!of!its!print,!web!and!TV!campaigns,!so!I’ve!
December of that year).                                               had!ample!Nme!to!get!sick!of!him.!I!get!the!whole!iconic!thing–!
                                                                     using!an!old!VW!as!a!mascot!is!kinda!cool,!but!the!German!accent!
WHAT WE CAN LEARN: Don’t use stereotypical references to                         thing!kinda!just!comes!across!as!douchey.”!!
settings and cultural origins that are only weakly relevant to the
brand – in this case, bad German accents and celebrities.
                                                                                                             —MaN'(songspeak'blogger)'
                                                                                                                                        !
Link: http://www.youtube.com/watch?v=_viFrffstuE


                                                                                                                                       47
CAUTIONARY TALE: PERDUE “FARMWASHING”|
INAUTHENTIC USE OF SETTING
                                                                                               POPULAR OPINION
                                                                                                             !
                                                                                  “No!decent!person!could!ever!consider!the!way!they!are!
                                                                              ‘processed’!in!those!final!moments!as!being!‘humane.’!The!term!
                                                                             “humane”!is!misused!at!every!step.!I’m!glad!businesses!are!being!
                                                                                          challenged!for!perpetuaNng!this!sham.”!!
                                                                                                                         —Bea'Elliot'(blogger)'
                                                                                                                                             !

                                                                                                               !
                                                                              “I!always!hated!the!hellish!commercials!in!which!Perdue's!owner!
                                                                                 acts!like!the!chickens!are!having!a!good!Nme!when!they!are!
                                                                             actually!gepng!abused.!Sick,!sick!world!in!that!we!exploit!animals!
In 2006, Perdue added the picturesque image of their family farm to          for!our!own!greed.!A!pox!on!Perdue!and!all!factory!farms!like!it.!”!!
packaging, in an effort to create a scenic and much more pleasant                                                         —Lacy'L.'(commenter)'
image than an industrial chicken factory. A few years later (2010) they                                                                         !
pushed further, by adding new claims, including “No Hormones or
Steroids Added” and “Humanely Raised.”

Shortly after, an animal activist released a video of chickens in a Perdue                                     !
facility being shot full of antibiotics, hung on hooks, and slaughtered in    “Mr.!Perdue!please!stop!your!adverNsements,!showing!how!you!
inhumane ways. The Humane Society took notice and filed a lawsuit to         care!for!your!chickens.!I!intend!to!boycoX!both!your!chickens!and!
remove the product claims. This created public outcry against                eggs!unNl!this!inhumanity!is!stopped!!You!will!not!get!my!money!
“farmwashing” and generated a lot of negative publicity for Perdue.
                                                                                                          anymore.”!!
WHAT WE CAN LEARN: Don’t distort settings in ways that are inauthentic                                                 —Nuno'C.'(commenter)'
to your brand or attempt to earn positive associations that aren’t true                                                                       !
(like happy farms with storybook-read chickens, when you haven’t
changed a thing and no one reads to your chickens)

                           Link: http://www.humanesociety.org/news/press_releases/2010/11/perdue_labels_112910.html                        48
|


WHAT WE LEARNED
ABOUT USING PROVENANCE

DO’S                                              DON’TS
•    Tell an interesting story of provenance      •    Don’t use settings that are irrelevant to products,
•    Tap into the emotional equities of setting        brand or culture
•    Consider the history of a place              •    Don’t distort settings in ways that feel foreign and
                                                       inauthentic to the brand
                                                  •    Don’t play into stereotypes
                                                  •    Don’t overstate the truth




                                                                                                                  49
|




HERITAGE CONCLUSIONS




                           50
|
AUTHENTIC HERITAGE STORIES MAKE BRANDS MORE DISTINCT
When your story is both relevant and distinctive, your brand can be iconic.




                                                                         ICONIC
                                                                        HERITAGE
                                                                        BRANDS
                 RELEVANCE
                         (driven by belief)




                                              DISTINCTIVENESS
                                                 (driven by heritage)




                                                                                   51
|




HERITAGE IS VERY POWERFUL…
When it’s done right.
When it connects us to the past and makes us believe in the
brand and the values that have endured over the years.
|


A STORY WORTH TELLING…

Is often gauged by how much you have to talk about.

How many facts are still evident today?

How many details from the past strengthen our current
proposition?
|



A WEAK HERITAGE STORY DOES MORE HARM
THAN GOOD
If your heritage story is neglected, it can go “bad”…become irrelevant and
may even become a liability to your current offering (if you’ve really lost
your way).

If suspicions are aroused as to a story’s validity, people will work to expose
the inconsistencies.
|




RECLAIMING YOUR HERITAGE
That said, neglected heritage stories can be revived.

Step-by-step a brand can work to reclaim its heritage in a way that feels
relevant and authentic.




                                                                                55
STARBUCKS – LOST THEIR PATH AND HAVE WORKED TO
                                                                                                                            |
RECLAIM THEIR HERITAGE STEP-BY-STEP
                                                                                                                         NORTH STAR
                   •  Schultz retires as CEO

                               •  Series of cost                                                        •  Ultimate coffee experience,
                                  cutting concessions                                                      every time
                                  spur short-term
•  Schultz                        gains then a free fall    •  Returns as CEO
   begins at                                                •  Articulates the vision
   Starbucks –                                              •  Sends “Transformative
   with specific                                               Memos” to employees
   reason and
   purpose                                                  •  Shuts 7,100 locations
                                                               simultaneously for training        •  Pikes Place is introduced and
                                                                                                     is a hit


                                                                                   •  Instituting changes to get
                                                                                      back to a more local, coffee-
                                                                                      centric experience
                                  •  Schultz sends “The
                                     Commoditization of
                                     Starbucks” e-mail on
                                     Valentines Day

          1982        2000                 2007                2008                     2009         2010         Future




                                                                                                                                56
|



CONNECTION TO BELIEF AND BEHAVIOR
Heritage is an important INPUT into Belief and Behavior.

But Heritage alone is not enough.

A vision – a North Star – is essential for understanding HOW heritage
applies.
Key Brand Questions
                                                                                             |
    What do we want to be?              What have we always been?
                                                                    What do we stand for as a brand?
What do we want to be known for?         What drives our values?




Where we look for answers/ inspiration


               Heritage

                                                                               Vision


  Persona      Purpose     Provenance




 How we get there

                                           Belief & Behavior
|


PARTING WISDOM
Know WHO you are and WHERE you came from (understand your heritage).

Define WHY you do what you do and WHAT attributes should define you (plot your vision).

Understand which equities you HAVE earned in consumers’ eyes and who they will PERMIT you
to be (be clear about the reality).

Consider SCALABLE actions to BRIDGE heritage to belief & behavior – i.e., heritage place,
purpose, or person that can reinforce your vision (define your pathway).

Figure out WHICH story to tell, then STAY TRUE to it (maintain consistent storytelling).
|

@hungrystratgist
Strategic planner with 5+ years of agency experience - acting as a thinker,
problem solver, and story teller, for a wide variety of brands.


WHAT I BELIEVE:

+ The best brands view media as the space between an idea and their
audience.

+ People don't buy what you do, they buy WHY you do it.

+ Understanding people as an audience of your brand (not just
consumers of your products) drives new ways to engage - and story telling
that speaks to them.

+ When telling stories... don't interrupt your audience, do something that
interests them (entertain them, solve a problem, or help them to express
themselves).

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Harnessing Heritage: A Guide to Brand Storytelling Through History

  • 2. | THIS GUIDE AIMS TO –define heritage –understand prevailing forces in culture that make it relevant –explore the different ways heritage is used in storytelling –draw relevant conclusions that will help brands harness the power of their past 2
  • 3. | WHAT’S INCLUDED –cultural trends driving desire for heritage –9 case studies of best-in-class heritage brands –6 cautionary tales –heritage guardrails (Do’s and Don’ts) and key takeaways –parting thoughts for you to consider 3
  • 6. | HERITAGE IS A CONNECTION TO THE PAST To the people, places and purpose that were there at the beginning. 6
  • 7. | FOR BRANDS, HERITAGE CAN PLAY AN IMPORTANT ROLE It can strengthen an emotional connection to your audience by re-establishing this connection to the past. 7
  • 8. | It creates nostalgia. It is a reason to believe – and a reason to buy. It can validate a price premium. It creates an emotional connection with your audience. It creates a through-line for future brand actions. And ultimately… 8
  • 9. | HERITAGE IS A STORYTELLING DEVICE 9
  • 11. BRANDS CONNECTING TO THEIR HERITAGE | 11
  • 12. | WHY NOW? WHY ARE WE SEEING AN INCREASE IN THE USE OF HERITAGE AS A STORYTELLING DEVICE? 12
  • 14. | OUR CULTURAL CONTEXT The economic climate is uncertain. While consumers have greater access to information There’s an increasing distrust of “big” & “fake.” Quality & authenticity are becoming key selling points, And when it comes to food, there’s a desire for “real” & deeper connections. 14
  • 15. | IN HARD TIMES, PEOPLE ARE LOOKING FOR COMFORT FROM THE PAST •  Nostalgic moments from simpler times •  A desire to connect to something that has meaning •  Looking for comfort in the familiar 15
  • 16. CONSUMERS HAVE GREATER ACCESS TO INFORMATION | The information age has given consumers the knowledge they need to make more informed choices and brands are responding by providing more information than ever before. Transparency Accessibility 65% of consumers believe that transparency and honest Half of all adult cell owners (51%) had used their business practices are important factors to corporate phone at least once to get information they needed reputation. right away. Edelman Trust Barometer 2011 Pew Research study of 2,277 adults (Americans and Their Cell Phones; Aug 15 2011) Connection Crowd Sourcing Four in ten respondents (39%) reported that they “feel more 90% of consumers surveyed noted that they trust connected” to brands because of social media. 84% of online recommendations from people they know, while adults feel they are either “somewhat more loyal” or “much 70% trusted consumer opinions posted online. more loyal” because of social media. Council of PR Firms and VeraQuest Impact of Social Media Survey, 2011 Nielsen Global Online Consumer Survey , 2009 16
  • 17. THERE IS A GROWING DISTRUST OF “BIG” & “FAKE” | With improved access to information during this economic crisis, consumers are re-assessing their values and purchasing accordingly. Skepticism of Authority Back to Basics 72% of Americans say “I am more skeptical of the claims that Consumers have been using more cash and cutting down on debt. brands make today, than I have been in the past” 60% of people who eat out said the recession had changed the way they spend their food budget. And 24% plan to eat out less this year Roper Reports US TeleCell Survey November 2009 Q5 (phone); RRUS 2009 Spring Core Survey QC05 than they did last year, choosing to prepare more meals at home. Sources: Mintel Menu Insights; Dining Out: A 2011 Look Ahead—U.S., January 2011 Supporting Local Fairness More local farmers were able to get their wares directly to 63% of consumers believe that treating employees well is consumers this year as the USDA reports that there is a 17% an important factor to corporate reputation. increase in the number of Farmers Markets since 2010. Edelman Trust Barometer 2011 US Department of Agriculture’s 2011 National Farmers Market Directory 17
  • 18. QUALITY & AUTHENTICITY ARE BECOMING KEY SELLING | POINTS IN COMMUNICATION Consumers want to trust what they are spending their money on and enjoy the comfort and validation heritage provides. 18
  • 19. WHEN IT COMES TO FOOD THERE’S A DESIRE FOR “REAL” & | DEEPER CONNECTIONS As consumers begin to expect higher quality goods and services, business offerings must find ways to connect and be more “real” to stay competitive. Food products are increasingly being grounded in narratives of history, place, and tradition to accomplish this. Provenance Heirloom Heritage Breeds Education Regional native fruits and Heirloom fruits and vegetables Heritage-bred cows, pigs and The emergence of boutique vegetables connect consumers are becoming more widely chickens like Berkshire Pork, butcheries such as The Meat with producers and encourages available, offering more flavor which have not undergone Hook in Brooklyn source all of its responsible behavior throughout and biodiversity and offer more genetic modification via either meat from local sustainable farms the supply chain. Hence, 58% of health benefits when genetic engineering or selective and many offer butchery classes restaurant goers are interested compared to GMOs. They are breeding, are saving livestock as well as workshops on sausage- in seeing more locally grown also easily understood markers breeds and making its way into making. produce on restaurant menus. of distinction. markets providing high-quality meat and taste. Sources: Mintel Menu Insights; Dining Out: A 2011 Look Ahead—U.S., January 2011 19
  • 20. | HOW IS HERITAGE STORYTELLING DONE? 20
  • 22. | 3 WAYS TO TELL A HERITAGE STORY •  Use a persona from your past (founder or mascot) •  Use your original purpose (your mission or cause) •  Use your provenance (where you’re from) 22
  • 23. | USE A PERSONA FROM YOUR PAST 23
  • 24. TYPES OF PERSONAS | VISIONARIES DO-GOODERS CHARACTERS TYPE VALUE innovation/progress/being first honesty/integrity/humanity likability/familiarity/trust PURPOSE Visionaries challenge the ways we’ve Do-Gooders find a cause to champion, Characters offer highly approachable always done things, and reinvent the and make it their life’s mission to make personalities that instill trust, and a subtle world around them through innovation the world a better place charm that makes us feel good about them 24
  • 25. JAMES DYSON, FOUNDER & CEO | VISIONARY NOTABLE “The best designs are the result of someone questioning everything around them – looking at the same things as QUOTE everyone else, but thinking something different.” — James Dyson (inventor, founder of Dyson) VISION I believe in reinventing the ordinary VALUES Innovation, Beautiful Design, Challenging the Status Quo HERITAGE STORY Dyson stays true to his heritage by consistently reinventing whole categories of products. Starting with the ineffectiveness of vacuum bags (1984), and then by tackling the invention of the first blade-less fan (2006). He has built an empire on innovation. HOW HE’S USED James Dyson often appears alongside products in communications to put a face on the brand, and to keep his original vision alive. His signature in ads shows that Dyson stands behind his products with a visible stamp of approval. WHY USE HIM As an inventor, James Dyson lends his curiosity, ingenuity and an innovative spirit to the brand. 25
  • 26. STEVE ELLS, FOUNDER & CEO | DO-GOODER NOTABLE “Today we recognize that fresh isn't enough. It's important to understand how animals are raised and how vegetables are QUOTE grown if you're going to source the best ingredients and serve the best-tasting food.” — Steve Ells, Founder of Chipotle VISION I believe in food with integrity VALUES Better Tasting Products, Better Sources, Better for the Environment, Better for the Animals, Better for the Farmers HERITAGE STORY Since 1993, Chipotle has strived to keep things simple (only 5 items on the menu), use organic ingredients, and serve naturally raised meat (since 2001) over cheaper alternatives. Today, they serve more naturally raised meat than any other restaurant in the world, have 1,084 locations, and have single-handedly grown high-end free range farms, like Niman Ranch, over 600% in 11 years. HOW HE’S USED While Steve Ells isn’t physically present in most communications, his dream is realized in everything Chipotle does. Chipotle recently created Web videos detailing his vision (http://bit.ly/nRz3AH) & a music video/cover by Willie Nelson that sends a powerful message about reform (http://bit.ly/nRz3AH). WHY USE HIM Having a man behind the vision instills trust, authenticity and a sense of humanity to the brand – and a clear sense of thought-leadership for where the company’s commitment originates. 26
  • 27. DAVE THOMAS, FOUNDER | CHARACTER NOTABLE “Share your success and help others succeed. Give everyone a chance to have a piece of the pie. If the pie’s not big QUOTE enough, make a bigger pie.” — Dave Thomas, Founder of Wendy’s VISION My goal is to exceed our customers expectations every day VALUES Honesty, Integrity, Willingness to Work Hard, a Winning Attitude, and a Burning Desire to Succeed HERITAGE STORY Dave opened his first Wendy's in Columbus, Ohio, in 1969. And as of March 2010, Wendy's has become the world's third largest hamburger fast-food chain with approximately 6,650 locations. HOW HE’S USED Dave’s presence as an ad spokesmen for the Wendy’s brand is iconic (started in 1989). So much so that even after his death, the brand has found a myriad of ways to bring him back, via the use of his voice, stories told by his daughter Wendy, and by naming a burger after him. WHY USE HIM Dave Thomas’s down-to-earth personality adds a warm, likable and honest side to the brand that people trust. These traits are carried forward by referencing him after his passing. 27
  • 28. KEY TAKEAWAY | PERSONAS USED IN VARIOUS WAYS BEHIND-THE-SCENES VISIBLE SPOKESPERSON FACE OF THE BRAND Chipotle Founder, Wendy’s Founder, Dyson Founder, Steve Ells Dave Thomas James Dyson Primarily used in earned media as Primary spokesperson for the brand, Used in all expressions of the brand, the source of humanity behind-the-scenes until his death, now products created in his including name, signature, voice and face memory and his daughter tells his story to lend his inventor persona 28
  • 29. CAUTIONARY TALE: ORVILLE REDENBACHER | INAUTHENTIC USE OF A FOUNDER POPULAR OPINION ! “The!digital!Orville!Redenbacher!freaks!me!right!out.!He!is!dead.! Let’s!let!him!be!dead.!Because!Zombie!Orville!is!just!wrong,! wrong,!wrong.”!! —Angry'B'(blogger)' ! ! “How,!in!the!name!of!all!that!is!holy,!could!someone!look!upon! the!face!of!that!digital!demon!and!remark,!‘You!know,!I!could! really!go!for!something!edible?’!”!! —Mike'Schuster'(journalist)' ! In 2007, in an effort to capitalize on the public's love and memory of that sweet popping corn personality Orville Redenbacher ConAgra Foods hired hot agency Crispin, Porter + Bogusky, director David Fincher (Seven, Fight Club, Panic Room), and the graphic wizards ! behind Titanic, Day After Tomorrow, and iRobot. “WOW!!Was!that!creepy!or!what?!!It!wasn't!even!mildly!amusing.! Not!even!a!shred!of!irony.!Just!a!creepy!digiNzed!dead!guy,!and! This infamous attempt to resurrect a dead founder will likely go down in history as the worst ever – given strong reactions it we're!supposed!to!accept!it!as!what?!Nostalgia?!Funny?!Campy?! triggered with the public. We!will!never!buy!that!popcorn!again!RR!it!would!taste!like!the! polyps!off!Orville!Redenbacher's!dead!neck.”!! WHAT WE CAN LEARN: Don’t resurrect founders in artificial ways —Rich'S'(slashfood'commenter)' ! Link: http://www.youtube.com/watch?v=Fcn4p213Zg8 29
  • 30. CAUTIONARY TALE: AUNT JEMIMA | INAUTHENTIC USE OF A MASCOT POPULAR OPINION ! “AuntJemima.com’s!‘History’!page!sure!looks!whitewashed!to!me.! MarkeNng!can!–!and!oWen!is!–!used!to!manipulate!the!facts.”!! —Erika'Nicole'Kendall'(blogger)' ! ! Aunt Jemima is a story of revisionist history. In reality, her “Makes!me!not!want!to!buy!them!again!for!totally!removing!the! character is based on a 19th century Vaudeville song “Old true!facts!from!the!website!”!! Aunt Jemima” about a slave. —Naturalblackone'(commenter)' However, in 1968, controversy over Aunt Jemima being a ! negative portrayal of an African-American woman led to visual changes in the character; her bandanna was removed and she was given pearl earrings. Today, Aunt Jemima’s full origin story is missing in historical ! sections of the Quaker Oats website. However, many people “I’m!so!Nred!of!seeing!this!character!as!if!she!is!a!blessing!to! find the fact that she is still used to be offensive. Blacks.!My!pancakes!taste!so!much!beXer!(as!do!my!waffles!that!I! make!from!scratch),!and!I!don’t!need!some!mammy!mix!to!do!it.”!! WHAT WE CAN LEARN: Avoid using a spokesperson if they have negative associations, and avoid fabricating or covering —Kalley'C'(commenter)' up their story when the truth is out there. ! Sources: M. M. Manning; Aunt Jemima History; Quaker Oats website; http://bit.ly/pmWnpw 30
  • 31. | WHAT WE LEARNED ABOUT USING PERSONAS DO’S DON’TS •  Stay true to who founders/mascots were historically •  Don’t resurrect founders in artificial ways (e.g. Orville •  Keep single-minded focus on what they offer that sets Redenbacher CGI) them apart (vision, values, personality) •  Don’t use a spokesperson if they have negatively •  Highlight their positive qualities to associate them with perceived qualities (e.g. Aunt Jemima’s connection to your brand slavery) •  Know your baggage – if you have a checkered past, be •  Don’t fabricate the facts in the story especially careful about what to bring forward •  Leverage their persona to convey trust & quality 31
  • 32. | USE YOUR ORIGINAL PURPOSE 32
  • 33. TYPES OF PURPOSES | FOCUS CRAFTSMANSHIP INNOVATION ALTRUISM VALUE quality/function progress equality/goodwill DEFINED Brands with timeless, Brands whose products change Brands whose missions are to durable products the world around them enhance quality of life 33
  • 34. LEVIS | LEGACY OF WORKMANSHIP In 1873, Levi Strauss opened a branch of his brother’s dry goods business in San Francisco HERITAGE and partnered with Jacob Davis, a tailor, who had the idea of reinforcing hemp pants with rivets so that they lasted longer. They first began selling their pants to workers during the California Gold Rush. Modern jeans began appearing in the 1920s and were largely sold to cowboys, lumberjacks and railroad workers. STORYTELLING Today, Levi’s embraces its heritage and pioneering spirit in the Go Forth campaign, which harkens back to Levi’s origins as a pant supplier for those paving the way for a new America. In 2011, Levi’s launched a vintage clothing site of their original designs for workmen. The durability and craftsmanship of the denim is still what makes Levi’s popular today. WHY THIS WORKS By tapping into our desire for new discovery and heritage of conquest, consumers remember Levi’s role and legacy in American roots. 34
  • 35. VIRGIN | PUSHING BUSINESS BOUNDRIES HERITAGE In 1970, Richard Branson started a mail-order record store out of the crypt of a church. The mail-order service was expanded into a store and later a label, signing previously unsignable artists like the Sex Pistols. Not satisfied with one successful business, Virgin is now the conglomerate of 400 companies ranging from healthcare to space travel. STORYTELLING Virgin’s heritage is rooted in constant evolution, expansion and innovation. This allows them to move into categories that no one ever thought a record store should or could be in - from trains to space travel. Virgin’s cheeky and irreverent tone makes their communications memorable and suits their innovative spirit. WHY THIS WORKS Virgin’s heritage of innovation and experimentation have allowed them to expand and be profitable in many business sectors. By staying true to their purpose to innovate, they’ve built consumer trust to go where not many companies have gone before. 35
  • 36. PATAGONIA | ENVIRONMENTAL ROOTS MISSION Build the best product, do no unnecessary harm, use business to inspire and implement solutions to the environmental crisis. HERITAGE In 1972, Yvon Choinard, a firm believer in ‘clean climbing’, converted his company’s steel pitons (spikes hammered into rocks) to aluminum chocks (hinge on rocks) for lower impact climbing. Yvon’s connection with nature influenced the development of the company and still informs Patagonia’s brand essence today. STORYTELLING Patagonia’s ads reflect heritage through imagery that emphasizes the grandiose power of nature. This is often expressed by framing man as relatively insignificant (i.e. small) in the midst of all its splendor. Catalogs use product descriptions to tell stories about environmental issues. And stores and packaging reinforce Patagonia’s commitment by implementing sustainable materials, low-impact design, and the ability to donate through every purchase. WHY THIS WORKS Patagonia doesn’t just talk about their environmental purpose, they live it - from catalog language, to packaging, to pledging 1% of sales to environmental preservation. By donating a portion from every sale, they empower shoppers to support their company purpose and use their buying power for good. 36
  • 37. KEY TAKEAWAY | BE FULLY COMMITTED TO PURPOSE At every touch-point and through every product These brands are still successful today because of their unwavering commitment to doing what they do… extremely well. 37
  • 38. CAUTIONARY TALE: IAMS | FAILURE TO MAINTAIN QUALITY POPULAR OPINION ! “I!have!a!dog!named!Rusty.!I!have!always!fed!him!IAMS!Dog! Food.!All!of!the!sudden!he!became!very!ill.!I!took!him!to!a!dog! emergency!clinic!to!find!out!that!he!has!developed!kidney!and! liver!problems.!I!am!sick!and!suffering!terribly!for!poisoning!my! loved!dog!with!IAMS.”!! —Gretchen'of'Harvest,'AL'(commenter)' ! ! Iams (founded in 1946) has a long-standing history making “A!very!healthy!and!vibrant!9!year!old!ShelNe!went!from!acNve! premium pet food. The company’s mission is to “enhance the and!lovingly!barky!to!silent.!He!was!fed!twice!out!of!Iams!canned! well-being of dogs and cats by providing world-class quality food.” foods!on!March!18th.!We!have!consulted!with!a!veterinarian,!and! To help punctuate this they often show dogs and cats being cared for by vets in white lab coats in communications. They also this!aWernoon!his!heart!rate!exceeded!240!bpm.!What!is! adopted the tagline: Iams. Good for Life. happening?!We!are!rapidly!loosing!a!huge!part!of!our!lives.!We! are!terrified.”!! On March 16, 2007, a nationwide pet food recall was announced —'Gary'of'Kingston,'NH'(commenter)' – naming three Iams’ wet dog food skus among the list of ! contaminated products. Poor oversight and quality control missed the co-packers decision to add “melamine” as a filler, not knowing it can be lethal to pets. This led to more than 3,600 pet ! deaths and thousands of cases of kidney failure. People were “I!started!feeding!my!dog,!Freddie,!Iams!Select!Bites!(foil!pouch)! outraged, and as a result Iams lost more sales and market share on!7!Mar!07.!On!20!Mar!07,!I!had!to!put!him!to!sleep!because!of! than any other industry player. The brand's sales dropped 16.5% severe!kidney!failure.!Why!did!it!take!so!long!to!come!forward! in an eight-week period, according to IRI data. with!the!recall!and!informaNon?”!! WHAT WE CAN LEARN: Don’t say you stand for something, then —Linda'of'Clarksville,'TN'(commenter)' lose focus on it (in this case quality). ! SOURCE: http://adage.com/article/print-edition/wake-pet-food-crisis-iams-sales-plummet-17/116656/ 38
  • 39. CAUTIONARY TALE: BEYOND PETROLEUM | FAIRWEATHER SUPPORT OF GREEN POPULAR OPINION ! “I!can't!believe!I!actually!fell!for!the!BP!slick!PR!campaign!myself,! and!chose!to!buy!a!few!tanks!of!those!lies!”!! —Linda'M.'(commenter)' ! ! In 2007, in an effort to appear more forward thinking and green, “BP!has!been!recognized!by!the!US!federal!government,!the! British Petroleum changed their name to Beyond Petroleum. This Queen,!the!Interstate!Oil!and!Gas!Commission,!and!other! announcement included a flashy marketing campaign with futuristic presNgious!organizaNons![for!their!green!efforts].!And!clearly! gas station makeovers and a new tagline: “Make the world a little better.” BP reveled in the public perception of being a “greener” oil those!cerNficates!are!looking!a!liXle!oilRsoaked.”!! company and recalibrated storytelling of their past to support this —Blake'B.'(blogger)' perception. ! Three years later, a BP oil rig named Deep Horizon exploded off the Gulf of Mexico and millions of gallons of crude spilled out. To make ! things worse, BP refused to accept responsibility. It took them 87 days to fix it. “The!spill!has!wiped!out!years!of!ad!spending!for!the!company!RR! but!it!has!also!highlighted!how!disingenuous!much!of!that! Not only was this the worst mishandling of an oil spill in history, but adverNsing!was.!Despite!all!BP!has!spent!on!rebranding,!the! possibly the worst case of greenwashing to date – given that being company!hasn't!done!nearly!as!much!to!move!"beyond! green was clearly a lower priority than what they led us to believe. petroleum"!as!its!campaign!implies.”!! WHAT WE CAN LEARN: Don’t create a company purpose or align with —Daniel'D.'(blogger)' a cause that allows you to leverage all the upside if you aren’t willing ! to support it when the going gets tough. 39
  • 40. | WHAT WE LEARNED ABOUT USING PURPOSE DO’S DON’TS •  Leverage purpose when it can help prove why your •  Don’t say you stand for something, then lose focus on it products have remained the best •  Don’t make purpose all talk and no action •  Allow purpose to influence all of your brand actions •  When the going gets tough, you gotta keep going •  Stay true to purpose, even as you expand beyond your original product offerings 40
  • 42. TYPES OF PROVENANCE | LOCATION SETTING PRODUCT USE TAPS INTO local pride emotional environment origin story Brand name taps into a Heritage communicated Brands who tap into heritage HOW physical place through historical setting through a new product line 42
  • 43. OLD EL PASO | LEVERAGING NAME OF PLACE HERITAGE Old El Paso was founded in El Paso, Texas as the Mountain Pass Canning Company canning tomatoes and black beans, and eventually expanded to provide tasty Mexican food to tables across America. STORYTELLING Though owned by Betty Crocker, Old El Paso maintains its heritage through communications set in El Paso around Hispanic dinner tables and gatherings tapping into the authentic origins of Old El Paso cuisine. WHY THIS WORKS Communications that center around Hispanic culture lend an authentic quality halo to the brand and an idealized version of the Southwest. 43
  • 44. CHRYSLER | LEVERAGING SETTING HERITAGE At the 2011 Super Bowl, amid fledgling sales and a crumbling US auto industry, Chrysler launched their Imported from Detroit campaign tapping not only into the heritage of the company, but the American spirit. STORYTELLING Montages of gritty images of Detroit juxtaposed alongside local symbols of perseverance and redemption turn what is a sore spot for American industry into a point of pride and a rallying cry. WHY THIS WORKS Chrysler’s use of heritage boldly proclaims, “This is who we are. This is where we come from.” Tapping into their hometown roots conjures up images of all the hard-working people that have made America great. It also reminds us that buying American-made gives us ownership in helping our country succeed, while painting the competition as outsiders. 44
  • 45. STARBUCKS PIKE’S PLACE ROAST | CREATING A PRODUCT EXTENSION HERITAGE By 2010, Starbucks was losing its story because of rapid expansion. In order to address reaction to its mass perception, Starbucks launched a new line of coffee named for Seattle’s Pike Place Market where Starbucks first opened in 1971. STORYTELLING The product is marketed as boutique in ads, packaging and in-store experience through imagery or Pike’s Place market in Seattle, a coffee haven. The product’s setting allows Starbucks to talk not only about authentic origins, but also sourcing. WHY THIS WORKS Pike’s Place is one of Starbuck’s value-priced coffees; however, its nod to heritage keeps it from cheapening the brand by lending a more authentic and original quality to the company. 45
  • 46. KEY TAKEAWAY | THE VALUE OF PROVENANCE Transports us. PROVENANCE Taps into emotional associations. Gives us liberty to Leverages historical idealize. credibility of a place. 46
  • 47. CAUTIONARY TALE: VW TALKING BUG “MAX” | SHAMEFUL USE OF STEREOTYPES POPULAR OPINION ! “The!one!with!‘The!Hoff’!where!the!Beetle!starts!singing...!UGH...! it's!just!excruciaNng!!!OK,!this!"series"!needs!to!stop...!NOW..”!! —PaWolf'(commenter)' ! ! “Volkswagen!does!it!again!!‘It’!as!in!‘annoying!the!hell!out!of!me!’! This!is!a!series!of!ads!featuring!a!classic!VW!Beetle,!painted!black,! acNng!as!a!talk!show!host,!and!I!swear!he!has!the!most!annoying! In 2008, in an effort to get back to their German roots, fauxRGerman!accent!ever.!”!! Volkswagen created a talking Beetle, named “Max” to interview —Triple'J'(commenter)' predictable German celebrities (Heidi Klum, David Hasselhoff, ! etc.) and deliver bad jokes with a fake German accent. The campaign’s weak attempt to link back to the birthplace of their brand via stereotypes, attracted a flurry of negative comments and one of the biggest sales drops in recent years ! (down 3.2% YOY in 2008 – with biggest drop of 14.4% YOY in “VW!is!using!Max!in!all!of!its!print,!web!and!TV!campaigns,!so!I’ve! December of that year). had!ample!Nme!to!get!sick!of!him.!I!get!the!whole!iconic!thing–! using!an!old!VW!as!a!mascot!is!kinda!cool,!but!the!German!accent! WHAT WE CAN LEARN: Don’t use stereotypical references to thing!kinda!just!comes!across!as!douchey.”!! settings and cultural origins that are only weakly relevant to the brand – in this case, bad German accents and celebrities. —MaN'(songspeak'blogger)' ! Link: http://www.youtube.com/watch?v=_viFrffstuE 47
  • 48. CAUTIONARY TALE: PERDUE “FARMWASHING”| INAUTHENTIC USE OF SETTING POPULAR OPINION ! “No!decent!person!could!ever!consider!the!way!they!are! ‘processed’!in!those!final!moments!as!being!‘humane.’!The!term! “humane”!is!misused!at!every!step.!I’m!glad!businesses!are!being! challenged!for!perpetuaNng!this!sham.”!! —Bea'Elliot'(blogger)' ! ! “I!always!hated!the!hellish!commercials!in!which!Perdue's!owner! acts!like!the!chickens!are!having!a!good!Nme!when!they!are! actually!gepng!abused.!Sick,!sick!world!in!that!we!exploit!animals! In 2006, Perdue added the picturesque image of their family farm to for!our!own!greed.!A!pox!on!Perdue!and!all!factory!farms!like!it.!”!! packaging, in an effort to create a scenic and much more pleasant —Lacy'L.'(commenter)' image than an industrial chicken factory. A few years later (2010) they ! pushed further, by adding new claims, including “No Hormones or Steroids Added” and “Humanely Raised.” Shortly after, an animal activist released a video of chickens in a Perdue ! facility being shot full of antibiotics, hung on hooks, and slaughtered in “Mr.!Perdue!please!stop!your!adverNsements,!showing!how!you! inhumane ways. The Humane Society took notice and filed a lawsuit to care!for!your!chickens.!I!intend!to!boycoX!both!your!chickens!and! remove the product claims. This created public outcry against eggs!unNl!this!inhumanity!is!stopped!!You!will!not!get!my!money! “farmwashing” and generated a lot of negative publicity for Perdue. anymore.”!! WHAT WE CAN LEARN: Don’t distort settings in ways that are inauthentic —Nuno'C.'(commenter)' to your brand or attempt to earn positive associations that aren’t true ! (like happy farms with storybook-read chickens, when you haven’t changed a thing and no one reads to your chickens) Link: http://www.humanesociety.org/news/press_releases/2010/11/perdue_labels_112910.html 48
  • 49. | WHAT WE LEARNED ABOUT USING PROVENANCE DO’S DON’TS •  Tell an interesting story of provenance •  Don’t use settings that are irrelevant to products, •  Tap into the emotional equities of setting brand or culture •  Consider the history of a place •  Don’t distort settings in ways that feel foreign and inauthentic to the brand •  Don’t play into stereotypes •  Don’t overstate the truth 49
  • 51. | AUTHENTIC HERITAGE STORIES MAKE BRANDS MORE DISTINCT When your story is both relevant and distinctive, your brand can be iconic. ICONIC HERITAGE BRANDS RELEVANCE (driven by belief) DISTINCTIVENESS (driven by heritage) 51
  • 52. | HERITAGE IS VERY POWERFUL… When it’s done right. When it connects us to the past and makes us believe in the brand and the values that have endured over the years.
  • 53. | A STORY WORTH TELLING… Is often gauged by how much you have to talk about. How many facts are still evident today? How many details from the past strengthen our current proposition?
  • 54. | A WEAK HERITAGE STORY DOES MORE HARM THAN GOOD If your heritage story is neglected, it can go “bad”…become irrelevant and may even become a liability to your current offering (if you’ve really lost your way). If suspicions are aroused as to a story’s validity, people will work to expose the inconsistencies.
  • 55. | RECLAIMING YOUR HERITAGE That said, neglected heritage stories can be revived. Step-by-step a brand can work to reclaim its heritage in a way that feels relevant and authentic. 55
  • 56. STARBUCKS – LOST THEIR PATH AND HAVE WORKED TO | RECLAIM THEIR HERITAGE STEP-BY-STEP NORTH STAR •  Schultz retires as CEO •  Series of cost •  Ultimate coffee experience, cutting concessions every time spur short-term •  Schultz gains then a free fall •  Returns as CEO begins at •  Articulates the vision Starbucks – •  Sends “Transformative with specific Memos” to employees reason and purpose •  Shuts 7,100 locations simultaneously for training •  Pikes Place is introduced and is a hit •  Instituting changes to get back to a more local, coffee- centric experience •  Schultz sends “The Commoditization of Starbucks” e-mail on Valentines Day 1982 2000 2007 2008 2009 2010 Future 56
  • 57. | CONNECTION TO BELIEF AND BEHAVIOR Heritage is an important INPUT into Belief and Behavior. But Heritage alone is not enough. A vision – a North Star – is essential for understanding HOW heritage applies.
  • 58. Key Brand Questions | What do we want to be? What have we always been? What do we stand for as a brand? What do we want to be known for? What drives our values? Where we look for answers/ inspiration Heritage Vision Persona Purpose Provenance How we get there Belief & Behavior
  • 59. | PARTING WISDOM Know WHO you are and WHERE you came from (understand your heritage). Define WHY you do what you do and WHAT attributes should define you (plot your vision). Understand which equities you HAVE earned in consumers’ eyes and who they will PERMIT you to be (be clear about the reality). Consider SCALABLE actions to BRIDGE heritage to belief & behavior – i.e., heritage place, purpose, or person that can reinforce your vision (define your pathway). Figure out WHICH story to tell, then STAY TRUE to it (maintain consistent storytelling).
  • 60. | @hungrystratgist Strategic planner with 5+ years of agency experience - acting as a thinker, problem solver, and story teller, for a wide variety of brands. WHAT I BELIEVE: + The best brands view media as the space between an idea and their audience. + People don't buy what you do, they buy WHY you do it. + Understanding people as an audience of your brand (not just consumers of your products) drives new ways to engage - and story telling that speaks to them. + When telling stories... don't interrupt your audience, do something that interests them (entertain them, solve a problem, or help them to express themselves).