Ivey Publishing

Marketing Management

Marshall, G.W., Johnston, M.W.,2/e (United States, Mc-Graw Hill Education, 2015)
Prepared By Brenda Vouvalidis,
Chapter and Title Chapter Matches: Case Information
Chapter 2:
Elements of Marketing Strategy, Planning and Competition

Dante Pirouz, Karam Putros

Product Number: 9B13A050
Publication Date: 2/4/2014
Revision Date: 4/16/2014
Length: 10 pages

Ten years after its founding, California-based Tesla Motors is close to becoming one of the world’s premier luxury car manufacturers. Its innovative design — using carbon fibre and aluminum rather than steel to construct body and parts — and technology — lithium ion battery packs rather than gasoline for power and a simple powertrain to provide maximum acceleration — make its models treasured options for eco-friendly and tech-savvy consumers as well as wealthy professionals. Relying almost entirely on word-of-mouth promotion through social media, the company sells its cars through factory stores in upscale malls rather than through dealerships and has built service centres to provide free battery charging. However, just as it is expanding into Europe and Asia and is contemplating buying its own factory to secure its battery supply, three of its cars have burst into flames following collisions, although no one has been injured. In addition, analysts claim that the company has been covering up its lack of cash flow by using non-generally accepted accounting principles for reporting its revenue. The CEO knows that the company has tremendous potential but is struggling with public relations problems arising from the crashes and questions about its financial stability and return on investment to investors.

Teaching Note: 8B13A050 (4 pages)
Industry: Manufacturing
Issues: Electric cars; premium; sales; public relations; United States
Difficulty: 4 - Undergraduate/MBA

Neil Bendle, Matt Boswick

Product Number: 9B12A024
Publication Date: 7/5/2012
Revision Date: 9/26/2012
Length: 10 pages

This and the Warner Bros. Pictures: The Harry Potter Dilemma case are set in December 2010 and show industry consultants thinking about how to market the final installments of very successful movie franchises. Both Paramount Pictures and Warner Bros. Pictures want to market their movies to gain the greatest gross revenue (i.e. box office ticket revenue). Each company must take into account the scheduling of the other players in the market. The cases also deal with changes in the movie industry. These include the expansion of the number of 3D movies and the importance of franchise movies.

Teaching Note: 8B12A024 (9 pages)
Industry: Arts, Entertainment, Sports and Recreation
Issues: Competition; Game Theory; Entertainment Marketing; Movie Scheduling; United States
Difficulty: 4 - Undergraduate/MBA

Ilan Alon, Meredith Lohwasser

Product Number: 9B12M058
Publication Date: 5/23/2012
Revision Date: 5/10/2017
Length: 16 pages

Founded in Trieste, Italy, Illy marketed a unique blend of coffee drinks in over 140 countries and in more than 50,000 of the world’s best restaurants and coffeehouses. The company wanted to expand the reach of its own franchised coffee bar, Espressamente, through international expansion. Potential markets included Brazil, China, Germany, Japan, India, the United Kingdom, and the United States. In 2012, the managing director of Espressamente knew that global expansion meant prioritizing markets, but where did the greatest potential lie? In addition to market selection, mode of entry was vital and included options such as exporting, franchising, and joint ventures. This case provides a practical example of the challenges faced in international business.

Teaching Note: 8B12M058 (7 pages)
Industry: Accommodation & Food Services
Issues: International Market Selection; Modes of Entry; Franchising; Retailing; International Business; Coffee; Italy
Difficulty: 4 - Undergraduate/MBA

Marina Apaydin, Hend Mostafa, Sherif Ashraf Salem, Ali Tawfik, Jylan Sekaly, Lila Mehrez

Product Number: 9B11M051
Publication Date: 7/7/2011
Length: 11 pages

El Mawardy Jewelry was an Egyptian jewelry company located in Cairo, Egypt. The company was able to attract many customers due to its variety of designs, high-quality products, and competitive prices. The friendly atmosphere and customized services provided by the salespeople helped the company gain a competitive advantage. The Mawardy family was able to build on its success and open different stores across Egypt. In 2009, the financial crisis hit Egypt and many businesses were negatively affected. Faced with this challenge and a goal to go international, the Mawardy family considered different possibilities. The company had many options, but decided to focus on Qatar and the United Kingdom. It needed to decide whether it was better to expand now or later. It also needed to consider where to expand first — Qatar or the United Kingdom.

Teaching Note: 8B11M051 (11 pages)
Industry: Retail Trade
Issues: International Expansion; Growth Opportunities; Gold; Jewelry; United Kingdom; Egypt; Qatar; Middle East
Difficulty: 4 - Undergraduate/MBA

Chapter 3:
Managing Marketing Information

Allison Johnson, Natalie Mauro

Product Number: 9B11A001
Publication Date: 2/3/2011
Revision Date: 3/8/2018
Length: 14 pages

The Canadian Pillsbury ready-baked goods cookie line is experiencing disappointing performance, and the marketing manager at General Mills Canada Corporation is under pressure to make strategic decisions that will help turn around the segment. The marketing manager has engaged the help of the consumer insight team to conduct market research studies that will shed light on consumers and their attitudes, behaviours, and preferences towards the product. The results from the market research studies have arrived, and the students, assuming the role of the marketing manager, must filter through them to determine how this information can be used to improve the performance of the cookie segment. More specifically, students will need to determine where the greatest opportunities lie, who the team should target, what brand messaging is the most relevant, and what type of communication plan would be most effective.

Teaching Note: 8B11A001 (11 pages)
Industry: Manufacturing
Issues: Cross-cultural Differences; Customer Segmentation; Brand Positioning; Value Proposition; Market Research
Difficulty: 4 - Undergraduate/MBA


Product Number: 5-111-011(A)
Publication Date: 6/20/2012
Length: 7 pages

Microsoft Office was facing an uphill task in engaging the undergraduate student community. Attracting this audience - the most tech-savvy generation ever - was critical to the future of the Microsoft Office franchise. Microsoft's past advertising efforts to reach this audience had proven lackluster, while its key competitors were gradually entrenching themselves among this demographic. Microsoft's challenge was to determine the best tactics that could successfully connect with this audience. The (A) case describes Microsoft's dilemma and briefly addresses what college students mostly care about: managing homework, creating great-looking schoolwork, preparing for the workplace, and collaborating with friends and classmates. It also provides competitive information, chiefly Google's increasing presence in universities and its focus on the higher education market and the growing influence of Facebook among students and its evolution into a productivity tool. The (B) case describes the qualitative research tools that Microsoft used to get a better understanding of college students: day diaries using Twitter, technology diaries using the Internet and smartphones, focus groups, and one-on-one interviews with students. The case helps students understand the value of ethnographic and qualitative research techniques, draw inferences from the data, and subsequently make recommendations. It illustrates how ethnographic and observational studies enrich research by generating deeper consumer insight than traditional methods.

Teaching Note: 5-111-011TN (18 pages)
Issues: Digital Marketing; Observational Research; Customer Insights; Consumer Behavior; Ethnographic Research; Focus Groups

Chapter 4:
Understand Business-to-Consumer Markets


Product Number: 514019
Publication Date: 4/17/2014
Revision Date: 6/3/2015
Length: 15 pages

stickK.com, a website that uses behavioral economics to help users achieve their goals, must choose between a direct-to-consumer or business-to-business model. The case includes a discussion of how principles of behavioral economics can be used to influence behavior, and how an understanding of behavioral economics can inform managerial decisions about product adoption and diffusion.

Issues: Behavioral economics;Entrepreneurship;Marketing;Sales;Consumer behavior;Business models;Internet;Health;International human resources

Chapter 5:
Understand Business-to-Business Markets

Ron Mulholland, Cameron Brooks, Benoit Roy, Katarina Schwabe, Cassidy Stewart

Product Number: 9B15A004
Publication Date: 5/21/2015
Revision Date: 5/21/2015
Length: 9 pages

Stack Brewing, a start-up craft brewery, has a capacity of approximately 5,600 litres per month based on twelve 117-litre batches per week. A government grant based on growth and job creation potential will help boost production capacity by five times, necessitating the development of additional distribution and marketing communication strategies. The owner cannot afford a listing in the Beer Store, the distribution monopoly owned by Labatt Breweries of Canada and Molson-Coors Canada Inc., and his budget for communications is small. While this case provides an opportunity for students to perform quantitative analysis based on revenues and market size, the focus of the case, however, is on an improved distribution and communication plan.

Teaching Note: 8B15A004 (10 pages)
Industry: Accommodation & Food Services
Issues: Communications; segmentation; management of growth
Difficulty: 4 - Undergraduate/MBA

Sivakumar Alur, Sulagna Mukherjee, Dina Ribbink

Product Number: 9B15A020
Publication Date: 6/1/2015
Revision Date: 6/1/2015
Length: 9 pages

Fishbay.in is an online store where Indian consumers can buy fish that is delivered to their home. Although the founder originally targeted individual consumers and households, he soon found that restaurants were also interested in buying fish online. Unlike individuals, restaurants were more concerned with quality than price and typically ordered larger quantities. The founder wonders whether he should stick to his original plan of targeting individual consumers or shift his focus to the restaurant business.

Teaching Note: 8B15A020 (6 pages)
Industry: Retail Trade
Issues: Online, business to business; restaurant; pricing;
Difficulty: 5 - MBA/Postgraduate

Chapter 6:
Segmentation, Target Marketing, Positioning and CRM

William H. Murphy

Product Number: 9B14A052
Publication Date: 9/16/2014
Revision Date: 9/15/2014
Length: 5 pages

Ledals, one of the premier redistribution firms in the United States, had determined that whenever backorders occurred, the additional trips being made by delivery trucks were killing margins. Therefore, management imposed a new policy, whereby backordered items would be held until the next customer order was received and prepared for shipping.

This arrangement led to repercussions, with both customers and Ledals’ salespeople frustrated with the new policy. Muted at first, but growing in volume, many members of the sales force were clearly disgruntled. What remained was figuring out how much damage was actually being done. Was it simply a predictable resistance to change that would resolve itself in the coming months? If it was a genuine problem, Ledals’ management needed to consider what, if any, actions should be taken. Ledals also had to determine whether the problem was with the policy itself or its implementation. Regardless of the cause, management had to make a decision as soon as possible about how to move forward.

Teaching Note: 8B14A052 (8 pages)
Industry: Wholesale Trade
Issues: Relationship management; sales force; pricing; customer backlash; United States
Difficulty: 4 - Undergraduate/MBA

Lauranne Buchanan, Carolyn J. Simmons

Product Number: 9B09A002
Publication Date: 2/9/2009
Revision Date: 5/3/2017
Length: 14 pages

After going public in 1992, Starbucks' strong balance sheet and double-digit growth made it a hot growth stock. The Starbucks vision was coffee culture as community, the Third Place between work and home, where friends shared the experience and exotic language of gourmet coffee. Its growth was fueled by rapid expansion in the number of stores both in the United States and in foreign markets, the addition of drive-through service, its own music label that promoted and sold CDs in stores and other add-on sales, including pastries and sandwiches. In an amazingly short time, Starbucks became a wildly successful global brand. But in 2007, Starbucks' performance slipped; the company reported its first-ever decline in customer visits to U.S. stores, which led to a 50 per cent drop in its share price. In January 2008, the board ousted CEO Jim Donald and brought back Howard Schultz - Starbucks' visionary leader and CEO from 1987 to 2000 and current chairman and chief global strategist - to re-take the helm. Starbucks' growth strategies have been widely reported and analyzed, but rarely with an eye to their impact on the brand. This case offers a compelling example of how non-brand managerial decisions - such as store locations, licensing arrangements and drive-through service - can make sense on financial criteria at one point in time, yet erode brand positioning and equity in the longer term. Examining the growth decisions made in the United States provides a rich context in which to examine both the promise and drawback of further foreign expansion.

Teaching Note: 8B09A02 (15 pages)
Industry: Accommodation & Food Services
Issues: Branding; Retailing; Product Design/Development; Growth Strategy
Difficulty: 4 - Undergraduate/MBA

Ashita Aggarwal, Renuka Kamath, Sunil Rao

Product Number: 9B13A051
Publication Date: 1/13/2014
Revision Date: 2/27/2014
Length: 16 pages

The co-founders of Evoe Spring Spa need to decide on the positioning of their business in the nascent Indian spa market. Indian consumers perceive spas as an expensive indulgence for the rich, and some spa services are seen as socially and culturally unacceptable. As a result, the co-founders need to build this category by changing consumer attitudes toward spa services. To identify the target segment and the best positioning for Evoe, the co-founders study the market and their competitors and conduct qualitative consumer research. In the end, they must choose from three viable positioning concepts.

Teaching Note: 8B13A051 (13 pages)
Industry: Other Services
Issues: Positioning; segmentation; targeting; India
Difficulty: 5 - MBA/Postgraduate

Margaret Sutherland, Verity Hawarden

Product Number: 9B12A039
Publication Date: 8/3/2012
Revision Date: 8/16/2012
Length: 10 pages

HIGHLY COMMENDED CASE - African Business Cases Runner-up, 2012 European Foundation for Management Development (EFMD) Case Writing Competition. This case chronicles the origins and growth of Sorbet, a chain of beauty salons targeting upper income women in South African metropolitan areas. Owner Ian Fuhr identified an opportunity to redefine the beauty salon experience in South Africa by offering customers a service unlike anything in the industry. He carefully managed human resources to motivate employees and grow the client base. To complement this, the company started an external beauty therapy school to improve staff and train potential employees. In addition, Fuhr stressed the importance of growing brand awareness and carefully adjusted the company’s sales mix to maximize all potential profit margins, all while developing a customer-centric culture. By 2011, two new businesses had been launched under the Sorbet brand (wellness services; event management). Such expansion plus regional diversification options all had to be considered while keeping service quality levels high.

Teaching Note: 8B12A039 (12 pages)
Industry: Retail Trade
Issues: Brand Positioning; Brand Personality; Brand Awareness; Brand Management; Human Resources Management; Marketing Strategy; Employee Branding; Employee Participation; South Africa
Difficulty: 5 - MBA/Postgraduate


Product Number: 5-311-506(A)
Publication Date: 10/24/2011
Revision Date: 5/15/2014
Length: 12 pages

The case focuses on positioning a new brand, the Tata Nano. The car has been widely publicized as the world’s cheapest car at Rs.1 lakh. Students must consider the gap between the ultimate target, the huge emerging middle class of Indian consumers, and the limited capacity and distribution available in choosing a target. They also must select between alternative competitive frames and the various points of difference they highlight. The case unfolds in two stages. The first decision point is in 2009, at the launch of the time of the product launch. The second decision point is 18 months later, after production capacity has increased and some product safety issues have arisen.

Teaching Note: 5-311-506TN (15 pages)
Issues: New Product Launch; Brand Positioning; Aligning Marketing Mix with Brand Positioning; Forecasting and Managing Demand
Setting: India; Automotive


Product Number: 5-311-506(B)
Publication Date: 10/24/2011
Length: 2 pages

The case focuses on positioning a new brand, the Tata Nano. The car has been widely publicized as the world's cheapest car at Rs.1 lakh. Students must consider the gap between the ultimate target, the huge emerging middle class of Indian consumers, and the limited capacity and distribution available in choosing a target. They also must select between alternative competitive frames and the various points of difference they highlight. The case unfolds in two stages. The first decision point is in 2009, at the launch of the time of the product launch. The second decision point is 18 months later, after production capacity has increased and some product safety issues have arisen.

Teaching Note: 5-311-506TN (15 pages)
Industry: Manufacturing
Issues: New Product Launch; Brand Positioning; Aligning Marketing Mix with Brand Positioning; Forecasting and Managing Demand
Setting: India

Jaydeep Mukherjee, Sriram Padmanabhan

Product Number: 9B15A003
Publication Date: 2/27/2015
Revision Date: 2/27/2015
Length: 16 pages

The general manager of GlaxoSmithKline India has been tasked to increase annual sales of the health food drink Boost to upwards of 18 per cent, without any significant change in contribution margins.

Repositioning the brand could increase the size of the target market, but may also jeopardize the brand’s sharply defined positioning. Attempting expansion of the distribution network, where the competition is strong and deeply entrenched, might strain company resources and may even be counterproductive. Executing the two strategies will require entirely different skills and the deployment of diverse resources. The general manager needs to make a firm and calculated choice.

Teaching Note: 8B15A003 (11 pages)
Industry: Retail Trade
Issues: Brand Portfolio; repositioning; sales growth strategy; management; India
Difficulty: 5 - MBA/Postgraduate


Product Number: UVAM0774
Publication Date: 1/27/2009
Revision Date: 6/10/2016
Length: 16 pages

Suitable for both MBA- and undergraduate-level courses such as “Integrated Marketing Communications,” this case series traces a product from idea to established, successful brand. In this A case, a spirits industry executive perceives a gap between the under-$10 and the $25-and-up vodkas. Could a midpriced vodka capture some volume from each of those markets? Decisions on pricing, target, distribution, branding, and promotion are considered.

Teaching Note: UVAM0774T (4 pages)
Industry: Accommodation & Food Services
Issues: vodka beverage launch distribution channels, marketing communications


Product Number: UVAM0775
Publication Date: 1/27/2009
Revision Date: 6/10/2016
Length: 9 pages

In the second case of a three-part series, the SVEDKA founder assesses which initial decisions were most critical in the launch of his now-successful product. He also explores the new choices he faces, including changes to the distribution channels and additions to the product line. Suitable for both MBA- and undergraduate-level courses such as Integrated Marketing Communications, the case presents opportunities to discuss pricing, target, distribution, branding, and promotion.

Industry: Accommodation & Food Services
Issues: price branding new product launch, target advertising, start up


Product Number: UVAM0803
Publication Date: 9/9/2011
Revision Date: 6/10/2016
Length: 2 pages

Suitable for both MBA and undergraduate-level courses such as Integrated Marketing Communications, this is the third case in the series that traces a product from idea to established, successful brand.

Teaching Note: UVAM0803T (8 pages)
Industry: Accommodation & Food Services
Issues: marketing mix, liquor, new product launch, marketing

Chapter 7:
Product Strategy and New-Product Development

Ilan Alon, Marc Fetscherin, Claudia Carvajal

Product Number: 9B14A066
Publication Date: 11/19/2014
Revision Date: 3/4/2016
Length: 10 pages

In 2005, Victorinox, the original producer of the Swiss Army Knife, acquired Wenger, including the fragrance label “Swiss Army Fragrance.” The acquisition of Wenger allowed Victorinox to become the only producer of the famous Swiss Army Knife as well as the key player in Swiss Army watches. Victorinox’s head of marketing was asked to design a business strategy that would successfully allow the company to enter the fragrance industry. How should Victorinox diversify into the fragrance business? Should it aim to transfer its existing brand attributes to fragrance products? Or should it adopt a strategy that would include the use of another brand to market the perfumes? The head of marketing had to present a plan to the CEO of Victorinox on how best to brand and position the product, and how to compete in the fragrance industry.

Teaching Note: 8B14A066 (10 pages)
Industry: Retail Trade
Issues: Branding; new product development; Switzerland
Difficulty: 4 - Undergraduate/MBA

Mala Srivastava, Gaurav Thapar

Product Number: 9B14A028
Publication Date: 10/2/2014
Revision Date: 9/24/2014
Length: 6 pages

After spending a few years in the corporate world, in 2012, a young entrepreneur in India decided to start up his own venture developing mobile applications that supported interactive comic content. Called TodTales, the innovative e-comic would incorporate music, interactive games and augmented reality in a comic book format that would encourage young children to read. He had raised the initial seed funding from his own and his partner’s personal resources and an angel investor. The prototype was ready for demonstration and received positive responses from parents during a focus group study conducted in Mumbai. With the hope of going commercial by the end of 2014, the founder knew that he should start the next stage of development by convincing prospective investors that his idea had commercial potential and would quickly find a market not only in India but around the world.

Teaching Note: 8B14A028 (8 pages)
Industry: Arts, Entertainment, Sports and Recreation
Issues: Bass model; new product development; new media format; forecasting; India
Difficulty: 5 - MBA/Postgraduate

Matthew Thomson, Ken Mark

Product Number: 9B12A028
Publication Date: 7/13/2012
Revision Date: 9/14/2012
Length: 15 pages

Mountain Equipment Co-op (MEC) is a well-known Canadian retailer of outdoor clothing and equipment. While it stocks a range of branded products in its stores, a key source of profits is its private-label line. The challenge MEC faces is how to continue to develop and launch innovative private-labeled products while recognizing that they may be direct competitors of MEC’s assortment of global brands. MEC needs to develop its line-up without being seen as infringing on intellectual property or being too much of a “follower.” In assessing how MEC can develop its line-up, students can review MEC’s philosophy as a co-operative (in which it positions itself as being different from corporations) and its design philosophy.

Teaching Note: 8B12A028 (11 pages)
Industry: Retail Trade
Issues: Private Label; Retail Strategy; Product Development; Product Assortment; Canada
Difficulty: 4 - Undergraduate/MBA

Chapter 8:
Build the Brand

Ken Kwong-Kay Wong

Product Number: 9B15A022
Publication Date: 5/27/2015
Revision Date: 5/27/2015
Length: 11 pages

For French watchmaker Pequignet, its return to the annual luxury watch and jewelry show, Baselworld, signaled a new page in the company’s 40-year history. As the only “haute horlogerie” manufacturer in France since the quartz crisis in the 1970s, Pequignet had caught the attention of both the media and the watch collector community, despite going through receivership and a change of ownership. In addition to showcasing its Calibre Royal collection, Pequignet presented a new line of entry-level watches. Should the company invest further in its manufacturing processes to make high-end mechanical watches, as it had in the past? Or should it focus on producing more affordable, accessible products, as with its most recent collection? As an independent atelier, Pequignet had to address these questions in order to succeed in the highly competitive global watch market.

Teaching Note: 8B15A022 (9 pages)
Industry: Manufacturing
Issues: Branding
Difficulty: 4 - Undergraduate/MBA

Shih-Fen Chen, Lien-Ti Bei

Product Number: 9B14A054
Publication Date: 3/11/2015
Revision Date: 9/24/2014
Length: 21 pages

Delta Electronics was founded in Taipei, Taiwan in 1971 to make TV coils and other electronic components for domestic clients. By 2012, through plant expansions and diversification, joint ventures and acquisitions, it had evolved into a global leader in power electronics and a world-class pioneer in many fields of the industry, with an emphasis on green initiatives and environmental protection. It had factories in China, Thailand, Mexico, India and Slovakia; offices in Taiwan, the United States, Switzerland and Japan; and clients in China, Japan, the United States, Europe and emerging markets such as India, Russia and Brazil. Initially, the company consisted of multiple plants, each with its own logo and branding policy. Later it evolved into a divisional structure, but its branding practice remained fragmented in more than 30 business units. Beginning in 2010, the company implemented a policy to centralize branding and marketing communications in its head office. Surprisingly, its centralization policy did not face resistance from largely autonomous business units, but it still sold some consumer gadgets under brand names completely unrelated to the corporate name. As it goes forward, should the head office include such consumer brands under the corporate umbrella brand?

Teaching Note: 8B14A054 (9 pages)
Industry: Manufacturing
Issues: Brand extension; management; industrial marketing; Taiwan
Difficulty: 4 - Undergraduate/MBA

Matthew Thomson, Kendra Hart

Product Number: 9B11A024
Publication Date: 7/26/2011
Length: 11 pages

The Pop Shoppe was once a leading player in the Canadian soft drinks market, but changing market conditions and corporate mismanagement drove the company into bankruptcy in the early 1980s. In 2003, an entrepreneur purchased the rights to the brand, and was considering reintroducing it in the market. The entrepreneur suspected that many Canadians would be as fond of the Pop Shoppe as he was. However, he had little experience in the beverage industry and consumer habits had changed in the many years since the brand died. Looking at the market, the entrepreneur wondered if there was an attractive space for Pop Shoppe. His instincts told him that older consumers would embrace the reintroduction of the old brand, but it was difficult to know if they were a sustainable market segment. Would older consumers be able to turn their children onto the brand? With little experience and limited funds, he knew that if he proceeded with the idea, he could not afford to make many mistakes. If he chose to reintroduce the Pop Shoppe, he questioned how true he should stay to the original concept. Could a new Pop Shoppe compete in the current market? Despite the entrepreneur’s love for the old brand, he wondered how he could raise enough consumer and retailer interest to make the brand succeed.

Teaching Note: 8B11A024 (8 pages)
Industry: Manufacturing
Issues: Brand Management; Market Entry; Brand Positioning; Soft Drinks; Canada
Difficulty: 4 - Undergraduate/MBA

Jana Seijts, Paul Bigus

Product Number: 9B13A021
Publication Date: 7/30/2013
Revision Date: 7/29/2013
Length: 7 pages

PepsiCo faces criticism after releasing a series of online advertisements for Mountain Dew that featured an angry Mountain Dew–drinking goat, a battered white woman on crutches and the goat in a police lineup of all black men. Critics are offended by the advertisement’s portrayal of violence toward women and racial stereotypes. As the public outcry spreads, Mountain Dew’s senior brand manager needs to devise a course of action or risk damage to one of its billion-dollar brands.

You might also like: Abercrombie & #Fitchthehomeless, Abercrombie and Fitch, Domino’s Pizza

Teaching Note: 8B13A021 (7 pages)
Industry: Accommodation & Food Services
Issues: Celebrity Partnerships; Racial Stereotypes; Public Perception; United States
Difficulty: 4 - Undergraduate/MBA

Darren Meister, Paul Bigus

Product Number: 9B11M086
Publication Date: 9/13/2011
Revision Date: 2/1/2013
Length: 12 pages

The world famous toymaker, The LEGO Group, assembled an internal management team to create a strategic report on LEGO’s different product lines and business operations. In recent years, numerous threats to LEGO had emerged in the toy industry. The acquisition of Marvel Entertainment by The Walt Disney Company created major implications for valuable toy license agreements. LEGO had also recently lost a long legal battle with major competitor MEGA Brands, makers of MEGA Bloks, with a European Union court decision that removed the LEGO brick trademark. Furthermore, the second-largest toymaker in the world, Hasbro, was preparing to launch a new rival product line called Kre-O. It was critical for the management team to identify where to expand LEGO’s product lines and business operations, in order to develop a competitive strategy to continue the organization’s recent years of financial success and dominance in the building toy market.

Teaching Note: 8B11M086 (6 pages)
Industry: Other Services
Issues: Opportunity Recognition; Licensing; Competitive Strategy; Business Growth; Toy Industry; Denmark
Difficulty: 4 - Undergraduate/MBA

Shekar Prabhakar, Madhavi Lokhande, Prasad A. Naik

Product Number: 9B14A076
Publication Date: 6/10/2015
Revision Date: 6/10/2015
Length: 12 pages

In 1992, for the first time in India, Titan Industries Ltd., headquartered in Bangalore, India, introduced a watch brand exclusively for women — the Titan Raga. Launched to appeal to sophisticated women, it was embellished with striking symbolism from Indian culture. Its first targeted customers were progressive homemakers and those who were trying to balance work and family life but who wanted to embellish their traditional or Western attire with a beautiful, sensual timepiece. The watches were often given as gifts during festivals or occasions such as birthdays. However, the customer profile changed to the young career professional with disposable income, who often considered the watches to be too much like jewellery and affected by design flaws such as a difficult to read face and finicky clasp. By 2010, the marketing team realized that it had to revisit its branding strategy to meet this challenge and its global competitors. Should they relaunch Titan Raga as a stand-alone brand with a new brand ambassador who will appeal to this new demographic?

Teaching Note: 8B14A076 (5 pages)
Industry: Manufacturing
Issues: Branding; niche marketing; standalone brands; umbrella branding
Difficulty: 5 - MBA/Postgraduate

Chapter 9:
Service as the Core Offering

Rajeev Kumra

Product Number: 9B14A065
Publication Date: 12/15/2014
Revision Date: 12/12/2014
Length: 10 pages

Mahindra and Mahindra Financial Services Limited is a non-banking finance company in India whose product portfolio includes vehicle loans, used vehicle financing, housing finance, personal loans, fixed deposits, mutual fund distribution, insurance broking, gold loans and loans for construction equipment. Catering to the rural poor across India, the company has close to 6,600 employees, mostly hired locally to serve local needs. Because it focuses on future cash flow projections and not on past credit history, and takes into consideration the integrity and character of the customer — primarily farmers, small traders and vehicle operators but also some small and medium enterprises — as well as the projected business plan, it is a good fit for poor rural Indian consumers. It bridges the gap between moneylenders, who charge exorbitant interest, and public sector banks that require collateral. In 2013, the manager of the Bijnor branch is approached by the owner of a transport firm who requests a loan to buy two more trucks to expand her business of moving goods for small pharmaceutical companies. Given that the prospective borrower has been rejected by a competing bank, should the loan to her be sanctioned?

Teaching Note: 8B14A065 (11 pages)
Industry: Finance and Insurance
Issues: Service strategy; strategic management; financial services; emerging markets; India
Difficulty: 4 - Undergraduate/MBA


Product Number: 913568
Publication Date: 6/24/2013
Revision Date: 12/6/2013
Length: 13 pages

The marketing and operations managers for Olympic Rent-A-Car meet to decide how to respond to changes in the loyalty rewards program at the market-leading competitor. The competitor's program gives awards based on dollars spent instead of days rented and eliminates blackout dates. Olympic expects the program to capture more of the valuable business traveler segment which rents cars more frequently and generally pays higher premiums than the leisure traveler segment. At the meeting, the team reviews the financial performance of the firm and the firm's reward program called Olympic Medalist. They consider whether they can afford to match the competitor's loyalty program terms as they have done in the past and also consider how the competitor's actions will affect the entire car rental industry. Ultimately, they must respond with a truly distinctive strategy. Students must perform a quantitative analysis of each possible response and consider the value of customers in loyalty programs.

Teaching Note: 913569 (8 pages)
Issues: Quantitative analysis;Customer relationship management;Customer retention;Competitive strategy

Chapter 10:
Manage Pricing Decisions

Jana Seijts, Paul Bigus

Product Number: 9B12M049
Publication Date: 4/24/2012
Revision Date: 4/24/2012
Length: 12 pages

On the morning of September 19, 2011, the chief executive officer (CEO) of the online movie provider Netflix Incorporated became witness to growing public discontent and media criticism directed at the company. The previous evening, the CEO had announced on the company blog that Netflix would be splitting into two separate entities. With the proposed change, the Netflix DVD-by-mail service would be spun out and renamed Qwikster. The move would leave the Netflix brand to focus on offering online streamed entertainment. This was not the first time Netflix had caused large-scale consumer frustration, as a few months earlier in July 2011 the company had announced it would be increasing rates by as much as 60 per cent. The result was a loss of over one million Netflix subscribers by September 2011, representing the first time the company had ever lost subscribers from one quarter to the next. Although the split into two separate entities could be seen as a good business strategy, Netflix did not follow through with a well-developed communication plan. Moving forward, both Netflix and Qwikster had come to represent an unfortunate dichotomy, and Netflix’s management was in desperate need to develop better communications with disgruntled consumers or risk losing additional subscribers and lucrative profits to a number of growing competitors.

Teaching Note: 8B12M049 (8 pages)
Industry: Information, Media & Telecommunications
Issues: Communications; Brands; Consumer Satisfaction; Pricing; Movie Rentals; United States
Difficulty: 4 - Undergraduate/MBA


Product Number: 3-112-004
Publication Date: 10/25/2012
Revision Date: 12/15/2014
Length: 4 pages

This exercise is one in a series intended to help students learn how to perform financial calculations in marketing contexts.

Carolina Araujo had recently taken control of her family’s business, Pepita Disco PPM, Uruguay’s second-largest producer of beef-based dog food, treats, and toys. While she respected the company’s nearly eighty-year history, Carolina felt that Pepita Disco had grown complacent with its market share and was basically preserving the status quo. Her plan was to re-energize the employee base and grow Pepita Disco’s business faster than the overall market.

This exercise poses a fictional problem about a company's efforts to predict the impacts of price, product cost, and spending moves on profitability.

Teaching Note: 3-112-004TN (10 pages)
Issues: Pricing Strategy; Price Elasticity; Financial Strategy
Setting: Uruguay; Pet Product Manufacturing

Neeraj Pandey, Gaganpreet Singh

Product Number: 9B14A019
Publication Date: 5/26/2014
Revision Date: 5/26/2014
Length: 12 pages

Ludhiana City Bus Service Limited (LCBSL) was created to improve the urban transportation system in the city of Ludhiana, India. As per the existing pricing strategy, bus fares (one of key revenue source for LCBSL) were set by the state government. LCBSL management was convinced that there was ample scope for raising the bus fares. The partial project implementation had been generating a return on capital of 1.9 per cent. To reduce this breakeven period and achieve targeted returns on capital of 4 per cent, management was considering the option to increase fares across different distance categories. Would this price restructuring be a game changer for LCBSL and a benchmark pricing strategy for other city bus service projects to follow?

Teaching Note: 8B14A019 (8 pages)
Industry: Transportation and Warehousing
Issues: Pricing over product life; profit; target returns; India
Difficulty: 5 - MBA/Postgraduate

Lin Guo, Zifeng Wang

Product Number: 9B12A051
Publication Date: 12/20/2012
Revision Date: 12/18/2012
Length: 17 pages

Based on the automobile sale model in the mainland of China, this business case describes Xiamen Honda 4S Shop’s current sales situation, marketing strategy and management. It emphasizes the dilemma faced by the company CEO — whether or not he will implement the plan proposed by the sales department to offer lifetime car care for customers who bought car insurance from the company. Deeper marketing management problems are also raised, such as how to distribute marketing resources, how to evaluate the marketing plan and its performance and how to raise company value when it supplies better value to the customers. This case can be used in marketing management for MBA students and senior undergraduates. It provides an opportunity to discuss the subjects of customer lifetime value and marketing budget management.

Teaching Note: 8B12A051 (11 pages)
Industry: Retail Trade
Issues: Customer value; automobiles; service management; China; Ivey/CMCC
Difficulty: 4 - Undergraduate/MBA

Neeraj Pandey, Gaganpreet Singh

Product Number: 9B14A056
Publication Date: 9/22/2014
Revision Date: 9/22/2014
Length: 5 pages

By the end of its first season in spring 2014, “Comedy Nights with Kapil” had become India’s top rated comedy television serial in the nonfiction category. Each episode invited celebrities from Bollywood or sports teams as guests to promote their upcoming movies or ventures. The show had developed its target market and had entered the maturity stage of its business life cycle. What might be future value creation business strategies for the show to sustain its audience engagement and ratings? The intent to telecast once a week rather than twice a week upset the broadcasting channel, Colors TV. How would this change impact value creation for all the stakeholders?

Teaching Note: 8B14A056 (8 pages)
Industry: Arts, Entertainment, Sports and Recreation
Issues: Pricing; television; value creation; business life cycle; comedy; television; India
Difficulty: 5 - MBA/Postgraduate

Mark B. Vandenbosch, Jonathan Michel

Product Number: 9B08A009
Publication Date: 6/26/2009
Revision Date: 4/5/2019
Length: 10 pages

In February 2008, the president of Vacances Paradis Inc. (Paradise) was assessing his options for the company's competitive strategy for the future. Paradise was Quebec's market leader in the tour operating industry but was facing a significant challenge: FunTours Holidays (FunTours) had stolen a sizeable portion of Ontario's market share in only two years and was planning on conquering the Quebec market for the 2008/09 winter season. FunTours' aggressive strategy was to provide large capacity at low prices, thus creating a price war and decreased margins. The president had to consider how to meet FunTours' threat in the face of several challenges: the tour industry was fundamentally changing as a result of shifting from traditional travel agents towards Internet distribution; limited differentiation in product offering forced competing on price; and a growing customer base as more people could afford travel. Price had emerged as the dominant criteria for travelers and a huge consideration for tour operators. The president wondered which strategy would be best for the company's short- and long-term viability.

Teaching Note: 8B08A09 (7 pages)
Industry: Arts, Entertainment, Sports and Recreation
Issues: Strategy; Competition
Difficulty: 4 - Undergraduate/MBA

Chapter 11:
Manage Marketing Channels and Points of Customer Interface

Dante Pirouz, Raymond Pirouz, Dina Ribbink, Emily Chen-Bendle

Product Number: 9B13A004
Publication Date: 3/14/2013
Revision Date: 3/21/2013
Length: 14 pages

In 2012, small upscale bakery produces artisan-quality, hand-decorated cookies, generating $1 million in annual revenue. In the (A) case, the two co-owners investigate the role of pricing in driving growth for their business and allowing them to achieve several fundamental financial goals. In the (B) case 9B13A005, the partners explore the possibility of a website to drive direct-to-consumer sales on an e-commerce platform.

The multimedia elements of the case 7B13A004 will add to the richness of the conversation. (A higher price applies to this case due to color exhibits.)

Teaching Note: 8B13A004 (4 pages)
Industry: Manufacturing
Issues: Pricing; Operations; Small Business; Social Media; B2C; B2B; Canada
Difficulty: 4 - Undergraduate/MBA

Mark B. Vandenbosch, Ken Mark

Product Number: 9B14A042
Publication Date: 11/4/2014
Revision Date: 11/4/2014
Length: 8 pages

A stock market analyst was reviewing one of his fund’s holdings, Alliance Grain Traders Inc. (AGT). One of the world’s largest traders of pulse crops, AGT was in the midst of entering a new line of business and expanding its non-core operations. On one hand, AGT would have been able to use its dominance in pulse trading as an advantage in expanding up the value chain. On the other hand, it was moving into sectors that were already mature and highly competitive. The key question for the analyst was whether he should continue to hold AGT stock given its stated objectives.

The case set is split into an “A” case, where AGT’s history and the food value chain are laid out. The “B” case, 9B14A043, provides an update two and a half years later when it became evident that AGT had committed to expanding beyond the trading and distribution of pulses.

Teaching Note: 8B14A042 (5 pages)
Industry: Wholesale Trade
Issues: Comparative advantage; competitive; new ventures; value added; Canada
Difficulty: 4 - Undergraduate/MBA

Ram Subramanian

Product Number: 9B14M059
Publication Date: 5/2/2014
Revision Date: 5/5/2014
Length: 13 pages

SolarCity Corporation competed in the downstream segment of the U.S. solar energy industry. The company installed solar panels for residential and commercial customers, using a decentralized (off-the-grid) power generation and transmission model to compete with utility companies that used a centralized (grid-based) model. Solar energy was a renewable source (unlike fossil-based energy sources) and therefore scored highly on both environmental and sustainability factors. To overcome the high switching costs to customers, SolarCity marketed solar energy using a financing model in which the company owned the assets and the customer merely paid a monthly fee for the energy used. As a new player in a nascent industry, SolarCity had never been profitable. SolarCity’s co-founder and chief executive officer had to develop a plan to make the company profitable despite the fact that utility companies were fighting back politically and the government was set to reduce tax subsidies for solar assets in the near future.

Teaching Note: 8B14M059 (10 pages)
Industry: Utilities
Issues: Solar energy; business model; disruptive innovation; United States
Difficulty: 4 - Undergraduate/MBA

Michael Taylor, Mark B. Vandenbosch

Product Number: 9B12A050
Publication Date: 10/2/2012
Revision Date: 1/10/2017
Length: 5 pages

This B2B case describes a common situation that arises when channel partners gain success and the perceived balance of power shifts from the supplier to the channel. The manager for Bolster Electronics, one of the largest suppliers in Canada of state-of-the-art industrial video equipment for harsh environments, must consider a request from Vickers Industrial Supplies, a regional dealer, to be upgraded from a dealership to a distributor. Vickers was generating a growing business volume for Bolster in an important market segment, the Canadian oil sands in northern Alberta. Approving Vickers’ request will generate slimmer margins for the manufacturer, which may be made up with higher projected volume, if the projections are reasonable. The potential reaction of the company's national distributors is causing concern. Although Bolster sells to regional dealerships in the United States, its policy is to distribute its products in Canada through two national distributors, and it fears that increasing Vickers’ role will alienate these distributors. Each alternative has benefits and risks.

Teaching Note: 8B12A050 (7 pages)
Industry: Wholesale Trade
Issues: Channel Partners Behaviour; Company Strategy Versus Actual Company Actions; Functions and Value of Channel Partners; Channels Economics; Balance of Bargaining Power; Canada
Difficulty: 4 - Undergraduate/MBA

Xiaobu Wu, Xubo Bai

Product Number: 9B11M012
Publication Date: 8/18/2011
Length: 14 pages

In October 2005, PPG pioneered a new business model for online apparel retailing in China. Targeting men’s low-end apparel, PPG’s new model met with great initial success due to its responsive supply chain, lighter distribution channel (i.e. no physical stores), and costly advertising. However, underlying limitations of PPG’s business model led to its eventual failure. Followers learned from both PPG’s successes and failures. VANCL, another online apparel retailer, provided a good example of the evolution of a business model that created a leader in the online retail industry. To show the evolving characteristics of the apparel retailing business model, this case describes a successive two-stage story, in which each company made improvements based on other forerunners.

Teaching Note: 8B11M012 (7 pages)
Industry: Retail Trade
Issues: Online Retailing; Supply Chain Management; Business Model; Men's Apparel; China; CMCC
Difficulty: 4 - Undergraduate/MBA

Mark B. Vandenbosch, Alina Nastasoiu

Product Number: 9B14A010
Publication Date: 5/7/2014
Revision Date: 5/14/2014
Length: 12 pages

After the successful launch of their virtual grocery stores in South Korean metro stations, Tesco UK is trying to determine whether the virtual grocery store concept should be launched in their home market. In order to make this decision, Tesco needs to determine the role of the virtual store(s), the location(s) of the store(s) and the product range. At the same time, Tesco needs to compare the Korean and U.K. markets in order to determine whether the virtual store concept is viable.

Teaching Note: 8B14A010 (5 pages)
Industry: Retail Trade
Issues: Online retailing; marketing strategy; Internet marketing; United Kingdom
Difficulty: 4 - Undergraduate/MBA

June Cotte, Jesse Silvertown

Product Number: 9B09A012
Publication Date: 5/14/2009
Length: 12 pages

In June 2008, the president and owner of Canada Goose Inc. (Canada Goose), a producer of luxury sport jackets, was contemplating the future of his company. Despite recent years' steady growth in both his company and the industry in general, the president believed that a significant opportunity existed for Canada Goose to further cement itself as a market leader for this industry. The president was intrigued by two separate offers from national retailers in Canada. Both were in the form of long-term contracts; in the past Canada Goose had used such contracts to maintain successful relationships with its many distributors. The offers were lucrative; however, the president needed to consider whether the offers aligned with the company's current marketing strategy. Agreeing to stock its product through a national chain would be a departure from its current method of distribution through independently-owned regional retailers. Accepting either of the offers would not only potentially price these retailers out of the market but could also lead to the devaluation of the brand.

Teaching Note: 8B09A12 (3 pages)
Industry: Manufacturing
Issues: Marketing Channels; Brand Positioning; Brand Management; Retailing
Difficulty: 4 - Undergraduate/MBA


Product Number: 5-314-504
Publication Date: 10/22/2014
Length: 11 pages

Four years into a five-year contract with General Motors to be the exclusive website vendor to its U.S. network of more than 4,000 dealers, CDK Digital faced a crucial contract renewal at the end of 2012. The case follows Melissa McCann, director of strategic marketing, and Chris Reed, CMO, as they prepared for a critical meeting in July 2011: a presentation to the customer relationship management (CRM) subcommittee of the Chevrolet dealer council. Although GM dealers, like all auto dealers in the United States, were independent franchisees, GM saw the renewal of CDK Digital’s exclusive contract as a collaborative decision between dealers and GM. According to Ed Vogt, GM’s executive in charge of the renewal, if the dealer councils said no, the contract would not be renewed.

This case challenges students to use CDK’s big data and analytics capabilities to address the inherent conflict between dealers and manufacturers: when marketing to potential customers, manufacturers wanted consistency across dealer websites to maximize sales of their targeted brands, while dealers wanted flexibility to sell what they had in inventory.

Teaching Note: 5-314-504TN (8 pages)
Issues: Conflict Management; Consumer Marketing; Distribution Channels; E-Commerce; Information Technology; Information Management Marketing; Data Analytics; Big Data; Channel Conflict; United States; Automotive
Setting: United States; Automotive

Renuka Kamath, K.K. Kishore, Sagar Sharma

Product Number: 9B13A015
Publication Date: 8/12/2013
Revision Date: 8/9/2013
Length: 14 pages

In June 2012, an area sales manager at NutriPack India, a multinational company dealing with fast-moving consumer goods, had to find a way to match the success of his predecessor in increasing retail outlet coverage in central Maharashtra. He studied the territory data and identified the Jalgaon region as having the potential for high growth. However, the single distributor for Jalgaon was upset because he had already increased his operations the previous year and was unconvinced that this had been profitable. The area sales manager needed to convince this distributor of the benefits of his past investments, and also convince him to make further investments (e.g., hire more salespersons).

This case illustrates the challenges that young area sales managers face when they have to deal with experienced distributors in the Indian retail trade, especially in smaller towns where relationships can greatly affect business. Students will gain an understanding of the key performance indicators required to focus on developmental issues in a territory. They will appreciate financial considerations as a major tool in dealing with intermediaries, such as distributors, and will gain practical knowledge in how to convince a distributor of his past investments and profitability, and pave the way for further investment for retail expansion.

Teaching Note: 8B13A015 (22 pages)
Industry: Retail Trade
Issues: Distributor management; channel management; profitability; India
Difficulty: 5 - MBA/Postgraduate

Raymond Pirouz, Emily Chen-Bendle

Product Number: 9B12A057
Publication Date: 12/3/2012
Revision Date: 12/3/2012
Length: 12 pages

This case explores social media marketing as both business to business (B2B) and business to consumer (B2C) strategies. In spite of a challenging real estate environment, Better Homes and Gardens Real Estate (BHGRE) was launched in 2008 by Realogy Corporation, the largest franchisor of real estate brands in the world, to maintain and grow market share with a new type of real estate company centered around lifestyle. BHGRE has grown rapidly and has experienced tremendous success with its B2B social media efforts. Now, several years after the formation of the company, the president and chief executive officer must decide how to leverage what she has learned from the B2B effort to create a B2C social media program. Additional factors include a concurrent Canadian market entry.

Teaching Note: 8B12A057 (8 pages)
Industry: Real Estate and Rental and Leasing
Issues: New Media; Social Media; Online Marketing; Internet; United States
Difficulty: 4 - Undergraduate/MBA

Michael Taylor

Product Number: 9B12A021
Publication Date: 6/22/2012
Revision Date: 6/18/2012
Length: 2 pages

This B2B role-play case, with its six supplements, is a six part interaction between competing Original Equipment Manufacturers, Distributors and End Users, each with their own business priorities. It is an excellent case to explore organizational buying behaviour, the discipline of the selling process, and the management of sales resources (time) as an asset. It can be included in an introductory marketing course at the MBA or undergraduate level. It is equally effective for executive development. It also fits in a B2B marketing course to explore organizational buying behaviour, or in the introduction module of a sales management course.

Teaching Note: 8B12A021 (6 pages)
Industry: Manufacturing
Issues: Sales Force Resource Management; Selling Process; Channel Management; North America
Difficulty: 4 - Undergraduate/MBA

Michael R. Pearce, Kathleen E. Slaughter, Elizabeth O'Neil

Product Number: 9B03A024
Publication Date: 11/28/2003
Revision Date: 10/15/2009
Length: 18 pages

The Pizza Public Company Limited is a division of the Minor Group of Companies and focuses on the management and operation of food-service outlets. This case series takes place between November 1999 and February 2000 and covers the negotiation process between Pizza Public Company Limited and Tricon Restaurants USA regarding the renewal of the company's franchise agreement for Pizza Hut in Thailand. After 20 years of managing the brand, an agreement cannot be reached and Pizza Public Company Limited must plan for the development of a new pizza brand. In the (A) case, the chief operating officer of Pizza Public Company recognizes that the negotiations are breaking down and faces the challenge of how to engage the team and develop a contingency plan should the company lose the Pizza Hut brand. Supplement cases (B) through (E), products 9B03A025, 9B03A026, 9B03A027 and 9B03A028, follow the negotiation process.

Teaching Note: 8B03A24 (16 pages)
Industry: Accommodation & Food Services
Issues: Management Communication; Retailing; Negotiation; Marketing Planning; Nanyang
Difficulty: 4 - Undergraduate/MBA

Chapter 12:
Promotional Strategy and New Media

Soumya Sarkar, Ami Shah

Product Number: 9B14A046
Publication Date: 9/17/2014
Revision Date: 9/12/2014
Length: 14 pages

Ankur Arora Murder Case (AAMC) was billed as the first medical negligence drama coming out of the Hindi movie industry in Mumbai (popularly referred to as Bollywood). Inspired by true events, the film received good critical response even though it was not the routine song-and-dance fare produced by most production houses. The project was beset by certain constraints, both external and intrinsic to the team. The producer of the movie was convinced that he would have a very good product once the hurdles created by legalities and other marketing-related issues were sorted out. His team had created a comprehensive marketing communications plan for the release of the movie to exploit the emotions evoked by such a sensitive subject. The box-office failure of the movie made the producer consider whether his strategy of arranging the finances of a project would work well or whether he should attempt to manage all future projects in their entirety, including production and marketing.

Teaching Note: 8B14A046 (9 pages)
Industry: Arts, Entertainment, Sports and Recreation
Issues: Integrated marketing communications; movies; Bollywood; Hindi films; India
Difficulty: 5 - MBA/Postgraduate

Youngchan Kim, Changjo Yoo

Product Number: 9B08A012
Publication Date: 8/28/2008
Revision Date: 5/12/2010
Length: 18 pages

This case presents points of contention and issues in the brand launch of a new telecommunication service of KTF, one of Korea's mobile telecommunication companies. As the second-place player in the 2G service market, which offered voice and text-messaging services, KTF decided to be the number one player in the new 3G service market, which offered stable video communication and high-speed data transmission as well as voice and text-messaging services. To do so, KTF developed a new brand, called SHOW, and implemented various integrated marketing communication (IMC) strategies to attract customers. After only four months since its launch, KTF had successfully attracted more than one million members. Several critical points for successfully launching a new brand in the mobile telecommunication service can be determined from this case. The introduction highlights the success of KTF's new brand launch strategy. Then the mobile telecommunication service market situation in South Korea is summarized. The next section provides a brief explanation of KTF and its new brand launch strategy in the 3G service market, covering topics from the market survey for 3G service to the brand-building processes. This is followed by an examination of how KTF used marketing-integrated communication for its new SHOW 3G service brand. Finally, the competitor's reaction to KTF's successful brand launch is summarized.

Teaching Note: 8B08A12 (8 pages)
Industry: Information, Media & Telecommunications
Issues: Mobile Communication Industry; Brands; New Brand Launching Strategy; Integrated Marketing Strategy; Ivey/Yonsei
Difficulty: 4 - Undergraduate/MBA

June Cotte, Ari Shomair

Product Number: 9B11A017
Publication Date: 7/18/2011
Length: 6 pages

A marketing manager at an RV park developer wants to update the company’s online presence in preparation for a new product launch. Lacking any website design skills himself, he must address various issues, such as where to find potential web design agencies, and how to select an agency. Soon after selecting an agency, the marketing manager begins to doubt his decision. The agency does not seem aligned with the marketing manager’s strategic vision for the website, and has wasted valuable time producing work that must be discarded. The marketing manager, now too close to the new product launch to hire a new agency, must determine how to ensure the agency’s work adheres to the project’s strategy, budget, and timeline.

Teaching Note: 8B11A017 (5 pages)
Issues: Interactive Marketing; Marketing Manager; Website Design; RV Park
Difficulty: 4 - Undergraduate/MBA

Chapter 13:
Advertising, Sales Promotion, and Public Relations

Neeraj Pandey, Gaganpreet Singh

Product Number: 9B15A028
Publication Date: 6/1/2015
Revision Date: 6/1/2015
Length: 14 pages

The chief executive officer of Malaysia Airlines (MAS) had the daunting task of sustaining a business that had suffered the tragic loss of two of its airliners in a span of just four months. Prior to this, a US$392 million loss, as well as the inability to compete with lower-cost carriers, had posed a great challenge to MAS. Management was planning to initiate a cost-cutting strategy to manage pricing and the competitive challenges of the aviation industry when these incidents shocked the world. The disasters greatly impacted customer confidence, as reflected in the company’s declining booking rates and stock prices. With its reputation severely damaged, MAS was faced with many hard-hitting questions from various stakeholders about the airline’s prospects. Many felt there was a need to transform the entire business model. The top executives pondered various options, including rebranding the airline, a new discounted pricing structure to build volume, a private equity infusion, a merger and filing for bankruptcy. Each option would have to be considered very carefully, as the changes made to the business would decide the future of MAS.

Teaching Note: 8B15A028 (9 pages)
Industry: Transportation and Warehousing
Issues: Value communication; customer; turnaround
Difficulty: 5 - MBA/Postgraduate

Robert J. Fisher, Murray J. Bryant, Pankaj Shandilya

Product Number: 9B05A022
Publication Date: 9/1/2005
Revision Date: 9/24/2009
Length: 11 pages

Boots Group PLC, one of the best known and respected retail names in the United Kingdom, provided health and beauty products and advice that enhanced personal well being. The marketing manager at Boots was planning his sales promotion strategy for a line of professional hair-care products. The professional hair-care line consisted primarily of shampoos, conditioners and styling products (gels, wax, mousse, etc.) developed in collaboration with United Kingdom's top celebrity hairdressers. The marketing manager's challenge was to select one of three promotional alternatives - get three for the price of two, receive a gift with purchase or an on-pack coupon - for the Christmas season. He realized that the alternative he selected would have both immediate effects on costs and sales, but also long-term implications for the brands involved. His primary objective was to drive sales volumes and trade-up consumers from lower-value brands, while retaining or building brand equity.

Teaching Note: 8B05A22 (6 pages)
Industry: Retail Trade
Issues: Sales Promotion; Advertising Management; Brands
Difficulty: 4 - Undergraduate/MBA

Luisa Mazinter, Nicola Kleyn, Michael Goldman, Jennifer Lindsey-Renton

Product Number: 9B14A071
Publication Date: 2/13/2015
Revision Date: 1/28/2015
Length: 7 pages

This case is a supplement to Banking on Social Media (A), 9B14A070.

In January 2013, First National Bank (FNB) launches the “You Can Help” brand campaign, which calls for change and is based on the bank’s research on South African children’s hopes for the country. The campaign receives mixed reactions from political parties, with the governing African National Congress declaring, “This isn’t an advert — it’s a political statement. An attack on the president, his ministers and government as a whole.” Following the harsh criticism by some, select clips are taken off YouTube, the Group CEO sends an apologetic text message to a government minister involved, and the bank buys newspaper advertisements trying to explain the campaign. Has FNB managed the crisis properly?

Teaching Note: 8B14A070 (12 pages)
Industry: Finance and Insurance
Issues: Social media; stakeholder management; banking; crisis management; South Africa
Difficulty: 4 - Undergraduate/MBA

Karen Robson, Colin Campbell, Justin Cohen

Product Number: 9B13A032
Publication Date: 10/3/2013
Revision Date: 10/3/2013
Length: 7 pages

In early May 2013, Abercrombie & Fitch, a high-end clothing retailer in the United States, faced a loss of consumer confidence in its brand after quotes made by its CEO in an interview seven years earlier resurfaced. His remarks fostered the perception that the company was prejudiced against overweight people. In response, angry consumers released a YouTube video entitled #FitchTheHomeless urging people to donate their Abercrombie & Fitch clothing to homeless individuals. This video went viral and inspired negative feedback towards the company from both social media networks and mainstream media outlets. Abercrombie & Fitch’s first response came 12 days later with a second apology issued the following week. Nonetheless, the controversy continued, and by June, Forbes announced that the company’s BrandIndex Impression was at an all year low. How can Abercrombie & Fitch reverse the negative feedback and regain its consumers’ loyalty?

You might also like: Abercrombie and Fitch, Mountain Dew: The Most Racist Soft-drink Commercial in History?, Domino’s Pizza

Teaching Note: 8B13A032 (6 pages)
Industry: Retail Trade
Issues: Social media; crisis response; public relations; marketing; United States
Difficulty: 4 - Undergraduate/MBA

Allison Johnson, Laurie Dudo

Product Number: 9B11A003
Publication Date: 4/8/2011
Length: 18 pages

3M Canada has been a corporate sponsor of the Canadian Breast Cancer Foundation (CBCF) since 2005. In support of the CBCF, 3M Canada has produced and sold pink products (i.e. products that bear the pink ribbon, such as Post-it notes, flag pens, Nexcare bandages and Scotch-Brite sponges), with a contribution of each sale benefiting the CBCF. This case examines this corporate sponsorship relationship, and specifically how 3M Canada’s brand manager for Post-it brand office products can further engage the relationship with the CBCF. The brand manager’s marketing campaign for 2009 was successful; however, she now needs to determine the best approach for her 2010 campaign.

Teaching Note: 8B11A003 (15 pages)
Industry: Manufacturing
Issues: Cause-related Marketing; Sponsorship; Product Placement; Corporate Social Responsibility; Breast Cancer Awareness; Canada
Difficulty: 4 - Undergraduate/MBA

Dante Pirouz, Kelly Huang (Arman)

Product Number: 9B14A034
Publication Date: 10/15/2014
Revision Date: 10/17/2014
Length: 4 pages

Near the end of November 2013, Lululemon Athletica (Lululemon) became the subject of a viral firestorm after a series of negative events seriously ruptured the company's reputation. The company found itself facing its worst quality control problem to date, with a recall of 17 per cent of its Luon pants due to issues with sheerness. In addition, the company’s chief executive officer had stepped down. Was Lululemon destined to follow Blackberry as another example of a failed Canadian company, or could it resurrect its former glory by facing its critics head on?

Teaching Note: 8B14A034 (3 pages)
Industry: Retail Trade
Issues: Retail; public relations; Canada
Difficulty: 5 - MBA/Postgraduate

Michael Taylor, Rocky Campana

Product Number: 9B12A041
Publication Date: 10/17/2012
Revision Date: 10/17/2012
Length: 9 pages

This case concerns the bonus structure for a representative sales team. Pharma Talent, a contract sales company for pharmaceutical companies across Canada, promised its clients that its representatives would drive sales at a lower cost than what the client would incur if it had its own sales force. Historically, it had contracts with products that targeted physicians (e.g., prescription drugs or medical devices); however, a new contract in Ontario involved an over-the-counter (OTC) product. Pharma Talent currently had a pay-for-performance bonus structure that had already been revised three times. Nevertheless, due to the structure of the different territories in Ontario, many sales team members thought the bonus was unfair and very discouraging, while its pay-for-performance structure did not meet the clients' needs.

Teaching Note: 8B12A041 (7 pages)
Industry: Health Care Services
Issues: Sales Force Compensation; Resource Management; Sales Process; Retail Merchandising; Canada
Difficulty: 4 - Undergraduate/MBA

Chapter 14:
Personal Selling and Direct Marketing

June Cotte, Ramasastry Chandrasekhar

Product Number: 9B13A025
Publication Date: 8/29/2013
Revision Date: 8/29/2013
Length: 12 pages

Clearwater Seafoods, a Canadian shellfish enterprise, has four decades of experience in business-to-business (B2B) marketing. It harvests seafood, processes it and markets it in bulk to large restaurant chains worldwide. The company wants to pursue growth by marketing seafood directly to individual consumers (B2C) in China. The transition from B2B to B2C raises three fundamental questions. How can the company develop and deploy a go-to-market business model with Chinese grocery retailers? How can it balance its focus on margins with the Chinese retailers’ focus on revenues? How can Clearwater establish differentiation as a source of competitive advantage in seafood retailing in China?

Teaching Note: 8B13A025 (4 pages)
Industry: Retail Trade
Issues: Retailing; consumer marketing; operations; strategy; go-to-market planning; China
Difficulty: 5 - MBA/Postgraduate


Product Number: 5-111-008
Publication Date: 8/18/2011
Length: 16 pages

This case focuses on Cisco Systems' innovative probe-and-learn approach to using social media to launch its ASR 1000 Series Edge Router. The company had decided to eschew traditional print and TV media in marketing the new product and had decided instead to focus its efforts entirely on digital marketing and social media to attract the attention of its target market. The case discusses Cisco's bold plan to launch the ASR 1000 Series virtually, visually, and virally and the digital tactics employed by the Cisco Systems marketing team to accomplish this ambitious goal. Business marketers normally adopt a more serious and traditional approach to marketing its products but in this case Cisco had decided to buck that trend by exploring digital tools and social gaming avenues which its target client, the technical community, were increasingly frequenting. Cisco's challenge lay in whether this new approach and resultant value proposition would resonate with its technical audience and give the ASR 1000 Router the kind of publicity it needed to have. The case is set at a time when social media was burgeoning as a promising way to engage consumers more deeply with brands and products, but marketers were still experimenting with the tools and tactics of social media for marketing.

Teaching Note: 5-111-008TN (13 pages)
Industry: Information, Media & Telecommunications
Issues: Digital Marketing; Social Networks; Product Launch; New Media; Marketing Communication; Social Media Marketing; B2B Marketing
Setting: Global


Product Number: UVAM0838
Publication Date: 7/31/2012
Revision Date: 5/27/2014
Length: 9 pages

Ohio Art shifts its advertising and distribution strategy for a new line of construction toys aimed at adults called nanoblock. Distribution focuses on toy and hobby outlets, avoiding mass merchandisers, but Amazon.com is also stocking and selling the nanoblock line. Digital marketing strategies are being developed for both promotion through Amazon.com and social media. While shifting marketing to new media, management is distracted by the media storm over a comment by an aide to presidential hopeful Mitt Romney: It's “almost like an Etch A Sketch. The case describes a number of digital marketing strategies, including temporary price reductions implemented through Amazon’s Gold Box deals.

Teaching Note: UVAM0833T (13 pages)
Industry: Retail Trade
Issues: Amazon.com, Amazon, Facebook, Twitter, digital advertising

Chapter 15:
Understand the Global Marketplace: Martketing without Borders

Allen H. Kupetz, Adam P. Tindall, Gary Haberland

Product Number: 9B10M041
Publication Date: 5/5/2010
Revision Date: 5/3/2017
Length: 13 pages

A critical question facing a company's ability to grow its business internationally is where it should go next. One company facing that decision was GENICON, a U.S.-based firm that manufactured and distributed medical instruments for laparoscopic surgeries. Although the minimally invasive surgical market in the United States had long been the largest in the world, international markets were anticipated to grow at a much faster rate than the U.S. market for the foreseeable future. GENICON was already in over 40 international markets and was looking in particular at the rapidly emerging markets - Brazil, Russia, India and China - as potential new opportunities for growth. This case is appropriate for use in an international business course to introduce market selection strategy. It can also be used in sessions on international marketing, entrepreneurship and business strategy.

Teaching Note: 8B10M41 (9 pages)
Industry: Manufacturing
Issues: China; International Expansion; Entrepreneurial Marketing; Emerging Markets; International Business
Difficulty: 4 - Undergraduate/MBA

Ilan Alon, Meredith Lohwasser, Jennifer Dugosh

Product Number: 9B13M070
Publication Date: 7/31/2013
Revision Date: 2/5/2014
Length: 12 pages

Each year, Orlando International Airport serviced more than 35 million passengers. Many were attracted to Orlando, Florida, for tourism, vacations and fun, as the area was home to some of the most popular theme parks in the United States. Others travelled to Orlando on business, as the area had attracted international companies, and domestic companies had a growing presence in other countries. The airport needed to continue to attract new airlines and to expand its services to new regions and countries. Local business people collected information on the growth of travel between Orlando and other regions, underserved markets, and time and cost savings. The challenge includes how to use the data to decide on which countries and industries to focus on to attract new business.

Teaching Note: 8B13M070 (6 pages)
Industry: Transportation and Warehousing
Issues: Market selection; international marketing; operational strategy; United States
Difficulty: 4 - Undergraduate/MBA

Roberto Galang

Product Number: 9B11M118
Publication Date: 2/15/2012
Length: 8 pages

Between 2004 and 2011, the Universal Robina Corporation (URC) launched its first ready-to-drink bottled tea product, C2, in three Southeast Asian markets: the Philippines, Vietnam, and Indonesia. URC’s founder hoped to replicate the success that ready-to-drink tea had achieved in China and Japan. Because of the differences in competitive tactics and consumer preferences in each market, URC needed to modify its strategic plan for each to improve the likelihood of achieving success with C2. These cases encourage students to discern which characteristics are most important for success and thereby determine the profitability of each new international venture.

In addition, the cases explore several issues pertaining to the internationalization of an emerging market firm — particularly one lacking the advantage of being based out of a larger developing country like India, China, or Brazil. Based in the Philippines, URC did not have a sufficiently large domestic market to subsidize its international operations or an internationally known brand or national characteristic to achieve leverage in new markets.

The cases provide a comparative illustration of expansion into three different markets. Case (A) illustrates a local market expansion, while cases (B) and (C) describe international expansions. In each case, students are encouraged to understand the type of localization strategy required to ensure the success of the product launch. Students will also realize that despite being neighbours, the three Southeast Asian countries in these cases have such diverse tastes and consumer preferences that knowledge and experience gained from one market will not necessarily translate to success in the others.

Teaching Note: 8B11M118 (11 pages)
Industry: Accommodation & Food Services
Issues: International Expansion; Emerging Markets; Consumer Goods; Beverages; Philippines; Vietnam; Indonesia
Difficulty: 4 - Undergraduate/MBA

William Wei, Xiaohua Yang, Roger Chen, Kimberley Howard, Stanley Kwong

Product Number: 9B12M041
Publication Date: 8/14/2012
Revision Date: 5/28/2012
Length: 7 pages

The president of I-Star America, Inc. and vice-president of I-Star Corporation reflected on the success of I-Star in the Chinese and Japanese IT markets and the challenges of increasing market share in North America, one of the largest markets in the world. I-Star was expected to grow about 30 per cent in the next few years, and the president considered whether the strategy used in Japan could be applied to North America.

Many Chinese firms that experienced success in China were less successful in international (western) markets for a host of reasons, including failure to adapt business processes and products to the new market and the perception that Chinese goods and services might be of lower quality.

The president believed that I-Star’s past and future success relied on the company’s ability to innovate in creating value for its customers. He believed that with the right strategy I-Star could generate revenues of US$50-100 million and build up a cadre of more than 200 employees in the software and services division in North America. How could I-Star increase its brand awareness and presence in North America to best achieve these goals?

Teaching Note: 8B12M041 (6 pages)
Industry: Information, Media & Telecommunications
Issues: Brand Positioning; International Sales; Global Strategy/Integration; International Management; Information Technology Strategy; China; United States; Canada
Difficulty: 4 - Undergraduate/MBA

Chapter 16:
The Marketing Dashboard: Metrics for Measuring Marketing Performance

Miranda R. Goode, Daniel Samosh

Product Number: 9B12A015
Publication Date: 5/17/2012
Revision Date: 5/18/2012
Length: 10 pages

In August 2011, the digital strategist at Online Advertisers, a small digital media company (web development, affiliate marketing, and social media management), was faced with finalizing a value proposition for a new social media marketing division, Online Advertisers Social. Online Advertisers was a creativity-driven company. Data and analytic capabilities were generally not the reason why clients worked with Online Advertisers. Online Advertisers attracted clients by being young, in touch with trends, energetic, and creative. However, clients (especially larger clients) wanted analytics — metrics that could be used to objectively quantify returns on social media investment. The digital strategist saw an opportunity to position Online Advertisers Social as a social media company that offered smaller businesses insights into their target markets that they would not otherwise have access to due to budget constraints.

The digital strategist needed to create a value proposition that balanced an analytics focus with Online Advertisers’ creative marketing and design. The company was too small to offer a large-scale competitive analytical package, and had relied too heavily on intuition in the past to create a competitive data-based social media package. The digital strategist went through the nuances of social media management, including campaign management and community management, and the issue of offering services related to the measurement of social media ROI in a rapidly growing and maturing industry.

Teaching Note: 8B12A015 (4 pages)
Industry: Other Services
Issues: Web Development; Social Media; Metrics; Analytics; Value Proposition Development; Business to Business; Consumer Insights; Canada
Difficulty: 4 - Undergraduate/MBA


Product Number: 513091
Publication Date: 6/24/2013
Revision Date: 11/21/2013
Length: 13 pages

Just weeks after Twitter's decision to acquire Bluefin Labs, this case explores how Twitter can use its social media monitoring data. Bluefin Labs has built a system that gathered millions of online comments in an effort to build new metrics for TV programs and brand advertising. With data from Twitter and other social sites, expressions, not just impressions, can now be aggregated and measured, and used to calibrate brand performance and to sell media time. A second theme of the case is what is called Social TV, the audience engagement that results when people watch television with a smartphone or tablet in hand, participating in a virtual community of real time TV watchers.

Teaching Note: 513094 (7 pages)
Issues: Communication;Acquisition;Business angels;Computer software;Mergers & acquisitions;Technology;Vision;Databases;Advertising;Marketing;Internet;Groupware;Disruptive innovation;Networks;Social responsibility;Metrics

Neil Bendle

Product Number: 9B14A067
Publication Date: 11/7/2014
Revision Date: 11/7/2014
Length: 12 pages

Spinal Cord Injury Ontario is a not-for-profit organization headquartered in Toronto that assists people with spinal cord injuries to achieve independence, self-reliance and full community participation. In early 2014, the marketing manager is trying to understand how best to assess performance against the organization’s crucial but hard-to-measure goal of becoming the expert on living with a spinal cord injury in the province of Ontario. In addition, she wishes to develop a reporting system based on the indicators laid out in the existing balanced scorecard. This monthly dashboard will allow the new chief executive officer to manage the organization using a summary sheet of measures that highlights how it is performing on critical dimensions. She faces two crucial questions: How should internal reporting be performed? What would being successful at community leadership look like and how can performance against this goal be monitored?

Teaching Note: 8B14A067 (6 pages)
Industry: Social Advocacy Organizations
Issues: Dashboard; not-for-profit management; accounts; balanced scorecard; Canada
Difficulty: 4 - Undergraduate/MBA


Product Number: 3-112-002
Publication Date: 10/9/2012
Revision Date: 12/15/2014
Length: 4 pages

This exercise is one in a series intended to help students learn how to perform financial calculations in marketing contexts.

Kookaburra, a maker of cricket equipment popular in Australia, New Zealand, the United Kingdom, South Africa, and India, was considering two strategies for positioning a new cricket bat in India. Both strategies would cannibalize current sales, and Lulu Popplewell, category manager responsible for the Indian market, needed to calculate the financial impact of both to determine which one she would recommend.

This exercise poses a fictional problem about branding strategy on a new product, and asks students to consider the financial impact of different branding strategies and cannibalization rates.

Teaching Note: 3-112-002TN (3 pages)
Issues: Branding; Consumer Marketing; Financial Analysis; Market Analysis; Marketing; Marketing Planning; Cannibalization
Setting: India; Australia; Sports Equipment


Product Number: UVAM0834
Publication Date: 7/30/2012
Revision Date: 12/7/2015
Length: 7 pages

This case is an updated version of Netflix Inc.: DVD Wars (UVAM0763), and was written as a replacement for it. A financial analyst is asked to appraise the value of Netflix's stock at a time of unprecedented turmoil for the company. This case introduces customer lifetime value (CLV) as a useful metric for subscription-based businesses.

Teaching Note: UVAM0834T (9 pages)
Industry: Arts, Entertainment, Sports and Recreation
Issues: perceptual market map, customer retention, customer lifetime value, CLV

Jaydeep Mukherjee, Sanket Kawde

Product Number: 9B14A016
Publication Date: 5/30/2014
Revision Date: 5/22/2014
Length: 17 pages

The target market of Citibank cards in India was aligned with the profitability objectives of the company. However, if it continued with its current strategy, it faced the risk of being a niche player in a growing market and losing the profit potential from other segments and geographies in the near future. The CEO needed to reconsider the target market and finalize a marketing strategy in the face of the changing composition of the marketplace, the competition and the commercial imperatives of the credit card business. This was a critical decision that would have a long-term impact on resource deployment and budgeting.

Teaching Note: 8B14A016 (10 pages)
Industry: Finance and Insurance
Issues: Target market selection; strategy; credit card marketing; customer lifetime value; India
Difficulty: 5 - MBA/Postgraduate

Andy Rohm, Fareena Sultan, David T.A. Wesley

Product Number: 9B07A016
Publication Date: 10/4/2007
Revision Date: 2/26/2010
Length: 14 pages

The manager of Mobile Media for adidas International is debating what to do, given the sparse amount of traffic to date at the adidas FIFA World Cup mobile portal. By February, there had been only 3,000 visits to the mobile site, compared to the one million visits predicted earlier based on the previous success of a Lucas Films Star Wars mobile campaign. Given that the World Cup is a global event viewed by millions of people in person and more than one billion TV viewers worldwide, it represents a global stage for adidas to promote its brand and communicate its continued involvement and leadership in the sport of football. The manager of Mobile Media is worried that the brand's mobile efforts for this major event could fail miserably.

Teaching Note: 8B07A16 (7 pages)
Industry: Manufacturing
Issues: China; International Marketing; Telecommunication Technology; Marketing Communication; Marketing Channels; Northeastern
Difficulty: 4 - Undergraduate/MBA


Product Number: 5-111-004
Publication Date: 7/1/2011
Length: 15 pages

This case looks at an important business task: forecasting a new product. The case can be used to teach finance, marketing (new product introduction), and healthcare strategy. The product is one of Amgen's most important new products: denosumab. On the surface, the case is fairly easy; students simply have to do some simple mathematical calculations. However, the challenges of forecasting quickly become apparent; every forecast depends on some critical assumptions, and the answer can vary dramatically.

Teaching Note: 5-111-004TN (5 pages)
Industry: Health Care Services
Issues: Forecasting; Pharmaceuticals; Pharmaceutical and Medicine Manufacturing; Cancer Treatment; Healthcare; Marketing Firm; Biotechnology; Drug Patents
Setting: California; United States