Wednesday, 30 May 2018

Book Summary: Marketing Warfare-1 by Al Ries and Jack Trout



Marketing Warfare -1

Written by Al Ries and Jack Trout in 1986, Marketing Warfare has been an international bestseller. This pair is attributed to many bestsellers including the marketing classic, Positioning. The summary is from the 2003 Tata McGraw-Hill Edition.

The book is spread across 16 chapters dealing with various marketing strategies drawing parallel with the strategies used in warfare. The authors start the book by acknowledging the role of Karl von Clausewitz, a retired Prussian general and his book, On War written in 1832.

The summary of the book has been divided into two parts –
·         Marketing Warfare -1, is the summary of the theories and concepts that are explained by the authors in the first 10 chapters
·         Marketing Warfare -2, is the summary of chapters 11 to 16 where the authors have explained the theory through real-life examples of marketing wars

* Example not in the book but has been added to give Indian perspective to the concept.


Introduction & Chapter 1 – 2,500 years of war

The age-old definition of Marketing to be customer oriented needs a revamp with the changing times. Surging competition and higher commoditization of products and services are leaving little differentiation for the firms to increase their market share. Almost everyone is becoming customer-oriented.
The need of the hour is to be competition-oriented. Find flaws in competitor’s offering and attack there. For example, DEC identified weaker presence of IBM in smaller computers and attacked that segment. Burger King’s attack on McDonalds with its “broiling not frying” campaign.

The authors point out a research claiming that out of last 3,438 recorded years, only 268 years didn’t see any war. The author goes on explain briefly various wars starting from Marathon in 490 B.C. to War at Sedan in 1940.

Be obsessed with competition


Chapter 2 – The Principle of Force

Fundamentally, it’s far easier to stay at the top than getting to the top, unlike the myth “It’s easier to 
get on to the top but difficult to stay there”. The leader can take the advantage of the “Principle of Force”. This is because the bigger company naturally has a bigger advertising budget, a bigger research department, more sales outlet and bigger sales force etc.

The author points out two fallacies which people think, can overpower the principle of force –
·         Fallacy of better people: We have better people than competitor, so what if our numbers are small?
·         Fallacy of better product: Our product is better. This is more of perception and amusements.

The more, the better.


Chapter 3 – The superiority of the defense

The authors suggest that defense is always a better strategy. US lost Vietnam on offense and won South Korea in defense. Attack makes glamour, while defense make history. For example, RCA and GE went up against IBM, which left them with heavy losses.

Always have a strong defense strategy. And do not get enchanted by the offense.


Chapter 4 – The new era of competition

Marketing promises should be as vague as political ones. This helps in maintaining the credibility. For example, When Douglas Arthur claimed “I shall return” without mentioning a date and he returned, this was enough to maintain his credibility. On the other hand, when Hitler promised to take Stalingrad and could not take it, he lost his credibility.

Be vague in promise to take advantage of the ambiguity


Chapter 5 – The new era of competition

Marketing battles are not fought in supermarkets and stores. Rather, they are fought inside the customer’s mind. Just like in military warfare, the marketer needs to study the battleground (customer’s mind), the enemy’s position (Competitor’s space in mind) and favorable areas of the terrain (favorable perception in the mind).

Advantage positions are like mountains in battlefield. Example, for instant noodle mountain, Maggi is on top, for car, Maruti Suzuki is on top*.

But Segmentation has changed the concept. Segmentation allows to slice the mountain into small terrains and challenge the leader on those terrains where he is weak. Example, Syska LED in lightening solutions. Not trying to claim the lighting mountain, it sliced the mountain into LEDs and Non-LEDs and then claimed the LED mountain with its offering*.

Understand what is in the consumer’s mind and try to take a strong ground, if not on mountain then a smaller terrain


Chapter 6 – The Strategic Square

In any given market each company has a different goal, different resources at hand and different strengths. Obviously, the each company should have a different marketing strategy*.

The biggest player – Maruti Suzuki – Protect Market Share – Defensive Warfare
The challenger – Hyundai – Gain Market Share – Offensive warfare against the weak points of the leader (Premium SUV segment, premium hatchback segment)
The follower with bigger share – Tata Motors – Profitable Survival – Flanking attack against all (Create new categories and offer products for them and stand ground in those categories. For example, Compact Sedan category, Pick up Category)
The follower with smaller share – Nissan Motors – Survival – Guerrilla warfare – Pick a smaller segment big enough to be profitable but small enough for others to bother (Nissan Micra with its bright colored cars)
·         Offensive Marketing Warfare – Go through the mountain head on
·         Defensive Marketing Warfare – Come down the mountain to stop competitor’s moves
·         Flanking Marketing Warfare – Go around the mountain. Inexpensive and effective
·         Guerrilla Marketing Warfare – Go under the mountain to secure a small territory for self

Know your strengths and situation and adopt the best suited strategy for self


Chapter 7 – Principles of Defensive Warfare

Three basic principles of defensive marketing are –
·         Only the market leader should think of playing defensive
o   ‘The’ market leader, not ‘a’ market leader (As per customers and market share)
·         The best defensive strategy is to have the courage to attack yourself
o   Apple brings out its own newer better product which hurt the sales of its existing products. This may hurt sales in short term but adds huge profit for long-term
·         Strong competitive moves must be blocked in time
o   You may not always be the first one to create something new, but you should be able to adopt and adapt fast. Migraine Mountain – Tylenol (J&J) vs Datril (Bristol-Myers. Datril tried eating up Tylenol share by reducing prices which was effectively blocked by Tylenol by matching the price right at the momen hence not allowing any advantage to Datril.

Know who you are, be ready to challenge yourself and be vigilant to block competitive moves in time


Chapter 8 – Principles of Offensive Warfare

Three basic principles of offensive marketing are –
·         The main consideration is the strength of the leader’s position
o   No matter how strong is the No.2 company in an attribute but it cannot win if the leader is also strong in that attribute. Leader owns a position in the customer’s mind. Before you make your position in the customer’s mind, you must take away the leader’s position. It’s not enough for you to succeed, others must fail too.
·         Find a weakness in the leader’s strength and attach at that point
o   Weakness that grows out of strength. “Rent from Avis, our lines are shorter” finds a weakness (longer lines) in the strength (more cars given for rentals) of the leader, Hertz. Radio Advertising Bureau highlighted TV’s high expense for advertising to put across strength of Radio.
·         Launch the attack on as narrow a front as possible
o   When you attack on a narrow front (Just one product or one category), you put The Principle of Force from Chapter 2 to work. You negate the resource weakness of yours against the leader as you are only focusing on a small area with full force through local superiority.

It must however be kept in mind that Defender has always the better chance of coming victorious and hence the offensive warfare should be as meticulously planned as possible.

Know your competitor (leader) well, find a weakness in its strength, launch the attack on a narrow front with the aim to increase your marketing share while hurting leader’s


Chapter 9 – Principles of Flanking Warfare

Flanking is the most innovative way to fight a marketing ware. Three basic principles of flanking marketing are –
·         A good flanking move must be made in an uncontested area
o   The flanking move must out you in a new category in some way or other, while need not always be a new product. In case of launching a new product, segmentation helps in identifying new categories. DEC flanked IBM by launching mini computers. Ujala flanked Robin Blu by launching a liquid based indigo, hence by creating a new category*.
·         Tactical surprise ought to be an important element of the plan
o   By its nature flanking attack is a surprise attack which essentially puts the competitor in a fix with limited room to do something immediately. In case of Tylenol and Datril, the flank by Datril was not successful because Tylenol got to know about the flank attached Datril was planning, well in time.
·         The pursuit is just as critical as the attack itself
o   Once the attack has been made, it is important to quickly identify the advantage points and reinforce them, while abandon the failures. The success through flanking must be built stronger and must lead to more such attacks in future, instead of becoming an isolated one time blitzkrieg

Flanking can be achieved through various ways apart from a new product in a new category –
·         Flanking with low price – Easiest one, as the market is already there and aware of the product. Offer lower prices by cutting costs in areas where customers won’t notice
·         Flanking with high price – For specific products where higher price reflects quality or establish the self-esteem. For example, jewelry and lifestyle products*
·         Flanking with smaller size – Chip based products reaching to compact sizes everyday
·         Flanking with bigger size – Cheater’s racquet (oversized) by Prince Manufacturing
·         Flanking with distribution – Avon cosmetics was the first company to use door-to-door channel. Xiaomi used online flash-sales in India to create hype around its products*.
·         Flanking with product form – Launch of toothpaste to counter tooth powder segment
·         Flanking with lower calories – Much debated these days, products are flanking set leaders by launching products with lower calorie content while chiding the leader products

Before making a flank attack, select the category carefully taking in cognizance the leader’s thoughts and future plans. Production time helps you understand the time you may have at your hand before others in the industry copy your products.

Find an uncontested area in the market, maintain surprise element in the attack and continue the pursuit once successful with the flank attack to build on the advantage


Chapter 10 – Principles of Guerrilla Warfare

Guerrilla warfare is conducted through tactical attacks creating advantage for the smaller player to survive in the land of Giants. Three basic principles of flanking marketing are –
·         Find a segment in the market small enough to defend
o   The area could be small geographically or volume or any other aspect, which is difficult or unattractive for the larger company to attack. Considering the importance of size, the Guerrilla Company tries to fight in a small area hence having its limited resources concentrated in a small area, by being a big fish in a small pond. Beardo in Men’s beard grooming market*. Rolls Royce is a true guerrilla in the luxury automobile segment, which is a small segment and other companies including the market leader, GM, will not want to attack it in that segment due to smaller size and possible resistance.
·         No matter how successful you become, never act like a leader
o   Guerrillas should work in form of lean organizations with flat structures to give themselves the agility they need in market to react to any attack from the other competitors and more so for the guerrilla techniques of war they thrive on.
·         Be prepared to bug out at a moment’s notice
o   A guerrilla doesn’t have resources to waste on a lost cause. Be ready to abandon a post if it gets hot. Being small also helps in decision making in these scenarios as there is not much of internal disturbance when areas and actions are abandoned, unlike in case of bigger companies.

Guerrillas can be based upon –
·         Geographic Guerrillas – Attack on a limited geographic are with full concentration
·         Demographic Guerrillas – Attack on a limited demographic profile. For example, Snapchat for a particular age group
·         Industry Guerrillas – Attack on specific industries. For example, targeting a particular industry only, to sell its products or services out of expertise or synergy
·         High-end Guerrillas – Specific to big ticket items in one or more areas
Most companies fall in the Guerrilla companies and hence should undertake Guerrilla warfare for their marketing. In a simple break up, out of the 100 companies in an industry, 1 should play defense, 2 should play offense, 3 should flank and 94 should be guerrillas.

Find a small segment to defend, don’t act like a leader and be agile enough to bug out when needed

Marketing Warfare -1 Summary Ends Here.

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