Fusion For Profit

HOW MARKETING & FINANCE CAN WORK TOGETHER TO CREATE VALUE
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Table of Contents

 

Foreword viii

Dinyar S. Devitre

Foreword x

John A. Greco Jr.

 

Part I Financial Tools Necessary for Understanding the

Marketing-Finance Interface

1 Choosing Marketing Policy in the Short Run 5

1.1 Should the Firm Use Profits to Choose Marketing Policies? 6

1.2 Should the Firm Use the Return on Investment (ROI) Criterion for

Marketing Decision Making? 7

1.3 How Does the Ownership Structure of the Firm Affect How Marketing

Policies Should Be Chosen? 10

1.4 What Does the Risk-Adjusted ROI Criterion Imply for Multiproduct and

Multidivisional Firms? 17

 

2 Choosing Marketing Policy in the Long Run 19

2.1 How Should the Firm Choose Long-Run Marketing Policies under

Certainty? 20

2.2 How Should the Firm Choose Long-Run Marketing Policies under

Uncertainty? 23

2.3 How Should the Firm Measure the Long-Run Effects of Different

Marketing Policies? 25

2.4 How Should the Multiproduct Firm Choose Long-Run Marketing Policies

under Uncertainty? 27

2.5 How Should the Firm Make Long-Run Strategic Marketing Decisions

under Uncertainty When It Has Strategic Flexibility? 28

2.6 How Should the Firm Measure and Reward Managers When It Has

Strategic Flexibility in Choosing Marketing Policies? 33

 

Part II Defining the Market

3 What is the Impact on Strategy? 39

3.1 What Market Does the Firm Compete In? 40

3.2 How Does the Definition of the Market Affect the Firm’s Marketing

Strategy? 43

3.3 How Does the Firm’s Defi nition of the Market Affect Managerial

Incentive Schemes? 44

 

Part III Understanding Market Shares

4 Should the Firm Pursue Market Share? 47

4.1 Why Do Firms Pursue Market Share? 48

4.2 Does an Increase in Market Share Lead to Higher Short-Run Profits? 49

4.3 When Does an Increase in Market Share Lead to Higher Long-Run

Profits? 53

4.4 Should the Firm Enter High-Growth Markets? 55

4.5 Should the Firm Pursue Market Share in a High-Growth Market? 56

4.6 Should the Firm Attempt to Increase Its Volume-Based Market Share

in the Short Run When Cost Dynamics Are Present? 57

4.7 Should the Firm Pursue Volume-Based Market Share When Demand

Dynamics Are Present? 61

4.8 Should the Firm Pursue Market Share If Neither Cost Nor Demand

Dynamics Are Present? 63

4.9 Should the Firm Pursue Market Share by Being the Pioneer in Its

Industry? 66

4.10 Is It Ever Optimal for the Firm to Keep Its Volume-Based Market

Share Low? 68

 

5 Should the Multiproduct Firm Use the Market Share Metric? 78

5.1 Market Share and Pricing for the Durable Goods Manufacturer That Sells

Spare Parts 79

5.2 Market Share and Pricing for the Firm That Sells After-Sales Contracts 80

5.3 How Does Uncertainty Affect Pricing Policy and Market Share for the

Firm That Sells Proprietary Spare Parts or After-Sales Contracts? 81

5.4 Should the Firm That Introduces Product Upgrades over Time Pursue

Market Share or Current Profits? 82

5.5 How Should the Firm Change Its Market Share and Long-Run Pricing

Policy When Competitors Introduce New Products? 84

5.6 Should the Firm Focus on Market Share If It Sells Products That Must Be

Used Together? 85

5.7 Should the Multiproduct Firm Allocate Resources across Products on the

Basis of Their Respective Market Shares? 86

 

Part IV Strategies and Pricing Policies for New Products

and Bundles

6 Pricing New Products: Strategies and Caveats 93

6.1 Can the Firm Price a New Product to Maximize Its Profitability? 94

6.2 How Should the Firm Price a New Product under Uncertainty? 96

6.3 How Does the Firm’s Ownership Structure Affect New Product

Pricing? 99

6.4 Are Fixed Costs Relevant for Pricing New Products When the Firm Is

Privately Owned? 101

6.5 Are Fixed Costs Relevant for Pricing New Products When the Firm Is

Publicly Owned? 106

6.6 Should Firms Preannounce Their New Products? 108

 

7 Choosing Strategies for New Products Using Market-Level

Data 112

7.1 Which Product Qualities Should the Firm Produce? 113

7.2 Choosing New Product Strategy: The Case Where Consumers Are Fully

Informed 115

7.3 Choosing New Product Strategy: The Case Where Consumers Are Not

Fully Informed 119

7.4 Choosing New Product Strategy: The Case Where Some Consumers Are

Well Informed But Others Are Not 120

 

8 Choosing Strategies for New Products Using Primary Data 124

8.1 Controlled Purchase Experiments 125

8.2 Intentions Studies 127

8.3 Preference and Choice Studies 131

8.4 Estimating Demand Using Reservation Prices 134

8.5 Estimating the Demand for New Products Using Self-Stated Reservation

Prices 139

8.6 Estimating the Demand for New Products by Inferring Reservation

Prices 141

8.7 Measuring Reservation Prices Using Auctions 146

8.8 When Should Firms Use Auctions? 148

8.9 Perceptions and New Product Demand 148

8.10 How Useful Are Experiments for Measuring New Product

Demand? 149

8.11 Simulated Test Markets 150

8.12 Test Markets 152

 

9 Bundling 157

9.1 What Is a Bundling Strategy? 158

9.2 When Should Firms Use a Bundling Strategy? 159

9.3 Bundling and Cross-Couponing Strategies 164

9.4 Applications of Bundling Theory 170

9.5 Why Do So Many Bundling Strategies Fail? 177

9.6 How Can the Firm Improve the Chances That a Bundling Strategy Will

Succeed? 178

 

Part V Integrating Marketing Strategy and the Supply Chain

10 Channels of Distribution 183

10.1 Choosing a Channel Strategy 184

10.2 Choosing a Channel Strategy Using an Exclusive Distributor: The Case

Where the Manufacturer Has Economic Power 185

10.3 Choosing a Channel Strategy Using an Exclusive Distributor: The Case

Where the Distributor Has Economic Power 191

10.4 Coordinating Price and Advertising Decisions in the Channel 193

10.5 Channel Strategy in the Multiproduct Case 195

10.6 Choosing Channel Strategy Using Multiple Exclusive Distributors 198

10.7 Choosing Channel Strategy Using Nonexclusive Distributors 200

10.8 Should the Firm Use a Vertical Integration Strategy? 201

10.9 Long-Term Channel and Supply Chain Strategy 203

 

Part VI Marketing Policy and Consumer Behavior

11. How Does Consumer Behavior Affect Marketing Policy? 207

11.1 What Is the Standard Economic Model of Consumer Choice? 208

11.2 Is the Standard Economic Model of Consumer Choice Good Enough for

Marketing Managers? 211

11.3 Do Marketing Managers Use These Theories of Consumer Behavior in

Practice? 216

11.4 Some Applications of Prospect Theory 217

11.5 Multiperiod Applications of Prospect Theory 222

11.6 How Should the Firm Change Its Prices over the Business Cycle? 226

11.7 Implications of Prospect Theory for the Human Resources

Manager 227

11.8 Implications of Prospect Theory for Financial Markets 229

11.9 What Metrics Should the Firm Use to Evaluate Consumer

Behavior? 231

 

Part VII How to Choose Advertising and Promotion Strategies

12. Coordinating Advertising Strategy, Branding, and

Positioning 237

12.1 What Is Product Positioning? 238

12.2 Choosing Advertising Message Strategy 239

12.3 Measuring the Effectiveness of an Advertising Message 247

12.4 Managerial Implications for Branding and Positioning Existing

Products 252

12.5 Managerial Implications for Positioning New Products and Rebranding

Existing Products 258

12.6 How Should the Firm Coordinate Its Advertising Message Strategy with

Other Marketing Decision Variables? 263

 

13. Determining the Advertising Budget 265

13.1 Advertising and Marketing Strategy 266

13.2 How Should the Firm Coordinate Its Price and Advertising Decisions?

Some Basic Concepts 269

13.3 How Should the Firm Coordinate Its Price and Advertising Policy to

Maximize Short-Run Performance under Certainty? 274

13.4 Implications for Choosing Advertising Policy over the Product Life

Cycle 275

13.5 How Should the Firm Vary Its Price and Advertising Policies over the

Business Cycle? 279

13.6 How Should the Firm Coordinate Its Price and Advertising Policy in the

Short Run When Demand Is Uncertain? 280

13.7 How Should the Firm Coordinate Its Price and Advertising in the Long

Run When Demand Is Certain? 282

13.8 Coordinating Price and Advertising in the Long Run When Demand Is

Uncertain 284

13.9 Corporate Image Advertising 284

 

14 Measuring Advertising Productivity 287

14.1 How Can the Firm Measure Advertising Productivity? 288

14.2 How Can the Firm Measure Advertising Productivity Using Historical

Data? 289

14.3 How Can the Firm Measure the Productivities of Different Advertising

Media? 297

14.4 Measuring Media Productivity Using Reach Models 298

14.5 Measuring Media Productivity Using Gross Rating Point Models 302

14.6 How Much Should the Firm Be Willing to Pay for Advertising in a Given

Medium Based on Standard Commercial Rating Scores? 304

14.7 How Should the Firm Determine When to Purchase Advertising Space

and How Much to Spend on It? 307

14.8 Measuring Media Productivity Using Sales Models 315

14.9 Dynamic Carryover Effects 316

 

Part VIII How to Choose Compensation Plans

15 How Should the Firm Compensate Managers to Maximize

Performance? 321

15.1 The Single-Product Firm: Short-Run Horizon 322

15.2 The Single-Product Firm: Long-Run Horizon 323

15.3 The Multiproduct Firm: Short-Run Horizon 327

15.4 The Multiproduct Firm: Long-Run Horizon 328

15.5 How Do Wall Street’s Expectations Affect the Firm’s Compensation

Policy? 330

15.6 What Roles Should the Finance Department and Senior Management

Play in Determining the Firm’s Compensation Plans? 330

 

16 How Should the Firm Compensate Its Sales Force? The Basic

Model 333

16.1 Reservation Income 334

16.2 How Should the Firm Compensate Its Sales Agent If the Sales Agent’s

Effort Is Observable? 335

16.3 Should the Firm Pay the Sales Agent Using a Draw System? 341

16.4 Should the Firm Pay the Sales Agent on the Basis of Sales Revenue or

Gross Profits? 342

16.5 How Does the Firm’s Cost Structure Affect the Sales Force

Compensation Policy? 342

16.6 What Compensation Plan Should the Firm Use When It Delegates

Decision-Making Authority to the Sales Agent? 346

16.7 How Will the Internet Affect the Firm’s Sales Force Compensation

Plan? 348

16.8 What Compensation Plan Should the Firm Use if It Hires the Sales Agent

Using a Multiperiod Contract? 350

 

17 Model Extensions: How Should the Multiagent/Multiproduct

Firm Reward and Measure Sales Force Performance? 356

17.1 How Should the Single-Product Firm with Multiple Salespeople

Compensate Its Sales Force? 357

17.2 How Does the Firm’s Market Segmentation Strategy Affect the Firm’s

Compensation Plan? 359

17.3 How Should the Multiproduct Firm Compensate Its Sales Force? 361

17.4 How Should the Multiproduct Firm Measure Sales Force

Productivity? 366

 

Part IX How to Allow for Competitive Reaction

18 How to Make Marketing Decisions When Competitors React: A

Game-theoretic Approach 375

18.1 What Is the Firm’s Objective When Competitors React? 376

18.2 Choosing Optimal Strategies When Competitors React: Basic

Methodology 378

18.3 Choosing Optimal Strategies When Competitors React: Some

Refi nements 383

18.4 Some Additional Examples of Optimal Decision Making When

Competitors React 388

18.5 What Does Competitive Reaction Imply about Data Collection and Data

Analysis? 396

18.6 How Useful Is the Game-Theoretic Methodology for Marketing Decision

Making When Competitors React? 399

18.7 How Can the Firm Make Sequential Decisions after Allowing for

Competitive Reaction? 399

Appendix 405

 

Part X Other Applications of Fusion for Profit

19 Measuring and Building Brand Equity 413

19.1 When Does Brand Equity Exist? 414

19.2 How Does the Name of a Product Affect Brand Equity? 415

19.3 Brand Name and Pricing Strategy 418

19.4 Strategies for Building Brand Equity 422

19.5 How Can the Firm Measure Brand Equity? 424

19.6 Should the Firm Use a Brand’s Market Share to Measure Brand

Equity? 424

19.7 Measuring Brand Equity Using Financial Data: The Net Present Value

Method 425

19.8 Measuring Brand Equity Using Financial Data: Tobin’s q-Ratio

Method 429

19.9 Measuring Brand Equity in a Competitive Market Using Behavioral

Data 430

 

20 How Marketing Policy Aff ects Consumer Well-Being and Social

Welfare 436

20.1 What Is Social Welfare and How Is It Measured? 437

20.2 Is Profit Maximization Compatible with Maximizing Social

Welfare? 439

20.3 Do Consumers and Society Gain When Firms Give out Free

Samples? 442

20.4 Do Consumers and Society Gain When the Firm Has a Learning

Curve? 443

20.5 Do Consumers and Society Gain When There Are Demand

Dynamics? 445

20.6 Are Quantity Discounts Good for Consumers and for Society? 446

20.7 Does Advertising Make Consumers and Society Better Off? 448

20.8 How Does Advertising Affect Consumer Well-Being and Social Welfare

over the Product Life Cycle? 458

20.9 Is Competitive Advertising Good or Bad for Consumers and for

Society? 460

20.10 How Does Product Bundling Affect Consumer Well-Being and Social

Welfare? 464

20.11 Do Consumers and Society Gain When the Firm Introduces New

Models of Its Product over Time? 469

 

21 Internet Marketing 474

21.1 How Does the Internet Affect Prices? 475

21.2 Will the Internet Lead to Commoditization? 478

21.3 The Internet and Advertising Message Strategy 484

21.4 Measuring the Productivity of Internet Advertising 484

21.5 How Much Should the Firm Be Willing to Spend on Internet

Advertising? 487

21.6 How Should Search Engines Price Internet Advertising? 491

21.7 How Should the Firm Coordinate Its Internet Advertising and Sales Force

Strategies? 495

21.8 How Does the Internet Affect Social Welfare? 498

21.9 How Will the Internet Affect the Advertising Industry in the

Future? 500

 

22 Mergers and Acquisitions 505

22.1 The Rationale for Mergers and Acquisitions 506

22.2 The Potential Gains from Mergers 507

22.3 Do Intangible Assets Add Value in a Merger? 509

22.4 Do Mergers Work? 512

22.5 Alternative Acquisition Strategies 514

22.6 Brand Equity and Mergers 516

22.7 The Roles of Private Equity Firms and Hedge Funds 524

22.8 International Mergers 527

 

23 How to Choose Optimal International Marketing

Strategies 531

23.1 Is It Necessary to Develop a Separate Theory of International

Marketing? 533

23.2 What Are the Major Pitfalls in International Marketing? 533

23.3 Under What Conditions Will International Marketing Strategies

Succeed? 536

23.4 How Should the Multinational Firm Allocate Resources across

Countries? 537

23.5 Should the Multinational Firm Change Its Product Design across

Countries? 541

23.6 What Is the Role of Country Managers and How Should the Parent

Company Measure and Reward Them? 543

23.7 What Organizational Structure Should the Multinational Firm Use? 550

23.8 How Should the Firm Choose and Implement the Optimal Outsourcing

Strategy? 553

23.9 What Strategies Should the Firm Use to Retain Personnel It Employs at

an Outsourcing Center? 558

Notes 563

Glossary 582

Index 619