Is THIS the best an ad can get?

A lot has been made of the new Gillette short film entitled “We Believe: The Best Men Can Be.” The spot, which challenges men to take a look at tired masculine clichés, like “boys will be boys,” and mentions #metoo within the first five seconds, depicts several scenes wherein some certain male behaviors have been tolerated almost hypnotically for quite some time.

A group of teens sit on a couch and flip through scenes of female marginalization in situation comedies and reality shows. An executive inappropriately (because he’s pandering,) puts his hand on a woman’s shoulder and starts a phrase, “What I actually think she’s trying to say is…” And so on.

Then, a new narrative starts to form in the video, where men intervene positively in several oft-tolerated situations, including cat-calling, fighting, and bullying. Underneath it all, the voiceover insists that “some is not enough.” And “Because the boys watching today will be the men of tomorrow.”

On its surface, this is an incredibly powerful social statement. And Gillette should be congratulated for boldly making it.

But as a piece of advertising, it may be overreaching at best, and carelessly ineffective at worst. While I can appreciate what it’s trying to do, the ad loses focus in its earnest to say something share-worthy on social media. (Although, in its defense, it has succeeded in doing at least that.)

The modern American consumer does not always make the loftiest cerebral decisions when trying to discern which brands to buy. Instead, they make simple, often one-word phrase mnemonic connections (that brands typically provide for them,) and choose based on how that singular experience makes them feel.

And for the past 30 years or so, Gillette has “won” consumers on a simple concept: the best a man can get. Strong tagline. A simple and understandable position for consumers. Advertising to support it. Not surprisingly, strong sales followed.

But now, Gillette has waded – rather, they’ve taken a rocket-powered speedboat – into dangerous waters that even their historically strong positioning may not be able to weather.

Here’s why.

It’s too little. And it’s too late. And so it looks like a desperate attempt to re-imagine the “appropriate” response. If there was a Gillette spot genie, these would be my three wishes:

  • I wish this spot was made a year ago, when #metoo was really a national discussion being had by, for, and with women. That it comes out now seems suspect.
  • I wish this spot also involved gender and sexuality issues – toxic masculinity is especially reprehensible towards non-heterosexual males and the LGBTQ universe in general.
  • I wish this spot took on the real issue, which is not just how young boys’ behavior gets formed, but more importantly, how that behavior is reinforced when it gets pardoned at nearly every important juncture of their lives.

In all the reaction I’ve seen, no one has mentioned that other brands, including other P&G brands, have tried this approach before, and to great reception. A zillion accolades (and ad industry awards) were showered on the #likeagirl campaign from Always. And the #realbeauty campaign from Dove was equally lauded.

Why is Gillette getting pounded by the social mediasphere? Probably because it’s disempowering. Probably because it’s by males for males, and about males and male grooming products. And that’s kinda not the point.

Probably because, as a brand, Gillette makes products for men that are purchased as much or more by women on behalf of men, and nowhere in this spot does Gillette equate toxic masculinity to domestic abuse towards women. Swing and a miss.

Now let’s be fair.  Gillette attempted to have an important conversation with American consumers, and they handled it awkwardly.  But that is STILL better than avoiding that conversation at all. And if you can imagine this, things are about to get harder for Gillette from here.

When a brand takes on a position, embodied by a bold tagline, then you have to own it – and that can come at quite a cost. The real test now for Gillette is where they go from here. If they continue to embody this refreshed perspective, and if all their forthcoming ads are aspirational (where we show men aspiring to be better men, especially with and around their female counterparts,) and they continue to use their brand to inspire action and help shift attitudes, then we can look back and say, “See? This was the moment they became aware of who they were as a brand, and the responsibility they bare as a consequence.”

But if they don’t?

Then the market can have at them – and Gillette will deserve every criticism they will likely suffer, not to mention probably losing market share to a host of upstart razor companies ready to eat their lunch.

No pressure, Gillette. But the world is now watching. And you invited us all to the party.

A big-bet Juul in Altria’s crown

Big news in the world of big brands: Altria has taken a 35% stake in Juul, the privately-owned California startup that has taken the e-cigarette world by storm with its signature sleek-black vape pen, and a tidy 70% market share in the process.

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The deal, reportedly worth $12.8 Billion, unofficially gives Juul a $38 Billion valuation, more than twice the valuation it received just six months earlier after a $650 million infusion of cash valued the brand at roughly $15 Billion. The new valuation makes Juul more valuable on paper than Ford, Target, SpaceX and Lyft. This in just over three years, when it was introduced by Pax Labs. (Juul spun off as an independent company in July of 2017.)

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In and of itself, this is just moderately-sized investment news by big-brand standards. And naturally, the question has arisen: why would Altria (the owner of Philip Morris, who manufactures and markets the leading cigarette brands in the US,) take a major stake in a company whose goal, according to Founder James Monsees, centers “around the idea of making cigarettes obsolete?”

It’s kind of simple, really. While Philip Morris has been trying to invent its own cigarette alternatives – it owns iQOS, a heat-not-burn concept sold outside of the US and has reportedly invested more than $4.5 Billion in it over the last 10 years – it found a company that has out tech-ed them and outsold them in just three years. Kind of a no-brainer: if you can’t build it, buy it.

From a marketing perspective, this is a pure (and big) horizontal line extension. Philip Morris is not going to stop selling cigarettes anytime soon – not when their Marlboro brand is the category leader in a roughly $100 Billion US tobacco market. But they are girding against their slow and steady demise by diversifying their tobacco portfolio.

Current Juul advertising features testimonials of former smokers talking about how Juul has helped them to quit smoking actual cigarettes.  And their off-the-line marketing campaign, focused almost solely on social media, featured celebrities (like Dave Chappelle and Katy Perry,) as proud Juul-ers.

This investment may just be a pre-IPO valuation manipulation. If Altria is looking to capitalize on any opportunities it can find, it may just be pumping up Juul’s value so that it can drive eventual profits right to the bottom line, whether it cannibalizes their cigarette business or not.

And it may not be that nefarious at all.  Altria has a duty to its shareholders to seek out opportunities, and one way to do that is to segment the market and give their target audiences what they (both) want. Cigarettes for some, e-cigs for the rest.  If you’ve got the resources, why not own the leader in both categories?

Concurrently, Juul is undertaking several clinical studies to drive evidence-based claims ahead of their required submission to the FDA in August of 2022. Imagine what their value will be with any kind of favorable decision (and some accompanying language that sniffs of a “safer than cigarettes” authorization,) then?

And remember that Juul is hardly standing still. This is a brand still very much on the rise. They’re currently developing a product (for introduction into global markets outside the US) that will be a “connected device,” essentially keeping users informed of their day-to-day usage. It’s no wonder they’ve been called “the iPhone of e-cigarettes.”

Smoking has gone high-tech, and at least one dinosaur is girding against its extinction with a healthy investment in a vaping future. So let’s start the countdown: a Marlboro Light-flavored Juul pod in 5-4-3-2…