Upload
trinhxuyen
View
221
Download
5
Embed Size (px)
Citation preview
Brand extension evaluation
Exposé
Brand extension evaluation:
The importance of direct experience in sample design
Submitted by Luan ZHOU
European Master of Business Studies
Brand extension evaluation
Table of content
1 Introduction ................................................................................................................................................ 4
2 Review of literatures ................................................................................................................................. 5
2.1 Overview of literatures ...................................................................................................................... 6
2.2 Brand extension evaluation .............................................................................................................. 8
3 Problem statement .................................................................................................................................. 14
4 Purpose and research questions .......................................................................................................... 15
4.1 Research purpose ........................................................................................................................... 15
4.2 Research question and hypotheses ............................................................................................. 16
5 Methodology ............................................................................................................................................ 21
6 Overview of chapters .............................................................................................................................. 24
7 Plan of work ............................................................................................................................................. 26
Reference ......................................................................................................................................................... 27
Brand extension evaluation
List of tables
Table 1: Overview of literatures
Table 2: Similarity effect: fit between parent brand and extension product
Table 3: Consumer direct experience
Table 4: Brand affection
List of figures
Figure 1: Brand attitude transfer model (Gierl & Huettl, 2011)
Figure 2: Overview of research dimensions
Figure 3: Research design
Figure 4: Questionnaire design
Figure 5: Sample design
Brand extension evaluation
Abstract
Keywords: brand extension; brand extension evaluation, sample design, consumer direct experience,
marketing strategy, perceived fit
Background:
Previous studies on brand extension evaluation mostly used university students as research sample
which led to some arguments on the accuracy of research result. Although some researches proved
that the used of students as sample will not lead to research bias, they could not explain why still 1/3
of tested variables showed significant differences in their experiments.
Purpose:
Considering that consumers’ experience would influence their perception of similarity between
parent brand and extended brands in the attitude transfer model, in which consumers evaluate brand
extension, the study aims at examining whether the direct experience of research samples in parent
brand will affect brand extension evaluation or not.
Methodology:
The study will use questionnaire as main research method. Four pretests will take place in order to
determine researched parent brands, extension categories and perceived fit respectively.
Questionnaire will include 4 parts in terms of parent brand knowledge and evaluation, extension
knowledge and evaluation, fit perception and demography session.
Brand extension evaluation
1 Introduction
Brand extension is not a new topic, but it is highly discussed since 80’s (Tauber, 1988) in virtue of its
contribution to the success of new produce introduction, such as reducing risk of entrance and
saving marketing cost, as a marketing strategy (Bhat & Reddy, 2001; Völckner & Sattler, 2006).
Previous studies on brand extension evaluation in the consumer side (thereafter call brand extension
evaluation) mostly used students in university as researched sample (e.g., Aaker & Keller, 1990;
Boush & Loken, 1991; Broniarczyk & Alba, 1994; Park, Milberg, & Lawson, 1991; Völckner & Sattler,
2007). Some researchers pointed out that there is a result gap between using students and
non-students as sample in social science research. For example, Peterson (2001) found that student
subjects and non-student subjects tend to have different effect sizes in experiments. The former is
more homogeneous comparing to the latter (Völckner & Sattler, 2007).
However, in Völckner and Sattler’s (2007) experiment of brand extension evaluation, they used
controlled groups of students and non-student with big sample size, proving that there are only small
differences with respect to significance and relative important figures of success factors between
university students and non-student samples. This is contrary to Peterson's (2001) claim that the use
of student will lead to research bias (Völckner & Sattler, 2007).
According to Peterson (2001), the theoretical reason for different researched results in student and
non-student groups are that students have less life experience in terms of psychological and
behavioral aspects, as they are in their early adulthood phrase, which may give rise to less critical
Brand extension evaluation
attitudes, stronger cognitive skills and stronger peer pressure comparing to non-student group
(Völckner & Sattler, 2007). Although Völckner and Sattler (2007) overthrew Peterson’s (2001)
statement, they did not clearly explain what the main reason of different results in these two
experiments was. Besides, there were 5 out of 15 variables having significant differences in Völckner
and Sattler’s (2007) experiment, to which they cannot render a decent explanation.
Therefore, the study is dedicated to give a better understand of the contradiction between
above-mentioned experiments by developing restrictions on sample design in the survey of brand
extension evaluation. It begins with a review of theoretical literature on brand extension evaluations
and consumer behavior decision, following with the discussion of the problem, research purpose and
hypothesis. Methodology is introduced in chapter five, and will be embody after the submission of
exposé.
2 Review of literatures
This chapter provides an overview of literatures that support the current study. A table with the most
important research articles and books is presented at the first section, following by detailed
discussions in different topics respectively.
Brand extension evaluation
2.1 Overview of literatures
Table 1: Overview of literatures
Authors Publisher Title: Contents
Brand extension
Tauber, Edward M.
(1988)
Journal of Advertising
Research, 28
(August–September), 26–30
Brand leverage: strategy for growth in a cost-control world
Defines brand extension and introduces brand extension
history
Summarizes typology of brand extension
Successful factors of brand extension are “logical fit” and
“leverage”(perceived superiority from the brand)
Smith, D. C., & Park,
C.W. (1992)
Journal of Marketing
Research, 29, 296−313
The effects of brand extensions on market share and advertising
efficiency
Effect of brand extension are moderated by three basic
elements: 1)core brand; 2) extended products; 3) market –
consumer knowledge and competitors
Broniarczyk, Susan M.
and Joseph W. Alba
(1994)
Journal of Marketing
Research, 31 (May),
214–28
The importance of the brand in brand extension
Brand-specific associations may dominate the effects of brand
affect and category similarity, particularly when consumer
knowledge of the brands is high.
Völckner, F., & Sattler, H.
(2006)
Journal of Marketing,
70(April), 18–34.
Drivers of brand extension success
Fit between the parent brand and an extension product is the
most important driver of brand extension success, followed by
marketing support, parent-brand conviction, retailer acceptance,
and parent-brand experience.
Brand extension evaluation
Aaker, D. A., & Keller, K.
L. (1990)
Journal of Marketing
Association, 54(1), 27–41
Consumer evaluations of brand
Attitude toward the extension is higher when (1) there was both
a perception of "fit" between parent brand and extended categories
or (2) the extension is considered as difficult to make.
Broniarczyk, S. M., &
Alba, J.W. (1994, May)
Journal of Marketing
Research, 31, 214−228
The importance of the brand in brand extension
Brand-specific associations may dominate the effects of brand
affect and category similarity, particularly when consumer
knowledge of the brands is high.
Brand extension evaluation
Bhat, S., & Reddy, S. K.
(2001)
Journal of Business
Research, 53, 111–122.
The impact of parent brand attributes associations and affection on
brand extension evaluation
Parent brand attribute associations have more significant
influence in brand extension attitude than parent brand affection.
Yeung, C. W. M., & Wyer,
R. S. (2005)
Journal of Marketing
Research, 42(4), 495–506.
Does Loving a Brand Mean Loving Its Products? The Role of
Brand-Elicited Affect in Brand Extension Evaluations
Consumers form initial impression on the brand extension
based on their affection elicited spontaneously by a brand or
consumer’s experience. This impression affects consumer’s
evaluation in brand extension regardless of the similarity between
the extension and the core brand.
The mediating impact of affection on perceptions of
core-extension similarity occurs only when consumers are explicitly
asked to estimate the extension's similarity to the core before they
evaluate it.
Kapoor, H., & Heslop, L.
a. (2009)
Journal of Research in
Marketing, 26(3), 228–237.
Brand positivity and competitive effects on the evaluation of brand
extensions. International
Singular evaluations leads to brand positivity effects; brand
positivity effects are mitigated when respondents were provided with
competitive information
Parent brand-extension fit plays a less critical role in a
comparative evaluation context when an extension's brand strength
is accounted for in relation to its competition.
Kim, K., Park, J., & Kim,
J. (2014)
Journal of Business
Research, 67(4), 591–597.
Consumer–brand relationship quality: when and how it helps brand
extensions
Strong brand relationship quality (BRQ) facilitates consumers’
evaluation on brand extensions.
Consumer knowledge and experience
Kim, B.
-D.,&Sullivan,M.W.
(1998,April)
Marketing Letters,
9,181−193
The effect of parent brand experience on line extension trial and
repeat purchase
Consumers’ expectation on extension quality is higher if they
have more experience with the parent brand.
Czellar, S. (2003) International Journal of
Research in Marketing,
Consumer attitude toward brand extensions: an integrative model
and research propositions
Brand extension evaluation
20(1), 97–115. Experienced consumers evaluate new extension only base on
their attitude to the brand brands and the new extension products.
Fabrigar, L. R., Petty, R.
E., Smith, S. M., & Crites,
S. L. (2006)
Journal of Personality and
Social Psychology, 90(4),
556–77.
Understanding knowledge effects on attitude-behavior consistency:
the role of relevance, complexity, and amount of knowledge
Complexity of knowledge increase attitude-behavior
consistency when knowledge is low relevant.
Amount of knowledge had no effect on attitude–behavior
consistency.
Methodology
Völckner, F., & Sattler, H.
(2007)
International Journal of
Research in Marketing,
24(2), 149−162
Empirical generalizability of consumer evaluations of brand
extensions
Generalising across students group and non-student group
Results derived from students are largely similar to
non-student samples.
Heribert Gierl & Verena
Huettl
International Journal of
Research in Marketing,
28(2), 120–133.
A closer look at similarity: The effects of perceived similarity and
conjunctive cues on brand extension evaluation
Brand-attitude-transfer model best predict similarity
between parent brand and extended categories.
Peterson, R. A. (2001,
December)
Journal of Consumer
Research, 28, 450−461
On the use of college students in social science research: Insights
from a second-order meta-analysis
Samples formed by students are slightly more homogeneous
than non-student samples.
Effect sizes derived from student sample is differed from those
derived from non-student samples.
2.2 Brand extension evaluation
According to Smith and Park (1992), there are three basic elements of brand extension: 1) brand
being extended (so-called parent brand); 2) extended categories; 3) market which included
consumers and competitors. Each element contains respective characteristics which would affect
Brand extension evaluation
consumers’ evaluation process in brand extension (Smith & Park, 1992). Parent brands extend new
categories through market mechanism, thus built the basic relationship among these three elements.
All the characteristics of these elements will influence the outcome of brand extension by different
evaluation models. Among these models, the brand-attitude-transfer model was proved by Gierl and
Huettl (2011) as best predict the role of similarity between parent brands and extended categories.
2.2.1 Characteristics of market
There are two basic entities, consumers and brand competitors, in the market (Smith & Park, 1992).
In order to keep it simple, this study will only focus on consumer side, ignoring the effect derived from
the parent brand competitors. Three aspects of consumer entity is examined as important in the
evaluation of brand extension, which are consumer’ knowledge, experience and brand affection
(Kapoor & Heslop, 2009; Smith & Park, 1992; Völckner & Sattler, 2007).
2.2.1.1 Consumer knowledge
Previous studies show the effects of different areas of consumers’ knowledge in consumer buying
decision (Brucks, 1985; Hem & Iversen, 2009). The content, amount and complexity of knowledge
often play an important role in the impact of consumers’ attitudes (Fabrigar, Petty, Smith, & Stephen
L. Crites, 2006). The increase of knowledge will influence consumer’s attitude on behavior. Several
studies have proved this statement. For example, Davidson and Yantis (1985) found that high
amount of knowledge can better predict behavior comparing to lower amount of knowledge (Fabrigar
et al., 2006).
Brand extension evaluation
Consumers tend to evaluate products, either simple or complex ones, by using information stored in
memory in terms of products functions, benefits, and place where they can reach and time when they
can use it. In other words, consumer can easily evaluate similarity between core brand and extension
categories in terms of usage attributes. However, for other type of perceived similarity such as
associations, competence, some consumers will suffer difficulty since these evaluations require
more consumer knowledge and experience (Hem & Iversen, 2009). Thus, until they become more
familiar with the core brand, consumers tend to evaluate the “perceived fit” based on their previous
knowledge in the same categories instead of the parent brand (Bhat & Reddy, 2001). Therefore, the
knowledge of samples is significantly important to consumer decision process on extension
categories (Alba & Hutchinson, 1987; Keller, 2003).
2.2.1.2 Consumer experience
Consumers’ past experience in the parent brand will influence their decision on their choice of brand.
For examples, consumer may have different experiences with a brand, either positive or negative,
which will elicit positive or negative affection towards the brand, resulting in biased attitude and
decision making (Yeung & Wyer, 2005). What is more, experienced consumers are likely to try new
categories and have lower likelihood to repurchase the old categories. On the other hand,
inexperienced consumers may hold lower expectation on quality of extension categories before they
try them. Their knowledge of extension categories is learnt during the trial experience (Kim & Sullivan,
1998).
Brand extension evaluation
2.2.1.3 Consumer brand affection
Consumers’ brand affect is other proved important factor which will affect brand extension evaluation
(Aaker & Keller, 1990; Bhat & Reddy, 2001; Yeung & Wyer, 2005). Parent brand affect, as one type
of brand associations, is significant for consumers to form an initial impression on new extension
category (Aaker & Keller, 1990; Bhat & Reddy, 2001; Boush & Loken, 1991). Researchers have
proved that consumers’ affection on parent brand will transfer to new extension, that is, consumer
will evaluate new extension favorably if they have a positive affection on parent brands (Bhat &
Reddy, 2001).
Nevertheless, no all the brands can elicit consumers’ affect. For those brands which do not elicit
consumers’ affect, its new extension will be judged without any influence of brand effect.
Alternatively, consumers who have experiences with parent brand may generate positive or negative
affection degree, and such affect will influence their judgment on new extension. Besides, people’s
affect towards a brand may be elicited by other reasons instead of the brand itself. Such affect will
also influence consumers’ evaluation on new extension (Yeung & Wyer, 2005).
2.2.2 Characteristics of parent brand
Nature of parent brand is taken into considering when design an extension research, as Park (1991)
found out that brands included different concept or image (symbolic or functional) will influence
extension evaluation differently (Bhat & Reddy, 2001). Besides, whether the parent brands have
previous extension experience is also important factor for new extension success.
Brand extension evaluation
2.2.3 Characteristics of extended brand & perceived fit
The similarity between parent brand and extension category (perceived fit) is highly recommended to
evaluate brand extension. Tauber (1988) claimed that perceived fit is one of the essential factors for
extension success after studying 276 actual extensions. Specially, it is cited by numerous scholars
after Aaker and Keller (1990)‘s study based on 3 models which explains the role of similarity in
extension evaluation (Kaur & Pandit, 2014).
According to categorization theories, consumer evaluation on brand extension is determined by their
judgment on the perceived fit. The more similar the perceived fit they predict, the higher evaluation
they may give (Bhat & Reddy, 2001). Numerous empirical studies prove it (Aaker & Keller, 1990;
Bhat & Reddy, 2001; Hem & Iversen, 2009; Völckner & Sattler, 2006).
Völckner and Sattler (2007) summarized five factors which will generate similarity effect on brand
extension evaluation.
Table 2: Similarity effect: fit between parent brand and extension product
Global similarity (Aaker & Keller, 1990)
Brand concept consistency (Aaker & Keller, 1990)
Relevance of the extended association for the extension product (Broniarczyk & Alba, 1994)
Symbolic value of the parent brand (Reddy, Holank, & Bhat, 1994)
Linkage of the utility of the parent brand to product attributes of the
original product category
(Rangaswamy, Burke, & Oliva, 1993)
Source: (Völckner & Sattler, 2007)
Brand extension evaluation
2.2.4 Model of brand extension evaluation: Brand-attitude-transfer model
Brand-attitude-transfer model refers to a process in which consumers can transfer attitude
associated with core brand to its new extensions (Broniarczyk & Alba, 1994). This kind of transfer is
not spontaneous. It mainly depends on the perceived fit between the parent brand and extension
category (Aaker & Keller, 1990; Boush & Loken, 1991; Peterson, 2001). Many scholars advocated
that the transfer of positive brand attitude to extension is the most significant successful factors on
extension evaluation (e.g., Czellar, 2003; Gierl & Huettl, 2011; Völckner & Sattler, 2006, 2007).
Although brand extension can be tested by using different models (e.g., Incongruity-induced-affect
model), Gierl and Huettl (2011) pointed out that brand-attitude-transfer model can best describe the
process of brand extension evaluation by consumers by testing three most popular models and
including three types of attitude during experiments (Gierl & Huettl, 2011).
Figure 1: Brand attitude transfer model (Gierl & Huettl, 2011)
Brand extension evaluation
3 Problem statement
The background introduction brings debate on the appropriateness of employing student group in the
research of brand extension evolution among scholars. It seems that Völckner and Sattler’s (2007)
experiment is more persuasive as they used large samples (e.g. 810 in student group and 2426 in
general group) and designed the consumer sample according to the characteristics of real “German
consumers in terms of age, gender, and number of household members” (Völckner & Sattler, 2007).
However, it should be noticed that Völckner and Sattler (2007) chose 48 FMCG (fast-moving
consumer goods) brands which have “highest awareness (N91%) and highest likelihood of having
been tried (N65%)” as research parent brands in study 1(student group). That is, a large proportion
of student group might be the users of these fast-moving consumer goods, and such proportion
might be close to those in the general group. In this case, the differences between student group and
consumer group were small in terms of user experience in parent brands. This can be the reason to
explain why in Völckner and Sattler’s (2007) experiment, the major indexes between student group
and consumer group were insignificantly different (users proportion were similar) but still 1/3 of tested
indexes showed significant differences (users proportion were not the same).
If the above reasoning was correct, the main argument of the discussion is no more same). whether
using students will lead to research bias or not, instead, it should be whether using non-user of
parent brand as samples in brand extension evaluation will result in research bias or not. This new
argument put emphasis on samples’ direct experience in parent brands while designing brand
extension evaluation research.
Brand extension evaluation
4 Purpose and research questions
4.1 Research purpose
The overall purpose of this study is to find out the fundamental restriction to sample design in the
research of brand extension evaluation which can reflect the real market situation as close as
possible and minimize the bias occurred in researches. To realize this goal, particularly, we aim to
examine whether the direct experience of research samples in parent brand will affect brand
extension evaluation or not. Additionally, we will compare the influence of brand affection on
extension evaluation in the experienced group and general group to prove the importance of
involving direct-experienced sample in brand extension evaluation research design.
The study responds to the call of Bhat and Reddy (2001) about examining extension evaluation in
the situations where samples have direct experience with the parent brands (Bhat & Reddy, 2001).
Additionally, it may help to explain why there was a controversy between Völckner and Sattler (2007)
and Peterson’s (2001) researches, if consumers’ experience was proved to have an impact on brand
extension evaluation research design. Furthermore, the study may overthrow previous researches
on brand extension evaluation which only used general samples without any restriction. It would thus
provide a sample design foundation for further research design in brand extension evaluation. In the
practical part, the findings of this study would help managers to understand the emphasis of
marketing targets while launching an extension category.
Brand extension evaluation
4.2 Research question and hypotheses
4.2.1 Consumer direct experience in parent brand
As consumer knowledge on a certain brand develops from several direct experiences (Sheinin,
2000), we assume for experienced consumers, the more direct experiences they have in parent
brand, the better knowledge they will embrace.
Based on the previous analysis, it is probably that the most important factor in successful research
model of “consumer evaluation on brand extension” is selecting direct-experienced samples that
have certain knowledge towards parent brand. According to Czellar (2003), consumers will evaluate
new extension categories only based on their experience with the extension category if they don’t
know the parent brand and its products at all (Czellar, 2003; Kim & Sullivan, 1998). In other words,
for non-experienced consumers, new extended category is just a pure new product, meaning that
they may judge this extension by the criteria they use in judging a new brand product. In this case,
research sample in brand extension evaluation should be a group of having direct brand experience,
instead of generally selected samples (e.g., students). Using direct-experienced sample in testing
brand extension evaluation is more realistic and closer to the real market situation where consumers
evaluate the brands’ new extensions, and may have different results comparing to which in general
samples group.
Therefore, we put forward our first hypothesis:
H1: Consumers’ direct experience has a significant positive influence on fit perception between
parent brands and extension. In other words, the perceived fit will vary between user group and
Brand extension evaluation
general student group.
To embody hypothesis one about research of brand extension evaluation, we refer several
dimensions in similarity effect on determining successful brand extension evaluation by Völckner and
Sattler’s (2007) with an aim to better compare our results whit those in their research. We exclude
the linkage of the utility of the parent brand to product attributes of the original product category
because researched showed this perceived fit was not important (Völckner & Sattler, 2007). We
combine symbolic value of parent brand and brand concept consistency into one category, namely
brand image fit to better measure and to remain the simplification of the research.
Table 3: Consumer direct experience
Dimensions Samples General group User Non-user
Global similarity
Brand image fit
Relevance of the extended association for the extension product
Source: (Völckner & Sattler, 2007)
4.2.2 Consumer’ affection on parent brand
Previous researches show that consumer’s affection on parent brand will influence their reaction on
new extension (Aaker & Keller, 1990; Yeung & Robert S.Wyer, 2005). However, they did not restrict
consumer affect based on their direct experience in parent brand. For example, in Yeung and Wyer’s
(2005) first experiment, they asked students from one Asian university to pick up 4 brands among 20
Brand extension evaluation
different airline brands according to the scale of favorableness (e.g., highly favorite, highly
unfavorite), without considering about the experience of researched samples. One question arising
here is that how many students do have experience of these airline brands, especially those foreign
airlines? If they don't have such experience of these brands, the rating of affective brands and
non-affective brands may be just based on the flight names which are composed mainly by countries
names. In this case, the affection generated during this experiment may be not the affection level
they have toward a certain airline brand. Accordingly, to test the relationship between brand affection
and consumer brand extension evaluation based on the above-mentioned experiments is not
representative.
One point should be highlighted here that it is not a problem of using students from Asian university
as samples. It is the using of sample, from which the majority had no experience in the core brand
that led to the bias. In other words, same bias may occur if using a group of non-student, such as
people from remote village who have no real experience in airline brand, as research sample in this
case.
In fact, Yeung and Wyer (2005) admitted in their report that consumers may transfer the affect
elicited in other experience to their current feelings on a evaluated brand. In other words, for
non-experienced samples, once they do not have direct experience in parent brand, they may
evaluate brand extension categories based on affection elicited in other experience, which will result
in research bias.
Brand extension evaluation
We thus raise our second hypothesis:
H2: The relationship between perceived fit and consumer attitude transfer from parent brand to
extension is mediated by consumer direct experience in parent brand. In other word, the affection
transfer will vary between user group and general group.
Similarly, we refer different dimension of perceived fit employed in Hypothesis One to enrich the
perceived fit.
Table 4: Brand affection
Dimensions Samples General group User Non-user
Brand affect Positive Neutral Negative Positive Neutral Negative Positive Neutral Negative
Global similarity
Brand image fit
Relevance of the extended
association for the extension
product
Source: (Völckner & Sattler, 2007)
4.2.3 Perceived fit
Previous research on brand extension evaluation emphasized the positive effect of perceived fit on
attitude transfer from parent brand to new extension (Aaker & Keller, 1990; Bhat & Reddy, 2001;
Hem & Iversen, 2009; Völckner & Sattler, 2006). However, Yeung and Wyer (2005) discovered that
the influence of perceived fit only occurred when samples are specifically asked to assess the fit
before their evaluation of extension. Thus, in order t examine the relationship between perceived fit
and consumer attitude transfer, we put forth our third hypothesis in line with the majority:
Brand extension evaluation
H3: Perceived fit have a positive effect on attitude transfer from parent brand to extension.
Figure 2: Overview of research dimensions
Market -consumer
•Experience/knowledge
• Brand affection
Core Brand
•Symbolic brand
Similarity Effect
•Global similarity
•Brand imagefit
•Relevance of the extended association for the extension product
Extended Categories
•High Similarity
•Low Similarity
Brand extension evaluation
5 Methodology
The research design is compounded by 4 phrases.
Figure 3: Research design
5.1 Desk research
In the first phrase, a desk research in terms of researched parent brands will be done in order to
select a qualified parent brand for further study. We aim to classify a parent brand which exists in the
real market place and can be strongly link to a single category. It should also be well known by
students.
5.2 Researched subjects & pretests
Four pretests will take place to determine the researched parent brands and extended categories.
5.2.1 Selecting parent brand
Researched parent brand will be real brands in the market, given that the use of real parent brands
will enhance the accuracy in evaluation study (Bhat & Reddy, 2001). Product categories were
selected based on consumers’ prior brand familiarity and usage. A list of parents brand is collected
from the previous brand extension research as well as market observation and qualitative research
(informal interview).
Desk Research Researched subjects
& Pretest Questionnaire
Design Questionnarie
delivery
Brand extension evaluation
5.2.2 Selecting brand extension
A pool of extension possibilities will be developed after the decision of parent brands. We aim to
develop two extension categories for one parent brands, including two groups: high category fit and
low association fit, low categories fit and high association fit. Based on common sense and previous
pretests, we will set up 4 potential extensions for each group. Over 30 students will assess the
degree of similarity between parent brand and extension categories. Extended categories with
Highest and lowest scores will be chose as final researched categories. Besides, basic knowledge
and affection of extended categories will be controlled in the questionnaire section (Czellar, 2003;
Gierl & Huettl, 2011).
5.3 Questionnaire design
The questionnaire will contain 4 sessions. The first session is about the parent brand knowledge and
evaluation. In this session, subjects will be given a certain brand name and answer their experience
and attitude towards this brand. In the second session, subjected will receive information on 2
extended categories and assess 3 dimensions on extension similarity introduced by Völckner and
Sattler (2007). The third session aimed to collect subjects’ evaluation on the new extensions.
Subjects’ personal information will be collect in the last session. In order to test hypothesis three, the
order of section two and section three will change to form 2 different versions of questionnaire and
deliver them randomly.
Figure 4: Questionnaire design
PB experience & affection Extension evaluation Fit perception General Info
Brand extension evaluation
5.4 Questionnaire delivery - Samples
Samples are compounded by students. However, a classification of the total sample will be done
after collection of questionnaires based on samples’ brand experience and affection. The aim of this
method is to prove that using student as a study sample is acceptable if a division across experience
and affection is done in the case of brand extension evaluation. Ideally, sample size of different study
group will be controlled proportionally.
Figure 5: Sample Design
PB experience & affection Fit perception Extension evaluation General Info
Affection Experienc
e &
Knowledge
Whole Sample
Students
User
Positive Lover
Neutral Passenge
r
Negative Hater
Non-user
Positive Potensial
user
Neutral Stranger
Negative Fool
1/2
1/2
1/6
1/6
1/6
1/6
1/6
1/6
Brand extension evaluation
6 Overview of chapters
1. Introduction
1.1 Background
1.2 Research gap
1.3 Research questions and methodology
1.3.1 Research questions
1.3.2 Methodology
1.3.3 Overview (draft of the whole dissertation)
2. Theoretical background
2.1 A general view of brand extension
2.2 Brand extension evaluation
2.2.1 Characteristics of market
2.2.2 Characteristics of parent brands
2.2.3 Characteristics of extended categories
2.2.4 Brand attitude transfer theory
3. Research questions and hypothesis
3.1 Problem statement
3.2 Research purpose and hypothesis
4. Methodology
4.1 Research design
4.2 Choose of research subjects & pretests
4.2.1 Samples
Brand extension evaluation
4.2.2 Core Brand
4.2.3 Extension Categories
4.3 Procedure
4.4 Measurement
5. Result and analysis
6. Conclusion
6.1 Summary
6.2 Implication for theories
6.3 Implication for management
6.4 Limitation and future development
References
Brand extension evaluation
7 Plan of work
Brand extension evaluation
Reference
Aaker, D. A., & Keller, K. L. (1990). Consumer evaluations of brand extensions. Journal of Marketing,
54(1), 27–41.
Alba, J. W., & Hutchinson, W. J. (1987). Dimensions of consumer expertise. Journal of Consumer
Research, 13(411-454).
Bhat, S., & Reddy, S. K. (2001). The impact of parent brand attribute associations and affect on
brand extension evaluation. Journal of Business Research, 53, 111–122.
Boush, D. M., & Loken, B. (1991). A process-tracing study of brand extension evaluation. Journal of
Marketing Research, XXVIII, 16–28.
Broniarczyk, S. M., & Alba, J. W. (1994). The importance of the brand in brand extension. Journal of
Marketing Research, XXXI, 214–228. Retrieved from http://www.jstor.org/stable/3152195
Brucks, M. (1985). The effects of product class knowledge on information search behavior. Journal of
Consumer Research, 12(1), 1–16. doi:10.1086/209031
Czellar, S. (2003). Consumer attitude toward brand extensions: An integrative model and research
propositions. International Journal of Research in Marketing, 20(1), 97–115.
doi:10.1016/S0167-8116(02)00124-6
Davidson, A. R., & Yantis, S. (1985). Amount of information about the attitude object and
attitude-behavior consistency. Journal of Personality and Social Psychology, 49(5), 1184–1198.
Brand extension evaluation
Fabrigar, L. R., Petty, R. E., Smith, S. M., & Stephen L. Crites, J. (2006). Understanding knowledge
effects on attitude-behavior consistency: The role of relevance, complexity,and amount of
knowledge. Journal of Personality and Social Psychology, 90(4), 556–577.
doi:10.1037/0022-3514.90.4.556
Gierl, H., & Huettl, V. (2011). A closer look at similarity: The effects of perceived similarity and
conjunctive cues on brand extension evaluation. International Journal of Research in Marketing,
28(2), 120–133. doi:10.1016/j.ijresmar.2011.01.004
Hem, L. E., & Iversen, N. M. (2009). Effects of different types of perceived similarity and subjective
knowledge in evaluations of brand extensions. International Journal of Market Research, 51(6),
797–818. doi:10.2501/S1470785309200979
Kapoor, H., & Heslop, L. A. (2009). Brand positivity and competitive effects on the evaluation of
brand extensions. International Journal of Research in Marketing, 26, 228–237.
doi:10.1016/j.ijresmar.2009.05.001
Kaur, H., & Pandit, A. (2014). Consumer evaluation of brand extension: Empirical generalization and
comparative analysis. Journal of Empirical Generalisations in Marketing Science, 15(1).
Keller, K. L. (2003). Brand synthesis: The multidimensionality of brand knowledge. Journal of
Consumer Research, 29, 595–600.
Kim, B., & W.Sullivan, M. (1998). The effect of parent brand experience on line extension trial and
repeat purchase. Marketing Letters, 2(9), 181–193.
Brand extension evaluation
Park, C. W., Milberg, S., & Lawson, R. (1991). Evaluation of brand extensions: The role of product
feature similarity and brand concept consistency. Journal of Consumer Research, 18(2),
185–193. doi:10.1086/209251
Peterson, R. A. (2001). On the use of college students in social science research: Insights from a
second-order Meta-analysis. Journal of Consumer Research, 28, 450–461.
Rangaswamy, A., Burke, R. R., & Oliva, T. A. (1993). Brand equity and the extendibility of brand
names. International Journal of Research in Marketing, 10, 61–75.
Reddy, S. K., Holank, S. L., & Bhat, S. (1994). To extend or not to extend: Success determinants of
line extensions. Journal of Marketing Research, XXXI, 243–262.
Sheinin, D. A. (2000). The effects of experience with brand extensions on parent brand knowledge.
Journal of Business Research, 49(1), 47–55. doi:10.1016/S0148-2963(98)00116-7
Smith, D. C., & Park, C. W. (1992). The effects of brand extensions on market share and advertising
efficiency. Journal of Marketing Research, XXIX, 296–313. Retrieved from
https://archive.ama.org/archive/ResourceLibrary/JournalofMarketingResearch(JMR)/document
s/9602160654.pdf
Tauber, E. M. (1988). Brand leverage: Strategy for growth in a cost-control world. Journal of
Advertising Research, 26–30.
Völckner, F., & Sattler, H. (2006). Drivers of brand extension success. Journal of Marketing, 70,
18–34.
Brand extension evaluation
Völckner, F., & Sattler, H. (2007). Empirical generalizability of consumer evaluations of brand
extensions. International Journal of Research in Marketing, 24(2), 149–162.
doi:10.1016/j.ijresmar.2006.11.003
Yeung, C., & Robert S.Wyer, J. (2005). The Role of brand-elicited affect in brand extension
evaluations. Advance in Consumer Research, 32, 134.
Yeung, C., & Wyer, R. S. (2005). Does loving a brand mean loving its products? The role of
brand-elicited affect in brand extension evaluations. Journal of Marketing Research, XLII,
495–506. doi:10.1509/jmkr.2005.42.4.495