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Woodbury School of Business Working Paper 2-10
Defining Brand Tribalism
Harry A. Taute Assistant Professor of Marketing
Woodbury School of Business Utah Valley University
600 W. University Parkway, Orem, UT 84058 Phone: 801-863-8227 Fax: 801-863-7218
Email: [email protected]
Jeremy J. Sierra Assistant Professor
Department of Marketing McCoy College of Business Administration
Texas State University – San Marcos 601 University Drive, San Marcos, TX 78666
Phone: 512-245-3819 Fax: 512-245-7475 Email: [email protected]
Robert S. Heiser
Assistant Professor of Marketing School of Business
University of Southern Maine Box 9300, Luther Bonney 216, Portland, ME 04104
Phone: 207-228-8364 Fax: 207-780-4662 Email: [email protected]
Please send all correspondence regarding this manuscript to Jeremy J. Sierra.
© 2010 by Harry A. Taute, Jeremy J. Sierra, and Robert S. Heiser
Defining Brand Tribalism
ABSTRACT
Much of the current popular and academic literature on branding suggests that marketers should
develop deeper, more affective, relationships with their customers. Some authors suggest that
competitive advantage can no longer be sustained on the basis of product attributes and
perceived positions; today’s consumers want products and brands they feel are part of them and
they can be a part of. Brand managers are advised to allow the consumer to co-create the brand
and brand image; the brand community, cult, or consumer tribe facilitates the creation,
communication, and, indeed, the evolution of the brand. This may move the branding discussion
from brand culture or community to a more closely linked group of tribal members sharing more
than the brand ownership and use. This research, therefore, develops a social and anthropological
theory based measure of how closely consumers identify themselves as members of a consumer
or brand tribe. The research follows accepted measure development paradigms to arrive at a
brand tribalism scale allowing academicians and practitioners to measure, compare, and evaluate
the level of consumer identification with a product or brand.
Defining Brand Tribalism
1. Introduction
Consumers are now developing unique and vibrant relationships with their brands
(McAlexander, Schouton, and Koenig 2002) and conceptualizing the nature of these
relationships has become increasingly important (Brakus, Schmitt, and Zarantonello 2009;
Veloutsou 2007). As Fournier (1998) illuminates, brand relationships are salient in the mind of
the consumer, take a variety of forms, and have a number of life cycle variations. A singular and
important characterization of the consumer-brand relationship has been in terms of a brand
community (Cova and Pace 2006; McAlexander, Schouten, and Koenig 2002; Muniz and
O’Guinn 2001; O’Guinn and Muniz 2005; Schau, Muniz, and Arnould 2009). However,
consumer-brand relationships may also be characterized and measured in terms of brand
personality, brand attachment, brand love, and the brand experience (Aaker, 1997; Brakus,
Schmitt, and Zarantonello 2009; Carroll and Ahuvia 2006; Thomson, MacInnis, and Park 2005).
Strong brand relationships have also been characterized as cults (Atkin 2004; Belk and
Tumbat 2005; Wipperfurth 2005) and tribes (Cova and Cova 2002; Dinisio, Leal, and Moutinho
2008; Moutinho, Dinisio, and Leal 2008). In this sense, the brand unites ardent consumers in a
structured social relationship (Muniz and O’Guinn 2001); binding members together through a
shared social and interpersonal experience (Cova 1997). The consumer or brand tribe is both
internally supportive of its members and resilient to external criticism (Luedicke and Giesler
2007); yet members of tribes may have limited relationships with one another outside that
created by allegiance to the brand (Park et al. 2007). Further, loyal members of the tribe invest
time, effort, and emotion in the brand, gain a sense of shared ownership (Cova and Pace 2006),
alter the tangible and intangible characteristics of the brand through prosumption (Langer 2007),
2
and manage parts of the brand and its image (Deighton 2002; O’Guinn and Muniz 2005;
Thompson, Rindfleisch, and Arsel 2006; Wipperfurth 2005).
Much of the literature describing tribal behavior in brands relies on the postmodern or
Latin perspective (e.g. Cova 1997; Cova and Cova 2002; Cova and Pace 2006; Dinisio, Leal, and
Moutinho 2008; Moutinho, Dinisio, and Leal 2008). From this point of view, consumers seek
self-expression, self-fulfillment, and shared experiences (i.e. personal sovereignty, Holt 2002)
with the brands, products, and leisure experiences they favor (Brownlie, Hewer, and Traynor
2007; Henry and Caldwell 2007); it is the ‘linking value’ of the brand rather than utilitarian or
hedonic value (Cova and Cova 2001, p. 67). Thus, brand or consumer tribes are so designated
because they are characterized by the shared cultures, common languages, social conventions,
and shared experiences that primitive tribes were known for (Sahlins 1961). The ethnographic
nature of this research tells us much about the social structure, community interactions, and
shared experiences of specific consumer or brand tribes; however, in contrast to other aspects of
brand relationships the literature has yet to yield specific dimensions, measures, or effect sizes of
tribal phenomena.
Thus, while some brands have been characterized as cult or tribal brands and others not
(Holt 2002), these differences are currently unquantified. The purpose of this research is,
therefore, to investigate the linkage between Sahlin’s (1961) anthropological theory of tribal
behavior and today’s brand relationships. We develop a measure of brand tribalism in
accordance with six aspects of tribes advanced by Sahlin’s (1961) segmentary lineage theory as
well as Maffesoli’s (1996) conceptualization, and subsequently apply the measure in a study of
loved and loathed brands. Our procedure is consistent with scale development paradigms
proposed by Churchill (1979), and advanced by Gerbing and Anderson (1988). We begin by
3
developing a list of potential items from a review of the literature, reduce the item set through
factor analysis, and subsequently illustrate the statistical validity and reliability of the new
measure in a study of consumers’ loved and loathed brands. Our manuscript continues by
discussing how defining and measuring tribal branding contributes to the brand management and
consumer behavior research streams.
2. Brand Relationships
Consumer-Brand and consumer-to-consumer with-in brand relationships are undoubtedly
the most important discussion in brand management today (Brakus, Schmitt, and Zarantonello
2009; Veloutsou 2007). Much of the reawakening in consumer-brand relationships and the
communities these relationships build is due to research by Fournier (1998) and Muniz and
O’Guinn (2001), although other lines of research were investigating the personal and social value
of brands at about that time (Cova 1997). Fournier (1998) points to brand relationships as a
dynamic process; relationships may have a myriad of forms (e.g. kinship, friendships, affairs,
enslavements, etc.) and may take a number of life cycle paths (e.g., biological, passing fling,
roller-coaster, stable maturity, etc.). In introducing brand communities, sociological thought on
communities is extended to include those who are allegiant to a brand; members brought together
with a ‘shared consciousness, rituals and traditions, and a sense of moral responsibility’ (Muniz
and O’Guinn 2001, p. 412). Others see the significance of brand relationships as uniting those
emancipated from the dominance of modern marketing and the culture of individualism (Cova
1997, Maffesoli 1996).
Much of the literature on brand communities takes an anthropological and sociological
view (Thompson 2004); rather than a physical place, of the brand in the community
(McAlexander, Schouten, and Koenig 2002; Muniz and O’Guinn 2001). The idea of community,
4
as opposed to modern urban culture, is one of familiarity and respect, where everybody knows
everybody; communities are bonded emotionally through shared values and ideals (Maffesoli
1996; Muniz and O’Guinn 2001). An additional distinction can be made between the
functionality of an individual in modern society and the social role of the person in his or her
community (Maffesoli 1996, emphasis added); people of the community are conscious of a
difference between themselves and others, share unique customs and traditions, and feel a sense
of moral responsibility for each other and the community as a whole (Muniz and O’Guinn 2001;
O’Guinn and Muniz 2005).
The brand community research thus suggests that in order to build truly lasting
relationships, the brand must be seen as a worthy relationship partner (Fournier 1998). Where the
brand relationship was once conceived primarily as interactions between the company and its
customers, brand relationship discussions now include customer interactions with other
customers, the product itself, the brand, and the marketing entity (McAlexander, Schouten, and
Koenig 2002). Consumption or brand communities may differ as local, regional, national, or
global entities, may involve relatively minor to intense social contexts, and vary as to duration
(Fournier 1998; McAlexander, Schouten, and Koenig 2002). However different they may be,
however, all brand communities have unique ways of doing things, e.g., culturally accepted rules
and procedures; there are common understandings, e.g., a common vernacular, expressions, and
modes of operation; and community members are committed morally, intellectually, and
emotionally to common goals and values (Muniz and O’Guinn 2001; O’Guinn and Muniz 2005;
Schau, Muniz, and Arnould 2009).
Brands have also been shown to have a personality in the minds of their consumers
(Aaker 1997). In this sense, brands are seen as being sincere, exciting, competent, sophisticated
5
or rugged; consumers develop a relationship with the brand as a symbolic extension of their own
personalities (Aaker 1997). The personality of a brand seems to matter; brand transgressions
damage consumers’ relationships with a brand seen as sincere but may help brands with an
exciting image (Aaker, Fournier, and Brasel 2004). Research has also shown that individuals
who believe that personalities can be modified tend to accept brand extensions more readily
(Yorkston, Nunes, and Matta 2010). The influence of brand personality has been demonstrated in
sports (Braunstein and Ross 2010; Heere 2010), student support of universities (Sung and Yang
2008), consumer goods (Thomas and Sekar 2008), retailers (Zentes, Morschett and Schramm-
Kleine 2008), and charitable giving (Venable et al. 2005). When measures of a brand’s sensory,
affective, behavioral, and intellectual qualities, e.g. the brand experience, are modeled in
conjunction with a brand’s personality, there are positive effects on brand satisfaction and loyalty
(Brakus, Schmitt, and Zarantonello 2009).
The affective side of brand relationships has been investigated as far back as Shimp and
Madden’s (1981) research; it seems that recent research on consumer behavior towards brands
has disclosed anything but reasoned economic processes and rational choice (Belk, Ger, and
Askegaard 2003). This research stream suggests that, in some cases, consumers go beyond mere
enjoyment and pleasure from products, services, and leisure activities; becoming very passionate
about them and perhaps developing an emotional attachment to this consumption (Belk, Ger, and
Askegaard 2003; Thomson, MacInnis, and Park 2005). Emotional brand attachment has been
shown to have three distinct dimensions of affection, connection, and passion (Thomson,
MacInnis, and Park 2005); although passion is thought to be both exhilarating and, at the same
time, an unsettling source of motivation (Belk, Ger, and Askegaard 2003).
6
Other research in this stream suggests that feelings for brands that have significant
hedonic and symbolic benefits which go beyond satisfaction to a declared ‘love’ and integration
of the product into the individual self concept (Carroll and Ahuvia 2006, p. 81). In this regard,
practitioners are advised that the future goes beyond branding to the creation of ‘lovemarks’
(Pawle and Cooper 2006; Roberts 2004). Zaltman (2003) concurs, insisting that today’s
consumers do not think in straight-line economic equations, often don’t know why they do
things, experience life holistically rather than dimensionally, have faulty memories, and cannot
be expected to interpret and respond to brand strategies correctly. From this viewpoint,
consumers feel their way to and bond with those brands that understand and enrich their lives,
real or imagined (Roberts 2004); consumers form relationships with brands that play a positive,
proactive role in their real and aspirational existences (Gobe 2002). In response, brand managers
are advised to understand what consumers want from the brand, allow them to manage and co-
create that brand experience, and draw these positive emotions into their way of life (Aitkin
2004; Gobe 2002; Roberts 2004; Solomon 2003; Wipperfurth 2005).
3. Brand and Consumer Tribes
Consumer tribes may be defined as “people who are devoted to a particular brand”
(Arnould, Price, and Zinkhan 2004, p. 441). From the Latin or postmodern perspective, the brand
becomes valued for its ability to link or unite consumers in a social order of their own device,
hence, a tribe (Cova 1997; Maffesoli 1996). Brands, products, and leisure activities are
consumed less for their utilitarian or hedonic values and more for their social linking value
(Cova and Cova 2002). Consumer or brand tribes depart from the typical segmentation variables
of social class, demographics, or product benefits; they are instead characterized as: a) sustained
admirers of a specific brand, b) having common traditions, stories, lived experiences, even
7
rituals, c) share a common consciousness and kinship, and d) have a felt moral obligation to each
other and the brand community (Henry and Caldwell 2007). In, addition, one of the most
important aspects of tribal groups is their common opposition towards an adversary (Kozinets
and Handelman 2004).
Cova and Pace (2006) offer a perspective on tribes as being endowed with several
characteristics: there is an ethnocentric mentality, there are ceremonies, rituals, and traditions
associated with the brand, and a there is a sense of shared commitment and responsibility to the
community. In an extensive delineation of the tribal paradigm, Maffesoli (1996, pp. 72-103)
offers six characteristics of tribes. First, there is a collective and tactile understanding of being in
the community, a material sense of belonging. Second, tribal social life is established only in
relation to the group; tribes are highly ethnocentric and one must either be for or against the
group. Third, there is a mysterious, even religious aspect to the social network which governs
group behaviors without central management (see also Belk and Tumbat 2005). Fourth, it is an
elective, affective society where the group is put before the individuals composing it. Fifth, there
is a level of mystery; tribes protect themselves, their members, and their rituals with a vow of
secrecy. Lastly, tribes may have goals and objectives, however, what is most important is the
affective effort expended to create , constitute and maintain the group itself.
Much of the research from this stream suggests that these tribal groups insist that their
brand become part of them rather than the other way around; they don’t consume-they prosume
(Firat and Schultz 1997; Kozinets 2007; Langer 2007). For instance, ‘cruisers’ find individuality
and authenticity through styling and customizing their cars as well as social affiliation from
informal gatherings (Brownlie, Hewer, and Traynor 2007). The Harley-Davidson brand may be
defined as much by the people who ride it and by what they do with it as by any company
8
generated marketing efforts (Schouten and McAlexander 1995). Nutella, a well-known hazelnut
spread, empowers aficionados by hosting a web site where loyal fans shape and reshape the
brand and brand image by posting stories, images, and videos of themselves (Cova and Pace
2006). Such consumer empowerment does not come without risks; once the tribe takes control or
hijacks the brand, brands are seen as independent of the control of brand managers and the
company for better or worse (O’Guinn and Muniz 2005; Thompson, Rindfleisch, and Arsel
2006; Wipperfurth 2005).
Tribal behaviors, as well as their responses to management actions, may not always be
positive and must be planned for strategically (Thompson, Rindfleisch, and Arsel 2006); the
global anti-branding, anti-commercialism movement is an increasingly disruptive social force
(Holt 2002). For example, management eventually had to respond to grassroots’ protest sites and
successful hacking attempts in protest of Nike’s employment practices (Holt 2002; Solomon
2003). Newton brand aficionado’s worked tirelessly to keep an outdated technology alive long
after Apple had abandoned the brand (Muniz and Schau 2005). When Quaker tried to mass
market the acquired brand Snapple, tribal response was decidedly negative and quite vocal
(Deighton 2002). Research also indicates that relationships with those brands thought of as
sincere suffer after a perceived brand transgression while relationships with those brands
perceived as exciting may be enhanced by such actions (Aaker, Fournier, and Brasel 2004).
Consumer tribes have been delineated in such diverse markets as motorcycles (Schouten
and McAlexander 1995), computer products (Muniz and O’Guinn 2001; Muniz and Schau
2005), cars (Brownlie, Hewer, and Traynor 2007; Muniz and O’Guinn 2001) and sports (Cova
and Cova 2002; Dinisio, Leal, and Moutinho 2008; Moutinho, Dinisio, and Leal 2008; Taute,
Sierra, and Heiser 2010). More importantly, whether you take the postmodern or Latin
9
perspective (Cova 1997; Cova and Cova 2002; Cova and Pace 2006; Dinisio, Leal, and
Moutinho 2008; Henry and Caldwell 2007; Moutinho, Dinisio, and Leal 2008) or an
anthropological or sociological view (McAlexander, Schouten, and Koenig 2002; Muniz and
O’Guinn 2001; Taute, Sierra, and Heiser 2010), consumer tribes have distinct cultures, attitudes,
social relationships and behavioral characteristics. However, since most of the research has
centered on interpretive studies of individual brand communities and tribes, there exists no
definitive dimensions or measurement characteristics independent of the context in which they
are inductively generated.
4. Segmentary Lineage
Sahlins (1961) proposed a theory of segmented lineage to explain the predatory behavior
of tribes. This theory describes tribes as social-cultural-ethnic entities and different from political
organizations; tribes are more organized by threat than by cohesive political or social structure
(Sahlins 1961). The behavior of highly brand allegiant consumer tribes may be analogous to
tribal behavior in that primitive tribes had basic characteristics in common with the
characteristics of current consumer communities and brand tribes described in the academic and
popular literature (Atkin 2004; Fournier 1998; Maffesoli 1996; Muniz and O’Guinn 1995;
O’Guinn and Muniz 2005; Wipperfurth 2005).
First, there is segmentary lineage, a linearity or common thread that binds segments of
the tribe together. In the primitive tribes studied, this association was hereditary as, for the most
part, primitive tribes were descendants of a few family groups banded together (Sahlins 1961). In
postmodern terms, Maffesoli (1996) suggests that consumer or brand tribes are similar to rural
agrarian communities of the 1700-1800’s, where the descendants of a few founding families
worked and lived. The brand tribe is thus characterized as a close knit, affectively joined society
10
which exists without effective central control or government (Cova and Cova 2002; Maffesoli
1996). For example, users of Apple products may be linked through the use of a certain product
(e.g., Muniz and Schau, 2005) or as a member simply of Apple brand aficionados whether they
use a Mac, iPhone, or iPad. Other authors suggest that brand allegiances may be formed in
childhood by social and cultural conditioning then passed from generation to generation
(Blumenthal 2005, Moore and Wilkie 2005; Roberts 2004).
Second, while members of primitive tribes shared a sense of oneness, there was great
social and economic sovereignty among the respective tribe members (Sahlins 1961). Current
conceptualizations of brand tribes suggest there is a broad range of social contexts; members
may be on an intimate basis or share little other than the brand (McAlexander, Schouten, and
Koenig 2002). Consumer tribe members may come from a myriad of backgrounds with their
affection for the brand as the only thing linking them (Cova 1997), and segments of the tribe can
be easily identified as different from other, segments of the tribe’s brand e.g. surfers, surfing
fans, and less authentic imitators (Moutinho, Leal, and Dionisio 2007). Cova and Cova (2001)
suggest that tribal members have a feeling of identification with other brand members; this may
include conspicuous use of the product, identifying apparel, or some sort of badging (Cialdini et
al., 1976).
Third, primitive tribes had limited sociability and the normal state of affairs is toward
political fragmentation (Sahlins 1961). However, the common thread that binds them allows
them to coexist in relative harmony without a permanent social structure in place, yet band
together to achieve common objectives or celebrate through rituals and ceremonies. Current
behaviors akin to these tribal manifestations are activities such as participation in a virtual
community for a brand (Cova and Pace 2006) or as a brandfest participant (McAlexander,
11
Schouten, and Koenig 2002). Discussants of consumer tribes describe a shared religiosity where
symbols and ceremonies give the group a shared meaning (Cova and Cova, 2001). Cova and
Cova (2002) suggest that tribes cannot rely on authority to maintain their community and social
structure; hence tribal brands are often described as co-created by the company and the
community (Schau, Muniz, and Arnould 2009).
The fourth aspect suggests, however, when in competition for resources or under threat,
there is a tribal massing effect, where members will band together to oppose a stronger tribe or to
take advantage of another weaker tribe (Sahlins 1961). Modern day examples of tribal behavior
where any opposition between groups extends automatically to any and all members of other
tribes include football fans (Taute, Sierra, and Heiser 2010), motorcycles (Schouton and
McAlexander, 1995) and electronic devices (Muniz and Schau 2005). O’Guinn and Muniz
(2005) suggest that this opposition to other brands is a crucial aspect of brand communities or
tribes; members may also turn against the company when brand community members feel
betrayed by the company (e.g. Deighton 2002) or act as double agents (Cova, Kozinets, and
Shankar 2007).
Fifth, there is structural relativity in which the members are essentially peers; leadership
is relatively weak at the tribal level yet members tended not to think of themselves as a people
but the people (Sahlins 1961). The group thus forms a social identity (Tajfel and Turner 1985);
members self-identify with the group such as when fans use the term “we” when they speak of
their favorite team (Cialdini et al., 1976). Maffesoli (1996) suggests that the creation and
continuation of the tribe is the most important social function of micro-groups in today’s
postmodern environment. Muniz and O’Guinn (2001) refer to this aspect of tribes as the sense of
inclusion in the in-group; Cova and Cova (2001) refer to this trait as group narcissism. Other
12
descriptions of such tribal behaviors outline a distinct class structure; true believers can be
distinguished from “wanna-be’s” (Moutinho, Dionisio, and Leal 2007)
Lastly, the tribes see themselves as having no boundaries or limitations imposed by other
social structures, and can only be described as ethnocentric (Sahlins 1961). Physical boundaries
such as mountains or rivers were common for ancient tribes; in today’s tribes the boundaries are
conceptual (Cova and Cova 2002), particularly in tribes organized and perpetuated on the
internet (Bagozzi and Dholakia 2002). Each tribe is a culture unto itself, members have their own
language, conventions and customs; rejecting the norms imposed by other cultures (Brownlie,
Hewer, and Treanor 2007). Tribes are an elective sociality where individuals freely associate
without centralized management; in fact, much of tribe formation may be a response to market
capitalism and the strictures of modern society (Maffesoli 1996).
5. Item Generation
Both Sahlin’s (1961) anthropological description of primitive tribes and Maffesoli’s (1996)
postmodern view of consumer tribes hold that there are six distinct attributes of tribes and tribal
behavior. While there are differences in these views, the research streams built upon such
sociological and anthropological theories have much in common. Consistent with Churchill’s
(1979) measure development paradigm, we therefore turned to the literature on brand
community, brand tribalism, and social identity theory for items indicative of tribes and tribal
behaviors.
Muniz and O’Guinn (2001) suggest that brand communities exhibit at least three
attributes of pre-industrialized society: members are conscious of a bond between themselves,
they share rituals and traditions, and there is a shared sense commitment to one another and the
brand. Algesheimer, Dholokia, and Herrmann (2005) develop a five item measure of
13
identification with the brand community; this construct is consistent with their shared social
identity (Tajfel and Turner 1985) and an adversarial relationship to other competing brands
(Taute, Sierra, and Heiser 2010). The literature on brand community suggests that brand
relationships exists between the individuals, the product itself, representations of the brand, the
company, and other brand owners (McAlexander, Schouten and Koenig 2002).
In adopting the tribal brand metaphor, Cova and Cova (2002) reject the modern construct
of community as denoting a body of people aggregated by residence, occupation, or interest. For
them, the modern community construct is devoid of the emotion, passion, and feelings which
exemplify consumer and brand tribes (Cova and Cova 2002). In this sense, consumer tribes
essentially reconstitute archaic value systems including a more local sense of group
identification, morality, and ethnocentrism; tribes are held together by shared emotions,
lifestyles, and consumption behaviors (Cova and Cova 2001). This line of research suggests that
tribes may be defined as any group of people having interests in a specific brand or product
through which they create a distinct society with its own ‘myths, values, rituals, vocabulary and
hierarchy’ (Cova and Pace 2006, p. 1089).
Both the brand community and consumer tribalism research streams point to social
identity theory as fundamental to the formation and description of these social orders
(Algesheimer, Dholokia, and Herrmann 2005; Moutinho, Dinisio, and Leal 2008). According to
social identity theory, social group members self-identify with the group and hold themselves out
as representative of the group; in turn modeling their attitudes, emotions, and behaviors
according to group norms (Tajfel and Turner, 1985). These normative controls solidify group
membership and define the group’s unique position in society (Reed, 2002; Tajfel, 1978; Tajfel
and Turner, 1985). In this sense, consumer or brand tribes function as micro or sub-cultures
14
defined through their own shared experiences, emotions and realities (Cova and Cova 2001;
Cova and Pace 2006; Holbrook and Hirschman 1982).
Data Collection
We drew fifty-five items from the literature review.
15
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