RDD Associates Learning Academy Case Study Template (Course date: October 16, 2014)
Why do we need RDD case studies? Summarizing and sharing key business findings will help make RDD stronger. Examples may include:
Identify Pursuit of Business Opportunities
New Brand and Item Launches
New Promotional Strategies, Price Points and Vehicles
New Technology Applications & Usage
New Marketing Platforms (Digital, RDD Themed Events)
Help Identify What Will Work & What Will Not
Great/Consistent Way to Share Ideas and Good News
Original Title
RDD Learning Acad_Case Study Template 10212014.pdf
RDD Associates Learning Academy Case Study Template (Course date: October 16, 2014)
Why do we need RDD case studies? Summarizing and sharing key business findings will help make RDD stronger. Examples may include:
Identify Pursuit of Business Opportunities
New Brand and Item Launches
New Promotional Strategies, Price Points and Vehicles
New Technology Applications & Usage
New Marketing Platforms (Digital, RDD Themed Events)
Help Identify What Will Work & What Will Not
Great/Consistent Way to Share Ideas and Good News
RDD Associates Learning Academy Case Study Template (Course date: October 16, 2014)
Why do we need RDD case studies? Summarizing and sharing key business findings will help make RDD stronger. Examples may include:
Identify Pursuit of Business Opportunities
New Brand and Item Launches
New Promotional Strategies, Price Points and Vehicles
New Technology Applications & Usage
New Marketing Platforms (Digital, RDD Themed Events)
Help Identify What Will Work & What Will Not
Great/Consistent Way to Share Ideas and Good News
Collaborative Partnerships Business Solutions Leadership - Breakthrough Results
RDD ASSOCIATES Perishables Expertly Merchandised
Enterprise-wide Training, Education & Associate-development 1 Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy What is RDDs ASSOCIATELEARNINGACADEMY? An enterprise-widetraining,education&associate-developmentprocess,that: For every RDD position, identifies core skills, business processes / protocols, technology enablers and best business practices / solutions critical to delivering salesagencySERVICEEXCELLENCE Provides a comprehensive portfolio of fundamental and advanced training/education modules facilitatingassociatedevelopmentandbuilding organizationalcapacityandperformance RDD Associates Core Leadership Strategy EnterpriseSustainability - Laser focus on GROWINGOURBUSINESSES train, develop & reward VALUEDASSOCIATERESOURCESbuild momentum to ensure FUTUREENTERPRISESUCCESS! Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy [II] Key Elements & Topics [III] Applications & Utilization [IV] Reference, Recap & Next Steps What is an RDD Case Study? How do we create an RDD Case Study? Applications (Client, Customer and/or RDD-Directed) Case Study Examples Recap/Quiz Handouts & Reference Guide Next Steps & Timeline [I] Course Overview Course Overview: Definition / Purpose / Rationale What is a Case Study? Key Discussion Topics RDD CASE STUDY TEMPLATE Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy What is a ? Aprocessorrecordofresearchactivity,inwhichdetailed considerationisgiventothedevelopmentofa particularperson,group,orsituation overaperiodoftime *Situation *Insights *Program/Strategy *Results RDD BUSINESS SOLUTION RDD CASE STUDY: -Informative,yetBrief -TransferrableApproach -ShareGoodNews! Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy SUMMARIZE and SHARE Key Business Findings that will help make RDD stronger Examples may include: Identify Pursuit of Business Opportunities New Brand and Item Launches New Promotional Strategies, Price Points and Vehicles New Technology Applications & Usage New Marketing Platforms (Digital, RDD Themed Events) Help Identify What Will Work & What Will Not Great/Consistent Way to Share Ideas and Good News Why do we need RDD CASE STUDIES? Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy How do we create an ? 1) SITUATION: -What is the opportunity or challenge your brand or account is facing? -List your specific objective (gain 4 new items into account X by a certain date?) -What are the barriers and challenges? 2) METHODOLOGY & INSIGHTS: -Use fact-based findings to support your opportunity -Give current state of the business and background information to help your cause -Use IRI data, panel data, Feature Vision, Storeflix, PPI (if applicable) -Use visuals when possible (Chart, Graph) -Create a story of that backs up your objective -Create a story that explains what you want to accomplish 3) STRATEGY/PROGRAM/RECOMMENDATIONS: -What is your course of action? What type of program was run? -Do the insights support your opportunity? 4) RESULTS: -What did you find? What were the results? -Is this a success story? Time to share! Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Enterprise-wide Training, Education & Associate-development 7 Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Situation The St. Patricks Day timeframe offers an incremental sales opportunity for the Baileys brand Strategy Utilize the holiday timeframe to leverage both the circular and Shoprite.com to create an exciting consumer theme: Celebrate this St. Pattys Day at Shoprite.com by entering to win a VIP trip to Ireland, courtesy of Baileys Coffee Creamers Program Ran March 8 th through March 29 th : Front page week of 3/9 ad highlighting Baileys 16 oz at half price: 2/$3 Inside circular ad slick highlighting Baileys Trip Offer, new Baileys flavors and a digital coupon available at Shoprite.com Shoprite digital E-Coupon for $1 off 2 (limit one for redemption) Shoprite.com advertisement highlighting the sweepstakes with a link to the landing page for electronic entry Prizes:Grand Prize: a 6-night, 7-day trip for 2 to Ireland Twenty (20) First-Place Prizes: A branded Baileys gift pack: -A Baileys branded Contigo travel mug -A Baileys branded tote bag -Two (2) coupons for free Baileys Creamers 8 SHOPRITE - ST. PATRICKS DAY March 2014 Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy 9 SHOPRITE - ST. PATRICKS DAY May 2014 Results: Baileys saw a volume increase of +26.5% vs YAG during the campaign period This growth was greater than all other brands The contest drove strong interest among Shoprite consumers: In total there were 2,323 entries into the contest (over 3 weeks) with 1,718 unique entries A Grand Prize winner from New York was awarded, and accepted, the trip to Ireland 20 First-Prize winners have selected The E-Coupon averaged over 2,000 downloads/day and had a 30% redemption rate This was a highly successful promotion for the Baileys brand which helped to drive volume growth, as well as excitement for the brand! 26.5 15.8 (23.7) (20.8) (30.0) (20.0) (10.0) 0.0 10.0 20.0 30.0 BAILEYS Creamers Total Coffee Mate Int'l Delight Private Label % Volume Chg vs. YAG TOTAL Wakefern RMA Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Situation NFL tailgating season offers terrific opportunity to leverage RDD brand portfolio for a major thematic synergy promotion Objective Design & activate a digitaltailgatingpromoat ShopRite that targets & incentivizes shoppers to purchase participating RDD tailgating brands either via ShopRite from Home service or in-store Insights SRsTopfromHomeandTop30segmentsareprimarily familyshopperslikelytoTailgateatHome; digital program facilitates shopper promo across multiple brands in multiple perishable departments; ShopRite from Home segment growing & natural tie-in for Tailgating at Home theme Strategy - 1) 10/5/13 targeted emails to 25,000 Top from Home shoppers & 225,000 Top 30 shoppers who historically purchase tailgating products; engage with For You email blast and option to load to Price Plus Card instant savings offers and to submit sweepstakes entry. 2) Shopper Instant Savings Offer(s) available to load 10/5/13 thru 10/12/13; 3) Loaded Instant Savings Offer(s) must be redeemed by 10/12/13; 4) Participating sponsor brands may provide optional digital coupon offers Program $10 instant savings with purchase of $20 sponsor brands using SR from Home ; OR $5 instant savings with purchase of 5 sponsor items; plus entry into Tailgating at Home sweepstakes; plus sponsor brands have option to offer a SR digital product coupon running 10/13 10/25/13 10 ALL*STAR TAILGATING AT HOME Oct 13 Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Results The November In-Store (Buy 5 Items/Get $5) Promotion generated and 2,578 redemptions and the October From Home (Buy $20, Save $10) generated 1,755 redemptions. This was the first multi-vendor digital promotion of its kind at ShopRite and saw participation from 11 RDD Vendors. The event concluded with ShopRite and RDD Vendors attending the Jets Taste of NFL Dinner. 11 ALL*STAR TAILGATING AT HOME Oct 13 Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Situation Significant opportunity exists to expand current distribution of Lifeway items in Ahold supermarkets by closing distribution voids on authorized items. Strategy Calculate the potential sales opportunity on five (5) dairy-set authorized items at 95% ACV. The remaining items that show void opportunities are calculated at an adjusted target distribution level (25 to 80%, depending on current distribution). Insights: Based on the projections and adjusting for possible SKU cannibalization, we project an $810 K retail sales opportunity for Lifeway at Ahold (an +18% increase). Lifeway Retail Void Opportunity at Ahold - April 2014 Projections based on IRI 52 Weeks Ending 4/20/2014 Banner Current Annual Lifeway $ Sales Projected Increase Based on ACV Targets Adjust Projections for Cannibalization (est. 50%) Adjusted Potential Annual Lifeway $ Sales % Increase in $ Sales S&S NY 1,171,434 $ 538,838 $ 269,419 $ 1,440,853 $ 23.0 S&S NE 1,241,824 $ 421,543 $ 210,771 $ 1,452,595 $ 17.0 Giant C 1,074,618 $ 482,883 $ 241,442 $ 1,316,060 $ 22.5 Giant L 1,067,418 $ 173,133 $ 86,567 $ 1,153,985 $ 8.1 Total Ahold $4,555,294 $1,616,398 $ 808,199 $5,363,493 17.7 Result RDD appointed the broker for Lifeway at Ahold. Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Situation Opportunity exists to add two (2), 32 oz Hood Country Creamer items at Wakefern / ShopRite and PriceRite. The two skus are: Plain and Fat Free. Items resemble CoffeMate and Private Label, but will have a lower retail price. Insights The items perform well where they are carried. Plain ranks 26th in category dollar sales at the #2 supermarket in NY and 8 th at the #1 supermarket in New England. Fat Free sku ranks 56 th at #2 NY chain and 28 th at #1 NE chain. Items are an EDLP offering. CoffeeMate everyday price is $3.79 at #1 NE Chain, compared to $1.89 for Hood CC. Hood CC has a 1.8 dollar share at #2 NY chain, and a 4.2 share at #1 NE chain. Creamer category does $45MM annually at ShopRite. Hood CC Plain ranks #6 in the category based on dollars per point of distribution Within the category, Hood CC Plain ranks 3 rd in item exclusivity (31.9%) and 11 th in units per store (Wakefern PPI). Hood CC low everyday price would offer an appealing, economic alternative choice for ShopRite and PriceRite consumers and also tracks well with SNAP shoppers. Strategy/Recommendation The items have the potential to be a good fit at Wakefern. Brand share would most likely be higher than #2 NY chain (but below #1 NE chain). Achieving a 2.5 dollar share would mean $1.4MM in annual brand sales, putting both Plain and Fat Free in the chains top 20 Creamer items. Results- The items have been accepted at Wakefern Hood Country Creamers- May 2014 Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Situation Examine ad history to gain an understanding of how a recent reduction in feature activity is affecting the Cottage Cheese, Sour Cream and Deli Mozzarella categories. Objective Examine the ad history of three specific scenarios to gauge effect on respective categories: Friendship ads (Sour Cream and Cottage Cheese) at S&S NY over the latest 12 months. Galbani ads on 16 oz Deli Mozzarella log 16 oz at Shoprite over the latest 6 months. Methodology Run Feature Vision report on each scenario and summarize results in an excel pivot table to include retailer, brand, size, sale price and number of ads at each sale price. ResultsReductioninourclientsadshasledtoourcompetitionbeing moreaggressive For Sour Cream: Friendship 16 ounce had 2 ads at S&S NY over the latest 12 months, while competitors Breakstone 16 ounce and Daisy 16 ounce had 12 ads each. For Cottage Cheese: Friendship had 2 ads at S&S NY over the latest 12 months, while Daisy had 6 ads and Breakstones Doubles had 11 ads. For Deli Mozzarella: Galbani 16 ounce log had 1 ad at Shoprite over latest 6 months, while Biazzo 16 ounce 4 ads and Belgioioso 16 ounce had 6 ads 14 MARKET TRACK Friendship and Galbani ads for 2013 Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Lets Apply the RDD Case Study Approach Lets recap what an is: Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Lets recap what an is: Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Lets recap what an is: Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Lets recap what an is: Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Lets recap what an is: Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Lets recap what an is: Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Share internally at RDD By 11/14/14 By 11/21/14 By 12/5/14 Work through the case study template to build an example for 2014 Select one client and customer program for which to apply the RDD CASE STUDY technique Moving aheadRDD CASE STUDYimplementation Expanding Skills Leveraging Thought Leadership Sharing Best Practices Building Performance RDD Associate Learning Academy Any Questions, Comments or Ideas? Thank you for your participation!!! Moving aheadRDD CASE STUDYimplementation