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ACADEMIC PAPER
1
Arden University, Coventry, UK
2
Abstract
Cumbria University, London, UK
3
Teesside University Business School,
Brand loyalty literature has mainly focused on how brands perform under normal
Middlesbrough, UK market conditions. As the business environment grows more complex, globalised,
4
London School of Commerce, London, UK and innovative, market disruptions become more prevalent. Taking a cognition‐
Correspondence based approach, this paper proposes that customers identify with brands to satisfy
Geoff Lancaster MSc, PhD, FCIM, FLCC, self‐definitional needs. A social constructivist perspective, using an inductive and case
London School of Commerce, London, UK.
Email: geoff.lancaster@lsclondon.co.uk study strategy, was used. Data generation was based on purposeful sampling, and
participants were chosen on the basis of their “lived” experience with the use of
smartphones. Four major themes were identified in the purchase of smartphones:
identity, satisfaction, brand loyalty, and brand switching. Participants' views sug-
gested that this provides them with a sense of purpose and meaning, defining who
they are and why they behave in specified ways in society, which increases their
self‐esteem. Brand switching occurs when customers are motivated to review avail-
able alternatives in the marketplace due to a change in competitive activities. Socially,
switching occurs when a customer's belief in a brand is externally influenced within
the social setting. When the boundary between the “in‐group” and the “out‐group”
is impermeable and changing, group membership is not realistic; social mobility is
not a viable strategy to cope with identity threats.
J Consumer Behav. 2019;18:463–473. wileyonlinelibrary.com/journal/cb © 2019 John Wiley & Sons, Ltd. 463
464 APPIAH ET AL.
switching is most likely to occur due to multiple alternatives and constantly evaluate and redirect its resources and capabilities
short interpurchase frequencies (Campo, Gijsbrechts, & Nisol, 2000; to maintain a strong position relative to competitors (Itami &
Goldsmith, 2000). Notably, the market for smartphones is probably Roehl, 1987).
the most dynamic of any, considering the degree and rate of change Product characteristics are likely to affect exploratory tendencies
in technology (Azize, Hakan, & Cemal, 2013; Cecere, Corrocher, & such as brand‐switching proponents and innovation in product con-
Battaglia, 2015). texts with a large number of available alternatives and a short
interpurchase frequency (Hoyer & Ridgway, 1984). These characteris-
tics include product involvement, perceived risk, brand loyalty, per-
1.1 | Smartphones market structure ceived brand differentiation/similarity, hedonism (or pleasure), and
strength of preference (Van Trijp, Hoyer, & Inman, 1996). When indi-
The smartphone market has experienced strong growth in recent
viduals are highly involved with a product and loyal to a brand, their
years mainly due to technological advancement in the industry. A
propensity to switch is likely to be lower.
MarketLine (2017) report confirmed a volume of 1,349.6 million sales
Individuals who are involved with a product have “a narrow lati-
of smartphone units in 2016, which, according to the report, repre-
tude acceptance” (Sherif & Sherif, 1967); thus, they are unlikely to
sents 92.7% of the market's overall volume in the mobile phone indus-
be persuaded to switch. Similarly, according to Sloot, Verhoef, and
try as compared with ordinary mobile devices with a sales volume of
Franses (2005), loyal consumers are less likely to switch to another
106.3 million units, which constituted 7.3% of the market total in
brand. Persuasion to switch may be manifested in the form of sales
the same year.
promotions such as offers and discounts, which have been found to
The current global smartphone market continues to be dominated
encourage switching across various product contexts (Kahn &
by a small number of large technology firms such as Apple, Samsung,
Louie, 1990).
and Huawei. Apple's smartphone market share continues to grow
Further, high perceived risk indicates that individuals are con-
across the globe, after consumers increasingly turn their backs on
cerned with losses resulting from their purchases, which leads to
competing Android devices. It realised $215,639 million in revenue
avoidance tendencies and behaviours (e.g., commitment to a brand
in 2016. Samsung particularly has seen its market share dropping
and repeat purchase behaviour), as consumers are “more often moti-
across the world, retaining revenues of $172,840 million in the year
vated to avoid mistakes than to maximise utility in purchasing” (Mitch-
2015, a decrease of 2.7% compared with 2014. Huawei's consumer
ell, 1999, p. 163). Further, perceived similarity between brands within
business segment develops, manufactures, and sells a range of
a product class indicates that individuals are likely to exhibit switching
smartphone devices, with the company recording $59,453 million rev-
tendencies, such as alternating among familiar brands within a product
enue in 2015 (MarketLine, 2017).
class (Hoyer & Ridgway, 1984).
Despite significant growth in the industry, the smartphone market
Hedonism may also encourage switching within specific categories
is changing with severe threats facing the industry (Felix, 2015). Man-
of products (Van Trijp et al., 1996). Hedonism is associated with enjoy-
ufacturers in high demand leverage their competitive advantage to
ment or pleasure that an individual derives from specific products
enable them to maintain their position in the market and a positive
(Griffin, Babin, & Modianos, 2000). Consumers are more intrinsically
brand image, to explore new revenue streams, and most importantly
motivated with products that are associated with affective (hedonic)
to achieve a sustainable product differentiation to drive sales
sensations (Hirschman & Holbrook, 1982). Thus, repeated consump-
(Gartner, 2016).
tion of such products is likely to elicit switching tendencies (Van
Trijp et al., 1996).
1.2 | Theoretical foundations Market disruptions are the major cause of brand switching. These
are major events occurring in a market that threaten customer–brand
Switching occurs when a customer is motivated to review available relationships (Appiah, Ozuem, & Howell, 2016; Fournier, 1998; Stern,
alternatives due to a change in competitive activity in the market- Thompson, & Arnould, 1998). Disruption is defined as a situation
place (Appiah, Ozuem, & Howell, 2017; Seiders & Tigert, 1997). Sim- where markets cease to function in a regular manner, typically
ilarly, Hogan and Armstrong (2001) posited that brand switching is characterised by rapid and large market declines. For instance, disrup-
about replacing an incumbent resource with a more valuable one tions in the financial markets are caused by a glut of sellers willing to
to achieve competitive advantage. Sathish, Kumar, Naveen, and trade at any price, combined with the near or total absence of buyers
Jeevanantham (2011) indicate that brand switching reflects that the at a specific time. In these circumstances, prices can decline
behaviour of consumers varies, on the basis of their satisfaction precipitously.
levels with providers or companies. Thus, brand switching can be In the financial market, disruptions can result from both physical
defined as the process of being loyal to one product or service, threats to the stock exchange or unusual trading. According to a
and switching to another, due to dissatisfaction or any other prob- report by Shapiro (2010), concerns over the financial situation in
lems. They further argue that even if a consumer is loyal to a brand, Greece and uncertainty concerning elections in the United Kingdom,
if the brand does not satisfy his or her needs, the consumer may among other things, constrained the financial market of that time with
switch to a competing brand. Therefore, management needs to implications for trading.
APPIAH ET AL. 465
participation in computer‐mediated marketing environments, Ozuem, analysis led to the identification of the themes, after which data were
Patel, Howell, and Lancaster (2017) articulated that thematic analysis broken down into discrete parts, closely examined, and compared for
provides a higher order and meaningful procedure for analysing qual- similarities and differences (Jonsson & Tolstoy, 2013; Strauss &
itative data through its identification of themes and codes. Qualitative Corbin, 1998).
APPIAH ET AL. 467
We began our analysis by identifying relevant concepts and Through application of the paradigm model, the causal condition of
segmenting them into themes and codes, seeking respondents' com- market disruptions has led to a phenomenon that represents the issue
ments that justified themes. This process exposes data and uncovers of the possibility of brand switching, which was the basis of the
thoughts, ideas, and meanings expressed by respondents. Concepts emerging theory. Indeed, the phenomenon of brand switching includes
emerged as interviews were completed, and these were recorded properties of commitment, behavioural loyalty, and attitudinal loyalty,
using conjectural memoranda that provided a snapshot of ideas at and these properties reflect views of users of smartphones.
hand, with implications for noting relationships between codes. In line with recent developments in choice modelling, identity the-
Emerging codes were examined for theoretical relevance, and only ory suggests that brand switching also serves sociopsychological pur-
concepts that showed persistent occurrence in the collected data poses besides functional utility maximisation (Rao, Davis, & Ward,
formed themes. These were identified through analysis of interview 2000). When asked if they would try other brands of smartphones,
questions and simultaneously compared until no new concepts even though they are satisfied with what they have, most participants
emerged. The analysis resulted in the emergence of four major answered that their circle of friends were users of certain brands that
themes: made it somewhat difficult to switch. Some responses from partici-
pants are noted:
• identity,
No, I won't switch; I will not use any other phone as
• satisfaction, my circle of friends are users of iPhone.
• brand loyalty, and (IT consultant)
• brand switching. In terms of recognition, I would say “yes”. It gives me a
sense of pride as I feel part of an elite group. Also,
Each theme was discussed in terms of subthemes as these related Apple phones are of high quality and that represents
to data on brand loyalty and switching behaviour from an identity the- my personality as I pay much attention to detail.
ory perspective. Table 2 summarises the themes and subthemes
(Security officer)
generated.
I'm a socially oriented person; I'm close to my friends
and that's what the FaceTime app seeks to promote.
2.2 | Brand switching I grew up in a very tight‐knitted community; we're
very close.
Hogan and Armstrong (2001) posit that brand switching is about (Student)
replacing an incumbent resource with a more valuable one to achieve
Yes, all my friends in my social network are on
competitive advantage. Sathish et al. (2011) indicate that it is con-
FaceTime and I feel that sense of belongingness
sumer behaviour where the behaviour of consumers differs on the
when I connect with friends on FaceTime.
basis of the satisfaction level of consumers with providers. Hence,
(International courier owner)
brand switching can be described as the process of being loyal to
one product or service and switching due to dissatisfaction or other Drawing from these responses, there is an indication that users of
problems. a specific brand derive their identity from affiliations with social
Major
themes Keys issues Subthemes
Identity An identity is a collection of meanings that defines a person as an Self‐concept, self‐esteem belongingness, prestige sameness,
occupant of a certain role in a social setting, affiliated to a group, oneness, congruity, congruence, likeness, uniformity, similarity,
or with certain acceptable features identifying a person as unique. alignment, and parallelism.
Satisfaction Refers to the summary of psychological states resulting when Perceived value, relish brand distinctiveness, uniqueness, content,
emotion surrounding disconfirmed expectations is coupled with pleasure, gratification, fulfilment, and happiness.
consumer prior feelings about consumption experience. Customer
satisfaction is recognised as a key influence in the formation of
future purchase intentions, thereby building resistance to brand
switching.
Brand loyalty Deeply held commitment to rebuy or repatronise a product or Attitudinal loyalty, behavioural loyalty, brand commitment,
service, despite situational influence and marketing efforts. allegiance, and patriotism.
Brand When customers review available alternatives in a marketplace with Change, revert, shift, convert, redirect, divert, and reverse.
switching aims to change due to variations in competitive activity,
dissatisfaction with incumbent product, or other problems.
468 APPIAH ET AL.
groups. Most participants said they would stick with their current as an act of recommendation, and as the scale of the relationship
smartphone because they have used other brands of smartphones (Homburg & Giering, 2001). Most participants admitted they were
before and they believe theirs is unique. They are not motivated to loyal to their incumbent brand provider.
switch, which is evidence that they value such membership and distin- Attitudinal loyalty is about capturing the emotional and cognitive
guish themselves from those who do not share such affiliations, components of brand loyalty (Kumar & Shah, 2004). Oliver (1999)
forming the “in‐group” and the “out‐group.” aligns his description with this belief by defining loyalty as a deeply
held commitment to rebuy or repatronise preferred products or ser-
vices consistently in future, despite situational influences and market-
2.3 | Brand loyalty ing efforts having the potential to cause switching behaviour. This
type of loyalty represents a more long‐term and emotional commit-
Context denotes the specific set of patterns of conditions at a time ment to a brand, which is why attitudinal loyalty is referred to as
and place that interact dimensionally to create circumstances or prob- “emotional loyalty” and is regarded as being much stronger and longer
lems to which individuals respond through a blend of lasting (Hofmeyr & Rice, 2000) and has been compared with marriage
action/interaction (Strauss & Corbin, 1998, p. 132). The contextual (Albert & Merunka, 2013). A respondent commented:
conditions further answer the “why” of the phenomenon. To provide
the contextual framework for the actions and interactions, questions I am loyal, but more than that, I am engaged. I would
were as follows: say that I'm in love with the Samsung brand.
(Social worker)
1. “Would you buy this brand even if new Smartphones were This response represents attitudinal loyalty, which indicates not
launched by competitors?” only higher repurchase intention but also resistance to
2. “Would you continue to buy this brand of Smartphone irrespective counterpersuasion to switch to a new offering. It indicates resistance
of price?” to adverse expert opinion, a willingness to pay a price premium, and
a willingness to recommend the service provider or brand to others.
Contextual conditions are attitudinal loyalty, behavioural loyalty, Participants displayed this attribute by insisting they would not switch
and commitment. These contextual conditions affect the developed to any other phone.
strategies through properties of the open category of brand loyalty.
Brand loyalty is a deeply held commitment to rebuy or repatronise a
preferred product or service consistently in the future, causing 2.4 | Satisfaction
repetitive same‐brand or same‐brand‐set purchasing, despite situa-
tional influences and marketing efforts having the potential to cause These are conditions that mitigate or otherwise alter the impact of
switching behaviour (Oliver, 1999, p. 34). Indeed, participants causal conditions on the phenomena (Strauss & Corbin, 1998, p.
interviewed agreed that they did not intend to switch and would 131). These contextual conditions influence strategies. In this study,
prefer to stick with their current smartphone because they were intervening conditions were present and manifested in different situa-
used to it in terms of manoeuvrability and accessibility. Responses tions for the phenomenon. Some intervening conditions occurred
included: because of unexpected events that caused the individual to
respond to the situation in a new way through forms of actions and
I will stick to iPhone, because I used an Android phone interactions.
before iPhone, and I realised that in terms of Customer satisfaction concerns were key intervening conditions
manoeuvrability and accessibility of the functions of and included properties such as functional utility, brand uniqueness,
the phone, iPhone is unique. perceived value, and quality. The identification of the intervening con-
(Health care assistant) ditions led to posing questions:
Yes, I will buy. I feel some commitment to the brand. Hoyer, & Nyffenegger, 2011). Consumers evaluate the symbolism of
It's very durable. the brand and determine whether it is appropriate for their “selves”
(Courier owner) (Belk, 1988).
Participants were asked if the brand symbol gives them recognition
Very satisfied. Built to handle my needs.
and reflects their personality. This notion was evident from feedback
(Lecturer)
from respondents as data from most users suggested that the brand
Satisfied with quality of iPhone. Functions are easy to is not just about making money but about making a difference. This
use, and it has many features which other brands don't drives their connection with the brand, and it makes it vital to them.
have. Some responses were as follows:
(Health care assistant)
Being an iPhone user, I derive recognition and self‐
Satisfied apart from its short battery life. esteem from it. My company is an IT firm and we
(Nursery nurse) understand the need to have a top of the range
Smartphone which has the ability and functions to
Very satisfied with the quality and durability. It has lots
support our work.
of functionalities and gives me a level of freedom
(IT consultant)
which allows me to do my work efficiently.
(Lecturer) Apple is not just about making money; they are about
making a difference, so I think that's what drives my
These responses explain why organisations that focus on quality
connection with the brand and it is vital. (Dentist)
through innovation and technology are likely to disrupt the product
market with new and sophisticated products. Functional benefits, par- Yes, the iPhone brand provides recognition as it's
ticularly those based on attributes, link directly to consumer decisions prestigious in terms of style. I affirm that the brand
but are not without their limitations, because they fail to differentiate improves my self‐esteem and reflects my young
and moreover are easily replicated (Aaker, 1996a, 1996b). personality.
(Insurance underwriter)
current study confirm that the literature does not capture other non- 4 | FUTURE RESEARCH DIRECTION AND
utilitarian factors such as sociopsychological benefits. Empirical data U N D E RS T A N D I N G
from smartphone users confirmed in this study that underlining fac-
tors motivate consumers to continue buying the brands they buy. The sample size for the research was limited to 40 respondents, con-
Consistent with the above empirical evidence, the branding literature sidering the time constraint and lack of financial resources to conduct
however reveals that brands can provide self‐definitional benefits such research extensively. The time window for this study was very
beyond utilitarian benefits (e.g., Aaker, 1995, Aaker, 1996a, b; short, and the budget available for it was very limited as no external
Appiah, Ozuem, Howell, & Lancaster, 2019; Fournier, 1998; Keller, funds were allocated for the study.
2008; Keller & Lehmann, 2006), establishing that the sustainability Although collecting data from 40 participants is a fair representa-
of brand loyalty could be accomplished from an identity theory tion of smartphone users for purpose of this study, the data collection
perspective. process could have benefited from a wider participation from different
Managerially, this study provides pointers for organisations, espe- markets to provide a complete picture of consumers' purchase inten-
cially brand and customer relationship managers in terms of how to tions in those markets with varied economic and social conditions.
devise customer relationship strategies to achieve a sustainable com- The limitations of this study point towards areas to be addressed in
petitive advantage. Consumers form strong relationships with those the future. The study provides a framework for future research in
brands that they perceive to have values and personality associations the smartphone the industry, to include a more diverse population
that are congruent with their self‐concept (Sirgy, 1982; Appiah & from other markets to broaden understanding of the phenomenon.
Ozuem, 2019). Consumers appear to use brand associations to assess Again, another opportunity for further research revolves round the
congruence between their “selves” and the brand. fact that the theoretical underpinnings were successful in explaining
Drawing on the above, this study suggests that the consequences the influence of disruptions on brand loyalty from a marketing per-
of implementing these identity strategies would enable brand man- spective, and it is expected that this theory could be used in other dis-
agers or organisations to withstand disruptions in competitive markets ciplines, such as politics, to examine voter loyalty to specific political
and lead to high brand advocacy among consumers through positive parties.
brand image and word of mouth. This further mitigates brand
switching during market disruptions in competitive markets. ORCID
In the marketing context, the narrative analysis by Stern et al. Geoff Lancaster https://orcid.org/0000-0002-8472-238X
(1998) of marketing relationships implies that customers may switch
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10.1108/ITP‐09‐2016‐0212 AUTHOR BIOGRAPHIES
Oliver, R. L. (1999). Whence consumer loyalty? Journal of Marketing, 63 Dominic Appiah is a lecturer at Arden University, London, where
(10), 33–44. https://doi.org/10.1177/00222429990634s105 he teaches marketing, information technology, and business man-
Osei‐Frimpong, K., & McLean, G. (2018). Examining online social brand agement. His recent publications have focused on resistance to
engagement: A social presence theory perspective. Technological brand switching in the smartphone industry. His research more
Forecasting and Social Change, 128C, 10–21.
generally investigates the dynamics of smartphone and consumer
Oswald, L. R. (1999). Culture swapping: Consumption and the purchase intentions. Dominic has a PhD in Marketing from
ethnogenesis of middle‐class Haitian immigrants. Journal of Consumer
Plymouth University, an MBA from the University of Wales (UK),
Research, 25(3), 303–318. https://doi.org/10.1086/209541
and a Bachelor of Arts (Politics and Philosophy) from the Univer-
Ozuem, W., Howell, K. E., & Lancaster, G. (2008). Communicating in the
new interactive marketspace. European Journal of Marketing, 42(9/10), sity Ghana.
1059–1083. https://doi.org/10.1108/03090560810891145
Ozuem, W., Patel, A., Howell, K., & Lancaster, G. (2017). An exploration of Wilson Ozuem is a senior research fellow at the University of
consumers' response to online service failure initiatives. International Cumbria. He teaches and researches communications issues in
Journal of Market Research, 57(1), 97–115. computer‐mediated marketing environments (CMMEs), particu-
Ozuem, W., Thomas, T., & Lancaster, G. (2016). The influence of customer larly on marketing communications and the technology of fashion.
loyalty on small island economies: An empirical and exploratory study.
The results of his research have been published in scholarly
Journal of Strategic Marketing, 24(6), 447–469. https://doi.org/
10.1080/0965254X.2015.1011205 journals and conference papers, including European Journal of Mar-
Sathish, M., Kumar, K. S., Naveen, K. J., & Jeevanantham, V. (2011). A study Anglia Ruskin University, and Postgraduate Degree in Educational
on consumer switching behaviour in cellular service provider: A study Research from the University of Cambridge.
APPIAH ET AL. 473
Professor Kerry E. Howell holds the Chair of Governance at Plym- was part‐time chairman of a corporate communications group that
outh University Graduate School of Management. Through his was in receipt of the Queen's Award for Exporting. He was a
studies, Professor Howell has generated scholarly expertise in senior examiner to the Chartered Institute of Marketing for 18
areas relating to methodology, governance, ethics, and leadership years and is in receipt of a fellowship from the London Chamber
and written research texts with Nova Science Press, Palgrave of Commerce & Industry for services to business education. He
McMillan Press, and Sage Publications. Professor Howell has pro- has completed marketing consultancy projects for a number of
duced numerous refereed journal articles and managed consul- blue chip international companies.
tancy and funded research projects for various public and private
sector institutions. He is currently the Chair of the Public
Administration Committee (PAC) and member of the Joint
How to cite this article: Appiah D, Ozuem W, Howell KE,
University Committee (JUC).
Lancaster G. Brand switching and consumer identification with
brands in the smartphones industry. J Consumer Behav.
Professor Geoff Lancaster's research interests are customer rela-
2019;18:463–473. https://doi.org/10.1002/cb.1785
tions and corporate social responsibility. He has published numer-
ous papers and marketing and research methods textbooks. He