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Writer's picturePaul McCarney

Creating a PiTPoV

Developing a Point in Time Point of View ('PiTPoV") is a technique I have used for a while now to create a directional perspective on a variety of things. Often business trends, regularly technology and invariably concepts where I am trying to make sense of something.


A PiTPoV is a sequential set of evidence based points, where each point is, hopefully, independently correct but relates and expands on the previous point. These are often all bound by a common theme or thesis, leading to a final perspective.


In the COIVID era, I was challenging myself to advance the skill and write PiTPoV's on the various ideas that came along. Here is an example to give you a sense on how I have tried to develop various thesis's over time;


Starting hypothesis; The 'creator economy' is just starting, but social media influencers margin is declining. What can be done to improve their economics.


Idea to test: Create a business that leverages social media influencers audience for their capital gain into a fashion accessory products that they partially own.


Product idea: Create a premium shoelace brand to enable aspiring fashion-conscious millennials access to an affordable element of their footwear


Point in Time Point of View;

  • Prestige and ego has always been a key driver of fashion

  • Increasingly fashion is being led by younger generations first

  • Those younger generations are seeing shoes and sneakers as the premium expression of their fashion

  • That premium sneaker trend is being fuelled by social media influencers, accelerating demand

  • That increasing demand and premium attribution has seen sneakers increase their price elasticity

  • That price elasticity has seen an increase in product diversity and many premium brands (and influencers) have successfully launch products, given higher margins.

  • That product diversity has extended to shoelaces functionality like, elasticity, strength, no-tie, colour and aglet.

  • BUT, we are yet to see that extend to a premium brand shoelace.

  • A premium brand shoelace would allow less wealthy millennials, Gen Z and Gen Alpha (and their parents) to afford a premium accessory on a non-premium sneaker.

  • For this cohort, in the age of social media, participating in a premium market is increasingly becoming synonymous with their online persona, and their ego (sadly)

  • Creating that aspirational relationship (between premium product and ego) is a role that is increasingly driven by social media influencers

  • Those social media influencers only commercially participate via affiliate / media fees. I.e; transactional fees (CPM, CPA, etc) or retainer

  • Those fees do not include the brand value exhaust or life time value of the customer to the advertiser

  • All that asset value cumulates onto the advertisers balance sheet and is significantly greater than any fees paid to influencers.

  • For those influencers to participate in the asset upside they need to own some equity in the promoted product.

  • Owning equity in the product may marginalise credibility of their recommendations and lower their consumer conversion rate.

  • That credibility could be maintained if they anonymously owned units in a discretionary unit trust that owns part of the equity any new created brand

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