ACTP - Environics Analytics Custom Segmentation Inquirers and Visitors from Northeast and Pacific US October 6, 2009 Catherine Pearson Vice President 416-969-2835 catherine.pearson@environicsanalytics.ca Objectives & Background Objective To update ACTP’s existing custom segmentation system to capture the most recent changes in demographics, behaviours and attitudes in Ontario. The update will include: – Identifying, locating and quantifying the segments in Northeast Region of US (NY, NJ, PA) – Identifying, location and quantifying the segments in Pacific Region US (CA, OR, WA) – Refreshing the personification of the segments Background In 2007 ACTP’s custom segmentation system were created by analysing visitors from Ontario East in Canada and the Northeast regions in the US (ME, VT, NH, CT, MA, RI, NY, NJ, PA) The following target segments were identified: • Rustic Roadies • First Class Families • Young Provincials 2 ACTP Analytical Framework ACTP Inquiries linked to PRIZM NE Simmons Respondents linked to PRIZM NE Conversion Survey Respondents linked to PRIZM NE TAMS Respondents linked to PRIZM NE Update “Target Groups” based on similarities among strong clusters Young Sophisticates Cosmopolitan Families Exurban Explorers Boomer Travelers Refresh the Target Segments using PRIZM-Linked Data Use response analysis to continually learn and fine-tune targeting and communications strategies Imaging: Bring your Target Groups to Life Reach them with the best media and message Direct Mail: Addressed and Unaddressed Targeted E-Mail Blasts Promotions in markets Mass Media with a targeted message 3 Methodology Data Sources Inquirer ACTP 2007 & 2008 Inquiries from Northeast US States and Pacific US States Zip + 4 codes Visitation • Visited Atlantic Region for Pleasure (Pst 2 yrs) TAMS Respondents (2007) • High Appeal to Visit Atlantic Region • Number of Trips to Atlantic Region Conversion Survey (2007-2008) • Likeliness to travel to Atlantic Other Sources Simmons Survey Data (2008) Claritas PopFacts (2008) Social Values Global Tourism Watch 4 Background: PRIZMNE • • • An innovative consumer segmentation system that classifies all American into one of 66 groups based on their demographics and behaviours Allows marketers to tailor products and services, and craft messages that will resonate with their target market Partners around the world 01- Blue Blood Estates 16 – Bohemian Mix 50- Young and Rustic Captures Social Group Elite Suburbs Urban Uptown Middle America Affluent Empty Nests Young Achievers Mainstream Families Urbanity Suburban Suburban Town Income Wealthy Upper Mid Lower-Mid Median HH Income $114,343 $54,237 $48,145 Lifestage Group Age Ranges 45-64 <55 25-44 Presence of Kids Mostly w/o kids Family Mix HHs w/ kids Education Level Graduate Plus College Grads High School Grads Ethnic Diversity White/Asian/Mix Wh/Bl/Asian/Hisp White/Black/Hisp. Lifestyle Traits: Shop at Saks 5th Ave Shop at Au Bon Pain Order BMG Music Spend $3K+ on foreign travel Buy Spanish/Latin music Buy infant toys Read The Economist Read Fit Pregnancy Watch Soccer Watch Nick at Nite Drive Audi A4 Drive Nissan Titan Read Washington Post Watch Golf Channel AstonMartin DB9 - Socio-economic status (not just income e.g. retirees with fixed income but high disposable income) - Regionality - Ethnic Diversity - Urbanity - Demographic changes - Behaviours - Attitudes/mindsets 5 Methodology – Creation of Segments Young Sophisticates Cosmopolitan Families Exurban Explorers ACTP Inquiries Outdoorsy Elite Simmons Respondents linked to PRIZM NE Urbane Families TAMS Respondents linked to PRIZM NE Conversion Survey Respondents linked to PRIZM NE West Coast Hip Boomer Travelers Segments were created using all data sources Emphasis was given to the Visitation information as it reflects actual travelers to the Atlantic The Inquiry and Conversion data was used to validate chosen clusters 6 Refresh and Updating of Personification Survey Data Simmons Survey Data 7 Comparison to previous study 2007 Target Segments 2009 Target Segments Comparison 2009 Target Segment is: Young Sophisticates Young Provincials Mainly young singles and couples living in rented city apartments where only a third of households contain children A mix of young singles and married couples with children, leading active freewheeling lifestyles, living in midsize to large cities Rustic Roadies Alike: -Enjoy urban culture (galleries, architecture and historical sites -Look for value in their travel deals 2009 Target Segment is: Exurban Explorers Mostly Blue-collar households, a mix of empty-nesting couples and middle-aged families with teens living in predominantly exurban communities Different: -Higher Income -Presence of kids -Look for young family friendly venues Upscale empty nest couples with the means and time to travel This group lives outside of large urban cities in stable subdivisions Outdoorsy Elite Well off older couples without kids, living in second cities and towns Prefer outdoor activities over cultural events Different: -Higher Income -Management and White Collar occupations, with some retirees Alike: -Living outside of urban centres -age is predominantly >55 -Nature and cultural events motivate travel destinations Different: -Higher Income -No children -Predominant age 35-54 -outdoor activities with higher price point Alike: -Living in second cities and towns -Travel to experience the great outdoors 2009 Target Segment is: First Class Families Middle-aged upscale families with mixed lifestyles, low ethnic presence, living in apartments and high value homes Cosmopolitan Families An upscale sophisticated group of wellestablished families living in New York City and its suburbs, in comfortable homes and established communities Alike: -These groups have similar descriptions -Clusters in this group represent true family lifestyles, as all clusters have children living at home 8 Northeast Target Segment Comparison Size (#, % of Region HHs) Young Sophisticates Cosmopolitan Families Exurban Explorers Outdoorsy Elite 868,209 (5.7%) 1,553,675 (10.2%) 1,964,273 (12.9%) 1,548,831 (10.1%) Younger singles and married couples with young children Affluent Well-established families with school-age and teenage kids Upscale Affluent couples with emptying/empty nests Profes sional adult couples without kids Low, some Asian Low, Asian and other groups also common Demographic Summary Lifestage Social Status Ethnicity Urbanity Top Markets Strongest Social Values Upper-middle class Upscale Low, 87% are white Very low, 91% are white Mostly urban Suburban Outside of major urban centres Secon d City/Town New York, Philadelphia, Harrisburg, Pittsburg N ew York, Philadelphia, Pittsburg, Buffalo New York, Philadelphia, Pittsburg, Harrisburg New York, Philadelphia, Harrisburg, Pittsburg Value, Index vs Canada Value, Index vs Canada Value, Index vs Canada Value, Index vs Canada Traditional Gender Identity (162) Pursuit of Intensity (183) Parochialism (144) Personal Control (146) Patriarchy (127) Multiculturalism (180) Everyday Rage (139) Ecological Concern (139) Social Intimacy (126) Global Consciousness (171) Xenophobia (138) Duty (136) Anomie-Aimlessness (33) Adaptability to Complexity (46) Traditional Gender Identity (55) Parochialism (57) Fear of Violence (65) Ethical Cons umerism (66) Acceptance of Violence (60) Just Deserts (61) Modern Racism (46) Saving on Principle (57) Meaningful Moments (76) Confidence in Big Business (62) Leisurely trips to explore city life and natural wonders Active couples' getaways to the g reat outdoors Weakest Social Values Travel Highlights Type of Trip Travel Mode Accommodations Expense Information Sources Trips to explore cities and natural wonders to educate the family Scope out most efficient way to travel, ei ther by Mainly by car, but air travel is also common car or air Strong for luxury B&Bs and hotels, as well as local All types are common and at different price poi nts cultural offerings Strong spenders Very strong spenders Strong for guidebooks, travel webs ites, past All sources, esp. strong for internet, travel guides experiences and maps Active cultural getaways and nature inspired trips Airfare and road trips are both strong Airfare and road trips are both common Moderate to strong spenders Variety of sources, guidebooks, official travel guides, trade and travel shows Strong for all types of midrange hotels, allinclusives, camping and cruises Strong spenders Most types, but especially pas t experience, friends /relatives, guidebooks, web Heavy viewers: news, movies, information shows Heavy viewers: dramas , football, comedy Midrange and luxury accommodation Media Highlights TV Radio Magazines Newspapers Internet Moderate viewers: HBO, Showtime, IFC Mod/Heavy viewers: sports, late night talk shows Lighter listeners: all news/sports, adult contemporary, alternative Heavy readers: fas hion/beau ty, music and entertainment, busines s Heavy readers of daily papers Heavy li steners: drive time and all-day, adult contemporary, news/sports, classical, jazz Heavy readers: highbrow pubs: business/finance, news, fashion Heavy readers of dailies Heavy users: research and shop for most purch ases Heavy users: h igh activity at home and work Heavy listeners: all news/sports, classical, jazz Heavy readers: sports, news/current affairs, bus iness/finance Heavy readers of daily papers M oderate users: banking, shopping, researching consumer opinions Heavy listeners: classic rock, all news/sports, country, hot adult contemp., Christian Mod Heavy readers: sportsmen's, general interest, home s ervices Mod Heavy readers of daily papers Heavy users at home and work: shop and research p roducts 9 Meet the Northeast Target Segments ACTP Segments have Core and Tactical Components Two ACTP segments have 2 components: Example: Exurban Explorers A Core Primary Group: Central to the “image” of each ACTP segment, the Core group are similar demographically, attitudinally, and behaviourally. ACTP segments are personified based on these core clusters. Isolating the Core group facilitates identifying predominant travel values in a household, while preserving homogeneity for personification A Tactical Reach Primary Group: While these clusters are similarly attitudinally to the core group, they vary demographically or by socio-economic status. Often the tactical reach group will aspire to the behaviours of the core. Young Sophisticates and Exurban Explorers contain Tactical Clusters 11 Northeast: Exurban Explorers Core Clusters 01 Upper Crust 14 New Empty Nests 09 Big Fish, Small Pond 15 Pools & Patios 10 Second City Elite 12.9% of Northeast Region Households (1,964,273) 16.5% of Northeast Region Population (6,663,849) 26 The Cosmopolitans Target Group Highlights • Upscale Empty nest couples with the means and time to travel 27 Middleburg Managers • This group lives outside of large urban cities in stable subdivisions • These well educated travelers use all sources of information at their disposal to research travel Include for Tactical Reach 38 Simple Pleasures 41 Sunset City Blues • They enjoy cultural events as well as active outdoor pursuits during non-peak travel times • Exurban Explorers are strong media users, listening to the radio while commuting and during the day, watching informational and news programs on TV in the evening and strong readers of daily newspapers and magazines 12 Northeast: Exurban Explorers Demographics & Geography Demographic Highlights Regional Composition Lifestage: Affluent older and mature empty(ing) nest couples HH Size: Almost two-thirds are two-person households (69% greater than average). Under 20% have 3+ members Housing Type: Homeowners; most have not yet downsized, having lived in their homes for over 5 years. Greater than ¼ have homes valued at $500K+, 2x the average New York Pennsylvania New Jersey 29% 42% Education: High, Post-Graduate and Bachelor’s degrees are held at rates above average for the region (47.9%) Job Type: Skilled roles in business, management, education 29% Diversity: 87% are white; other races at below average rates New York Pennsylvania New Jersey Average HH Income: Upper-middle class and affluent incomes; 78% have incomes between $50-$150K; this group is twice as likely to have incomes over $150K Lifestyle Overview The members of Exurban Explorers enjoy comfortable lifestyles mostly outside the big cities of New York and Philadelphia. Many of these households contain middle-aged and empty-nesting couples living in spacious homes in stable subdivisions. With their university degrees and positions in business and management, these Americans have deep pockets and wide-ranging interests. They’re more likely than average households to enjoy the performing arts—from ballet and opera to rock concerts and comedy shows. They have the financial wherewithal to be spectators at sports like golf, soccer and baseball. And these educated households have high rates for frequenting museums and art galleries, especially those that feature tours with interpreters and curators. State Northeast Region Total % of Households Mkt 7,184,280 47.0 4,907,949 32.1 3,178,888 20.8 Top Markets – Designated Market Areas (DMAs) Name New York, NY Philadelphia, PA Pittsburgh, PA Harrisburg et al, PA Albany et al, NY Buffalo, NY Rochester, NY Syracuse, NY Wilkes Barre et al, PA Binghamton, NY Legend Target Group Market Pene tration % of % of # of HHds # of HHds % Pen Inde x TG Mkt 1,122,564 53.61 7,527,072 47.41 14.91 113 504,897 24.11 2,968,531 18.70 17.01 129 107,828 5.15 1,161,035 7.31 9.29 70 71,619 3.42 750,314 4.73 9.55 72 69,456 3.32 558,873 3.52 12.43 94 68,280 3.26 636,909 4.01 10.72 81 44,369 2.12 391,645 2.47 11.33 86 30,847 1.47 390,037 2.46 7.91 60 30,281 1.45 598,790 3.77 5.06 38 11,119 0.53 139,161 0.88 7.99 61 Low Index (I<80) High Index (I>120) Source: Claritas PopFacts 2008, Simmons 13 Northeast: Exurban Explorers Social Values & Travel Motivations Vacations – Conditions Sought Travel-Oriented Social Values Key Travel-Related Social Values Value Index Value Adaptability to Complexity 100 Meaningful Moments Attraction to Crowds 116 Multiculturalism Culture Sampling 86 Need for Status Recognition Equal Relationship w/ Youth 110 Ostentatious Consumption Ethical Consumerism 66 Personal Challenge Global Consciousness 94 Personal Control Importance of Brand 92 Personal Creativity Importance of Spontaneity 96 Personal Escape Intuition & Impulse 91 Vitality Joy of Consumption 109 Need for Uniqueness High Index (110+) Index 76 124 79 108 110 105 83 103 94 97 Low Index (90/less) Feeling Safe Familiar culture/language As travelers, Exurban Explorers enjoy intellectually stimulating activities. Their appreciation of Multiculturalism can be seen in their fondness for travel to foreign countries where they can visit local art galleries, archaeological sites, ethnic festivals and fine arts performances. Many have an Attraction to Crowds and share their passion for cultural events, pro sports, farmers’ markets and fireworks displays. Exurban Explorers balance their cultural interests with athletic pursuits and satisfy their need for Personal Challenge through kayaking, sailing, snorkeling, skiing and mountain biking. These households express their Joy of Consumption through luxury accommodations and pricey attractions like golf and water sports. But they have a surprisingly low Need for Status Recognition and also like inexpensive activities such as swimming, hiking and mini-golf. 89 108 Cultural differences Friends/relatives live there 83 Children's activities 86 Info avl. on internet 97 Great shopping opportunities 89 Luxury accom. avl. 116 Mid range accom. avl. 116 Budget accom. avl. Social Values Overview Index on average 106 77 Vacations – Benefits Sought Do something different 114 Learn about history/culture/places 106 Enrich perspective on life Break from day-to-day 104 Relax, relieve stress 102 98 Live w/ no fixed schedule Stories to share 87 Enrich relation w/ spouse, kids Feel physically challenged/energized Pampering Index on average 106 100 90 96 Source: Environics Research, TAMS 14 Northeast: Exurban Explorers Travel Characteristics Atlantic Inquirers, Visitors, and Conversion Personal Travel Highlights Destinations: Likely to travel to domestic and international destinations that offer a range of midscale/upscale accommodation, good food, water sports, and a golf course Travel Mode: Strong for both air and car travel Accommodation: Enjoy midrange and luxury accommodation; budget lodging and camping are unlikely to appeal Activities/Attractions: All kinds of cultural activities including fine arts performances, galleries and museums, and historical sites. Seek a balance of high and low/no cost outdoor activities: swimming, golf, skiing, viewing plant or wildlife % of Inquirers within Target Group (by Destination) 40.0 % of Inquirers Type of Trip: Leisurely, educational vacations, often taking in activities in both the cities and the Great Outdoors NY NJ PA 30.0 20.0 10.0 0.0 NS NB PE NL Conversion – Going to visit % of Visitors within Target Group 28% 18% 24% 38% 58% Seasons: Schedule for best weather, enjoy off-peak fares Information Sources: Seek travel information from a variety of sources including guidebooks and official travel guides, trade and travel shows, past experience, maps, advice of friends, and internet Trip Accommodation (119) (65) New York New Jersey (233) Pennsylvania No Source of Travel Information Target Index 60 Accommodation Used 35.1 10.0 50 164 40 30 130 102.3 Hotel/Motel (past year) Camping (past year) Index 21.5 20 131 10 79 0 150 100 50 0 Tr av Users per 100 HHs 200 el Tr W av eb el si te gu s Fr id ie eb nd o o Tr s/ ad Re k s e/ la t Tr av iv es el S TV how s Pr og ra In m fo s TV re ce A iv ed ds Pa i n st m ex ai pe l rie n O ce ff i ci al tra M a ps ve lg ui de s Cruise (past 3 years) All-Inclusi ve (past year) 25% Probably Not sure 8% Definitely Source: Simmons, TAMS Legend: Index ≤80 ≥120 15 Northeast: Exurban Explorers Arts & Culture Index Performing Arts 5.6 Ballet/Dance Performance 139 6.2 Classical Symphony Concerts 158 5.3 Country/Western Concerts 97 13.6 Free Outdoor Concerts 3.7 Jazz Concerts 129 14.7 Live Theatre 143 6.5 Live Theatre with Dinner Opera 126 131 2.5 Rock and Roll Concerts Stand-up Comedy Shows 175 10.2 112 10.7 125 121 3.7 Circus Spectator Sports 3.3 Auto Races Professional Figure Skating 77 10.1 Professional Baseball Games Professional Basketball Games Index 125 2.4 96 0.6 121 Professional Golf Tournaments 4.0 1.5 155 Professional Ice Hockey Games 2.7 141 Professional Football Games Professional Soccer Games Horse Races Equine Competitions Curling Bonspiel 92 1.1 166 2.5 1.0 0.1 Amusement Parks Aquarium Botanical Gardens Musical Attractions Movie Theme Parks Planetarium Science & Tech Theme Parks Water Theme Park Zoos 17.4 3.8 7.5 4.4 4.3 10.1 17.2 International Film Festivals Literary Festivals Music Festivals Theatre Festivals Index 7.3 105 0.9 0.7 127 100 4.7 98 1.1 94 Farmers Markets 18.0 11.0 Exhibitions or Fairs Religious Festivals Food/Drink Festivals Ethnic Festivals Western Theme Gay Pride Parades 75 9.0 117 5.2 2.2 125 90 0.9 80 14.5 Children's Museums 122 18.4 General History/ Heritage Museum Observe Urban Buildings/Architechure 122 12.6 Military/War Museums 111 156 133 5.8 Science & Technology Museum 137 9.5 120 5.4 137 32.2 28.8 Well Know Historic Sites/Buildings Other Historic Sites/ Monuments 25.4 20.1 Well Known Natural "Wonders" 118 Index 143 9.6 Replicas Cities/Towns 125 133 2.9 Fireworks Displays Historic Sites & Museums 15.9 Art Galleries Paleontological/Archeological Sites 28.2 109 11.9 Carnivals 107 Index Theme & Amusement Parks Festivals & Events 1.0 126 125 132 123 138 111 Archeological Digs 131 Cooking/Wine Tasting Courses 103 Learn Other Language Courses 0.6 101 139 Curatorial Tours 1.1 139 126 Harvesting/Other Farm Operations 0.8 116 Interpretive/Historical Site Parks 104 Wilderness Skills Course 110 Source: TAMS Legend: Index ≤80 ≥120 3.6 2.5 0.6 ¾% target group participates in activity ¾Index – compares TG to the US Northeast Region (NY, NJ, PA). ¾ Index of 100 is average ¾Most scaling is logarithmic for enhanced presentation 111 68 118 95 16 Northeast: Exurban Explorers Outdoor Activities Summer Activities 118 106 7.5 1.9 0.5 2.4 Scuba diving in sea/ocean 1.0 10.6 Snorkeling in sea/ocean 27.1 Sunbathing/sitting on beach Swimming in lakes 13.4 26.9 Swimming in oceans 2.9 Water skiing Wind surfing ATV - overnight excursion Bungee jumping Climbing - rock climbing 4.0 4.6 1.9 Snowshoeing 127 Climbing - ice climbing 0.1 76 140 27 0 97 1.5 102 58 130 84 76 Hunting big game 1.6 73 9.3 Fresh water fishing 82 5.4 121 81 Trophy fishing 0.7 112 98 Nature & Wildlife Viewing the northern lights 144 Wildflowers/flora viewing 118 113 Wildlife bird watching 122 0.2 0.8 0.8 90 5.6 72 Hunting small game Ice fishing 134 3.0 Index 0.7 102 9.8 15.1 Hunting & Fishing Hunting birds Salt water fishing 133 1.2 Watch wildlife/marine life Wildlife landbased animals Nature park Index 1.8 109 8.1 118 6.8 125 8.7 137 10.8 108 22.1 108 53 1.1 116 13.7 Mini-golf 1.9 Motorcycling - day excursion 107 0.2 0.8 9.5 3.3 Horseback riding - same day Motorcycling - overnight excursion Snowmobiling - overnight trip 98 Hiking - same day excursion H orseback riding - night stay In-line/roller blading 121 123 0.4 H iking - overnight settings 144 1.9 132 84 2.2 G olfing - golf resort 124 6.9 Snowboarding Snowmobiling - organized trail 103 1.2 Golfing - played occasionally Golfing - golf package Skiing - ski jouring 84 Cycling - recreational Cycling - overnight trip Jogging/exercising outdoors 100 121 0.0 0.0 94 0.3 Cycling - mountain biking Skiing - heli-skiing 144 0.7 Mountain climbin g/trekking Skiing - cross country 123 2.1 1.6 126 108 0.4 ATV - day excursion Ice skating Index 0.3 100 2.5 White water rafting Dog sledding 0.1 134 2.8 Winter Activities Skiing - cross or back country Skiing - downhill 124 Sailing Snorkeling i n lakes or rivers 146 0.2 M otor boating Parasailing Scuba diving in lakes/rivers 128 2.6 Kayaking/canoeing - ocean Kite surfing Index 4.9 Kayaking/canoeing - freshwater 132 91 0.9 77 Source: TAMS Legend: Index ≤80 ≥120 • Exurban Explorers are active travelers who seek thoughtprovoking entertainment and attractions in cities • They enjoy mixing their culture with a little activity and seek out opportunities to kayak/canoe, golf, hike, swim, and cycle 17 Northeast: Exurban Explorers Media Highlights Media Overview Booked/Bought Travel on the Internet With their educated and upscale profile, Exurban Explorers are strong media consumers. They like to go online for banking, shopping and researching products and services—including travel accommodations and activities. These suburbanite households typically commute to work and are a solid audience for drive-time radio, especially jazz, classical music and news and sports programming. And the educated couples here are avid readers of newspapers and magazines. They typically go right to the sections featuring general news, editorials, food and travel. And they like to subscribe to publications such as The New Yorker, Smithsonian, AARP and Golf Digest. With their extensive financial resources, they can afford to get travel information from a variety of resources: guide books, travel shows, websites and direct mail. 48.1 Per 100 HHs 37.9 40.6 39.8 Radio 64.7 Newspaper 41.9 Magazine 41.1 56.5 29.2 26.7 *TV, Radio Measure "All Day Quintile 1" Magazine, Newspaper Measures "Quintile 1", Int ernet Measures "Internet Ac tive at Home/Work, Quintile 1" Source: Simmons, TAMS 33.3 5.7 12.2 Two of above items 119 124 19.4 Car rental 126 129 31.9 Accommodation Activities or attraction tickets 118 8.0 136 121 • Target Group C is open to technology and enjoys the convenience of researching and booking many aspects of their travel over the internet Television: Strong daytime and evening viewers. Strong for news programming (Fox News, CNN, MSNBC) and movies/ informational shows on A&E, AMC and Home & Garden network Northeast Market TV Internet Rail, bus or boat tickets Index 44.1 Any part of trip Airline tickets Media Highlights Media Usage Target Group Booked or Bought on Internet Radio: Heavier listeners during drive time and throughout the day. All news/sports radio, classical and jazz are particularly popular Newspapers: Heavy daily readers; likely to read the entire paper. Especially strong sections are editorials, food, front page/ general news, and travel Magazines: Strong readers; read a wide range of publications at high rates. Strongest titles include AARP, Golf Digest, Smithsonian, Consumer Reports, The New Yorker Internet: Moderate use at home and work; skeptical of overt advertising. Strong for banking, shopping, and researching upcoming consumer decisions online 18 Northeast: Exurban Explorers Marketing Considerations Communication Themes Travel Behaviours 9 Intellectual travelers – They enjoy learning while travelling and don’t mind navigating through crowds to experience foreign culture 9 Leisurely, educational vacations combining city lore and nature exploring 9 Destinations: domestic and international locales that offer good food, water sports and a golf course 9 Challenge their abilities – They exercise their bodies as well as their minds in participating in outdoor physical activities 9 Indulgence – They pamper themselves with luxury accommodations and pricey activities like golf, but do not have the need to be recognized for these extravagances 9 Accommodation: a range of midscale to upscale hotels 9 Information: A wide variety of information sources are consulted; guidebooks, official travel guides, maps, advice of friends and the internet Creative Messaging Touch Points 9 Upscale empty nest couples with the means and time to travel 9 TV ads during daytime and evening news, movies, and informational shows 9 They enjoy learning about different cultures and travel to international destinations, however including images of multicultural travelers will not appeal to this group as they exhibit parochial and xenophobic tendencies 9 Radio ads during drive time and throughout the day on all news/sports, classical and jazz stations 9 Features and ads in the editorial, general news and travel sections of major daily papers; also features and ads in magazines such as AARP, Golf Digest, Smithsonian and The New Yorker 9 Exurban Explorers like to balance their cultural experiences when travelling with physical activity to personally challenge themselves 9 Websites with testimonials from other travelers Confidential 19 Northeast: Cosmopolitan Families Marketing Considerations Communication Themes Travel Behaviours 9 “Jet Set” – These world class travelers indulge in fine hotels, good food and trips around the world in order to satisfy intellectual curiosity and their need for culture sampling 9 Leisurely, educational family vacations that provide a range of experiences in cities as well as natural surroundings 9 Destinations: Larger urban centres in the US and Canada and also likely to travel overseas 9 Cultural Tourists – They enjoy opportunities to sample new flavours and seek trips to locations that let them fulfill their curiosity 9 Joy of Consumption – They are not afraid to seek out activities with a higher price tag such as ethnic festivals, heritage museums 9 Due to school-age and teenage children, they must follow the school calendar when travelling with the family 9 Information: Travel guidebooks, travel websites, past experiences and maps Creative Messaging Touch Points 9 TV ads during late primetime on channels such as CNBC, Bravo, Fox Sports, HBO and MTV 9 Very comfortable, well-established families with school-age and teenage children 9 Radio ads during the driveto work as well as during the day on adult contemporary, all news/sports, classical and jazz 9 Some are visible minorities (esp. Asian), and images of ethnic diversity will not make them uncomfortable, they embrace multiculturalism 9 Features and ads in the travel or business sections of major daily papers; also features and ads in highbrow magazines 9 They like high culture, but prefer when it is balanced with local flavour and moderate physical activity 9 Internet ads will be well received and they are strong for researching and shopping on the web Confidential 20 Northeast: Outdoorsy Elite Marketing Considerations Communication Themes 9 Outdoor Enthusiasts – This group enjoys meaningful experiences in beautiful natural settings 9 Escape the everyday – These travelers choose domestic and foreign settings to escape the daily grind 9 Spontaneous – Without children, this group can travel when the weather is good or to take advantage of an attractive deal 9 In control – this group likes to be in control of the planning process by consulting websites and friends for advice Travel Behaviours 9 Relaxing couples’ getaways to participate in outdoor activities 9 Look for the most convenient mode of transport, not necessarily the most cost effective 9 Destinations: domestic and foreign locations where good food and fresh air are abundant 9 Information: Most types of information are used, particularly past experiences, advice from friends and relatives, official and other guidebooks and the web Creative Messaging Touch Points 9 TV ads during late primetime network dramas, football, comedy shows and on channels such as CMT and Home & Garden 9 Upscale adult couples without children enjoying lavish lifestyles 9 Radio ads on classic rock, all news/sports, country, hot adult contemporary and Christian stations 9 These Americans prefer outdoor activities to cultural events and would rather play than watch athletic activities 9 Features and ads on the front page or business, sports and classified sections of major daily papers; also features and ads in magazines with sportsmen’s, general interest and home service titles 9 Very low ethnic diversity in this group, however, they have a high acceptance of different cultures 9 More likely to use internet to research and shop than for entertainment Confidential 21 Northeast: Young Sophisticates Marketing Considerations Communication Themes Travel Behaviours 9 Environmentally conscious: These young families look for travel destinations and attractions committed to their ethical standards 9 Nature Lovers: Young Sophisticates like to get close to nature and enjoy its beauty in fun-filled and action packed holidays 9 Kid Friendly: Looking for hassle-free and economical destinations that cater to young children 9 Active outdoor activities and nature inspired trips 9 Cultural venues are also attractive to this group 9 Destinations: Regions in North America where they can experience natural beauty and light urban culture 9 Information: Rely on a variety of sources including the Internet, travel guidebooks and advice from friends and relatives 9 Traditional Gender Identity: This group believes in traditional roles for men and women Creative Messaging Touch Points 9 TV ads on premium content channels like HBO, Showtime, IFC, also sitcoms, and late night talk shows 9 Younger singles and married couples with young children leading high energy lifestyles 9 Radio ads on all news/sports, adult contemporary and alternative stations 9 Urban, but not an ethnically diverse group 9 They are sports-happy singles who are young enough to enjoy extreme sports like mountain climbing, white water rafting and scuba diving 9 Features and ads in the business and entertainment sections of major daily papers and magazine ads in fashion/beauty, music and entertainment genres 9 Those with small children enjoy visiting zoos, aquariums and botanical gardens 9 Internet ads are not very well received, however internet is their “go-to” source for all types of information Confidential 22 Meet the Pacific Target Segments 23 Pacific Target Segment Comparison West Coast Hip Size (#, % of Region HHs) Urbane Families Boomer Travelers 1,169,800 (7.1%) 1,859,072 (11.2%) 3,061,612 (18.5%) Young professional singles and couples Comfortable, sophisticated fami lies with teens Comfortable boomer couples with empty nests Upper to lower midscale Higher proportion of visible minorities: Blacks, Asians and others Urban Upper-middle to Upscale Low, 70% are whi te, Blacks, Asi ans and other groups present Urban and suburban Low, 88% are white Suburbs and Second Cities Los Angeles, San Francisco Los Angeles, San Francis co, Sacramento Monterey, Santa Barbara, San Diego Value, Index vs Canada Value, Index vs Canada Value, Index vs Canada Demographic Summary Lifestage Social Status Ethnicity Urbanity Top Markets Strongest Social Values Upper-middle class Active Government (159) Fatalism (179) Cultural Assi milation (132) Religion a la Carte (155) Anomie-Aimlessness (176) Rejecti on of Authority (130) Introspection & E mpathy (154) Interest in the Unexplained (172) Personal Control (126) Weakest Social Values Ostentatious Consumption (40) Parochialism (64) Fatalism (50) Everyday Ethics (41) Rejection of Authority (64) Patriarchy (55) Crude Materialis m (54) Saving on Principle (65) Importance of Brand (60) Short to mid-length holidays with significant others Relaxing couples' getaways and family destinations with outdoor activities Travel Highlights Type of Trip Travel Mode Accommodations Expense Information Sources Mainly by car, but air travel is also common Air travel with rental car upon arrival, also cruises Lodging offering unique experiences: B&Bs Midrange to upscale hotels, high -end all-inclusives Moderate s penders Strong spenders Strong for guidebooks and social media Strong for websites and guidebooks Light viewers: CNN, Bravo, BBC America Weak listeners: alternative, jazz, Spanish language radio Light readers: Spin, Men's Fitness, Vanity Fair, GQ, InStyle Light readers: skim entertainment section Moderate internet users, average for communi cation, banking, booking travel Mod/Heavy viewers: sitcoms, sports, news Mod Heavy day listeners: all news/sports , classical, jazz, urban Heavy readers: business/finance, home making, culinary, fashion Heavy readers of dailies Leisurely couples vacations Strong for all travel modes, some trips will include more than one type of transportation Midrange and luxury accommodation Moderate to strong spenders Strong for travel guidebooks, past experiences, the internet, maps and official travel guides Media Highlights TV Radio Magazines Newspapers Internet Active users: shopping and entertainment Mod/Heavy primetime: cri me/legal/medical dramas Moderate drive time listeners : classical, all news/sports, class ic rock Heavy readers: home services, Epicurean, Travel, Bus/Finance Heavy readers of daily papers Moderate users: info., travel, business, shopping, medial info 24 Comparison by Region 2009 NE Target Segments Young Sophisticates A mix of young singles and married couples with children, leading active freewheeling lifestyles, living in midsize to large cities 2009 Pacific Target Segments West Coast Hip West Coast Hip Young professional singles & couples, highly ethnic, mid scale living in urban areas Unique to each region Outdoorsy Elite Well off older couples without kids, living in second cities and towns Prefer outdoor activities over cultural events Boomer Travelers Exurban Explorers Upscale empty nest couples with the means and time to travel This group lives outside of large urban cities in stable subdivisions Cosmopolitan Families An upscale sophisticated group of wellestablished families living in New York City and its suburbs, in comfortable homes and established communities Boomer Travelers Upper Middle Class boomer couples with emptying nests living in suburbs and second cities like Monterey, Santa Barbara Urbane Families Urbane Families The same in both regions Upper middle class, sophisticated families with teens living in urban and suburban areas in LA, San Francisco and Sacramento 25 Reaching your Target Guests 26 Quantify and Locate Target Segments in the NE 27 Quantify and Locate Target Segments in the Pacific 28 Optimizing your Media Use Environics Analytics PRIZM to identify their favourite types of shows and publications. Then buy strategically, focusing on the areas where they live. Outdoorsy Young Cosmopolitan Exurban Explorers Elite Sophisticates Families •Heavy viewers TV •Heavy viewers •Moderate viewers •Moderate viewers Radio Internet Newspapers Magazines •Shows: CNBC, Bravo, Fox Sports, HBO, MTV •Shows: Fox News, CNN, MSNBC, movies, A&E, Home & Garden •Light/car listeners •Heavy listeners •Heavy listeners •Stations: news, sports, adult contemporary, alternative •Stations: adult contemporary, all news/sports, classical •Stations: news/sports, classical, jazz •Strong use home/work •Active home/work •Moderate users •Active home/work •Use: Go to source for info, shopping and research. Skeptic to ads •Use: research & shop, email ads useful •Use: Skeptic of overt advertising. Banking, shopping, research •Use: Skeptical to ads, research & shop •Heavy daily readers •Heavy daily readers •Heavy daily readers •Sections: NY Times & Wall Street Journal business, movie, Ent. •Sections: Front page, travel, sports, business, entertainment •Sections: Editorials, Food, front page, general news, travel •Heavy readers USA Today •Heavy readers • Heavy readers •Moderate readers •Titles: AARP, Golf •Titles: Real Simple, Outdoor Life, Golf, Consumer Report •Heavy readers •Titles: Lucky, InStyle, Rolling Stone, Vanity Fair Best media for each group are highlighted. •Shows: Dramas, football, Comedy, Home & Garden •Shows: HBO, Showtime Conan, E!, News Live, Mad TV, Seinfeld •Titles: New Yorker, Digest, Smithsonian, Barrons, Architectural Digest, Fortune, Vogue, Consumer Report, The New Yorker The Economist •Heavy listeners •Stations: Classical Rock, all news / sports, country •Sections: front page, business, sports 29 Optimize your Media Spend 30 For each segment – across all touchpoints Customized offers Targeted mail Targeted email Targeted mass media Interaction with existing visitors Targeted SMS Target locations/outdoor media/POS Tailored content Call centre scripting 31 Measure Your Success 3 Learn… Response by Cell Campaign Spring '09 Responses Mailed Total HHs Responses Not Mailed Total HHs Lift Target Non-Target Total 7,664 455 8,119 1.63% 1.92% 0.46% 399,907 99,148 499,055 1,699 19,071 20,770 0.51% 1.59% 0.48% 107,080 3,952,149 4,059,229 120.78% -4.90% 317.95% Postal Walks Direct Mail 2 Test/Execute E-Mail 1 Target 4 …and Refine 32 32