Wednesday, May 2, 2012

The Gap not dead yet



The Gap refuses to get in the cart

 Last Sunday the NYT business section featured a full-page article on The Gap. After years of writhing in confusion trying to be something it wasn’t, The Gap’s senior managers appear to have regained their senses.  It has a new ad campaign out, “Be Bright,” which is light-years better than previous ones, and it is moving back to its core business.  And sales are improving.  Go figure.  Yes, The Gap appears to have woken up... but time will tell.  How they got to this point, however, should become a case study on how constant fiddling around, following imaginary trends, and incompetent/inexperienced senior management can destroy a well-respected and profitable brand.  

In the early 2000s, after years of expansion and acquisitions, and rivals crowding in on Gap’s clothes-for-the-masses approach, it teetered on verge of bankruptcy.  In 2007, Glenn Murphy, the head of Shoppers Drug Mart in Canada, was brought in as CEO to turn things around.  His first task was to appease Wall Street by slashing expenses and reducing the number of stores to increase profitability.  It was his first mistake: It wasn’t waste and too many stores costing the company sales.  As one unnamed source within Gap said, Murphy may have had experience in grocery retail but retail clothing ain’t like moving toothpaste. 

His second mistake was surrounding himself with the wrong people for too long.  One was Patrick Robinson, a well-known designer who had worked for the likes of Perry Ellis and Paco Rabanne (who?).  Under Robinson’s direction, Gap tried to emulate stores like Express and Macy’s.  Those clothes didn’t sell.  So, he focused on women’s career clothing.  Nope.  The next year it was back to the basics; denim.  Then, it was forget denim, focus on tops.  In 2010-11, when rivals were all about bright colours, Gap had drab greys and weak pastels.  Zigging when they should have been zagging.

Murphy’s third mistake was lowering quality to improve profits.  He opted for cheaper fabrics and fewer finish options on clothing.  Granted, in 2011 cotton prices rose 20%, but the shift to cheaper alternatives and the decline in quality led to a decline in sales and harmed the brand.  Even today, Murphy seems to be in denial about it, as he says that there are many ways to measure quality.  Sure there are, Glenn old bean, but a t-shirt made with fabric so thin that single-ply toilet paper feels like steel siding beside it is not one of them.  

To make up for these three errors, Murphy resorted to discounting to drive traffic.  It got so bad that Gaps creative department couldn’t churn out 40%, 50% off signage fast enough.  He had no choice, though; it was obvious that no one liked the styles or the quality.  It all had to go, and the sooner the better.

In 2010, in a perfect example of an act of desperate panic, Gap’s Brand president, Marka Hansen and the company’s ad agency had a brainwave on how to turn things around.  A new logo!  BOOM—the New Coke of Retail had arrived.  The blowback was immediate, ruthless, and withering.  Customers hated it.  Non-customers hated it.  Ad agencies mocked it.  A total pooch.  Seven days later, the old logo was back.  What Hansen and her agency failed to realize is that it wasn’t the logo outside the store that kept people away—it was what was inside. 

After swift and repeated kicks in the crotch by investors for years, Murphy took a man-sized broadsword to his management team in 2011, decapitating five members, including Robinson (who was replaced by Art Peck) and Hansen (replaced by Pam Wallack—who cut her teeth developing Gap Kids and Baby Gap).  Peck, who is now president of Gap North America, acted quickly and insisted on better fabrics and a minimum weight for t-shirts.  Good move, Art.  The reason why I (and likely millions of others) stopped going to The Gap around 2002 was because of its poor quality and flimsy clothes.  Now, if you could bump that weight up more to, say, what Haynes’ Beefy Tees are like, I’ll start buying them again and will gladly shell out a few bucks extra to get them.  Even more if you make some with pockets.  Also, please, please, please, bring back the labels on the shirts.  Those of us who sometimes need to get dressed quickly in the dark (to go to work or go home) a label on the back instead of those printed ones that are almost invisible in daylight would ensure we don’t put our shirts on backwards.  If it costs an extra buck, do it and I’ll pay it. 

Wallack, who is responsible for design, production and marketing, is emphasizing bright colours, denims, khakis and knits, which are what made Gap famous and profitable, and has a new production plant that can ramp up and produce fashions quickly as new trends pop up.  Now, Pam, if you could bring back some of those ‘60s-style windbreakers Gap made in the ‘90s, that would be cool.  (Also, don’t forget about the staff.  The couple of times I used to wander in and soon wander out during the flimsy years, the staff, while friendly and helpful, were demoralized.  I’d comment on the clothing and they would shrug and say that’s all we sell now.  As you revitalize, share the plan with them.  I believe they want to take pride in The Gap again.)   

What I hope for in future is that as The Gap turns things around, Murphy, Peck and Walleck remember that instead of focusing tweens and teens, keep in mind what the Ad Contrarian, Bob Hoffman, keeps reminding advertisers and their agencies:
  • People over 50 control over 75% of the financial assets of the US
  • They dominate 94% of all consumer packaged goods categories
  • They purchase almost 40% of consumer packaged goods
  • Even in technology categories, where marketers assume young people dominate, baby boomers "are purchasing at rates just as high as other segments, and because they are often buying for their kids, many are double-dipping.
  • According to Nielsen, less than 5% of advertising is aimed at them

So, Glenn, Art, and Pam, deliver what The Gap used to promise and I won’t walk out empty-handed anymore.  

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