UNIVERSITY OF VAASA SCHOOL OF BUSINESS STUDIES DEPARTMENT OF MANAGEMENT Roman Kaczmarek The influence of cultural values and gender role attitudes on the perception and evaluation of cross-gender brand extensions An examination of Indian consumers Master’s Thesis in International Business VAASA 2018 TABLE OF CONTENTS LIST OF FIGURES 5 LIST OF TABLES 5 ABSTRACT 7 INTRODUCTION 9 1.1. Relevance and justification of the study 10 1.2. Research gap, research questions and objectives 12 1.3. Structure of the Study 14 2. CROSS-GENDER BRAND EXTENSIONS AND GENDER 16 2.1. Brand extensions 16 2.1.1. Effect of the parent brand on brand extensions 17 2.1.2. Perceived fit of brand extensions 19 2.1.3. Functional versus symbolic product categories 20 2.2. Gender, gender role attitudes and identity in a consumer behavior context 21 2.2.1. Gender-relevant empirical findings: shift from sex classification to gender-specific analysis 23 2.3. Cross-gender brand extensions 27 2.3.1. Jung and Lee’s research findings 27 2.3.2. Ulrich’s research findings 28 3. CULTURAL CONTEXT 30 3.1. Culture and consumer behavior 30 3.1.1. Definition of culture 31 3.1.2. Consumer values and cultural values 31 3.1.2.1. Hofstede’s dimensions of national culture 33 3.1.2.2. The GLOBE Project 35 3.1.2.3. Hofstede’s dimensions of national culture and the GLOBE Project: usability of the models for marketing strategies and deficits 37 3.1.3. Gender roles as a social process and changeability 39 3.1.3.1. Social Role Theory 39 3 3.1.3.2. Changeability of culture and social roles 40 3.2. Indian culture 42 3.2.1. Gender equality and gender role attitudes in India 42 3.2.2. Indian’s scoring according to Hofstede’s dimension and the GLOBE Project 45 3.3. Summary and conceptual framework 47 3.3.1. Summary 47 3.3.2. A conceptual framework for the effects of culture and gender role attitudes on cross-gender brand extensions 50 4. METHODOLOGY 53 4.1. Data collection technique and sample 54 4.2. Procedure and data analysis 57 4.3. Credibility of research 58 5. EMPIRICAL RESULTS AND DISCUSSION 60 5.1. Values and practices in India 60 5.2. Gender roles in India 62 5.3. Evaluation of Cross-Gender Brand Extensions for Indian consumers 66 5.4. Perception of gendered products 70 5.5. Depiction of men, women and gender roles in Indian advertisements 73 6. SUMMARY AND CONCLUSION 76 6.1. Findings related to the evaluation of cross-gender brand extensions 77 6.2. Managerial implications 79 6.3. Limitations of the study 81 7. REFERENCES 83 APPENDIX 1 – INTERVIEW GUIDE 90 APPENDIX 2 – IMAGES USED FOR CROSS-GENDER-BRAND-EXTENSIONS SCENARIOS 92 APPENDIX 3 – IMAGES USED FOR GENDERED PRODUCTS 94 5 LIST OF FIGURES Figure 1. Simple model of the social role theory. ......................................................... 40 Figure 3. Cultural Dimensions of India according to Hofstede's 6-D Model.. .............. 45 Figure 4. Cultural Practices and Values in India according to GLOBE Project............ 47 Figure 5. conceptual framework for the effect of gender role attitudes on the evaluation of cross-gender brand extensions. .................................................................................. 52 LIST OF TABLES Table 1. Dimension of national cultures. Definitions taken from Hofstede (2011). ..... 33 Table 2. Themes covered during the interview. ............................................................. 55 Table 3. Sample. ............................................................................................................ 56 Table 4. Evaluation of cross-gender brand extensions (summary). ............................... 69 file:///C:/Users/Roman/Dropbox/Masterarbeit/Masterarbeit/Neu/Master's%20Thesis%20Summary.docx%23_Toc513912162 file:///C:/Users/Roman/Dropbox/Masterarbeit/Masterarbeit/Neu/Master's%20Thesis%20Summary.docx%23_Toc513912162 7 _____________________________________________________________________ UNIVERSITY OF VAASA School of Business Studies Author: Roman Kaczmarek Topic of the thesis: The influence of cultural values and gender role attitudes on the perception and evaluation of cross- gender brand extensions: An examination of Indian consumers Degree: Master of Science in Economics and Business Administration Master’s Programme: Master’s Degree Programme in International Business Supervisor: Liisa Mäkelä Year of entering the University: 2017 Year of completing the thesis: 2018 Number of pages: 95 ______________________________________________________________________ ABSTRACT In an increasingly globalized and connected world and therefore, in an increasing competitive market, establishing brands is becoming more challenging for companies. It is well-known that creating a new brand needs a lot of investment. Hence, one convenient and promising approach for many companies is the implementation of brand extension strategies to enter new markets. Brand extensions refer to the usage of a current brand name to enter a new market segment. One major advantage to use an established brand is that consumers are already familiar with the brand and thus, less marketing effort and expenses are necessary. Furthermore, an established brand increases the competitive advantage for a company when entering a new market. One specific approach during the last years has been the so called cross-gender brand extensions. Cross-gender brand extensions mean to use an established brand name and extend it to target the opposite sex. This master’s thesis aims to gain a better comprehension of the sociocultural context regarding cross-gender brand extensions in a fast growing and newly industrialized economy like India. Thereby, the master’s thesis takes up various research areas to adopt a holistic understanding of the research problem. The results are based on the analysis of ten semi-structured interviews with Indian consumers. The findings of the study suggest that cross-gender brand extensions are marketable in Indian despite the traditional values and gender role attitudes this country holds. However, those results refer mostly to urban areas. Moreover, regardless of the high gender inequality prevailing in India, gender role attitudes hardly seem to have any relevance among the interviewees on the evaluation of cross-gender brand extensions. ______________________________________________________________________ KEY WORDS: Cross-gender brand extensions, culture, gender role attitudes, values, gendered products, Indian consumers 9 INTRODUCTION Particularly in Western societies, cultural change increasingly distorted gender categories in the last years. Women are much more present in prestigious jobs whereas men are increasingly responsible for the housework (Palan 2001). An increased assimilation of the responsibilities as well as the division of labor along the society results in more mutual experiences. This phenomenon is described through the social role theory. As a consequence, gender role attitudes among the society become more and more egalitarian (Schwartz & Rubel 2005). The increasing change from traditional norms and role distributions and hence, also traditional gender role attitudes, to more modern and egalitarian individualistic cultures, suggests that a gender-specific segmentation will become progressively significant for marketers. Frank et al. (2013) emphasizes that companies should use their marketing expenditures more efficient. Therefore, marketers should understand gender preferences and differences to utilize new market potentials. Adopting a gender-specific analysis might enables chances for innovative marketing strategies. For example, Ulrich (2013) exhibited in his study that individuals with more traditional gender role attitudes are more unenthusiastic toward cross-gender brand extensions. Cross-gender brand extensions refer to brands which usually possess either a strong masculine or feminine image and then extend to the opposite gender. Therefore, Ulrich (2013) derives that “the potential market for these extensions is primarily limited to consumers with egalitarian attitudes to gender”. Another advantage of a gender-specific analysis is, that it is considering culture. Likewise, Jung and Lee (2006) published a paper about cross-gender brand extensions. Thereby, they found that female participants were significantly more receptive for cross- gender brand extensions than their male counterparts. In contrast to Ulrich’s (2013) study, their sample was based on South Korean students. A possible reason for the different results might be the dissimilar values, Western and Asian societies hold. The findings of Schwartz’s and Rubel’s (2005) study endorse these thoughts. Schwartz and Rubel (2005) investigated the value prioritization of men and women across nations and exposed that those value priorities varied significantly across different nations. Moreover, they could 10 exhibit that the value prioritization of men and women become increasingly alike the more individual and richer the country is (Schwartz & Rubel 2005). Consequently, understanding the sociocultural context of nations and societies seems be a major advantage in order to create or implement new gender-specific marketing strategies (Palan 2001). 1.1. Relevance and justification of the study In an increasingly globalized and connected world and therefore, in an increasing competitive market, establishing brands becomes more and more challenging for companies (Aaker & Keller 1990). Moreover, consumers nowadays are more aware and immune toward marketing tactics and advertisement which is also referred as persuasion knowledge (Friestad & Wright 1994). It is well-known that creating a new brand needs a lot of investment. However, firms either do not always have the capital for such an investment or do not want to invest too much according to the optimization principle. According to Aaker (1990), the cost of introducing a new brand name can range from $50 million to $100 million. Nowadays, the necessary amount will probably be even much higher. Hence, many firms have continuously increased the implementation of brand extensions strategies to enter new markets (Busacca et al. 2009; Doust & Esfahlan 2012). Brand extensions refer to the usage of a “current brand name […] to enter a new market segment in its product class (Aaker & Keller 1990). The advantage to use an established brand is that consumers are already familiar with the brand and thus, less marketing effort and costs are necessary. In addition, an established brand increases the competitive advantage for a company when entering a new market. Brand extensions offer opportunities for companies to directly influence the value creation of new products. According to Busacca et al. (2009) brand extensions have been intensively studied, however, merely little is known about the influence that the quality of the relation between brand and customer may have an effect on brand extension strategies. One specific approach during the last several years has been the so called cross-gender brand extensions (cf. Jung 2006; Jung & Lee 2006; Ulrich 2013). Such strategies have a growing trend on the marketplace lately, partly because of the unisex trend in consumer 11 goods (Jung 2006; Ulrich 2013), e.g. shower gels (Dove for Men); skincare (Nivea for Men); perfumes (Chanel Allure Homme) (Ulrich 2013). However, this can also be applied on brands which used originally a universal brand for all its consumers but extended their portfolio later to target a specific group, e.g. sports (Adidas Woman) or toys (LEGO® friends). For instance, LEGO®’s strategy to create a new product line, LEGO® friends, targeting explicitly girls, has been a huge success. Since launching LEGO® friends in 2011, already the following year net sales for the first period of 2012 increased almost for 25% (Lego Annual Report 2012) as well tripled their amount of sales to girls in the US market (Wieners 2013). Even if brand extensions and more specifically cross-gender brand extensions seem to be a promising approach at first glance, those strategies have its drawbacks as well. On the one hand, the original brand name can fail such an extension by creating a subtle or even not subtle association which harms the new brand extension. On the other hand, the extension can be successful but harm the original brand by weakening existing associations or adding new, undesirable ones (Aaker 1990). That is why it is crucial for firms to estimate the possible effect of such a cross-gender brand extension on consumer perception before launching an investment in a certain region and thus, to understand the possible relationship between consumer group and brand. However, it is not surprising that practices and values differ strongly across the world due to cultural differences. Important and popular studies in that regard are Hofstede’s cultural dimensions as well as the GLOBE Project (Hofstede 2001; House et al. 2004). Therefore, it seems crucial to understand how gender role attitudes and with them associated values have an impact on the success of cross-gender brand extensions. Especially in regard of our current, global economic status, where firms must “think local, act global” and cope with resources and capital efficiently due to the high competitive global market. Marketers should understand gender preferences and differences to utilize new market potentials. 12 Another important key point is that consumption behavior is influenced by the culture and values the society shares. However, culture should not be understood as a static construct but rather a dynamic one. Culture is learned behavior that can change and develop over time and therefore, alter the consumption behavior (de Mooij 2011: 213 - 217). Especially in Western societies, cultural change. Cultural change increasingly distorted gender categories in the last years. This trend of more egalitarian societies in Western countries will probably continue and implies to rethink simple male and female segmentation in future. However, this does not merely hold true for Western societies but can also affect traditional societies as well. For instance, Shukla (2015) investigated the extent of change in attitudes toward the role and status of women in India throughout three generations. Though India is a country which is relatively traditional toward gender role attitudes, she found that younger generations demonstrated greater gender role egalitarianism regarding employment and social roles than older ones. Gathering early knowledge about the relationship of cross-gender brand extensions and consumers of different cultures can help companies to understand better the quality of the relationship between brand and consumer and support the right management choices in future in a continually changing world. 1.2. Research gap, research questions and objectives As already mentioned Busacca et al. (2009) argued that merely little is known about the influence that the quality of the relation between consumer and brand may have on the effectiveness of brand extension strategies. However, recently several studies were published which analyzed the effect of gender on cross-gender brand extensions showing the relevance of gender role attitudes and gender identity in a certain society have a crucial impact on the acceptance of such extension. Still, most studies which investigated the issue of brand extensions and cross-gender brand extensions chose a quantitative approach such as the above-mentioned papers of Jung & Lee (2006) and Ulrich (2013). In addition, it is not only important to observe the empirical relation between gender role attitudes and cross-gender brand extensions but also to understand the meanings the consumers attach to those extensions. Therefore, a 13 qualitative research method as counterbalance seems to be a logical consequence for the underrepresented qualitative methods in the field of cross-gender brand extensions in comparison to quantitative methods. That information could give firms and marketers insights whether consumers react more sensitive or even reluctant to cross-gender brand extensions for specific product categories. Moreover, Ulrich’s (2013) dataset is primarily based on French consumers, whereas the study of Jung and Lee (2006) was conducted in Korea and Singapore. Hence, another culture in this master’s thesis will be investigated to get a more versatile picture of the topic. Considering that the sociocultural context has an influence on consumer behavior, this influence should be taken into account when global companies develop branding strategies for specific countries. This master’s thesis seizes to take up this issue from Jung and Lee’s (2006) and Ulrich’s (2013) papers to get a better understanding of the sociocultural context regarding cross-gender brand extensions. Specifically, the thesis intends to focus on the gender role attitudes and values which are associated with those to analyze their impact on the perception of cross-gender brand extensions. The country under investigation, chosen for this thesis, will be India. India is a country which holds relative traditional gender role attitudes. However, there is a positive trend that younger generations tend to be more nontraditional than older ones (Shukla 2015). Whereas there are countries which score much higher in ‘masculinity’ (Hofstede) and lower in gender egalitarianism, e.g. South Korea, empirical findings and investigations should not merely be based on extremes but be also derivable from research subjects which are less pronounced. Moreover, India is the world’s largest democracy with an enormous economic growth potential and thus, its market plays an increasingly important role on the global stage. Therefore, the research question to be answered in this thesis is: How does gender role attitudes and value priorities in India have an influence on the perception and evaluation of cross-gender brand extensions? 14 Following theoretical and empirical objectives have been couched so far to narrow the subject under analysis: • Reviewing existing literature about brand extensions and adapting relevant findings on the more specific type of cross-gender brand extensions. Moreover, introduce the advantages of a gender-related analysis along with gender role attitudes. • Examining the cultural context, especially values, as well as the influence of cultural change on consumer behavior along with the social theory. • Developing a conceptual framework which reflects the impact of culture and gender role attitudes on the evaluation of cross-gender brand extensions • Investigate and discuss relevant aspects based on the theoretical knowledge which possibly influence the effect of gender role attitudes in India when evaluating cross- gender brand extensions 1.3. Structure of the Study To support the thought process and to substantiate the arguments of this study, several studies and theories will be presented. In chapter 2, the thesis gives its attention to the phenomenon of brand extensions. behavior and decision-making process of consumers which will be applied on cross- gender brand extensions. Furthermore, this chapter focuses on the characteristics of a gender-specific analysis, especially gender role attitudes. Combined, sufficient knowledge should be gathered to comprehend the peculiarities of cross-gender brand extensions and which factors may influence the evaluation of those. Chapter 3 focuses on the cultural context with its specifics. In the first half of the chapter, the importance of consumer values will be outlined. As values stimulate motivation for behavioral response, it is crucial for marketing purposes to understand the values of a specific society. Thereby, the GLOBE Project and Hofstede’s cultural dimensions of national culture will play a central role in the analysis. In a next step, the Indian culture, especially in respect of gender equality, will be presented. 15 Chapter 4 encompasses the methodology applied in the thesis. First, the research design is presented, followed by methodological approaches and research method. The Sample and the data collection technique will also be presented. Lastly, the approaches to ensure the validity and reliability of this study will be described. Chapter 5 presents the collected interview data. Thereby, the empirical results will be discussed in this chapter. Chapter 6 presents the conclusions of the study. Thereby the results with regards to the theory will be reexamined. Moreover, managerial implications and limitations of the study will be stated. 16 2. CROSS-GENDER BRAND EXTENSIONS AND GENDER The topic of the master’s thesis takes up various research areas which need to be condensed. Because of the lack of research on cross-gender brand extensions it is not possible to acquire all necessary knowledge from studies which dealt explicitly with cross-gender brand extensions as main issue. Thus, study findings about brand extensions in general will be presented first. Afterwards, this knowledge will be applied on the peculiarities of cross-gender brand extensions (chapter 2.1). The second half of this chapter (2.2), addresses gender in the context of consumer behavior. First, gender and terminology connected with it, i.e. gender role attitudes will be defined as one of the core subjects of this paper. Especially, in this case it is necessary to frame unambiguous definitions due to the interchangeable use of the terms gender, sex and sexuality in the media and even research (Palan 2001). With the gathered knowledge of the previous subchapters, chapter 2.3 focuses on research which investigates cross-gender brand extensions. Thereby, study findings of Jung and Lee (2006) and Ulrich (2013) will be presented. 2.1. Brand extensions An increasingly globalized and connected world makes the market more and more competitive. Consequently, the establishing of brands becomes increasingly challenging for companies (Aaker & Keller 1990). Moreover, consumers nowadays are more aware and immune toward marketing tactics and advertisement. This phenomenon is also referred as persuasion knowledge (Friestad & Wright 1994). It is well-known that creating a new brand needs a lot of investment. However, firms either do not always have the capital for such an investment or do not want to invest too much according to the optimization principle. Hence, one convenient and promising approach for many companies is the implementation of brand extension strategies to enter new markets. Brand extensions refer to the usage of a current brand name to enter a new market segment (Aaker & Keller 1990). 17 The advantage using an established brand is that consumers are already familiar with the brand, and thus less marketing efforts and expenses are necessary. Also, the use response tends to be quicker because of the familiarity of the brand. Hence, the introduction phase in the product life cycle, where costs still outweigh the profits, is decreased to a minimum (Saedi 2016: 50). In addition, an established brand increases the competitive advantage for a company when entering a new market. Brand extensions offer opportunities for companies to directly influence the value creation of new products. Also, the distribution of brand extensions is much easier, e.g. shelf space, whereas companies already have contracts with distributors. The value of a brand is not merely calculated by its current status but more by its future potential to thrive and to enter new unexploited markets. Thus, brand extensions represent a promising approach as a growth strategy (Saedi 2016: 50). Especially, cross-gender brand extensions seem to be a very promising approach as the new potential market theoretically is theoretically doubled when the same sales figures for the opposite sex are achieved. The following subchapters will outline findings from different studies about brand extensions and specially, focus on the evaluation of brand extensions from the consumer’s viewpoint, the effect on the parent brand, the fit perception of the brand extension and the significance of the product category and type of extension. 2.1.1. Effect of the parent brand on brand extensions When a company launches a new brand extension, consumers evaluate it based on their attitudes toward the parent brand as well as the extension category (Czellar 2003: 6). However, when consumers are not familiar with the parent brand at all, they will evaluate the new brand extension solely based on their experience with the product (Czellar 2003: 6) which in turn would correspond to a conventional product launch. Consequently, if the product category of the extension is unfamiliar to consumers but the parent brand is familiar, their attitude toward the novel product will merely be based on the attitudes toward the parent brand. If both, the parent brand and the product category of the extension, are familiar, the fit perception plays another crucial role for evaluating the brand extension. The fit perception between parent brand and the extension is according to researchers one the most significant factors for the evaluating process of an extension, 18 (Czellar 2003; Doust & Esfahlan 2012; Saedi 2016) and thus will be discussed later separately. Researchers found out that consumers’ attitudes toward brand extensions are mostly founded on the perceived quality of the parent brand. Hence, perception of quality associated with the core brand is a critical factor for a successful extension. The reason is that the consumers’ quality assumptions of the extensions are mostly driven by the perceived quality of the core brand (Aaker & Keller 1990). This also implies that an extension benefits from a strong brand equity of the parent brand because the existing brand will trigger a recall of already familiar feelings, beliefs and experiences associated with the core brand. Hence, a special feature of brand extensions compared to conventional product launches are that the attitudes and beliefs of the core brand are transmitted to the extension, and thus consumers already hold attitudes of a currently released extension or even for an extension which just have been announced but still is not on the market (Roedder-John et al. 1998; Saedi 2016: 50-53). Considering the peculiarities of cross-gender brand extensions, some features seem to be more specific. As above mentioned, consumers can be either familiar with a parent brand or not. Familiarity with a brand does not mean that consumers necessarily have real consumer experience with a brand’s product. An individual can know of the existence or be familiar with advertisements of a specific product, however, he/she never consumed it because the product was originally designed for the opposite sex. Most cross-gender brand extensions are line extensions and not category extensions. Hence, it is necessary to consider that the consumer experience toward the parent brand which launches a cross- gender brand extension can be very limited. Therefore, the attitudes and beliefs toward a cross-gender brand extension prior the first consumption is often limited to the brand image itself (which in turn has built up its reputation by promoting solely for the opposite gender) rather than with consumer experience of the original product. Instead, the perception of fit between the parent brand and the cross-gender brand extension plays an increasing role for the evaluation of the brand extension. 19 2.1.2. Perceived fit of brand extensions Like above mentioned, the perceived quality of the parent brand has a great influence on the evaluation of the brand extensions. However, a precondition for a positive interrelation between the quality of parent brand and brand extension exists only if there is a fit between those two product classes (Aaker & Keller 1990). Fit variables are substantial factors in attitude formation. The significance of perceived fit between two product classes while evaluating brand extensions has been highlighted by many researchers (Saedi 2016:51). Perceived fit can be described as the accumulation of shared associations between the brand extension and the brand. Thereby, the perceived fit can be categorized either as product category fit or brand-level fit. Product category fit refers to the similarity between the extension category and the product category of the parent brand. Brand-level fit in contrast, refers to the similarity between the parent brand image and the brand image of the extension product (Czellar 2003: 9). The most positive evaluations of brand extensions are given to those brand extensions which exhibit a high extent of fit on product category fit and brand-level fit (Saedi 2016:51). Nevertheless, the perceived fit or similarity between a parent brand and its extension is not always apparent. For instance, even if the product category fit between the motorcycle product category, e.g. motorcycles from Harley-Davidson, and the tobacco product category seems to be far-fetched at first glance, both product categories can represent a relative appropriate brand-level fit (rough, freedom, masculinity). However, there are many examples where companies failed to extend their brands because of a poor perceived fit. A famous example was Colgate’s attempt to extend their portfolio to food products called Colgate’s Kitchen Entrees. The idea was to make a vertical product diversification by offering consumers a Colgate meal and let them afterwards use the Colgate toothpaste to brush their teeth (Haig 2005: 97). Clearly the original brand name which consumers associated with oral hygiene did not work favorably for many people to think about a “delightful” Colgate meal and thus, Colgate withdraw that brand. In contrast, an extension with good fit is anticipated to lead to associations similar to those of the parent brand, which in turn not only may strengthen the parent brand’s existing image but also lead to more favorable parent brand attitudes. To sum up, consumers 20 highly consider the extent of perceived fit between the parent brand and its extension. Thereby, the consistency of the extensions with the original brand concept is also a crucial factor (Saedi 2016: 51). When it comes to cross-gender brand extensions, brand-level fit seems to be the crucial factor. Cross-gender brand extensions are in general extensions to the same product category. Hence, associations which are triggered on the original brand image and brand concept play a more significant role than the product category fit. It seems logical that extending the offer to the opposite gender may be challenging in terms of perceived fit. Throughout history, companies gendered their brands and consumers have built upon gendered products as a possibility to express their gender identities (Avery 2012: 3-4). Nowadays, gendered brands are present in a plethora of product categories as, for instance, razors, chocolate, drinks or even pens etc. Therefore, consumers will associate a cross-gender brand extension with the attitudes and beliefs they shared about the parent brand. As gender is still a focal point in many brand narratives (Avery 2012: 3-4), companies offering gendered brands, spent their marketing strategy and efforts explicitly on attracting the original target group. However, this may be a critical factor for cross-gender brand extensions because this implies that the brand image of the parent brand may rather be unattractive for the opposite gender. 2.1.3. Functional versus symbolic product categories Another crucial factor which has an impact on the evaluation of brand extensions is the type of product category, or respectively types of brand positioning. Park et al. (1986) also refers to the brand concept. Brand concept refers to the meaning of the brand toward the consumer and can be either functional, symbolic or experimental1 (Park et al. 1986: 136). Functional needs arise from the motivation to solve consumption-related problems of any kind. That is why brands, which display a functional product type, offer solutions to these problems, e.g. tooth paste for oral hygiene. Symbolic needs in contrast, represent 1 Park et al. (1986: 136) defines experimental needs as “desires for products that provide sensory pleasure, variety and/or cognitive stimulation”. However, this brand concept will not be specified any further because the subsequent studies cross-gender brand extensions only concentrate on functional any symbolic product categories as well 21 an individual’s desire for products that fulfill needs for self-enhancement, role position or ego-identification (Park et al. 1986: 136). Hence, symbolic product types allow consumers to be associated with a desired group, role or self-concept of their choice (Czellar 2003: 12). Park’s et al. (1986) classification of brand types is especially valuable for the examination of cross-gender brand extensions. Symbolic products evoke more extrinsic motivation for consumers as social approval and personal expression. Hence, consumers fear that wrong symbolic products may lead to a social and psychological risk. Functional products, however, are linked to basic motivations and their value is mostly determined by how well they succeed in solving consumption-related problems. Hence, the desired benefits from such products are more intrinsic in nature. The social and psychological risk of functional products is much lower compared to symbolic products. Because of the self-expressive and emotional attributes, a symbolic product offers, it is more likely that such products evoke more rejection than functional ones when evaluating cross-gender brand extensions (Jung & Lee 2006: 68-69). 2.2. Gender, gender role attitudes and identity in the context of consumer behavior Throughout history, investigating behavioral differences between men and women, both in psychology and consumer behavior, were primarily based on sex. However, gender analysis has taken an increasing role in consumer behavior research regarding sex and gender differences (Fischer & Arnold 1994: 164-166). The term sex refers to an individual’s biological sex, i.e. whether an individual is male or female. Sexuality refers to the sexual orientation of an individual, so whether an individual is heterosexual, homosexual, transsexual etc. In contrast, gender encompasses traits and behavioral characteristics derived from society and culture, i.e. a set of cultural roles (Palan 2001). Deaux (1985: 51) refers to gender as “the psychological features frequently associated with these biological states”. However, a clear distinguishability between sex and gender is not always easy and there are still many differences of opinion when it 22 comes to the definition of those terms. For instance, the Oxford English Dictionary (2017) defines gender as: “either of the two sexes (male and female), especially when considered with reference to social and cultural differences rather than biological ones. The term is also used more broadly to denote a range of identities that do not correspond to established ideas of male and female.” The American Heritage Dictionary (2018) adds to their definition of gender in its Usage Notes: “Some people maintain that the word sex should be reserved for reference to the biological aspects of being male or female or to sexual activity, and that the word gender should be used only to refer to sociocultural roles […] In some situations, this distinction avoids ambiguity, as in gender research, which is clear in a way that sex research is not. The distinction can be problematic, however.” So, what does referring to sociocultural roles mean in particular when denoting the term gender? Determining whether an individual is male or female, by biological means, is unambiguous. However, its role, traits and behavioral characteristics can strongly vary across societies and cultures. The biological sex itself does not explain those ultimately. For instance, women from the small Chinese ethnic group Mosou are the heads of household, whereas men play a subordinate role in society (Genova 2017). In contrast, women’s rights in Saudi Arabia is very limited compared to other countries (rank 138 out of 144 according to the Global Gender Gap Report 2017 (Johnson 2017). The allocation of men and women to occupational and family roles leads to different experiences which in turn determine to a great extent how skill, behaviors and attitudes as well as gender stereo types are developed and fostered (Schwartz & Rubel 2005). Hence, the surroundings and culture influence how the roles between men and women (gender role attitudes) are perceived in a particular society as well as individuals are identifying (gender identity) themselves with those traits and roles. 23 Gender identity and gender role attitudes are important features of gender and have been increasingly studied in consumer behavior research (Palan 2001). More explicitly, gender role attitudes refer to beliefs which roles are appropriate for men and women. Gender role attitudes are individual for each person, however, they are strongly influenced by culture and society. Those attitudes can vary from egalitarian (tendency to believe that the same roles are acceptable for men and women) to traditional ones (tendency to believe that different role men and women are appropriate) (Fischer & Arnold 1994: 166-167). Gender identity is an individual’s perception of his or her gender or the degree an individual identifies with specific traits. Those traits can be classified as masculine traits, e.g. dominant, competitive, aggressive, and feminine traits, e.g. sensitive, expressive, tender. However, men and women have characteristics of both traits to differing degrees (Fischer & Arnold 1994). Bem (1974) claims that there are also neutral traits (e.g. truthful, conventional, adaptable) next to masculine and feminine traits. Thus, gender identity can correlate with the biological sex or can differ from it, i.e. men identifying primarily with female traits and vice versa. In other words, gender identity can also be defined as an individual’s psychological sex (Spence 1984: 83). 2.2.1. Gender-relevant empirical findings: shift from sex classification to gender- specific analysis One of the main objectives of this master’s thesis is trying to point out the possible impact of gender role attitudes on the perception and evaluation on cross-gender brand extensions. Because of lack of research on cross-gender brand extensions it is not possible to acquire all necessary knowledge from studies which dealt with cross-gender brand extensions as main issue. Hence, the reader firstly gets to know what scholars could distill for consumer behavior research in the past by focusing on a gender-related analysis in general before the newly topic of cross-gender brand extension is pursued. Moreover, the approach of the researches and their findings should be very useful for conceptualizing the theoretical framework as well as for formulating adequate interview questions. Therefore, this subchapter aims to outline several findings in consumer behavior research which focused on a gender-related analysis. 24 Since the 1960s, the attention in consumer behavior research changed increasingly from simple sex classification (male - female) to a focus on gender-specific variables like gender identity and gender role attitudes (Palan 2001; Ye & Robertson 2012). Research has shown that focusing simply on biological differences between men and women is not sufficient. Researchers who tried to analyze consumer and psychological differences between men and women have focused especially on cognitive differences in abilities and processing because these are relevant for the consumption process (Fischer & Arnold 1994). Researchers believe that differences in consumer behavior could be explained by the different physical make-up of men and women and are mostly explained by chromosomes, hormones and brain lateralization (Fischer & Arnold 1994; Putrevu 2001). For instance, testosterone is the central hormone which evokes a different development of men and women and thus, impacts the behavior to a large extent. Brain lateralization is also considered to explain sex differences. The diverse brain structures of men and women trigger disparate cognitive processing. In particular mathematical, visual and verbal abilities appear to differ between men and women (Fischer & Arnold 1994: 164- 166; Putrevu 2001: 3-5). However, research found early that observations based on biological differences by itself are not enough to explain all differences in behavior between men and women. First, it is acknowledged the fact that men and women hold characteristics of masculine and feminine traits. In the mid-1970s, this approach dominated the gender identity research and the rise of the Bem Sex Role Inventory (BSRI) and the Personal Attributes Questionnaire (PAQ) (Palan 2001). Both measures are self-report questionnaires where participants state to which extent they identity to certain traits (masculine, feminine and neutral in the BSRI) and are popular until today to measure someone’s gender identity for research purposes. Moreover, social explanations for differences between men and women have been extensively investigated and there is reasonable support for several claims. Putrevu (2001: 11) expressed succinctly the interaction between physical sex differences and the socioeconomic system of a society, “while it is undoubtedly true that significant biological differences exist between men and women, it is also true that the socialization 25 process is likely to enhance rather than diminish these differences”. In addition, social approaches and theories can also explain behavior differences between cultures whereas biological explanations fail at this point. The above-mentioned aspects will be revisited in detail during the next chapter. Subsequently, an overview over important empirical findings concerning gender in consumer behavior will be presented. On the one hand, a better understanding is created by the potential extraction of gender-specific analysis for research and marketing purposes. On the other hand, the findings will generate the requisite know-how to conceive the theoretical framework within the scope of the master’s thesis. A research conducted by Coughlin and O’Connor (1985) investigated the reactions of individuals to different women portrayals in advertisements. The results exhibited that the purchase intention of women differed significantly based on their personality traits and role attitudes. Women which held more feminine traits than other participants were much more favorable toward advertisement which portrayed non-traditional female roles. Hence, they also showed greater purchase intentions than their counterparts with relatively more masculine traits (Coughlin & O’Connor 1985). In conclusion, their research showed that masculine gender identity and gender role attitudes describe more differences in purchase intention as a reaction to female role portrayals in advertisements than biological sex (Coughlin & O’Connor 1985; Palan 2001: 8). On the other hand, as Coughlin & O’Connor (1985) expected, androgynous2 males and females reacted similarly to the advertisement. Jaffe and Berger (1988 & 1994) also linked gender role attitudes to gender role portrayals in advertisement in their studies and found that gender identity and gender role attitudes are significantly associated to preferences for gender role positioning in advertising. However, the relationship and effectiveness vary from product category to product category. Consequently, they concluded that it is important for marketers to identify the overall preferences and cultural changes of a society to enhance advertising effectiveness. Therefore, regarding this master’s thesis, it is important to understand the cultural situation in India in respect of gender role attitudes in detail. Though India is still seen as a relatively traditional country in respect of gender 2 having characteristics of both sexes 26 role attitudes compared to the Western societies, India is witnessing substantial changes in the social as well as economic status of women (Shukla 2015; Venkatesh 1994: 53- 54). Therefore, possible differences between the generations should be identified and integrated in the analysis. Furthermore, several product categories should be considered during the interviews because of the varying relationship between gender role attitudes and specific products. The results derived from Coughlin’s and O’Connor’s (1985) study also show the possible drawbacks which can occur if marketing strategies address explicitly specific gender portrayals. Moreover, it shows the dangers of extending the original brand to the opposite gender because it may not be accepted by the new customer group. Another popular study concerning gender role attitudes and gender identity was undertaken by Fischer and Arnold (1994). They conducted a field study on Christmas shopping behaviors. They could show that sex, gender identity and gender role attitudes are unique independent constructs as well as that gender identity and gender role attitudes have a greater impact on shopping behavior than biological sex. Those individuals in the field study which held more or stronger feminine traits (independently from the biological sex) showed not only greater involvement in Christmas shopping but also a greater enjoyment. Furthermore, individuals who had more egalitarian role attitudes, in particular regarding female roles, enjoyed the task more as well. Moreover, men identifying themselves more with egalitarian gender role attitudes, for instance, participating more in housework, were physically more active in the task and spent more time for shopping as well. While during this field research relatively more women enjoyed the task than men, the study could nonetheless reveal the great impact of gender role attitudes and gender identity regarding shopping behavior carried out by the individuals. Fischer and Arnold (1994) also concluded that gender role attitudes are better predictors of behavior than gender identity, due to its demonstrated relevance to consumption (Fischer & Arnold 1994: 178-179). The latter is very important for the investigation of this master’s thesis as India is assumed to be a country with relatively traditional gender role attitudes. Hence, the inverse conclusion of the previous presented study is that more traditional gender role attitudes should result into greater discrepancies between men and women concerning shopping behavior or the evaluation and perception of cross-gender brand extensions. 27 2.3. Cross-gender brand extensions Cross-gender brand extension means to use an already established brand name and extend it to target the opposite sex. The term cross-gender brand extension is a relatively new one and was first introduced by Jung and Lee in 20063. However, cross-gender brand extensions are not a new phenomenon. In history already several masculine brands like Levi’s and Gillette, extended their portfolio to female customers. However, there is an increasing trend of cross-gender brand extensions to target male customers (Jung & Lee 2006: 67). 2.3.1. Jung and Lee’s research findings In their quantitative study Jung and Lee (2006) examined the consumers’ evaluations of cross-gender extensions to identify possible conditions for successful cross-gender brand extensions. Gender of the brand, gender of consumers, and product type were considered as main factors that may influence the evaluation of cross-gender extensions. The experimental design of their study contained two functional (hair gel/spray) and a symbolic (high-end fashion) product category. The reason for this was that Jung and Lee (2006) anticipated differences in the evaluation because symbolic products exhibit a higher level of social and psychological risk than functional ones. In order to measure the manipulation of gender crossing extensions for both product categories, a masculine and a feminine brand were chosen4. During the experiment, it was announced that those brands would launch new product lines to target the opposite gender group, e.g. Hugo Boss Ladies. 233 undergraduate students took part in this study. As a result, Jung and Lee (2006) showed that all three key conditional factors (gender of the brand, gender of consumers, product category) had an influence on the evaluation of cross-gender brand extensions. An interesting finding was that an extension which was made from a masculine brand to target women were more accepted than the other way around. Moreover, the gender of the consumer as well as the product category showed significant 3 A custom Google Web Search for “cross-gender brand extension” until the time range 2006 leads to no results 4 Hugo Boss and Chanel were chosen for masculine and feminine brand for high-end fashion whereas Gatzyby and Sifone were chosen for hair gel/spray 28 effects on the evaluation of the simulated cross-gender brand extensions. However, female students were more open-minded toward cross gender extensions than men. Also as expected, the acceptance of cross-gender brand extensions for the symbolic product category was minor than for the functional product category (Jung & Lee 2006). The results also exhibited a pattern that the brand extension effected the attitude of the participants toward the original brand itself. This explanation supports previous research findings about brand extensions which may also influence the original brand (Aaker 1990; Jung & Lee 2006: 73). 2.3.2. Ulrich’s research findings The more recent study by Ulrich (2013) continued the approach of Jung and Lee (2006), however, it integrated the effect of gender identity and gender role attitudes additional to the biological sex of the participants. Thereby, Ulrich (2013) tackled some limitations of Jung and Lee’s (2006) study. First, they expanded the experimental design to three product categories instead of two. Second, Ulrich criticized that the product categories in the above-mentioned study hold respectively a moderate masculine or feminine image because those product categories are used by both sexes in general. Thus, Ulrich chose product categories which are attributed as highly masculine or feminine5. Finally, the research of Jung and Lee (2006) was conducted in Korea and Singapore, both countries which exhibit a relatively high level of masculinity (Ulrich 2013: 796). Ulrich (2013) points out that it is necessary to investigate western cultures which pursue more egalitarian role models. Hence, gender identity and gender role attitudes were also integrated as measures as it was assumed that those will have a major effect next to biological sex of the participants. Gender identity and gender role attitudes were measured through self-report questionnaires. Considering the above-mentioned aspects, Ulrich (2013) collected a sample of 420 French consumers. The aim of the study was to examine how the independent measures influenced the evaluation of cross-gender brand extensions6. In contrast to Jung and Lee’s (2006) findings, the biological sex of the participants had no significant effect on any of the dependent variables, meaning that 5 the chosen categories were face skincare, shampoo and soda drinks 6 The dependent variables in detail were: 1) attitude toward the extension, 2) purchase intent of the extension, 3) attitude toward the mother brand, 4) and perception of overall fit. 29 male and female participants were similarly receptive to cross-gender brand extensions (Ulrich 2013: 802-803). Ulrich (2013: 805) explains the disparity of results with the different values which are distinctive in Western and Asian societies. France displays higher femininity compared to Korea and Singapore which score high on masculinity. A high degree of masculinity in turn equals traditional gender role attitudes. In contrast, gender role attitudes showed a significant impact (as assumed) on the attitude toward cross-gender brand extensions as well as on the purchase intended. Participants which held more traditional gender role attitudes were more reluctant to cross-gender brand extensions than those with more egalitarian ones. Unexpectedly, the gender identity of the participants had no significant effect on the evaluation of cross-gender brand extensions. Only a slight tendency of consumers which could be classified as highly masculine could be detected as they showed a lower attitude toward the extensions compared to their counterparts (Ulrich 2013: 803-804). These findings are consistent with the results of Fischer and Arnold (1994) who also concluded that gender role attitudes are better predictors of behavior than gender identity. The studies of Jung and Lee (2006) as well as of Ulrich (2013) give crucial insights and starting points for the topic of this master’s thesis. First, the study of Ulrich (2013) shows that gender role attitudes have a significant impact on the evaluation on cross-gender brand extensions. Whereas, Jung and Lee (2006) could show that the biological sex significantly influenced the perception of cross-gender brand extensions, Ulrich (2013) contested those results. However, both samples were quite different and it is very possible that the biological sex in Jung and Lee’s (2006) study indirectly represented traditional gender role attitudes because of the relative high masculinity which prevails in Korea and Singapore. Hence, this implies the importance of integrating cultural aspects into the analysis of this thesis. Moreover, both studies prove that a simple sex classification is not sufficient but rather sociocultural aspects of gender must be considered to get a better comprehension of consumer behavior and in specific the arising differences between men and women. 30 3. CULTURAL CONTEXT While brand extensions and the possible effects of gender have been reviewed in the previous chapter, this chapter will concentrate on the cultural context with its specifics. Though, gender itself is already a culture related term, reviewing consumer behavior in a cultural context gives a more holistic understanding of consumerism and integrates important factors like cultural changeability. In the first half of the chapter, the importance of consumer values will be outlined. As values stimulate motivation for behavioral response, it is crucial for marketing purposes to understand the values of a specific society. Thereby, the GLOBE Project and Hofstede’s cultural dimensions of national culture represent popular models which measure cultural values across the globe through an enormous collective effort. Moreover, both models integrate a value dimension which explicitly refers to gender issues and thus, both contain valuable information for gender related marketing strategies like cross-gender brand extensions. In a next step, the Indian culture, especially in respect of gender equality, will be presented. The aim is to get a better understanding of Indian gender issues and attitudes about gender roles which in turn may affect the evaluation of cross-gender brand extension. Furthermore, a fundamental understanding of the culture is a requisite for preparing purposeful interview questions as it is for companies to implement effective marketing strategies. Lastly, India’s cultural value scores according to GLOBE Project and Hofstede’s cultural dimensions of national culture will be introduced and evaluated based on the prior presented study findings about Indian gender issues. 3.1. Culture and consumer behavior The constant challenge of consumer behavior is its variability. First, consumer needs are heterogeneous around the world. Each culture desires and values goods differently which makes it for global companies highly important to adapt to the local circumstances. Second, several different factors like technology, environment or culture continuously change consumer needs and desires, and thus also consumer behavior changes (De Mooij 2011: 67 - 108). Moreover, culture is learned behavior that can change and develop over time and therefore, alter the consumption behavior, i.e. the social process. Hence, the 31 changeability of consumer behavior as well as the factors which influence the consumer behavior is crucial for firms and marketers to understand how to successfully launch brands. Consumer behavior in a cultural context is a vast research field. Hence, this master’s thesis will only focus on few areas. Thereby, topics have been chosen which are crucial for the research topic of this master’s thesis. 3.1.1. Definition of culture An often cited description of culture is Hofstede’s definition in which he refers to culture: “as the collective programming of the mind that distinguishes the members of one group or category of people from another” (Hofstede 2001: 9). Culture is an organized system of patterns which does not only bind people together but also helps them in interacting and living together. Individuals are outcomes of their culture and social groupings, meaning they are molded and influenced by their environment. Moreover, culture includes shared beliefs, roles and values which are passed on to the following generations (De Mooij 2011: 26). Basically, culture can be applied to any collectivity as an organization, profession or an entire gender (Hofstede 2001: 10). Cultural groups are often delineated by national borders. Even though there is much diversity within national borders, nations should not be equated to societies. A dominant first language, mass media as well as a national education system lead to further integration of the people living within these national borders. Moreover, nations are political units for which vast statistics exist such as, for instance, GDP per capita, demographics etc. Such statistics help companies to estimate the potential market in a given nation (De Mooij 2011: 30). 3.1.2. Consumer values and cultural values Values are centrally held cognitive elements which stimulate motivation for behavioral response. Values are not only held by individuals but also by collectives for which culture is a necessity (Hofstede 2001: 5). Different value orientations cause disparities in 32 preferences for brands as well as products (Vinson et al. 1977). Values in turn, are mold by culture. Therefore, it is necessary to comprehend how culture functions (de Mooij 2011: 23). Values refer according to Rokeach (1973: 5) to a belief that one end-state of existence is desirable to an opposing end-state of existence. In other words, values can be defined as a belief about things we consider to be worth and are often measures along a continuum between those to end-states, e.g. modern vs traditional. Thereby, value refers to a single belief whereas attitudes are a belief system about a specific object (De Mooij 2011: 24). Moreover, attitudes as gender role attitudes are a lasting evaluation of people, objects or issues. However, “consumers’” attitudes are guided by their values which in turn make them culture-bond (de Mooij 2011: 113). Important characteristic about values are their stability and endurance across generations. Moreover, children already develop stable value systems at a young age. Value systems are a set of beliefs about desirable end-states of existence. However, values are invisible unless they become visible in behavior (Hofstede 2001: 10). While several studies proved the stability of values, other socioeconomic researches state that values are converging over time because of modernization (Inglehart & Baker 2000: 20). Cultures can also be categorized into value categories or so-called dimensions of national culture. Labeling nations through cultural dimensions enables to compare countries and working on an empirical base. Dimensions can be divided into individual-level dimensions and into culture-level dimensions. Individual-level dimensions focus on the exploration of individuals whereas culture-level dimensions mirror how individuals are molded by the society in which they live. Especially national cultures, i.e. culture-level dimensions, are relevant for marketing strategies. Advertising is mostly equated to mass marketing because companies want to reach as many consumers as possible. Hence, marketers need to know what most people want. Thereby, the individual’s personality is merely of secondary importance (Anholt 1999: 66). Subsequently, two models will be presented in greater detail which will also be used later to determine Indian’s national culture: Hofstede’s dimensions of national culture and the 33 GLOBE study. Those models were chosen for one main reason. Besides the popularity of those models, both include a dimension which exclusively refer to gender. 3.1.2.1. Hofstede’s dimensions of national culture Hofstede’s five dimensions of national culture are one of the most popular cultural models. Each dimension for a specific country is measured along a scale from 0 to 100. This does not only allow to comprehend basic value differences quickly but also to compare different countries with each other. Originally Hofstede integrated four dimensions into the model: Power Distance (PDI), Uncertainty Avoidance (UAI), Individualism versus Collectivism (IDV) and Masculinity versus Femininity (MAS). Based on the results of other researchers, two additional dimensions were added: Long- term versus Short-term orientation (LTO) and Indulgence versus Restraint (IND) with the result that nowadays the model contains in total six dimensions of national cultures. The model is based on quantitative research and assesses 76 national cultures (Hofstede 2011: 5-10). Table 1 summarizes the content of each dimension. Table 1. Dimension of national cultures. Definitions taken from Hofstede (2011). Dimension Characteristics Power Distance the extent to which the less powerful members of organizations and institutions accept and expect that power is distributed unequally Uncertainty Avoidance extent to which a culture programs its members to feel either uncomfortable or comfortable in unstructured situations Individualism versus Collectivism degree to which people in a society are integrated into groups Masculinity versus Femininity distribution of values between the genders which is another fundamental issue for any society Long-term versus Short-term orientation extent to which a society exhibits future oriented perspective rather than short term perspective 34 Indulgence versus Restraint • society that allows relatively free gratification of basic and natural human desires related to enjoying life and having fun • society that controls gratification of needs and regulates it by means of strict social norms Though each dimension has surely its influence on consumer behavior, the dimension of Masculinity versus Femininity is of primary importance for this study. However, the dimension of Individualism versus Collectivism seems to be also of great importance for the topic of gender role attitudes and gender identity. Hence, both dimensions will be analyzed in greater detail. The Masculinity versus Femininity (MAS) dimension refers to the “distribution of values between the genders which is another fundamental issue for any society” (Hofstede 2011: 11). Masculine societies appreciate achievement, success and competitiveness. There is also a greater difference between men’s and women’s values. Masculine societies are also characterized by great social role differentiations between genders. Moreover, countries which score high on masculinity tend to hold moralistic attitudes about sexuality. Feminine societies in contrast, put much greater value on the quality of life than competition. Women as well as men tend to be more modest and caring. The gap between men’s and women’s values are much smaller as well as the social role differentiation (Hofstede 2011: 12-13). Those differences also affect consumer behavior. In masculine cultures people tend to consume to show off whereas in feminine cultures, where status is not so important, people consume more for use (de Mooij 2011: 35). The Individualism versus Collectivism (IDV) dimension refers to the “degree to which people in a society are integrated into groups” (Hofstede 2011: 11). The ties between people are relatively loose in individual cultures. Moreover, people strive for individualism and uniqueness, i.e. they want to be different from others. Self-expression plays a greater role than conformity to public roles. Individuals have the possibility to join many different groups and express various social roles (Carducci 2012: 414). This implies that individual needs and the expression of them are more accepted among 35 countries with high individualism. A logical consequence should be that those societies are also more receptive to cross-gender brand extensions. In contrast, in collectivistic countries people are integrated into strong and cohesive groups, e.g. strong family bindings (Hofstede 2011: 11). People in such societies found their identity on the social environment (De Mooij 2011: 34). Uniqueness of the individual needs is less emphasized. Hence, standing out in collectivistic cultures is often seen as something negative. Moreover, expatriations, duties and roles are highly related with being a member of a group. For instance, even though a young Japanese student does not like to study economics, nevertheless, he/she may choose this career path to avoid conflicts with his/her parents (Carducci 2012: 414). This implies that consumer decisions are stronger influenced by subjective norms than in individualist societies. For example, though there might be a behavioral intention for an individual to perform a certain action (i.e. buying a specific product), he/she may refuse not to get in conflict with the social norms and attitudes in her environment. The issue that the behavioral intent of an individual is only a part of the actual behavior function, was conceptualized by Fishbein and Ajzen’s (1967) in their popular Theory of Reasoned Action. Thereby, social norms play a crucial role in consuming behavior (Ajzen 2012). Hence, it should be expected that collectivistic countries, especially in combination with masculine cultures, are more reluctant to cross-gender brand extensions. In collectivistic countries individuals learn from the beginning specific values and social norms which they rather will not question and hence, dislike products which are not aligned with them. Moreover, even if some consumers have the behavioral intention to try out cross-gendered products, they may refuse to buy the product in order not to “lose their face” by consuming products which were originally designed for the opposite sex. 3.1.2.2. The GLOBE Project Based on Hofstede’s dimension of national culture, the GLOBE (Global Leadership and Organizational Behavior Effectiveness Research) Project arose which was conceived by Robert J. House in 1991. The aim of the GLOBE Project was to investigate cross-cultural interactions. Based on a questioning of over 17.000 managers from 62 different societies, cultural competencies were grouped into nine major dimensions of culture and leadership. 36 However, not only values relevant to the nine dimensions were scored but also practices (House 2004: 3). Practices are acts or the “way things are done in this culture” whereas values can be also understood as beliefs how “things should be done” (House 2004: XV). Values and practices were measured at industrial, organizational and societal level. Compared to Hofstede, additional dimensions were added and a more specific distinction between the dimensions was made, e.g. distinction between institutional and in-group collectivism. Hence, the nine dimensions of the GLOBE Project are: Performance orientation, Assertiveness, Future orientation, Humane Orientation, Institutional collectivism, In- group collectivism, Gender egalitarianism, Power Distance and Uncertainty Avoidance (House 2004: XV-XVII). In the same way as with the Hofstede’s model, this study will only concentrate on the most relevant dimension for the topic of the thesis, i.e. Gender egalitarianism. The Gender egalitarianism dimension differs from Hofstede’s masculinity versus femininity dimension as it focuses exclusively on the cultural beliefs whether men and women are determined to specific roles in society. House (2004: 344-347) points out that Hofstede’s approach comprises several subdimensions, hence, it is very difficult to work with the masculinity versus femininity dimension. First, it encompasses the performance orientation or the degree to which a culture fosters rewards respectively. On the other hand, it also describes the extent to which a culture encompasses traditional gender roles versus egalitarian gender roles. Moreover, typical behavior patterns are allocated to masculinity and femininity, e.g. masculine societies are characterized by success striving whereas feminine societies are more human oriented. That is why the masculinity versus femininity dimension was split up into three distinct dimensions for the GLOBE Project: Gender egalitarianism, Performance orientation and Assertiveness. The more a culture tends to be gender egalitarian, the more the society beliefs that men and women are suited for the same social roles. Thereby, the model of gender- egalitarianism was based on two components: value-based manifestations and behavioral ones (practices). Value-based manifestations have integrated gender stereotypes and a 37 gender-role ideology whereas practices were measured through gender equality and gender discrimination (House 2004: 386). 3.1.2.3. Hofstede’s dimensions of national culture and the GLOBE Project: …...usability of the models for marketing strategies and deficits Like already mentioned Hofstede’s dimensions of natural culture and the GLOBE Project were mainly chosen because both include a “gender dimension” which is highly important for the topic of this thesis. However, no matter how popular a framework is, the value for companies and marketers is determined by the usability for potential marketing strategies. That is why this subchapter tries to record possible advantages as well as limitations of those models. First of all, both models provide country scores which allow a comparability between countries. There only exist a few dimensional models which provide country scores (de Mooij 2004: 32), hence, having the possibility to compare countries with scales containing absolute numbers is a major advantage. Comparing countries also enables the creation of cultural clusters as done for the GLOBE Project (House 2004). Deploying similar marketing strategies for clustered regions may decrease marketing efforts and expenditures. Moreover, in case a company wants to enter a new country it can use its experience from another country which holds similar values. Second, as already mentioned in chapter 2 a gender-specific consideration of markets has clear advantages over a simple male-female classification. Analyzing the market based on the socioeconomic environment is highly important as it can be a much better predicator how the consumers will behave. Thus, gender role attitudes and gender identity play an important part for consumer behavior. Hence, a framework with a dimension which explicitly refers to gender egalitarianism and values connected with it, is another major advantage of those models. Third, both frameworks are based on tremendous data sets. Hofstede’s database contained over 100.000 questionnaires and 93 countries and regions have been scored so far (Hofstede 2011) whereas the GLOBE Project is based on the questioning of 17.000 managers from 62 different societies. Moreover, those frameworks and their data collection have been constantly expanded. In short, such collective effort 38 is nearly irreplaceable and probably one of the reasons why those studies enjoy such great popularity. Nevertheless, those frameworks also have their downsides. Even though the samples of both frameworks are vast, the representatives of the samples should be critically questioned. Hofstede’s database consists merely of people which worked in one of the local subsidiaries of the multinational corporation IBM (Hofstede 2011: 6). The GLOBE Project collected their data from 951 different organizations, however, only managers were questioned (House 2004: XV). However, culture is not limited to national cultures. Culture also occurs in industries, companies, professions and functions which even go beyond national cultures. Each subculture shares its own values and beliefs or underlying assumptions (Schneider & Barsoux 2003). For instance, the professional culture between bankers and teachers may completely develop differently because both undergo a different education, training, peer pressure, etc. It may be assumed that a database which merely is based on surveys from one multinational corporation is at least partly biased by this specific corporate culture whereas a dataset merely based on questioning managers is biased by a specific professional culture. Another limitation can be the comparability between countries. Researchers measure values or behavior respectively within social systems. The data collection in both cases were mostly based on self-report questionnaires. However, individuals make subjective judgments, comparing themselves with others in their social system which in turn can make a comparison between different cultures difficult (de Mooij 2004: 28). For instance, in some societies equal payment between men and women may be seen as an egalitarian intervention whereas for other societies granting women the right to obtain driving licenses may be seen as a progress for equal treatment between men and women. Thus, measuring values by itself can be misleading. In contrast to Hofstede’s dimensions of national culture, the GLOBE Project also scored practices next to values. As practices represent how things are actually done in a given culture, it is no surprise that practice scores differ much more than value scores between the countries. 39 3.1.3. Gender roles as a social process and changeability As the above chapter concentrated on explaining the culture as the total of shared values a group of people holds, this subchapter focuses on the presentation of cultural values and gender roles, as social process and its changeable characteristics. 3.1.3.1. Social Role Theory Whereas there is evidence that biological differences between men and women lead to different behavioral patterns and thus, different consumer behavior, lot of scholars claim that the origin of sex differences in human behavior evolved mostly through social processes. A very popular theory in that respect is the social role theory (Putrevu 2001; Schwartz & Rubel 2005). The social role theory deals with gender-specific relationships as well. The underlying idea of this theory is that the allocation of tasks and responsibilities between men and women in a given society determines to a great extent how skill, behaviors and attitudes as well as gender stereo types are developed and fostered. The reason for this, is that the allocation of men and women to certain occupational and family roles leads the people to experience the environment differently. Those varying experiences in turn mold the behavioral skills and attitudes etc. For instance, until now men have predominated the labor market in many professions as well as prestigious jobs with higher status and power. Therefore, men have had more opportunities to exercise power, and thus attributes like dominance and power are rather values which are assigned to men rather to women. In contrast, women experienced in most societies more dependency from men rather than the other way around. Consequently, traits like dependency and fearfulness are rather assigned to women (Schwartz & Rubel 2005). Summarized, all these factors ultimately contribute to the actual gender differences which are noticeable in a society as seen in Figure 1. However, the social role theory also implies that the role structures in a society are not static but can be altered. 40 Figure 1. Simple model of the social role theory. 3.1.3.2. Changeability of culture and social roles Shifts in the role structure between men and women could be shown in various studies. Qualls (1982) showed in his study that there is an increasing tendency for joint-decision making by husband and wife for crucial family decisions like vacations, automobiles, children’s education, housing, savings. Moreover, Qualls (1982) could exhibit great differences between gender-role modern spouses and gender-role traditional spouses. Whereas gender-role modern family members perceived a more egalitarian influence on family decisions, family members which reported a more traditional view on gender roles experienced less joint-decision making. Another study conducted by Cinamon and Rich (2002) investigated gender role differences. Participants were 126 married men and 87 women working either in computer or law firms. Cinamon and Rich (2002) categorized the participants into three profiles. The profiles defined whether a participant assigned the highest priority to work (Work profile), family role (Family profile) or to both roles equally (Dual profile). They found that women were underrepresented in the work profile compared to men. Moreover, more women fit the family category than men. However, Cinamon and Rich (2002) could not identify any gender differences for participants with the Dual profile. Allocation of Men and Women into occuptional/family positions Gender stereotypes and Expectations Actual Gender Differences Different Skills, Behaviors and Attitudes Reinforced 41 About 40% of female participants were in the dual profile which can mainly be explained by the choice of sample were women worked in “nontraditional” jobs, and thus demonstrated nontraditional work attitudes (Cinamon & Rich 2002: 538). There is a global trend that equality between men and women is rising in terms of job opportunities and pay. Hence, it is expected that gender differences will decrease even more over time due to the increased blur in the division of labor and responsibilities between men and women. (Palan 2001; Schwartz & Rubel 2005). As a consequence, the traditional family image is increasingly fading and alternative ways of living appear (Blackwell et al. 2001). However, this does not only concern the role of women but also the change of masculine roles. As the men’s contribution to family income steadily decreases, it is increasingly common that men participate more in family functions as housekeeping activities and child care (Blackwell et al. 2006: 508; Palan 2001: 16). In turn, men undergo new experiences which lead to change in men’s behavior. In the 21st century, men see themselves as being more sensitive which is also reflected in the shopping behavior and purchased products (Otnes & McGrath 2001) as it can be seen, for instance, in the increasing market for male personal care products (Blackwell et al. 2006: 508). In conclusion, the above presented study findings as well as the observable trends in social roles and consumer trends along with the Social Role theory give interesting insights about the way social roles can influence values and the behavior of individuals in a society. It also gives a possible explanation why societies with relative traditional gender- roles are more reluctant to cross-gender brand extensions. Gender expectations as well as different beliefs and attitudes, that result from the allocation of societal positions, may lead to negative attitudes toward cross-gender brand extensions. In contrast, in societies with relative egalitarian gender-roles, cross-gender brands extensions may be more accepted because both, men and women, share more familiar experiences, and thus behavior and attitudes. 42 3.2. Indian culture This subchapter takes up the theoretical knowledge of the previous chapters and outlines the situation about gender equality and gender roles in India. Because of the constant rapid socio-economic changes in India, an intergenerational consideration is necessary. Furthermore, the scores of Hofstede’s dimensions of national culture and of the GLOBE Project will be presented and reflected. 3.2.1. Gender equality and gender role attitudes in India India still experiences a relative high level of gender inequality and gender discrimination (Dhar et al. 2015; Shukla 2016; Venkatesh 1994). In the Global Gender Gap Report 2017, India only ranks 108 out 1447. Gender inequality is measured primarily through economic participation and opportunity, educational attainment, health (in India especially sex ratio at birth) and political empowerment. Nevertheless, India faces a decline in its overall gender gap (The Global Gender Gap Report 2017: 3-4; 22-23). An explanation for the differences between men and women in the Indian culture are the dominant religious and cultural institutions. The role of women in respect of family structure and gender hierarchy is often clearly defined. Venkatesh (1994: 45-46) also refers to the “tridependent” relationship. Women are along their lifetime attached to men. Until marriage females are under protection of their fathers, during marriage they are attached to their husbands and later to their sons. Thereby, the system of patrilocality is predominant. The wife joins her husband’s family whereby the husband provides for his parents. In return, parents have more incentives to favor their sons whom they give the inheritance. That is why families in India often show fewer incentives in investing into their daughters (Dhar et al. 2015: 1). However, generalizations about the Indian society and gender roles suffer often from oversimplification (Chadda & Deb 2013; Venkatesh 1994: 43-44). For instance, there can be found great differences of gender inequality between urban and rural areas as well as 7 ranks for comparison: Finland (3), Germany (12), United States (49), China (100), Saudi Arabia (138) 43 between Indian classes and castes respectively (Venkatesh 1994: 43-44). In general, women from the urban middle-class experience more privileges than in poor rural areas. Especially, women who managed to achieve high positions in the society may be treated coequally to men (Venkatesh 1994: 43-48). Nevertheless, the role and status of women is still suppressed and far away from real egalitarianism and empowerment (Dhar et.al 2015; Jyothsna 2016; Shukla 2015). For instance, women still suffer much discrimination in education. Even if the literacy rate of women improved in the last decades8, females are still relatively far behind men. In 2011, men’s literacy rate was 82.1% whereas women’s literacy rate was only 65.5% (Jyothsna 2016: 144-145). Especially in rural areas where traditional Indian cultures predominate, women suffer from discrimination. Such traditional attitudes about gender roles also have lasting effects on the following generations. Dhar et al. (2015) investigated the transmission of attitudes toward gender equality in India. Thereby, attitudes among children and their parents in rural India were measured. Dhar et al. (2015) could show that parents had a strong influence on the gender-equality attitudes of their children. However, girls were considerably more gender equitable than boys, disagreeing much more to traditional role expectations. Nevertheless, there are great differences between the generations. Shukla (2015) compared the change in attitudes toward the role and status of women in India over three generations. The sample size was n = 200, whereby a family belonging to three generations9 was equated with one united. Thereby, not only the attitudes in different gender role areas were measured but also customs and practices related to inheritance and dowry, marriage and violence against women. The results have been split into differences between genders as well as differences between generations. Significant gender differences were found in four out of ten areas: employment, social roles, attitudes toward dowry and violence against women. Whereas, women were more gender equitable regarding employment and social roles, men were more against the system of dowry and violence against women (Shukla 2015: 123-124). Nevertheless, men showed less gender 8 the women’s literacy rate rose from 39.2% (1991) to 65.5% (2011) 9 ‚young‘, ‚not so young‘ and ‚old’ 44 egalitarianism in every area. Regarding differences between the three generations, significant differences were detected in all attitude areas. The younger generation, regardless of gender, were more gender equitable than older generations. Thereby, women from the ‘young’ and ‘not so young’ generation were more gender equitable than their male counterparts. However, women from the ‘old’ generations were surprisingly more traditional than men (Shukla 2015: 125). Shukla’s (2015) recent intergenerational investigations of gender roles confirm many of the above-mentioned statements. First, the findings are aligned with the study results of Dhar et al. (2015) who found that girls are more gender equitable than boys. Though men were more against the system of dowry and violence, such practices together with the women’s right to inheritance are still very resistant to change (Shukla 2015: 119), showing that the “tridependent” relationship still has great impact. As criticized in chapter 5.1.2.3., this also shows that taking only values into account is not sufficient. The practices within societies must also been considered to get a better understanding of cultures and their preferences. An approach to explain those differences in values and practices is Fishbein and Ajzen’s (1967) Theory of Reasoned Action. Due to the collectivistic nature of Indian culture, and thus the importance of social cohesion and social norms (Chadda & Deb 2013; Venkatesh 1994: 51) individual values may differ strongly from actual performed behavior. Moreover, the high extent of collectivism in India may rather slow down than accelerate cultural changes in certain areas at an early stage. This short outline about gender roles exhibited the contrast about the status of men and women in India. However, it became apparent that the gender question and recent changes in general develop very versatile in India. Whereas certain sections of urban areas in India undergo drastic development, e.g. as nuclear families are becoming the predominant family structure, rural as well poor areas are still mainly affected by traditional Indian cultural values (Chadda & Deb 2013; Dhar et al. 2015; Shukla 2015; Venkatesh 1994). This leads to the development of two distinct and extreme profiles in India (Venkatesh 1994: 48). The status of a newly industrialized economy may reinforce the development at a different pace. 45 3.2.2. Indian’s scoring according to Hofstede’s dimension and the GLOBE Project According to Hofstede's dimensions of national culture, India scores 56 on masculinity. As comparison, Germany (66) and the United States (62) score even higher than India whereas Finland (26) still scores much lower. Compared to the findings about gender inequality and gender discrimination presented above, 56 on a scale of 100 seems relative moderate when not even contradictive. However, it is important to remind two aspects. First, the scores represent merely values and not practices based on self-report questionnaires whereby individuals are comparing themselves with others in their social system. Moreover, the IBM’s corporate culture may have had an influence on the results. Second, in contrast to the GLOBE Project, Hofstede’s Masculinity versus Femininity dimension consists of several subdimensions. It encompasses, amongst others, performance orientation, gender role attitudes as well as the extent to which a society is characterized rather by masculine and feminine behavior (e.g. success striving, human oriented). As House (2004: 344-347) points out the masculinity versus femininity dimension is not transparent enough. Figure 2. Cultural Dimensions of India according to Hofstede's 6-D Model. (Source: https://www.hofstede-insights.com/country-comparison/india/). When it comes to Individualism versus Collectivism India scores 48. Compared again to Germany (67), Finland (63) and the United States (91), India scores relatively low but higher than China (20). Regarding the literature, India’s relative low score is comprehensible, however, several researchers emphasized the strong cohesion of Indian https://www.hofstede-insights.com/country-comparison/india/ 46 families (Chadda & Deb 2013; Shukla 2015; Venkatesh 1994) which in turn a score of 48 out of 100 does not reflect that much. Hence, the presentation of the GLOBE Project where Institutional collectivism and In-group collectivism are treated as separate dimensions seem as a more instructive approach. The GLOBE Project encompasses nine cultural dimensions for India, whereby not only value scores but also practice scores are depicted. In Gender egalitarianism India’s Value Score is 4.51 which is equivalent to the Average GLOBE Score10. However, India’s Practice Score (2.9) for Gender egalitarianism is relatively low and under the Average GLOBE Score for practices (3.37). The Practice Score reflects much better the presented literature about gender inequality and gender roles in India, whereas the Value Score once again like in Hofstede’s model seems rather delusive. The great difference between India’s Value Score and the Practice Score only confirms that measuring practices together are necessary to get a more realistic view of a given culture. India’s Value (5.32) as well as Practice Score for In-group collectivism (5.92) are relatively high and reflect the findings of the presented literature. For Institutional collectivism India scores, both in values and practices, much lower. As predicted separating Institutional collectivism and In-group collectivism is more insightful than the approach in Hofstede’s cultural dimensions where no distinction is made. All in all, the GLOBE Project seems to be more align with the presented literature about gender issues and gender roles in India. Also, the In-group collectivism which represents the strong family cohesion in India seems more accurate than Hofstede’s Individualism versus Collectivism dimension. The GLOBE Project mostly profits from the practice scores which are absent in Hofstede’s model. Moreover, due to the finer subdivision, the GLOBE Project is more instructive which in turn may help marketers to get a better overview about a specific culture. 10 average of all countries which were evaluated in the GLOBE Project 47 Figure 3. Cultural Practices and Values in India according to GLOBE Project. (Source: http://globeproject.com/results/countries/IND?menu=list). 3.3. Summary and conceptual framework 3.3.1. Summary The topic of the master’s thesis touches several research areas. Cross-gender brand extensions seem to be a promising marketing strategy to reach a new customer base. However, they are a specific type of brand extension and thus, the specific peculiarities of cross-gender brand extensions must be considered when extending gendered brands to the opposite sex. First, brand-level fit is a crucial factor. Associations which are triggered on the original brand image and brand concept play a significant role because cross- gender brand extensions relate to the same product category (Aaker & Keller 1990; Czellar 2003; Saedi 2016). The fact that companies spend much marketing efforts on attracting the original target group can make an extension to the opposite sex a critical factor (Avery 2012: 3-4). Moreover, the consumer experience toward the parent brand which launches a cross-gender brand extension can be very limited and hence, the http://globeproject.com/results/countries/IND?menu=list 48 attitudes and beliefs toward the new extensions are often limited to the brand image itself. Another important factor to consider when launching cross-gender brand extensions is the product category. Because of the self-expressive and emotional attributes a symbolic product offers, it is more likely that such products evoke more rejection than functional ones when evaluating cross-gender brand extensions (Jung & Lee 2006: 68-69). Symbolic needs represent an individual’s desire for products that fulfill needs for self-enhancement, role position or ego-identification which can be conflicting with the brand concept of the original brand (Park et al. 1986: 136). All those things marketers should consider when setting up cross-gender brand extensions. However, this is only one side of the medal. When analyzing the specific peculiarities of cross-gender brand extensions, one must also think which attitudes in particular influence the evaluation of cross-gender brand extensions. Hence, a gender- related analysis is important. Gender encompasses traits and behavioral characteristics derived from society and allows to understand consumer behavior from a different angle compared to simple sex classification. Especially gender role attitudes and gender identity enjoyed special attention in consumer behavior research (Palan 2001. Gender role attitudes refer to appropriate behaviors for men and women whereas gender identity is an individual’s perception of his or her gender or the degree an individual identifies with specific traits. Including those variables in consumer research, scholars found that they have significant impact on the consumer’s decision making (cf. Coughlin & O’Connor 1985; Fischer & Arnold 1994; Jaffe & Berger 1988; Palan 2001; Ulrich 2013). Several studies claim that gender role attitudes and gender identity are better predictors for consumer behavior than the biological sex, whereby gender role attitudes had the biggest impact (Coughlin & O’Connor 1985; Fischer & Arnold 1994; Jaffe & Berger 1988; Ulrich 2013). Jung and Lee’s (2006) and Ulrich’s (2013) result findings in particular are important for the master’s thesis topic as they examined the evaluation of cross-gender extensions. Both resume that the gender of the brand, the gender of the consumer as well as the product category influenced the evaluation of cross-gender brand extensions. However, Jung and Lee (2006) referred to gender as biological sex. That is why their results showed that biological sex significantly influenced the perception of cross-gender brand extensions, 49 Ulrich (2013) contested those results, claiming that gender role attitudes and not the biological sex have a significant impact on the evaluation. However, both samples were quite different and it is very possible that the biological sex in Jung and Lee’s (2006) study indirectly represented traditional gender role attitudes because of the relative high “masculinity” which prevails in Korea and Singapore. Hence, this shows that it is even more important to integrate cultural aspects into the analysis of this thesis. This was done in the next step by outlining how culture affects consumer behavior. Culture can be defined as: “the collective programming of the mind that distinguishes the members of one group or category of people from another” (Hofstede 2001: 9). The thesis specifically focused on values which in turn are molded by culture. Values are centrally held cognitive elements which stimulate motivation for behavioral response and therefore, affect attitudes as, for instance, toward gender roles. They are not only held by individuals but also by collectives for which culture is a necessity (Hofstede 2001: 5). Different value orientations cause disparities in preferences for brands as well as products (Vinson et al. 1977). That is why it is important to understand the value orientations of each culture to effectively comprehend the consumer preferences. As advertising is mostly equated to mass marketing, since companies want to reach as many consumers as possible, the individual’s personality is merely of secondary importance (Anholt 1999: 66). Even