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基于顾客价值及社会情境视角的品牌延伸研究
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摘要
成功的品牌延伸不仅能够帮助企业快速高效占领新市场,还可以令企业的品牌价值得到提升,因而广受市场营销研究者的重视。随着技术进步和社会分工的发展,不同品牌同档次产品间的质量差距已越来越小,象征价值对品牌及品牌延伸的成功越发显得重要。然而,现有品牌延伸研究对象征价值的重视并不足够。同时,象征价值是外在的、他人导向的价值,与社会情境因素息息相关,但现有品牌延伸研究几乎没有涉及社会情境因素。
     在以上背景下,本文基于顾客价值理论、品牌资产理论、分类理论以及社会心理学中的自我和他人在场的有关理论,在对前人品牌延伸研究成果进行细致回顾的基础上,建立了一个顾客感知价值和社会情境视角下的品牌延伸研究框架,并采用三个实验进行了以下实证研究:实验1研究了母品牌功能、象征价值和合适性对功能性和象征性产品品牌延伸评价的影响,消费场合和自我监控对母品牌价值和合适性的调节作用及这两个调节作用之间的关系;实验2分析了消费场合对合适性的影响;实验3研究了产品类别和消费场合对成功品牌延伸对母品牌提升效应的影响。
     研究结果显示,首先,母品牌象征价值对品牌延伸评价具有显著影响。其次,对于象征性延伸产品,消费场合对品牌延伸的合适性评价具有显著影响,而且对母品牌象征价值及合适性的影响具有显著的调节作用。消费场合的调节作用具体表现为:与私人场合比较,公开场合下母品牌象征价值在品牌延伸评价中的重要性上升,而合适性对品牌延伸评价的重要性下降。消费场合对母品牌象征价值的调节作用源于消费者自我监控的调节作用,但对合适性的调节作用并非源于消费者自我监控,而可以由“他人在场”理论进行解释。第三,成功延伸到象征性产品对母品牌的提升作用将高于成功延伸到功能性产品的提升作用,如果母品牌的价值较低,在公开场合推广品牌延伸将令消费者对母品牌的评价降低。
     本研究从象征价值及社会情境的角度拓展了品牌延伸领域的研究视野。
Brand extension not only can help companies penetrate new markets quickly, but also can help companies improve brand value, and therefore it has drawn a lot of research attention in the area of marketing. Along the advancement of technology and the development of labor division in the society, the difference of quality of different brands in the same class becomes smaller and smaller, and the role of symbolic value on brand extension becomes more and more important. However, current research has not paid enough attention to the symbolic value. Symbolic value is an external and other people oriented value, which is closely related to social situation factors. But current research has seldom considered the effects of social situation factors.
     Given the above background, based on the theories of customer value, brand equity, categorization, self and social facilitation as well as a thorough review of previous research of brand extension, in this dissertation I propose a study framework of brand extension from the perspective of symbolic value and social situation and conduct three studies. The first study tests the effects of the functional value and symbolic value of parent brand and perceived fit on the evaluation of symbolic and functional products, and the moderating effects of consumption situations and self-monitoring on the value and fit of parent brand, and the relationship of the moderating effects of these two variables. The second study analyzes the influence of consumption situations on the fit. The third study examines the enhancing effects of product categories and consumption situations on successful brand extension.
     The results of the study show that the symbolic value plays an important role in brand extension evaluation. As for the symbolic products, the consumption situations have significant impacts on the perceived fit of brand extension and have significant moderating effects on the symbolic value of parent brand and perceived fit. Specifically, compared with private consumption, in public consumption the symbolic value of parent brand is valued more in brand extension, while the effect of perceived fit on brand extension becomes less important. The moderating effect of consumption situations on symbolic value of parent brand comes from the moderating effect of self-monitoring, but its moderating effect on perceived fit does not come from self-monitoring, which may be explained by the theory of“presence of other”. The enhancing effect on parent brand is higher when extending to symbolic products than extending to functional products. However, if the value of parent brand is low, extending brand in the public consumption situation may lower the evaluation of parent brand because low parent brand value leads to lower evaluation of this brand in public situation.
     From the perspectives of symbolic value and social situations, this study widens the scope of research in brand extension.
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