Positioning: How to Win

Once you’ve decided where to play (targeting), it’s time to figure out how to win. That’s where positioning comes in. is the process of shaping how customers think about your brand relative to the competition. It answers the question: “Why should a customer choose us instead of someone else?” A strong position gives customers a clear reason to buy and helps your brand stand out in a crowded market.

Why Positioning Matters

If you don’t define your brand, customers will do it for you—and they might not get it right.

Table 4.1
Positioning
Weak Positioning Strong Positioning
Your messaging becomes inconsistent. Customers instantly “get” what you offer and why it matters.
Customers struggle to understand what makes you different. Marketing campaigns feel unified and purposeful.
Competitors can easily steal your market share. You can often charge premium prices or create stronger loyalty.

Positioning is Uncovering What Matters Most (and How to Deliver It)

Most brands make the mistake of positioning based only on features or technical specs:

  • “We have the fastest processor.”

  • “Our pizza has 16 kinds of cheese.”

But features alone don’t drive loyalty. What really drives loyalty is when brands connect to positive emotions and essential outcomes customers truly care about. That’s where laddering and Means-End Chain (MEC) theory come in.

Laddering and MEC—A Quick Primer

is a tool that helps marketers discover how product features connect to customer benefits, which connect to emotional rewards, and, ultimately, deep personal values.

explains why customers don’t really buy products, they buy the positive outcomes those products deliver. And those outcomes matter because they support deeper emotional benefits and personal values.

Example: Climbing the Laptop Ladder

Laptop Features
Tangible Cue Product Feature Product Benefit Emotional Benefit Personal Value
Weighs under 3 lbs. Lightweight laptop Easy to carry Freedom to work anywhere Sense of accomplishment

Proponents of Means-End Theory believe that knowing what people buy is not enough; we also need to understand why people buy. Understanding the ‘why’ is just as important as knowing the ‘what’. When trying to explain buying behavior, it’s a mistake to limit our focus to vague, poorly defined features, such as lightweight laptop, or to jump straight to emotional benefits and values, such as freedom to work anywhere. That’s an oversimplification.

In practice, the concrete features customers can see and touch—and how these features connect to the positive emotions they feel—are both critically important to how they choose products and remain loyal to brands. These physical cues are not trivial; they’re the anchors that connect abstract values to something consumers can confidently choose, justify, and stick with.

Physical cues answer questions like the following:

  • How much does a lightweight laptop actually weigh?

  • Which laptop models feel light in my backpack?

  • What does a “fuel-efficient car” actually get in miles per gallon?

  • How does a “moisturizing lotion” feel when applied?

In fact, laddering often works in both directions. We ladder up from features to benefits to emotions and values, discovering what motivates buyers. But we also ladder down, turning vague desires (“I want something lightweight”) into concrete features that shape product design, messaging, and customer experience.

As marketers, we shouldn’t overlook the importance of laddering down or treat physical “see and touch” features as throwaways. That risks offering abstract promises without the real-world cues that make those promises believable and actionable for customers.

Think of it this way: Emotional benefits and values pull the buyer toward the brand; concrete features anchor the choice and reinforce loyalty. So while customers might stay loyal because a brand connects with positive emotions and reflects their values, they notice and buy based on what they can touch, feel, and trust. That’s why the best positioning strategies use both concrete features that signal quality and relevance and emotional connections that sustain loyalty over time.

Why This Matters for Marketing Strategy

Positioning is about more than just describing your product. It’s about understanding the following:

  1. What your target customers truly value

  2. How to ladder up from features to emotional benefits and values

  3. How to communicate that value in a way that resonates deeply

That’s what creates a powerful position in the market—and why some brands win even when their competitors have similar (or even better) technical features.

Strategy in Action: Walmart’s Sustainability Initiative

The Backstory: A CEO’s Turning Point

When retired Walmart CEO Lee Scott reflected on what pushed him to make sustainability a core strategy, he didn’t cite market trends or cost savings. He pointed to two personal moments:

  1. Chairman Rob Walton’s push: Walton encouraged Scott to think deeply about the environmental and social impact Walmart could have, influenced by Walton’s work with Conservation International.

  2. Hurricane Katrina (2005): As Walmart’s supply chain became a lifeline for devastated communities, Scott asked:

    “How could we be that Walmart all the time? Just because you’re big, do you have to be bad? Can’t you use size, scale, and scope in a way that is actually positive?”1

These moments launched a cultural shift at Walmart, from price leadership only to price leadership plus sustainability leadership.

Using Laddering and the Hierarchical Value Map (HVM)

Walmart worked with sustainability trailblazer Jib Ellison and a team of industry and academic researchers to conduct laddering interviews and develop a Hierarchical Value Map (HVM).

The goal: Uncover the positive emotions associated with sustainability and how those emotions connect with concrete, see-and-touch changes Walmart could pursue to make sustainability a core part of its culture.

The research revealed that both consumers and employees were motivated by more than just saving money.

Attribute Functional Benefit Emotional Benefit Personal Value
Affordable, effective sustainable products and packaging.

Lower chemical and carbon footprint.
Reduce waste.

Conserve resources.

Reduce corporate impact.
Making a difference by acting together to conserve our future Making progress by benefiting future generations

Walmart wanted to make important attributes visible and tangible. To act on what they learned from the HVM (Hierarchical Value Map), Walmart launched programs to make key attributes—like affordable, effective, and sustainable products and packaging—more visible and tangible for customers.

Here’s how they brought HVM attributes to life.

Table 4.2
HVM Attributes
Product Feature Tangible Cues
Affordable, effective sustainable products and packaging Affordable, effective, and sustainable products like Greenworks All Purpose Cleaners and Scott FSC Certified Bath Tissue featured in entryway and end-of-aisle displays at Walmart

Shifting from plastic to recyclable paper mailers, right-sizing cardboard boxes, and offering options for customers to skip single-use plastic bags for online pickup
Lower chemical and carbon footprint Walmart engaging with suppliers through initiatives like Project Gigaton, focusing on energy efficiency and renewable energy, and phasing out harmful chemicals from products

What did we learn from this? People care about sustainability—but only when it feels personal, practical, and rewarding. Doing the “right thing” wasn’t enough. Customers responded when sustainability delivered real value to them, fit their lifestyle, and reinforced their identity as smart, responsible consumers.

In short? Sustainability had to make sense—not just make a statement.

HVM: Sustainability and Green Marketing

Figure 4.2: HVM Map

How to read the map:

  • At the bottom: Concrete attributes and actions—what Walmart and customers can see, touch, and do.

    Example: Buying affordable, effective sustainable products. Lowering chemical and carbon footprint.

  • In the middle: Functional and emotional benefits—why those actions matter emotionally.

    Example: Reducing waste. Conserving resources. Reducing corporate impact. Feeling empowered. Acting together to conserve the future. Belonging to a global community.

  • At the top: Core personal values—what customers ultimately want to achieve or express.

    Example: Making progress by benefiting future generations. Feeling a sense of accomplishment.

Thicker lines in the map show the strongest connections customers made—the pathways most likely to influence real-world decisions. Larger text highlights the most powerful values and benefits across many customers.

The Leverage Point: “Making a Difference by Acting Together to Conserve our Future.”

This wasn’t just another benefit. It was the pivot point—the idea that connected Walmart’s actions to customers’ deepest motivations.

In laddering terms, it’s where both logic and emotion agree, “Yes, this is why we should care.”

In behavioral science, this leverage point taps into both logic and emotion—but it’s emotion that ultimately drives action. Picture it like this: logic is the rider, but emotion is the elephant. The rider might steer, but without the elephant’s energy, nothing moves. This powerful metaphor, introduced by psychologist Jonathan Haidt2 and later popularized by Chip and Dan Heath,3 reminds us that persuasive strategies must engage the heart as much as the mind.

  • The rider wants a rational reason to act

    “My purchase reduces waste and conserves resources.”

  • The elephant seeks emotional satisfaction

    “I feel empowered and proud to protect the future with others.”

By identifying this leverage point through laddering, Walmart discovered not only what to communicate but also how to inspire action across millions of customers. It’s the kind of insight that doesn’t just inform messaging; it also shapes it. It drives company-wide strategy and culture change.

Turning HVM Insights into Advertising

Walmart’s marketing campaigns reflected the HVM insights—and specifically, the leverage point—directly. One standout ad didn’t just talk about product features. Its foundational theme was clear: “Making a Difference by Acting Together to Conserve our Future.”

The campaign connected everyday product choices to measurable, positive outcomes—both personal and global. Take a moment to read the copy and feel the emotional connection:

“Cute shirts, huh? We got them at Walmart. Under eight bucks. Seriously. They’re made with cotton and recycled Coke bottles.”

“Like plastic bottles help make these shirts.”

“But here’s the really cool thing—if every Walmart shopper, all 200 million of us, bought one...

...it would be like recycling ½ billion bottles.

...we could stop 130 million pounds of chemicals going into the earth.

...we could stop over 2 million gallons of oil-based chemicals from being produced.

...it would be like taking 11 million cars off the road.

...we could keep billions of plastic bottles from ending up in landfills every year.”

Translation (back to the HVM Structure)

Functional benefits: Waste reduction, conserving resources, and environmental protection

Emotional benefits: Empowerment, pride, belonging to a movement

Personal values: Making progress, protecting the planet, and family legacy

The ad didn’t just list features. It laddered up to emotional and personal values, helping customers feel both smart and inspired for choosing sustainable products.

In doing so, Walmart made the HVM insights not just a strategy—but a story.

Measurable Impact

The sustainability strategy wasn’t just talk:

  • 12.7% absolute reduction in greenhouse gas emissions

  • 80% waste diversion from landfills

  • Over 180 renewable energy projects developed worldwide

  • Acres for America: Over 690,000 acres permanently protected

  • As of 2023, 46% of Walmart’s electricity came from renewable sources

  • Through Project Gigaton, Walmart and its suppliers avoided over 750 million metric tons of emissions—equivalent to taking 160 million cars off the road

References

Hyatt, D. G., & Spicer, A. (2012). Walmart's Sustainability Journey: Andy Ruben and the Design of Organizational Structures and Systems (B). University of South Carolina. https://sc.edu/study/colleges_schools/moore/documents/sustainability/andy_ruben_b.pdf

Plambeck, E., & Denend, L. (2007). Wal-Mart’s Sustainability Strategy (A). Stanford Graduate School of Business. https://www.gsb.stanford.edu/faculty-research/case-studies/wal-marts-sustainability-strategy

Nunes, K. (2024, September 30). Walmart’s sustainability strategy entering new phase. Food Business News. https://www.foodbusinessnews.net/articles/26900-walmarts-sustainability-strategy-entering-new-phase

The Big Lesson

By using laddering and HVMs to understand what customers, employees, and stakeholders truly valued, Walmart accomplished the following:

  • Connected abstract environmental goals to concrete personal benefits

  • Built emotional resonance into product messaging

  • Shifted company culture from defensive to proactive on social responsibility

Most importantly, Walmart showed that sustainability and profitability can go hand in hand—when you engage both the rational rider and the emotional elephant to drive change.

What it Means for You

When you build a marketing vision You need to do the following:

  • Understand what your target segment really values

  • Ladder up from product features to benefits to those core values

That’s what creates a powerful positioning statement and a resonant brand.

We’ll go deeper into how to write a positioning statement and how to uncover customer values in the next section. And you’ll practice this using real brands in our next Do Marketing activity.

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