Saturday, January 10, 2009

Homebuilders Leveraging with Retailers


Playa Vista is the uber-hip urban master planned community near LAX. Its residential developments are fairly dense although the net dwelling units-per-acre is modest. Development has been scaled down and buildings concentrated into smaller areas to maximize green space, amenity areas, etc.

The product is mostly podium construction, block-style condominium. No swings in the back yard. No fenced back yard. NO BACK YARD!

There are no unfinished bonus rooms or developable basements.

Nevertheless, next to Playa Vista is the world’s busiest location of The Home Depot. Home Depot’s sales have shot through the roof once residents started moving into Playa Vista. The sales cannot be attributed to the other, limited residential developments nearby. Even owners of fully-finished, new condos buy lots of “home improvements.”

New homeowners, even if they have ultra-modern condos, are good for the retail giant. Even though their homes are covered by the various builders’ warranties, buyers find ways to spend money at a home improvement store despite the lack of “repair” work done in older communities.

New homes bring new commerce. But not every company understands this concept.

In Irvine CA, Westpark Dry Cleaners has an affinity program for owners at the nearby Villages of Columbus. VOC is a LENNAR master plan of 2000 homes with guest builders, KB Home and William Lyon Homes. The dry cleaners recognize that new residents at VOC will frequent local services. Offering a discount to new residents helps them establish new shopping patterns for those local services.

I doubt that even one of VOC’s hundreds of buyers chose that terrific community in order to have shirts laundered for a monthly saving of a few dollars. BUT…they have to get dry cleaning anyway…somewhere… and this one merchant helped convince them to bring that business to them. They realize that the extra revenue does not require more space, more staff, more machines, etc. They had the business capacity and moved to fill it!! I believe that the adjacent nail spa and other personal service businesses get more business simply by being there…next to someone who has self-generated more business.

In Tucson AZ, KB Home had a successful entry level community, Arizona Heights. The local pizza operator approached us and literally begged for the opportunity to deliver a free mega pizza to every single buyer on the day they moved in. We could not give the name, the price paid, etc. etc. But we could say that 123 Cactus Crescent would have people moving in on November 26. The pizzas would arrive just behind the moving truck. Hot pizzas. A nice note of welcome from the restaurateur. A fridge magnet with the restaurant’s name and phone number. Take a guess on how successful this was.

The merchant knew that the new resident was very likely to need a new pizza location. They knew that buying behaviors would change. They also did everything in their power to take advantage of the change. They did not need more ovens, more space, more staff, or more phone lines. They just used more intensely the resources they had. (I do believe they make more dough, but it’s mostly the dough that goes into bank accounts.)

Katsuya Restaurant, part of nightlife impresario Sam Nazarian’s SBE Restaurant Group, has co-sponsored events with John Laing Homes for their ultra-chic Hollywood condos at Madrone. Katsuya knows that new residents will look for new places to spend. Whether they are on a tight budget or are unaffected by external economic forces, they will go SOMEwhere for cocktails and meals. Maybe less frequently. But everyone new to Madrone is…new to Madrone!! They might still travel thirty miles for a dinner party. But are they more likely to rest and entertain closer to their new home? Of course. And Katsuya will have made an impression before other establishments. They have a realistic right to expect better patronage. Again, they don’t need to buy more chairs, lease more space or add more ovens. And the probably have excess staff capacity built in. They use their existing assets more intensely.

Whole Foods has a successful program of co-branding with homebuilders in Southern California. Not known as a discount supermarket, Whole Foods knows its niche is high quality, organic foods, green household cleaners, etc. and outstanding personal service. It is no wonder they want to participate even in pre-sales events…in order to build more awareness generally, but also remind home shoppers that they have a location near the new community being presented. Whole Foods stores are not as large, and hence not as visible as the super stores. They do not have the advertising budgets of Kroger or Safeway. Their customers will travel a little further for the Whole Foods experience, but first need to know the store locations. They may not easily find them if they are strangers to an area of new homes. Thus the co-branding is clever. The builder looks to Whole Foods to provide snacks etc. for buyer events. This allies / aligns the builder with another market leader, gives a power message to home shoppers and reduces the cost of events. Even those guests who do not buy a new home…or buy from another builder…have had a Whole Foods experience, and may build (or reinforce) a relationship with Whole Foods. Again, for Whole Foods, their success in co-branding does not require more shelves, longer hours or extra carts. They use all these resources more intensely and would only need to turn their inventory more often.
Nice!

The 1-2 year spending spike, from new homes to furniture purchases, is well-known. But many many more retailers benefit from additional neighbors. This is quite different from the turnover of existing housing stock. New homes mean additional households. New homes mean more consumers.

How many businesses have the initiative and creativity shown by Arizona Hts. Pizza and Westpark Cleaners? Is this lack of initiative caused by a budget constraint? I doubt it since the pattern was evident when retail budgets were flush.

Is it complacency? Is it arrogance? Perhaps. Are some merchants so sure of their business that they don’t look for opportunities to widen their nets? Or avoid doing so until someone with initiative takes market share away from them?

Is it lack of interest in new business? I doubt it!!

Is it because they don’t know how to build a relationship with the provider(s) of new homes? I hope not! Homebuilders are visible. Their goods are very obvious! Theirs is no underground economy.

So why the reluctance? Why don’t more businesses see the value of being FIRST to engage additional customers? Who doesn’t want to turn their inventory more often? To use their people and facilities more intensely? Is it usually the little guy who sees opportunity first? This person has a vested interest in the retailer’s success? But, are we not ALL interested in our companies’ successes?

Hello, Staple Depot of Max Office Supplies. How many homes do NOT have plenty of business equipment and supplies these days? When would be a good time to look for new business? When should you help new neighbors establish new shopping venues and habits? After your competitor has already secured it? Strong outreach campaigns, leveraging with homebuilders, may also drive more business to the retailer’s online channels. Meaning more efficient use of resources. Better energy management. After-hours sales. It’s all good!

Wake up, Sleeping Company USA! Maybe there are co-branding opportunities, generally. Maybe there are specific opportunities for MORPH-y beds that change into a wall unit, use square-footage and volume more efficiently, and make those smaller new home spaces more attractive. And reduce the home cost. And increase the marketability and target audience. It’s all good!

I’m not sure about anyone else, but I REALLY do want to try VOIP. I just don’t have time or inclination to figure it out. What if…? How about…? Etc. But if a new home would include the equipment, the installation and a bit of a tutorial, I’d take that option. I would NOT buy a new home to get Spyke or Novage, but I would want it included in my new home.
And a builder who offered it would be sending me several messages:

1. They live in THIS century;
2. They are ahead of the curve;
3. They are giving me more opportunities to save costs;
4. They ally / align themselves with other known winners;
5. They know I am buying a lifestyle, not only sticks and bricks.

What if…a local bank gave every new owner of a new home at Acme Meadows…every single one…two years’ free safety deposit box? What’s the cost? Would they get everyone’s banking business? NOPE. But wouldn’t they get some? Safety deposit boxes can’t be accessed online. Users must come in…see the team, in the case of my California Bank & Trust, have a coffee and cookies, and be engaged. See customer service in action!! An opportunity for the bank to generate goodwill and new business.

What a nice thing for Acme Homebuilders to “include” for their new owners. Again, giving the message of giving a damn, respecting the buyer, being woven into the greater community and allying / aligning with another market leader.

As the housing market starts to come back, buyers will be in the looking process longer. They will qualify for smaller loans. Credit granters will look at income, something that FICO scores do not measure. There will be some, but not many low-down or no-down payment programs. Buyers will need real down payments. To save up these down payments will take longer as interest rates are lower and unemployment is higher. They will only be able to buy lower priced homes. But the dream of ownership continues. People’s life situations will still change and they will still look to move.

When they do, they will be forced into more compromises. They will either wait longer…or they will forego some of the features that would have been non-negotiable to a buyer in 2004. Builders should be looking for tactics to expedite the buying process. By improving the offering, upgrading the experience, if not the home.

Many times this can be done in collaboration with retailers.

In turn, these retailers, and even others, will benefit as new homeowners spend on things for their new home.

Many can benefit from the same creativity as Katsuya, as Westpark Cleaners, as Arizona Heights Pizza and as Whole Foods.

Once again, when is the best time for retailers and builders to co-brand and show initiative? Only after someone like Whole Foods and Westpark Cleaners, and Lennar and Laing and KB have done so…and taken market share from those who kept doing what they’ve always done? What's the worst to happen by doing more business??!!
HARD
January 10, 2009

Friday, January 9, 2009

From the 2009 HARDintelligence.com Dictionary

Greetings friends.

As we head into the New Year (this week in the west, and in a month in China) we will need to be on top of the latest economic trends, the most recent building materials and the most current demographics.

Since the markets in the US, Canada, and China have different dynamics, the one thing we share with each other is a common lexicon.

But it, too, is evolving.

Attached are some important new words and their definitions that should help us all stay at the leading edge of the business.

Please let me know if they are useful to you. I welcome your feedback.

Happy New Year and (an early) Gung Hay Fat Choi.
恭喜發財




Excerpts From The 2009
HARDintelligence.com
Dictionary Of Homebuilding*


DesigNerds…the backroom of every outstanding marketing and advertising firm;

Doo diligence…the real value of much market research into the acquisition of new sites; (“More doo, less diligence” was the operating principal of many builders.);

“E”-conomical…using the Internet to convince prospects that our homes are much less costly to operate;

Blame duck president…the previous boss, upon whom ALL the world’s problems, from faulty floor plans, to missed markets to scurvy to global warming, are heaped; need NOT be limited to an actual company president;

Guess parking…where condo visitors’ cars are supposed to be…at least 1000 yards away. From anything;

Hind-lick maneuver…the technique for breathing new life into a promotion opportunity for a junior staff member; must include a promotion-decider who does not recognize brown noses; promotion is never based on merit;

Humilitarian aid…the housing assistance that is only available if Eyewitness News is on scene and is able to embarrass and insult the recipient in an attempt to ingratiate with the donor;

Innocent bystandard…the nosy, noisy, neighborhood busybody who just watched that someone ELSE got a concession that he was told NO ONE EVER gets;

Kopa-skeptic…“It’s NOT OK, no matter how nicely you say it.”

Masquerading permit…ability of earthmovers to convert Mt. Everest to Topeka KS…by obtaining approval under a “clearing & grubbing” approval;

Math-alogical liar…the person who provides typical calculations of useable square footage, energy savings and value appreciation; Seldom in writing, never accurate.

Office Admonish-straighter… the assistant to the president who thinks that his / her job is to berate anyone else on the team. And thus destroy the team the president is trying to build.

Public Fallations Campaign…disseminating inaccurate information…many elevations, most renderings, every photo, and all driving directions that show proximity to anything important;

Small Flames Court… the forum where disgruntled owners typically add value to their claims by disclosing that the builder has 27 parking tickets and that there have been 42 flat tires in the new community, thanks to the orchestrated campaign to drop nails where the Plaintiff’s blind, crippled grandmother is guaranteed to drive. (Blind people don’t drive? Then explain Braille keys at drive-through ATM’s.)

Status-tician
…that buyer who wants to know the profession / vocation makeup of the community and what kinds of cars they drive before he will buy.

Taint by numbers…step by step use of work product from mathological liar. (qv.)

Truth decay…the tendency by some buyers to forget all the warranty documents, discussions, and disclosures as time passes. Filling in by remembering “promises” of a new amalgam that includes coverage of the classic ’66 Mercury in the garage, burned out light bulbs, dirty air filters, and anything caused by the canines in the household;

Water cheat-ment system…poor quality plan for managing downstream flow, catchment, biofiltration, etc. Presented as if a benefit to unsophisticated buyers.


HARDminute factoid # 16; Expensive Cars to Operate

The HARDminute # 16

A Series of “Top Tens”

That Took Forever to Compile

But Requires Only Sixty Seconds

for You to Read.

TOP TEN MOST EXPENSIVE
CARS to OPERATE


According to Edmunds.com, the following are the most expensive 2008 cars to repair and maintain. Their estimates are based on 15,000 miles per year for five years.

Dodge Viper; R&M = $10,323
Jaguar XK-series; R&M= $9,449
Jaguar DXJ-series; R&M = 9449
Land Rover Range Rover Sport; R&M = $9227
Land Rover Range Rover; R&M = $8996
Mercedes Benz SL-Class; R&M = $8756
Mercedes Benz CL-Class; R&M = $8730
Land Rover LR3; R&M = $8637
Audi RS4; R&M = $8606
BMW Alpina B7; R&M = $8534

Next edition: the TOP TEN most efficient to operate.

Please let me know if this is of interest to you.

I welcome your feedback!

HARD

HARDminute Factoid 15: Oil Imports & Exports

The HARDminute # 15
A Series of “Top Tens”
That Took Forever to Compile
But Requires Only Sixty Seconds
for You to Read.


TOP TEN Countries
For Importing and Exporting Oil

Last post, I circulated the factoid about oil RESERVES. It is reproduced below. This post, I am showing who actually ships and receives oil.


Oil Imports PER DAY

USA imports 11.8 million barrels per day.
Japan brings in 5.3 million barrels.
China needs 2.9 million barrels per day.
Germany drinks in 2.5 million.
South Korea has an appetite for 2.1 million.
France takes in 2.0 million barrels.
Italy imports 1.7 million.
Spain imports 1.6 million barrels.
India’s imports are 1.5 barrels.
Taiwan takes in 1.0 million.

Oil Exports PER DAY

Saudi Arabia exports 8.73 million gallons per day.
Russia sends out 6.67 million.
Norway exports 2.91 million barrels.
Iran’s contribution is 2.55 million.
Venezuela exports 2.36 million.
United Arab Emirates exports 2.33 million.
Kuwait’s exports are at 2.20 million barrels per day.
Nigeria’s contribution to others’ uses is 2.19 million.
Mexico exports 1.80 million.
Algeria sends out 1.68 million gallons per day.

Imports and exports are based on 2004 figures and have certainly changed, but detailed data are difficult to collect. The relationships, however, are pretty consistent. In the US, we import more oil than the next three importers combined. Reserves are 2005 estimates.

To put this in perspective, a barrel contains 42 US gallons of oil. Originally there were 40 gallons to a barrel however, that was changed in the mid 19th century to give a little extra so consumers wouldn't feel "cheated". A little over 23 gallons of gasoline can be refined from a barrel of oil. Other products (jet fuel, lubricants, etc.) make up the rest.


Oil Reserves

1. Saudi Arabia has 264.3 billion barrels proven as of 2006
2. Canada can provide 178.8.
3. Iran has 132.5.
4. Iraq has 115.0.
5. Kuwait has 101.5 of its own, but also is a contracted refiner for others.
6. United Arab Emirates has 97.8.
7. Venezuela holds 79.7. Venezuela and Hugo Chavez own Citgo.
8. Russia checks in with 60.0.
9. Libya shows 39.1.
10. Nigeria has 35.9.


Please let me know if this is of interest to you.

I welcome your feedback!

HARD

HARDminute factoid #14 Oil Reserves

The HARDminute # 14
A Series of “Top Tens”
That Took Forever to Compile
But Requires Only Sixty Seconds
for You to Read.

TOP TEN COUNTRIES WITH
GREATEST OIL RESERVES

Saudi Arabia has 264.3 billion barrels proven as of 2006
Canada can provide 178.8.
Iran has 132.5.
Iraq has 115.0.
Kuwait has 101.5 of its own, but also is a contracted refiner for others.
United Arab Emirates has 97.8.
Venezuela holds 79.7. Venezuela and Hugo Chavez own Citgo.
Russia checks in with 60.0.
Libya shows 39.1.
Nigeria has 35.9.

To put this in perspective, a barrel contains 42 US gallons of oil. Originally there were 40 US gallons (35 Imperial gallons to readers in UK and Canada) to a barrel however, that was changed in the mid 19th century to give a little extra so consumers wouldn't feel "cheated". A little over 23 gallons of gasoline can be refined from a barrel of oil. Other products (jet fuel, lubricants, etc.) make up the rest.
Future posts will show who imports the most and who the largest exporters are.

Please let me know if this is of interest to you.

I welcome your feedback!

HARD