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Kalise | Case study

A brand tracker baseline across two categories

Kalise leads ice cream and yogurts in the Canary Islands, and its chilled range also includes dairy desserts. Before planning its next stage of growth, it wanted a measure of where the brand really stands in each category, one it could repeat every year and compare like for like.

  • Brand & cultural strategyService | Brand & cultural strategyResearch for brand positioning, brand health tracking, portfolio architecture and semiotics.
  • FMCG
  • Canary Islands
  • QuantitativeMethod | Hard EvidenceSurveys and statistical models that measure, at scale, what people think and do.

Their insights are so illuminating that they truly make strategic decision-making easier.

CMOKalise

01

The decision on the table

Kalise is the brand most people in the Canary Islands grew up with, in two categories at once. That kind of position is a gift, and it hides things. When you’re the default, habit can look a lot like preference, and you only find out which one you have when a competitor starts to win.

The leadership team wanted to plan the next stage of growth on firmer ground than sales data and intuition. They needed to know how the brand stands in each category, whether the two categories help or hurt each other, and which levers to pull first. And they needed a measure they could repeat, so next year’s answer could be read against this one.

02

The questions

  1. How does the brand perform and differentiate in ice cream, and in yogurts and dairy desserts?
  2. What does the consumption pyramid look like: how recently, how often, on which occasions, and where people buy and eat?
  3. Which attributes and associations matter most in each category, and how is Kalise perceived on each?
  4. What is the NPS in each category, and what sits behind the score in people’s own words?
  5. For people who buy Kalise in both categories, where are the gaps, the synergies and the cross-category opportunities?

03

Why we designed it this way

A baseline is only useful if it can be compared, across categories today and across years tomorrow. Three design choices made that possible.

  • Two twin blocks

    Ice cream, and yogurts with dairy desserts, ran as parallel blocks with the same structure, so every measure in one has an exact twin in the other.

  • Only real consumers

    A screener kept the sample to people who actually eat these products. People who buy both lines answered both blocks, plus a module of their own.

  • Every score with its reasons

    Spontaneous recall, the reason behind each NPS score and a final open question were coded into themes, so each number arrives with the words people used.

04

Under the hood

For the insights team who want to check the rigour.

Sample and screening

Representative online survey of residents of the Canary Islands aged 16 to 65, n=500, balanced by sex and spread across age groups. The screener asked about category consumption: ice cream, yogurts and dairy desserts, or both categories. Dual consumers completed both blocks and a comparison module.

Awareness and associations

Top-of-mind and aided awareness in both categories, plus the product associations people hold for Kalise.

Consumption pyramid, per category

Last consumption, frequency, product lines used, where products are bought and eaten, and the occasions they belong to.

Attribute batteries and brand equity

Category attributes such as taste, variety, value, accessibility, natural and healthy, innovation, fun and attractiveness. Brand-level items covering quality, price accessibility, range, “from here” and “knows my tastes”, innovation, tradition, sustainability and community.

NPS with open-text coding

NPS by category, with the open “why” coded into themes to separate the drivers of promotion from the frictions behind each score.

Dual-consumer comparison

Satisfaction, perceived innovation and appetite for newness compared across both lines, to find cross-sell and positioning opportunities.

Desk research

Category and competitive context to place the findings within the trends shaping the industry.

05

What we can tell you

The numbers belong to Kalise. What we can share is the shape of what a study like this produces, which any brand leading two categories will recognise.

  • Two categories, two different brands

    The same name carries different attributes in ice cream and in yogurts and dairy desserts. Strength in one doesn’t carry over to the other on its own.

  • The opportunity sits with the passives

    The open NPS answers pointed to people who like the brand and have never been given a reason to recommend it, a larger group than the detractors.

  • Local pride has a ceiling

    “From here” and “knows my tastes” score high and carry warmth. On their own they don’t answer the questions about innovation and health that younger consumers are starting to ask.

  • Dual consumers draw the cross-sell map

    People who buy both lines showed where satisfaction, innovation and appetite for newness diverge between the two categories.

The tracker, wave by waveIllustrative values
Wave 0Wave 1Wave 2Wave 3This studyto be measuredW0W1W2W3to be measured

Ice creamYogurts and dairy desserts

Wave 0 fixes the definitions and the modules. Every future wave is read against it, so leadership sees a trend instead of a new snapshot each year.

06

What they received

  • Long-form, navigable report

    Anchored sections and clear charts, so any stakeholder can find the insight and the area to improve without a briefing.

  • Prioritised levers, per category

    What to strengthen and what to fix in each line, backed by the words people used.

  • Tracker roadmap

    KPI definitions, repeatable modules and a cadence for the waves to come.

  • Recommended next steps

    Qualitative interviews to dig into the issues the survey raised, and a social listening stream once the brand’s online presence is stronger.

See how we deliver: the Reporting Ecosystem

07

What happened next

This study became Wave 0 of Kalise’s brand tracker: a comparable baseline for two different categories, prioritised levers for each, and a roadmap so leadership can follow trend lines instead of reacting to snapshots.

One lens, for now

This was a quantitative project. It tells Kalise where the brand stands and by how much. The next layers would explain why passive customers stay passive, through interviews, and what people say about the brand when nobody asks them, through social listening. That’s how a baseline grows into an H3™ tracker, with continuous tracking wave after wave.

  • Hard EvidenceWave 0, done
  • Human StoriesRecommended next
  • HeartbeatRecommended next

I’m genuinely impressed with the results. Their level of detail, depth of analysis, and the amount of valuable insight they were able to extract from the survey exceeded my expectations. It’s clear they love what they do and go the extra mile to surprise you with the quality of their work. Their insights are so illuminating that they truly make strategic decision-making easier. Outstanding work. Highly, highly recommended.

CMOKalise

Leading your category out of habit? Let’s see what’s holding it up.

Tell us what you need to track and how often your decisions need an answer. You get a fixed price and a date we commit to, and if a tracker isn’t what you need yet, you’ll hear that first.

  1. You get in touchBy email, through the form or on a video call, whichever suits you.
  2. We ask for the briefEvery detail we need, so the proposal is shaped around what you actually require.
  3. We design the proposalThe approach that answers your objectives, with the timeline and the budget.
  4. Approval, and we beginYou sign off, the paperwork is settled, and the work starts.
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  • Senior researchers only. No juniors.
  • End to end. Design, fieldwork, reporting.
  • No AI automation. Any use, disclosed.