Market Segmentation – Still the Bedrock of Commercial Success

Despite endless buzz about data, digital and AI, market segmentation remains the single most critical factor in achieving profitable growth. In this sharp and myth-busting white paper, Professor Malcolm McDonald cuts through decades of confusion and reminds us that without needs-based segmentation, marketing efforts are doomed to fail — especially in B2B markets.

Originally written for Professor Philip Kotler’s World Marketing Summit in Japan, this paper reframes segmentation not as a marketing add-on, but as the engine of shareholder value creation.

Core Arguments

  • Segmentation drives shareholder value: The only way to beat the cost of capital is by offering the right value to the right customer segments
  • Most firms still get it wrong: 90% of plans reviewed by Malcolm lacked true needs-based segmentation
  • Old-school labels are meaningless: Socio-demographics and purchase volume don’t predict behaviour
  • True segmentation is behavioural: Based on what people do, how they buy, and why — not who they are

Included Models and Insights

  • Enterprise Value and Shareholder Value Added (SVA) linkage maps
  • Examples of real customer segment behaviours (e.g. “Sunworshippers”, “John & Mary Lively”)
  • CRM and digital marketing failures linked directly to poor segmentation
  • References to 50+ years of segmentation scholarship, including Wind, Yankelovich and Christensen

Malcolm’s Conclusion

  • New technology hasn’t made segmentation obsolete — it’s made it more essential
  • Digital marketing only works when it’s built on solid, segment-specific strategy
  • Needs-based segmentation must guide your targeting, positioning, messaging and metrics

Insight

“Suffice it to say that any organisation that embarks on any segmentation path other than needs-based segmentation is doomed to waste an awful lot of time and money.” – Professor Malcolm McDonald

Download the Full White Paper

This summary captures the argument — the full document includes buying behaviour data, segmentation frameworks, and critiques of common marketing errors still seen in today’s plans.

📥 Download the full PDF