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Burçak Ertimur & Gokcen Coskuner-Balli

Navigating the Institutional Logics of


Markets: Implications for Strategic
Brand Management
Adopting an institutional theoretic framework, this article examines the evolution and competitive dynamics of
markets composed of multiple practices, beliefs, and rule systems. The 30-year historical analysis of the U.S. yoga
market illustrates the coexistence of spirituality, medical, fitness, and commercial logics. Using data gathered
through archival sources, netnography, in-depth interviews, and participant observations, the authors link shifting
emphases on institutional logics and their sustenance to institutional entrepreneurs’ accumulation and transmission
of cultural capital, strategies to legitimize plural logics, distinct branding practices, and contestations among the
pervading logics. The study offers a managerial framework for managing conflicting demands of logics, conveying
brand legitimacy, and creating a coherent brand identity in plural logic markets; in addition, it develops a theoretical
account of links between institutional logics, competitive dynamics, and market evolution.

I
Keywords: institutional logics, market evolution, strategic branding, competition, yoga

nstitutional theory posits that people and organizations ing moved away from a firm-centric and goods-dominant
exist within larger institutional environments with taken- logic to a consumer-centric and service-dominant logic
for-granted social, cultural, and symbolic meaning sys- focused on cocreation of value between firms and con-
tems that define their social reality. These environments are sumers. More recently, Humphreys (2010a, b) has shown
subject to “logics,” symbolic and material organizing prin- how gambling became associated with legitimate frames
ciples that direct and circumscribe thoughts, decisions, and such as business and wealth and disassociated with illegiti-
behaviors of people and organizations through a “socially mate frames such as crime.
constructed, historical pattern of material practices, Exceptions include Giesler’s works (2008, 2012) on the
assumptions, values, beliefs and rules” (Thornton and Oca- dynamics of music downloading and self-enhancement
sio 1999, p. 804; see also Friedland and Alford 1991). Insti- markets, which showcase the coexistence of competing log-
tutional logics are important for understanding market ics. Giesler examines how rivalry of logics results in con-
dynamics because changes in logics are fundamental to testations between market actors and ultimately leads to
conceptualizations of market evolution (Dunn and Jones changes in practices in both markets. Indeed, there are
2010; Reay and Hinings 2009; Thornton, Ocasio, and many other examples of markets in which multiple and, at
Lounsbury 2012). Marketing researchers studying the evolu- times, conflicting logics prevail for a lengthy period of time
tion of markets have focused primarily on markets that are and prescribe appropriate behavior, decisions, and practices
organized by a dominant institutional logic, conceptualizing for market actors. For example, the care and science logics
evolution in terms of replacement of logics. Replacement of have coexisted in the health care market since the beginning
logics occurs when a dominant logic that drives market of the twentieth century. The science logic is embedded in
practices is abandoned and another logic takes its place; thus, knowledge generated through scientific research, and it
even if two or more logics exist in the market at the same manifests in practice in terms of innovative procedures and
time, a dominant logic ultimately prevails. For example, treatments. The care logic is rooted in holistic, preventive
Vargo and Lusch (2004) examine how the field of market- patient care by which compassionate physicians strive to
improve the quality of their patients’ lives (Dunn and Jones
2010). Notably, these logics provide multiple and, from
time to time, conflicting prescriptions to stakeholders in the
market. Alternatively, consider the profession of architec-
Burçak Ertimur is Assistant Professor of Marketing, Silberman College of

ture, with long-existing aesthetics and efficiency logics


Business, Fairleigh Dickinson University (e-mail: bertimur@fdu.edu). Gok-

(Thornton, Jones, and Kury 2005), and the academic mar-


cen Coskuner-Balli is Assistant Professor of Marketing, Argyros School of
Business and Economics, Chapman University (e-mail: balli@chapman.

ket, with the logics of research and teaching. Plural logic


edu). The authors thank Fevzi Balli, Steven Chen, Yonca Ertimur, Eileen

markets do not constitute a new phenomenon. Yet extant


Fischer, Mary C. Gilly, Ashlee Humphreys, Darcy F. Kamal, Lisa Peñaloza,

market research has not addressed the processes through


and participants at the Anthropology of Markets and Consumption confer-

which multiple logics are created and sustained in markets


ence for their insightful comments on earlier versions of this article. They

and the implications for strategic brand management. Like-


are grateful for the guidance and helpful remarks of the JM review team.
Robert Kozinets served as area editor for this article.

© 2015, American Marketing Association Journal of Marketing


ISSN: 0022-2429 (print), 1547-7185 (electronic) 40 Vol. 79 (March 2015), 40–61
wise, we lack a theoretical understanding of the competitive nature of the market enables us to examine strategies of
dynamics in the evolution of markets, wherein multiple multiple brands rather than focusing on one dominant actor
market actors strategically respond to demands of plural and/or regulative regime (cf. Giesler 2008, 2012).
logics and rivalry among them. It is valuable to study the dynamics of plural logic mar-
Focusing on the evolution of markets with plural logics, kets given some of the key oversights of prior accounts of
our goals in this article are to (1) track changes in logics market evolution. For example, one theoretical approach to
and identify factors that drive these shifts and (2) examine understand market evolution treats market creation as a
how brands confront plural logics and shape the competi- legitimization process. Humphreys’s (2010a) seminal study
tive dynamics of markets. Understanding how and why log- on the casino gambling industry documents the framing
ics may shift and yet coexist can help managers navigate strategies managers adopt to legitimize gambling. Giesler
institutionally complex environments. In dominant logic (2012, p. 56) shows that in new product markets, legitimi-
markets, brand managers would be advised to gain and sus- zation is a brand-mediated process whereby the market
tain legitimacy through institutional isomorphism—that is, evolves through a “progressive sequence of contestations
by aligning brand strategy with the dominant set of mean- between the brand images promoted by the innovator and
ings and practices (DiMaggio and Powell 1983; Holt 2002). the doppelgänger brand images promoted by other stake-
Plural logic markets, however, circumscribe brands within holders.” These theorizations are useful for understanding
multiple belief systems and normative as well as cultural market dynamics in contexts in which powerful institutional
orders and may impose multiple identities and disparate actors (e.g., managers, pioneer brands) drive dominant
demands on them. While individual constituencies may meanings and practices that shape market dynamics. How-
want brands to attend to their needs and focus on their ever, they are less applicable in institutionally complex con-
beliefs, brands may need to symbolize their commitment to texts in which multiple actors and brands advocate different,
the norms, values, and beliefs of multiple social systems. sometimes competing logics that prevail in the marketplace.
Brand managers may select and prioritize institutionally Another seminal theorization of market evolution
conferred brand identities. Yet, because their actions may be comes from Giesler’s (2008) analysis of the music industry.
observed and coevaluated by stakeholders who subscribe to Giesler introduces the notion of the marketplace drama to
diverse logics, they may not be able to completely compart- reveal the unfolding tensions between consumers and pro-
mentalize and validate these identities. Thus, institutionally ducers who are embedded in opposing logics in the war on
complex environments can create tensions and potential for music downloading. In this market, the logic of social utili-
incoherence, fragmentation, and goal ambiguity within tarianism encourages sharing, while the possessive individ-
firms (Kraatz and Block 2008). ualism logic emphasizes owning of creative goods and
How do brands address multiple and, at times, conflict- ideas. As consumers shared music through Napster, they
ing demands of plural logics? What kinds of strategies acted on the utilitarian perspective to legitimize download-
should brand managers adopt to convey legitimacy for their ing practices, whereas the record industry engaged the logic
actions and create a coherent brand identity in plural logic of possessive individualism to delegitimize music sharing.
markets? To shed light on these questions, we use institu- The marketplace drama between consumers and producers
tional theory to investigate the evolution of the U.S. yoga ultimately reached a new, yet temporary, consensus under-
market with a close look at the strategies of prominent lying exchange structures such as Apple’s commercial
brands. Yoga is associated with a multiplicity of definitions, downloading platform iTunes. Giesler’s (2008) perspective
beliefs, and practices owing to its encounters with different recognizes the opposing logics that circumscribe market
worldviews, goals, and predispositions of audiences as it actors’ (producers vs. consumers) actions; however, it does
diffused to the Western world (De Michelis 2005, 2008; not address competitive market dynamics and, again, is
Singleton and Byrne 2008). In addition to recognizing its more readily applicable in contexts in which relatively few
deep roots in Hindu spiritualism, Western appropriation actors define legitimacy.
also inscribed yoga within the medical and fitness domains A third approach conceptualizes market evolution as a
(Askegaard and Eckhardt 2012; De Michelis 2008). Schol- consumer-driven process (Martin and Schouten 2014;
ars allude to this plurality in their examinations of the tra- Scaraboto and Fischer 2013). Examining the emergence of
jectory of the U.S. yoga market (Albanese 2007; Goldberg the minimoto motorcycle market, Martin and Schouten
2010; Syman 2010). Today, 20.4 million Americans prac- (2014) explore how consumers draw from the market logic
tice yoga, up from 4.3 million in 2001. They spend $10.3 to develop new products and market infrastructures. Simi-
billion a year on yoga classes and products, including larly, Scaraboto and Fischer’s (2013) study of “frustrated
equipment, clothing, vacations, and media, constituting an fatshionistas” documents how the stigmatized group of
increase of 80% in just four years (Yoga Journal 2008, plus-sized consumers appeals to, rather than undermines,
2012). The U.S. yoga market density has been increasing, the coexisting logics of the market and art in the field of
with yoga enterprises rising from 14,058 to 26,506 and the fashion to seek greater choice from mainstream marketers.
number of employers increasing from 58,525 to 112,890 These studies are relevant to our context because they high-
during the 2004–2013 period. Although there is a trend light institutional entrepreneurs’ ability to shape markets.
toward industry consolidation, market share concentration However, they are more pertinent for markets in which con-
remains low, with the top four companies controlling less sumers initiate or drive market evolution and in which there
than 5% of the market (Newsom 2013). The fragmented are no apparent tensions between the logics in the field.

Navigating the Institutional Logics of Markets / 41


A fourth theoretical perspective for understanding how each prescribe unique organizing principles, practices, and
markets evolve entails examining their competitive dynam- symbols that set societal logics and influence behaviors of
ics (Achrol 1991; Lambkin and Day 1989; Soberman and people and organizations. Logics also operate at the field
Gatignon 2005; Uslay, Altintig, and Winsor 2010). Drawing level, creating rules, meanings, and “valuation orders that
from ecological resource partitioning theory (Carroll 1985), structure the decision making and the practices of the play-
this stream of research examines the competitive dynamics ers in a product market” (Thornton and Ocasio 1999, p.
among generalist firms (i.e., firms that serve the general 805). Logics at the society and field levels are not always in
market with a full line of offerings) and specialist firms agreement with one another. For example, in the health care
(i.e., firms that focus on a niche market with a differentiated field, the institutional order of the profession may focus on
product or narrow line of offerings). Resource partitioning quality of care to patients, whereas the market logic may
theory predicts that as markets mature and become more focus on cost-effective treatment (Moorman 2002). Even
concentrated, the death rate (birth rate) of generalists within the same profession, conflicting institutional logics
increases (decreases), and the death rate (birth rate) of spe- may differentially shape actors’ choices and behavior. In the
cialists decreases (increases). Studies in this area have medical profession, for example, the quality of health care
empirically demonstrated how the composition of markets is defined in terms of innovative diagnostic and therapeutic
evolves toward a symbiotic relationship between generalists treatments according to the science logic and physicians’
and specialists as generalists establish themselves at the clinical skills and preventative care according to the care
center of the market and leave peripheral resource spaces logic (Dunn and Jones 2010). Often, such incompatibilities
for specialists (Carroll 1985; Carroll and Swaminathan among logics result in tensions that serve as triggers for
2000; Swaminathan 2001). Whereas the resource partition- field evolution (Friedland and Alford 1991; Thornton,
ing theory explains competitive structure of markets, it does Jones, and Kury 2005).
not attend to how generalist and specialist firms may legiti- In some fields, evolution takes the form of replacement
mize their actions in plural logic markets. Thus, although of logics; a dominant logic driving field-level practices is
we remain sensitized to the insights of this theory, we use abandoned for another to take its place (Dunn and Jones
institutional theory to uncover market actors’ strategies in 2010). For example, in higher-education publishing, a mar-
dealing with plural logics. ket logic replaced an editorial logic (Thornton and Ocasio
1999). In finance, a market logic replaced a regulatory logic
Organizational Fields, Institutional (Lounsbury 2002). In French gastronomy, a nouvelle cui-
sine logic usurped its classical counterpart (Rao, Monin,
Logics, and Market Evolution and Durand 2003). In other fields, however, plural logics
Adopting the institutional theory lens, we view markets as coexist for extended periods of time, especially when (1)
organizational fields that comprise “the totality of actors there are no unified goals and regulatory or professional
and organizations involved in an arena of social or cultural frameworks to set standards, (2) associated practices diffuse
production and the dynamic relationships among them” into multiple local contexts and create local variation in
(DiMaggio 1979, p. 1463). Organizational fields consist of logics, and (3) organizations garner support from multiple
“organizations that, in the aggregate, constitute a recog- fields (Purdy and Gray 2009; Reay and Hinings 2009). The
nized area of institutional life: key suppliers, resource and institutionalization of logics through different mechanisms
product consumers, regulatory agencies, and other organi- (e.g., journals, universities) as well as contestations among
zations that produce similar services and products” market actors for status and valuation orders can also fuel
(DiMaggio and Powell 1983, p. 148). Building on Bour- the coexistence of multiple logics. The health care field, for
dieu’s (1984) conceptualization of fields as social arenas of example, remained heterogeneous over time despite shift-
conflict, organizational fields give attention to social rela- ing emphases on the science and care logics as public health
tions among actors who pursue their interests and defend schools, medical schools, academic physicians, and practic-
their turf (Scott 2001). Institutional logics set the rules of ing professionals attempted to advance their own
the game that shape the cognition and behavior of social approaches to medicine (Dunn and Jones 2010; Thornton
actors in organizational fields (DiMaggio 1979). They pro- and Ocasio 1999).
vide organizing principles, vocabularies of motive, and How can organizations manage multiple institutional
senses of self and identity to market actors, who can then logics? Early institutional research emphasizes loose cou-
further elaborate, manipulate, and use institutional logics to pling (Meyer and Rowan 1977; Weick 1976) and compro-
their own advantage (Friedland and Alford 1991). While mising (Oliver 1991) as useful strategies to reconcile multi-
providing resources for agency and change, institutional ple logics. In contrast to rational or tight clusters, loose
logics also constrain action because their taken-for-granted coupling entails assembling organizational elements (e.g.,
nature prevents actors from thinking and acting outside the positions, offices, rewards, sanctions) in soft structures
logics’ boundaries (Thornton, Ocasio, and Lounsbury through informal coordination, avoidance of detailed
2012). inspection, and performance of activities “beyond the
Organizations are embedded in high-order societal log- purview of managers” (Meyer and Rowan 1977, pp. 57–
ics as well as field-level logics (Friedland and Alford 1991; 58). This strategy insulates practices that are guided by con-
Thornton and Ocasio 1999). The major institutions of soci- tradictory logics from one another (Weick 1976). By pre-
ety (e.g., the market, state, family, professions, religion) serving the autonomous identity of organizational elements,

42 / Journal of Marketing, March 2015


loosely coupled systems allow for localized adaptation, pre- from a commercial sector background enacted the social
vent diffusion of defective elements across the organization, welfare logic in their practices more so than organizations
and reduce the cost of coordination among actors (Weick that were founded by actors from the social welfare sector.
1976). However, they may allow for divergent goals to per- Given that a predominant social mission guided the field,
sist within the larger organization and generate deep-rooted this pattern of strategic coupling allowed organizations with
contradictions in institutionally complex environments a commercial origin to offset their initial lack of legitimacy
(Kraatz and Block 2008). Alternatively, the strategy of com- and gain acceptance. Those with a social origin drew more
promising aims to create an acceptable balance between freely from both commercial and social welfare logics
conflicting logics (Oliver 1991). For example, microfinance because they had garnered a priori legitimacy by virtue of
organizations compromise between the conflicting demands their backgrounds.
of the banking logic, which focuses on profit maximization, In summary, prior work on organizational fields and
and the development logic, which focuses on the welfare of institutional logics has presented valuable insights for
poor consumers by setting interest rates at an intermediate examining market dynamics. Markets are subject to both
level. Yet compromising may not allow organizations to society- and field-level institutional logics, and multiple
gain the support of diverse institutional referents and may field-level logics can pervade markets for lengthy periods
not be actionable when logics endorse competing goals of time. Plural institutional logics capture complexity of
(Pache and Santos 2013). markets, and their shifts help us understand institutional
Recent institutional theory research has proposed an change and, thus, market evolution. Institutional logics pro-
alternative to loose coupling and compromising. Organiza- vide a link between institutional structure and individual/
tions that incorporate elements from different institutional organizational action as well as ideology and practice. Ide-
logics may succeed at managing diverse demands of plural ology constitutes the symbolic component of logics, and
logic fields (Battilana and Dorado 2010; Greenwood et al. institutional logics make this unobservable part of institutional
2011; Pache and Santos 2013). By enacting a combination orders visible through their material manifestations in orga-
of activities drawn from each logic, organizations can nizational structures and practices (Friedland 2009). Brands,
secure endorsement from a wide range of field-level actors. like organizations, are exposed to plural and, at times, com-
Nonetheless, the institutional logics that firms combine peting logics; they need to develop strategies to navigate
might not be compatible with one another; they may create the demands of plural logics as well as create and sustain
challenges in maintaining organizational legitimacy regard- their legitimacy and identity. Institutional logics shape man-
ing important institutional referents (Greenwood et al. agers’ strategic choices by moderating “the attention of
2011). Organizations face an early challenge of creating a organizations in making strategic decisions” (Thornton,
common organizational identity that strikes a balance Ocasio, and Lounsbury 2012). Thus, we direct our attention
between the logics they combine. For example, in the case to how market actors mobilize institutional logics to pursue
of microfinance organizations in Bolivia, Battilana and their interests and thereby contribute to the competitive
Dorado (2010) show that the formulation of hiring and dynamics and evolution of the U.S. yoga market.
socialization policies was crucial in creating a balance
between the development and banking logics. The organiza-
tion that hired people who were not steeped in either of the Methodology
logics was able to evade logic tensions and identity Data Collection
schisms. In contrast, the competing organization that hired
employees who were carriers of either the development or We used several types of sources to collect data for this
the banking logic suffered from polarization of its members study. For a list of source types and examples of each type,
into subgroups. see Table 1.
Pache and Santos (2013, p. 994) illustrate that organiza- Archival data. We collected data from a variety of
tions adopt a selective coupling strategy to incorporate ele- archival sources to construct an analytical narrative of the
ments from different institutional logics and to internally logics guiding the yoga market. To study the evolution of
manage potential mismatches among the logics they com- logics constituting the market over time, we examined
bine. Selective coupling entails “the purposeful selection of newspaper articles about yoga. We selected two of the lead-
practices among a pad of competing alternatives” (Pache ing daily newspapers in the United States that hold
and Santos 2013, p. 994). For example, the work integration extended historical archives and are among the top ten
social enterprises (i.e., private organizations in France that newspapers in terms of circulation and reach (Edmonds et
provide long-unemployed people with job opportunities by al. 2012; MondoTimes.com 2013). We collected articles
training) are embedded in competing social welfare and with the word “yoga” in the headline and the lead paragraph
commercial logics, relying on market-based values to from The New York Times (n = 868) and The Washington
achieve a social mission. These logics pose distinct Post (n = 604) published between 1980 and 2012. We begin
demands on organizational goals and forms, governance our data collection in 1980 because the 1980s coincide with
mechanisms, and sources of professional legitimacy. The the increasing diffusion, legitimization, institutionalization,
authors show that organizations in the field followed spe- and branding of yoga. These data served as a starting point
cific patterns of selective coupling depending on their back- in forming a historical trajectory of the market and identify-
ground and origin. For example, organizations that came ing influential market actors. We supplemented these data

Navigating the Institutional Logics of Markets / 43


TABLE 1
Data Sources
A: Archival Data
Number of Articles,
Types of Sources Exemplary Sources Books, or Reports
Newspapers The New York Times, The Washington Post 1,472
Classical texts and books The Yoga Sutras of Patanjali, The Subtle Body: The Story of Yoga in America 14
Magazines articles Yoga Journal, Origin Magazine 166
Secondary interviews The Today Show (NBC), National Public Radio 38
Industry reports Yoga Journal’s “Yoga in America” market study 28

B: Interview Data
Pseudonym Gender Training
Gloria Female Jivamukti Yoga
Melissa Female CorePower Yoga
Dana Female YTTP Power Yoga
Stan Male Dharma Yoga
John Male Jivamukti Yoga

C: Observational Data
Type of Class Description Engagement
Jivamukti Yoga A fitness-oriented brand of yoga that heavily integrates spiritual Three years of
elements such as chanting participant observation
Dharma Yoga A spiritually oriented brand of yoga that focuses on physical/emotional Three years of
well-being through breathing exercises, devotional music, and meditation participant observation
Power Yoga A fitness-oriented style of yoga adapted from the traditional Ashtanga Three years of
Yoga participant observation
Hot Yoga A fitness-oriented style of yoga that is performed in heated rooms for One year of
additional health benefits participant observation

D: Netnographic Data
Types of Sources Exemplary Sources Number of Comments
Newspaper articles The Huffington Post, Los Angeles Times 283
Blogs CNN’s Belief Blog, Elephant Journal, The Washington Post’s On Faith Blog 1,290
Websites Hindu American Foundation, Yogatruth.org, Bikramyoga.com 67
Magazines The Economist, Open Magazine, Yoga Journal 176

with the number of books in English that were published which contemporary forms are legitimized (Singleton
within the same time frame that contained the word “yoga” 2008). Similarly, Bhagavad Gita was written around 200
as a keyword in the WorldCat network of library content. B.C. and is universally considered relevant in articulating
We used this bibliographic database, which categorizes the cornerstones of contemporary forms of yoga (De
each book under descriptive topics, to assess shifting Michelis 2008). Autobiography of a Yogi has sold more
emphases on the logics in the market. than four million copies and was written by Paramahansa
Second, to further identify and catalog historical events Yogananda, who is regarded as one of the most influential
that highlight different logics; to discover yoga brands and gurus of the twentieth century to settle in the United States
their unique missions, goals, and practices; to understand (Goldberg 2010). Finally, Light on Yoga, by B.K.S. Iyengar,
framings of yoga that exist in popular discourse; and to is viewed as the global standard reference on physical yoga
observe competitive dynamics and trends in the market, we (De Michelis 2005). We also read books on the history of
immersed ourselves in additional sources of archival data. modern/postmodern yoga, including The Subtle Body: The
We read classical books such as The Yoga Sutras of Patan- Story of Yoga in America, A History of Modern Yoga, and
jali, Bhagavad Gita, Autobiography of a Yogi, and Light on Yoga in the Modern World: Contemporary Perspectives;
Yoga, which were written by influential gurus, widely books that represent prevalent brands, such as Jivamukti
adopted in yoga teacher trainings, and considered central by Yoga: Practices for Liberating Body and Soul and Bikram
historians to the discourses of modern yoga practitioners. Yoga: The Guru Behind Hot Yoga Shows the Way to Radiant
For example, The Yoga Sutras of Patanjali is an ancient Health and Personal Fulfillment; and recent popular publi-
text, estimated to be composed sometime between 5000 B.C. cations that tap into some of the key conflicts among the
and 300 A.D., that forms the basis of classical yoga against logics of the market, such as The Science of Yoga: The Risks

44 / Journal of Marketing, March 2015


and the Rewards and Hell-Bent: Obsession, Pain, and the on their training, teaching methods, and perceptions of mar-
Search for Something Like Transcendence in Competitive ket practices of yoga in the United States. We probed for
Yoga. underlying goals of the yoga practices they teach and their
Other archival sources consisted of industry reports on means of achieving them (e.g., verbal instructions, hands-
the trends and statistics pertaining to the yoga market, web- on adjustments, sequencing of poses, classroom scripts,
sites of yoga brands, and secondary interviews with influen- rules).
tial market actors that were frequently mentioned in our data Netnography. To understand the tensions that resulted
set of archival newspaper articles. Regarding the interviews, from the shifts in logics in the market and to tap into the
we primarily focused on founders of yoga brands and col- efforts and views of market actors in sourcing and making
lected interviews that were published in print media or aired sense of these contradictions, we conducted an observa-
on radio/television. Specialty magazines such as Yoga Jour- tional netnography (Kozinets 2006). We identified the key
nal were especially resourceful for this process and enabled tensions throughout our archival newspaper data set and
us to locate articles by using search terms such as tracked relevant online sources (forums, blogs, newspapers,
“Bikram,” “Jivamukti,” “entrepreneurs,” and “innovators.” and trade journals) that featured related discussions. This
Participant observation. Between 2009 and 2012, we data set amounted to approximately 1,800 comments and
participated in various types of yoga classes, taking field 703 pages of text.
notes on the activities in these classes and observing multi-
Data Analysis
ple logics in practice. We selected classes that represented
different styles and brands of yoga and that were offered in Stage 1. We began our analysis by qualitatively analyz-
diverse venues such as local yoga studios, branded yoga ing New York Times newspaper articles and a select set of
chains, and fitness centers. For example, we attended Jiva- Washington Post articles, coding for logics and their charac-
mukti Yoga, a brand that is heavily embedded in the spiritu- teristics. We paid attention to the beliefs, values, and rules
ality logic and integrates traditional spiritual elements such that constituted the practice of yoga along with its symbolic
as Sanskrit chanting and devotional music into its classes. representations. We supplemented this analysis with an
We participated in Power Yoga classes, an athletic style of open coding of the classical texts, books on the history of
yoga adapted from the traditional Ashtanga Yoga that repre- yoga, and the recent popular publications (Strauss and
sents the fitness logic of the field. We attended Power Yoga Corbin 1990). The three field-level logics of spirituality,
classes that were offered in fitness centers as well as in medicine, and fitness and a society-level commercial logic
branded yoga chains such as CorePower Yoga. We con- and their characteristics emerged as a result of this analysis.
ducted participant observations in Hot Yoga classes, rooted Then, following the procedures set forth by Pennebaker,
in the medical logic of the field, including those that are Francis, and Booth (2007) and Humphreys (2011), we con-
branded as Bikram Yoga and CorePower Yoga. Hot Yoga structed a custom dictionary by generating a list of words
consists of a series of breathing exercises and physical representing each of the four logics (see Table 2). We vali-
poses, performed in heated rooms to induce detoxifying dated the dictionary with three judges, asking them to indi-
cate whether each word should be included or excluded
sweat. We also attended a series of classes offered in yoga
from the dictionary category and to suggest words that they
studios and fitness centers. In these classes, we asked the
believed should be included in the category. We finalized
instructors about their training and how they would catego-
the words in the dictionary using the following criteria: (1)
rize the style of yoga that they were teaching. These partici-
if two of the three judges agreed to include (exclude) the
pant observations exposed us to the distinct practices, goals,
word, we added (removed) the word, and (2) if two of the
beliefs, and rules that permeated the market.
three judges offered to include a word, we added that word
In-depth interviews. We established contacts with certi- to the dictionary.
fied yoga instructors from diverse training backgrounds and Using this custom dictionary, we conducted an auto-
conducted five in-depth interviews (McCracken 1988) that mated quantitative content analysis of the population of
lasted 60 to 90 minutes. The interviews were taped and articles from 1980 to 2009 using the computer program
transcribed verbatim, resulting in 80 single-spaced pages of LIWC (Pennebaker, Francis, and Booth 2007). Although
text. The interviews began with questions about partici- our qualitative analysis included articles between 1980 and
pants’ backgrounds, how they started practicing yoga, and 2012, for the quantitative analysis we focused on the 1980–
what yoga means to them. Then, the conversation focused 2009 period and divided it into three equal time periods.

TABLE 2
Dictionary Words and Agreements
Logic Examples Words in Category Alphaa
Spirituality Chanting, devotion, god, guru 47 92%
Medical Disease, injury, treatment, doctor 64 95%
Fitness Exercise, gym, workout, athlete 46 90%
Commercial Fashion, pants, copyright, commercial 45 96%
aAlpha is the percentage agreement of three coders on dictionary words in the category.

Navigating the Institutional Logics of Markets / 45


The computer program generated word counts per each yoga (Hyams 1961). In the 1970s, a more scientific under-
category per article, giving us an indication of the attention standing of yoga emerged, and it became a visible player in
given to the corresponding logic in public opinion the field of mind–body medicine, particularly as a treatment
(Humphreys 2011). We then conducted t-tests to compare method for youth gripped by the drug culture (Claiborne
the frequency of words across the three decades and to 1972; Roberts 1970). Thus, leading up to the 1980s, the
assess the significance of shifts in logics. seeds of different logics were already planted in the market.
Stage 2. In the second stage, we qualitatively analyzed Our archival data demonstrate the continued coexis-
the archival newspaper data following an iterative, tence of the spirituality, fitness, and medical logics in the
hermeneutic approach (Thompson 1997). We cataloged the U.S. yoga market over the three-decade period of analysis
emergence of styles and brands of yoga, central market beginning in 1980 and reveal the different organizing prin-
actors, institutions, and key events. Through iterations ciples such as distinct sets of goals, values, and types of
between this data set and other archival sources such as practices that are associated with each of these field-level
books on the history of yoga, websites of yoga brands, and logics. The spirituality logic is structured around the goal of
secondary interviews with market actors, we traced the enlightenment, with gurus (i.e., charismatic leaders that
styles and brands of yoga to their traditional sources and devotees/worshippers look up to in their practice) leading
founders and the founders’ relations to previous generations practitioners in this path. The early gurus that were influen-
of entrepreneurs, generating an overall picture of prominent tial in the diffusion of the spirituality logic were mostly of
market actors and their lineages. Indian descent. These gurus were later followed by their
Stage 3. In the last stage of our analysis, we delved U.S. disciples. The spirituality logic is translated into prac-
deeper into the yoga brands, focusing on their practices and tice through chanting, meditation, and reading of religious
strategies. Combining the archival, interview, and observa- texts, which, in combination, is aimed to enhance self-
tional data, we analyzed the missions, goals, and practices awareness. The medical logic is organized around the health
of brands built by first-generation Indian entrepreneurs and benefits of yoga. The instructors are perceived as healers
second-generation U.S. entrepreneurs. We analyzed the who help patients recover from injuries, manage pain, and
netnographic and archival data in light of the positioning of prevent health problems such as high cholesterol and heart
brands in relation to the logics of the market. In coding the disease. The source of authority for this logic is scientific
netnographic data, we immersed ourselves in discussions studies documenting the effects of yoga on well-being. The
generated by different actors within blogs, forums, and arti- fitness logic emphasizes physical benefits as the goal of
cles to uncover contestations of logics. This analysis yoga. Led by instructors, students perform yoga to condi-
enabled us to identify the main challenges brands faced and tion their bodies and occasionally to improve their perfor-
the strategies they adopted in response. mance in other sports. The proponents of this logic borrow
from kinesiology to legitimize physical benefits and empha-
Findings size postural movements in the practice (see Table 3).
Our quantitative analysis shows that, over the three-
Plural Logics of the U.S. Yoga Market and decade time frame of the study, the yoga market was
Sources of Their Shifts decreasingly associated with the logic of spirituality and
Most sources trace the introduction of yoga in the United increasingly associated with the medical and fitness logics.
States to Swami Vivekananda’s speech representing Hin- A societal-level logic—namely, commercial logic—also
duism at the first World Parliament of Religions in Chicago emerged from this analysis. This logic emphasizes how the
in 1893 (De Michelis 2008). During the first half of the market became increasingly commoditized, as evidenced by
twentieth century, yoga was construed mainly as a spiritual the rising coverage of yoga brands, gear, clothing, retreats,
practice linked to mysticism, magic, and asceticism with and vacations as well as copyrighting and patent and turf
religiophilosophical underpinnings and an emphasis on battles among brands (La Ferla 2002; Moran 2006; see
Raja yoga (i.e., the mental science) rather than Hatha yoga Table 4). The qualitative analysis reveals four factors that,
(i.e., physical yoga). In the 1960s, a greater understanding on the one hand, drive these shifts in logics and, on the
of its health benefits and the diffusion of its physical com- other hand, help sustain their coexistence: (1) cultural capi-
ponent to the U.S. mainstream led to the demystification of tal of market actors, (2) legitimization of plural logics, (3)

TABLE 3
U.S. Yoga Market: Logics and Their Characteristics
Spirituality Fitness Medical
Goal Enlightenment, self-awareness Exercise, conditioning Health care, well-being
Provider identity Guru Instructor; teacher Healer
Authority Charismatic Business, professional Professional
Source of authority Philosophy (of religion) Sports science Alternative medicine
Consumer identity Devotee/worshipper Student Patient
Type of practice Meditational, denominational Postural Psychosomatic

46 / Journal of Marketing, March 2015


TABLE 4
Changes in Logics over Time by Period
t-Statistic for Tests of Differences

% of Words/Books per Category 1990–1999 2000–2009 2000–2009


vs. vs. vs.
1980–1989 1990–1999 2000–2009 1980–1989 1990–1999 1980–1989
Spirituality
The New York Times .72 .45 .42 –1.38 –1.49 –.37
The Washington Post .55 .52 .31 –.65 –1.91* –1.46
WorldCat Books 40 39 28 –.25 –5.82** –7.32**
Medical
The New York Times .78 .85 .47 .284 –2.47** –1.01
The Washington Post .74 .98 .95 .58 –1.99* 2.87**
WorldCat Books 11 16 23 3.13** 3.67** 9.12**
Fitness
The New York Times .32 .70 .65 2.05** .63** 3.21**
The Washington Post .63 1.69 .99 2.90** 1.81* .71
WorldCat Books 3.5 7.5 17 6.25** 7.12** 10.54**
Commercial
The New York Times .35 .32 .45 –1.62 2.49** 1.12
The Washington Post .19 .23 .28 .33 1.57 .03
*p < .10.
**p < .05.

emergence of generalist and specialist brands, and (4) ten- single guru (Byrne 2014; De Michelis 2008). Although
sions among institutional logics. yoga was disseminated in the United States through the
Cultural capital of market actors. Organizational mem- guru system, our analysis reveals that it was common for
bers, occupational groups, and professions are powerful most U.S. students to train with more than one guru and to
carriers of institutions, institutional meanings, and logics receive their guidance without necessarily undergoing tradi-
(Pache and Santos 2013; Smets and Jarzabkowski 2013). tional initiation or by proxy. This discipleship became more
The analysis of the archival data helped us identify popular democratic and accessible as standardized teaching curric-
styles of yoga and the key actors that introduced these ula institutionalized one-to-many knowledge transfer. This
styles to the United States. We traced the lineages of these mode of knowledge transmission also reduced the time
actors and their socialization into the field in terms of period of embodiment necessary to acquire cultural capital
acquiring and transmitting cultural capital, illustrating their in the field (Goldberg and Singleton 2014).
exposure to multiple logics (see Figure 1). Cultural capital The analysis of our archival data shows that several of
refers to tastes, skills, knowledge, and practices that are today’s leading teachers trained in the 1970s and 1980s
socially rare and distinctive and that may exist in embodied, with Sri K. Pattabhi Jois, the founder of Ashtanga Yoga, and
objectified, and institutionalized states (Bourdieu 1986). In B.K.S. Iyengar, the founder of Iyengar Yoga. Ashtanga
the yoga field, cultural capital includes but is not limited to Yoga is unique system of hatha yoga that involves six series
achieving a liberated state of being, knowledge in philoso- of postures, specific gaze points, ujjayi breathing (i.e., tak-
phies, teachings and practices of Hinduism, and expertise in ing deep inhalations with the mouth closed and exhaling
metaphysical health. Such cultural capital is embodied in through the nose while gently constricting the throat), and
wisdom teachings, yogic postures and breathing, and medi- contraction of specific muscles; Ashtanga Yoga has an aero-
tation; objectified in books, pamphlets, and DVDs; and bic nature because of the practice of vinyasa. In vinyasa
institutionalized in yoga teacher training certificates and practice, postures are linked to one another through a
apprenticeships (De Michelis 2008; Singleton and Byrne repeated series of movements that are performed in a
2008). smooth, dynamic manner and in synchrony with the breath.
Traditionally, the Indian guru–disciple relationship was This breathing and moving together produces a detoxifying
exclusive. Students had to train for an extended period of sweat that cleanses the internal organs and the nervous sys-
time under the guidance of a guru and receive his or her tem and purifies the body (Byrne 2014). Also a form of
grace to be initiated into the practice of yoga. In Indic tradi- hatha yoga, Iyengar Yoga emphasizes posture (asana) and
tions, this mode of accumulating yogic knowledge through breath (pranayama) performed in perfect musculoskeletal
direct and practical experiences and through which students alignment. Even the flow and diffusion of breath must be
became holder of lineages is called parampara. The idea of symmetrically distributed to produce the desired physical,
parampara marks the importance of the in-person and one- physiological, and psychological effects. De Michelis
on-one (vs. dogmatic or textual) form of transmitting cul- (2005, p. 233) sums up Iyengar Yoga with the statement
tural capital, lineages as status symbols, and fidelity to a that “‘perfect’ physical alignment allows ‘perfect’ diffusion

Navigating the Institutional Logics of Markets / 47


FIGURE 1
Some of the Key Actors in the U.S. Yoga Market and Their Lineages

T. Krishnamacharya (19881989) Paramahansa Yogananda (U.S., 1920)


% Developed Krishnamacharya Yoga % Developed Yogoda system for reducing stress
system composed of rigorous yoga poses and improving health and spiritual power.
joined in repetitive sequences. % Established the spiritual organization, the Self
K. Pattabhi Jois (U.S., 1975) Realization Fellowship Center in Los Angeles,
% Developed the style of Ashtanga Yoga, 1924.
1948. % Author of Autobiography of a Yogi, 1946.

David Williams Berly Bender Birch Maty Ezraty and Chuck B.K.S. Iyengar (U.S., 1973) T.K.V. Desikachar (U.S., 1976)
% One of the first non- % Coins the term “Power Miller % Founder of Iyengar Yoga. % Founded the healing center
Indians to be certified in Yoga,” 1989. % Founders of Yoga Works, % Author of Light on Yoga, Krishnamacharya Yoga Mandiram
Ashtanga Yoga. 1987. 1966. in India, 1976.

48 / Journal of Marketing, March 2015


Bryan Kest
% Founder of Bryan Kest’s Mary Palmer and Mary Dunn Walt and Magana Baptiste Bishnu Ghosh (U.S., 1938)
Swami Sivananda
Power Yoga. % Palmer brings Iyengar to % Opened the first yoga school in San % Internationally renowned body
% Founder of Sivananda Yoga, which
synthesizes four paths of yoga based Michigan to teach yoga at the Francisco, 1955. builder and yogi.
on the principles of exercise, YMCA. % Founded the Baptiste Health & Fitness % Combined his physical culture
David Life and Sharon breathing, vegetarian diet, positive % Dunn (daughter of Mary Center with a yoga room, gymnasium, dance training with the Yogoda
Gannon thinking, and meditation. Palmer) is the founder of the studio, natural food store, and restaurant, system.
% Founders of Jivamukti % Founder of Divine Life Society in first Iyengar Yoga Centers in 1971. % Founder of Ghosh College of
Yoga, 1984. India with the mission of worldwide San Francisco, San Diego, and Yoga and Physical Culture in
revival of spirituality, 1936. New York. India, 1923.
% Founder of the Sivananda Ayurvedic
Pharmacy, 1945.

Judith H. Lasater Sherri Baptiste Baron Baptiste Bikram Choudhury (U.S., 1970)
% Cofounder and President of % Founder of % Founder of % Founder of Bikram Yoga.
California Teachers Baptiste Power of Baptiste Yoga.
Association, 1974. Yoga.
Swami Satchidananda (U.S., 1966) Swami Vishnudevananda Swami Chidananda % Cofounder of Yoga Journal,
% Founder of Integral Yoga, a gentle (U.S., 1957) (U.S., 1959) 1974.
physical yoga practice including % Founded the International % Tours the U.S. to spread the
breathing, chanting, cleansing Sivananda Yoga Vedanta message of Divine Life Gregory Gumucio
practices, and meditation. Centers. Society. % Founder of Yoga to the People,
Rodney Yee YogaWorks 2006.
% Spoke at the National Institutes of % Founded an online yoga % Sold to entrepreneurs George
Health, Johns Hopkins Medical studio, Gaiam Yoga Studio. Lichter and Rob Wrubel, 2004.
Center, and Baylor College of % Created more than 30 video
Medicine about the Integral Yoga titles, including Rodney Lee’s
approach to well-being. Power Yoga Collection and Ted Grant and Jessica
Power Yoga Total Body Robertson
CorePower Yoga % Founder of Moksha Yoga, 2004.
Workout DVD with Rodney % Founded by entrepreneur Trevor
Lee. Tice, 2002.
Sumit Banarjee
Dr. Dean Ornish Mark Becker Lilias Folan Rama Vernon % Founder of Sumits Yoga, 2004.
% Founder of Serenity Natural % Cofounder of California
% World-renowned cardiologist Healing Center, New York’s % Created Lilias, Yoga and You, Teachers Association, 1974 YogaSix
with groundbreaking studies first nonreligious yoga center, a PBS yoga television show, % Cofounder of Yoga Journal, % Founded by Bill Koman, former
on reversing heart disease 1975. 1972. 1974. NFL line backer, the President of Corey Kelly and Shiva K.
with yoga. % Established New Life % Founder of Unity in Yoga (now St. Louis commercial developer Madayya
% Founder of Preventative Magazine, 1981. Yoga Alliance), 1982. The Koman Group, 2012. % Founder of TriBalance Yoga,
Medicine Research, 1984. % Founder of Yogaerobics, 2007.
1984.

Indian gurus American gurus Business entrepreneurs


of prana, which automatically results in the perfected condi- programs (Jain 2014; Newcombe 2014). A group of yoga
tion of ‘Self-realization.’” In 1987, Maty Ezraty (who teachers who wanted to connect and support one another
trained with Sri K. Pattabhi Jois and B.K.S. Iyengar’s through education and friendship founded the California
daughter, Geeta Iyengar) and Chuck Miller (who trained Yoga Teachers Association in 1973. They created a training
with Sri K. Pattabhi Jois and self-trained in Iyengar Yoga) program that evolved into the first nationally recognized
opened Yoga Works studio, which offered a variety of yoga two-year yoga teacher training program. This initiative was
classes as well as workshops featuring celebrated yogis followed by several others with varying content and dura-
from around the world. In these classes as well as in the tions, including the training programs of Yoga Works in
Yoga Works teacher training program, the poses and 1990 and Bikram Yoga in 1994. The Yoga Alliance, estab-
sequences primarily drew from Ashtanga Yoga performed lished in 1999, set the national standards for yoga teachers
with vinyasa practice, and the verbal instructions came by instituting certification upon completion of 200 hours of
from the Iyengar system (Despres 2007), reflecting and training. The curriculum included workshops on the physi-
institutionalizing the founders’ cultural capital and embody- cal, philosophical, and medical aspects of yoga, thereby
ing plural field logics. supporting the institutionalization of multiple logics in the
Similarly, when U.S. yogis Sharon Gannon and David market. In 2002, the North American Studio Alliance was
Life established the Jivamukti Yoga brand in 1984, they created to provide information to yoga professionals on
integrated their trainings with Sri K. Pattabhi Jois and how to attract and retain customers as well as how to attain
Swami Sivananda. In our participant observations in Jiva- affordable health benefits and liability insurance to help
mukti classes, instructors open the practice with the chant, them navigate the rising commercial logic (www.namasta.
“guru brahma, guru vishnu, guru devo maheshwara, guru com). Overall, the changes in accumulation of cultural capi-
sakshat, param brahma, tasmai sri gurave namaha” (“Our tal exposed actors to different logics and resulted in an
creation is that Guru, The duration of our lives is that Guru, amalgam of yoga styles, and the changes in transmission of
Our trials and hardships are that Guru. There is a Guru that cultural capital supported the continued presence of plural
is nearby and a Guru that is beyond the beyond. I offer all logics.
my efforts to the Guru”) (field notes). This chant comes Legitimization of plural logics. Actors’ efforts to make
from the Sivananda tradition and celebrates the myriad of yoga socially, culturally, and politically acceptable in the
gurus in one’s life. Embedded heavily in the spirituality United States shaped the evolution of the market toward an
logic, Sivananda Yoga is based on the principles of asana increasing emphasis on fitness and medical logics. In par-
(poses), pranayama (breathing), savasana (relaxation), ticular, we identify two strategic processes—amplification
vegetarianism (diet), Vedanta (positive thinking), and and extension (Benford and Snow 2000; Humphreys
dhyana (meditation) (Schneider 2003; www.jivamuktiyoga. 2010a)—through which market actors highlight assump-
com). After chanting, the classes proceed with three repeti- tions, values, beliefs, and rules that support particular logics
tions of the mantra “om,” which is believed to echo the and align the symbolic and material organizing principles of
vibrations that existed at the birth of the universe. Then, the the field with those of other legitimate fields.
intention for the practice is set and students move on to Market actors’ reframing of the practice of Ashtanga
physical postures performed in a vinyasa style under the Yoga exemplifies the amplification process that provided
guidance of the instructor. Our interviewee John’s account cultural cognitive legitimacy for yoga and accentuated the
of Jivamukti Yoga attests to the pastiche of styles we fitness logic of the field. The literal meaning of Ashtanga is
observed and illustrates how the brand embodies both the “eight-limbed yoga,” outlined in The Yoga Sutras of Patan-
spirituality and fitness logics: jali as yama (ethical precepts), niyama (guidelines for self-
Well, it’s like an amalgamation of, like, Ashtanga and discipline), asana (bodily postures), pranayama (breath
Sivananda. You know, it’s like standing poses … just the control), phatyahara (withdrawal of the senses), dharana
basic poses.... We’re required to put in certain poses (practice of concentration), dhyana (meditation), and
within every class. There’s got to be a certain number of samadhi (self-actualization). In 1989, Berly Bender Birch, a
backbends, a certain number of forward bends.... It [Jiva-
mukti] means liberated while living. “Jiva” is the individ-
yoga teacher since the 1970s and a student of Sri K. Pat-
ual soul, the individual person.... And “mukti” or “mok- tabhi Jois, coined the term “Power Yoga” to refer to the
sha” in yoga means liberation,... it has that spiritual aspect Ashtanga style of yoga in her classes. Her book, Power
to it. So it’s not just physical exercise. In other words, it’s Yoga, became the best-selling book of 1999 (Hammond
like the postures are geared toward the goal of becoming 2000). Birch’s intention was to communicate the intensely
liberated. Whereas some yoga is just physical. Like you’re physical character of Ashtanga Yoga and make it more
just doing the poses to feel better and there’s no real goal, appealing to U.S. consumers by demarcating it from the
you know, other than to feel better.... Jivamukti is more of
a spiritual.... Like, we have to chant om. We chant in the more spiritually based practices of the 1970s (Pizer 2012).
beginning of class. We close with om. (John, Jivamukti How do you teach this system to people at various stages
Yoga Instructor) of development and get them turned on?... If I called it
Ashtanga Yoga, nobody would pay attention, so I called it
Aside from the tendency of U.S. teachers to train with Power Yoga. It was a way to let the Westerners know this
different gurus, the medium of yogic knowledge transfer practice was a workout for body and mind.... There is
moved away from one-on-one to one-to-many interactions power in yoga; it isn’t just soft chanting and singing and
through the institution of yoga schools and teacher training burning incense and all the preconceptions Americans had

Navigating the Institutional Logics of Markets / 49


at the time. (Berly Bender Birch, quoted in Schneider zine in 1981 as an outlet to guide U.S. consumers to a
2003, pp. 40–41). healthy mind and body. In 1990, Becker took over as the
Similarly, Lilias Folas, whose television show Lilias, Yoga organizer of the NewLife Expo, which featured seminars on
and You drew more than ten million consumers to the prac- health and holistic medicine, including yoga workshops. He
tice in the 1970s, argues, also invented Yogaerobics in 1984, an exercise system that
combined yoga and aerobics. While he promoted Yogaero-
You don’t have to say everything you know.... Is anything bics as preventing “injury by synthesizing yoga tranquility
lost in the translation when we call our classes Power with nonimpact aerobics” (Yogaerobics ad in Yoga Journal,
Yoga or Restore and Renew? If I went to a nursing home
and billed my presentation as Hatha Yoga there’d be no
July/August 1988), he maintained that it compensates for
one there; but if I call it Rest, Relax, and Sleep everybody the lack of cardiovascular activity in yoga (McKibben
comes. So, the answer to the question is nothing gets lost 1984). Similarly, the YogaFit brand was created in 1994 to
at all—as long as you know your roots. (Schneider 2003, address the challenges of teaching yoga in health clubs that
pp. 15, 18; see also Hall 1980) appeal to wider bases of practitioners. By dispensing with
the Sanskrit names of postures and eliminating om-ing and
Despite the spiritual elements of Ashtanga Yoga (from
chanting, YogaFit made yoga user-friendly for those inter-
which Power Yoga sprang) and Birch’s original intention to
ested in a secular practice (Colino 2002; Oldenburg 2004).
emphasize both the mind and the body when she adopted
Yoga classes increasingly became available in fitness facili-
the nomenclature, Power Yoga increasingly became equated
ties as a result of the amplification and extension processes
with physical strength and accentuated the fitness logic of
that heavily supported the fitness logic of the field. Merely
the field. Around the time Birch had coined the term, Bryan
31% of fitness facilities in the United States offered yoga
Kest, a student of Sri K. Pattabhi Jois and David Williams,
classes in 1996; this number increased to 85% in 2002. The
had also begun calling his style of yoga “Power Yoga” and,
number of yoga practitioners at health clubs climbed from
shortly afterward, released his Power Yoga videos. Even
400,000 in 1998 to 2.2 million in 2003, and the average age
though Birch had used the term in her advertising before of yoga practitioners declined from 41.5 years old in 1998
Kest, the U.S. patent and trademark office denied her to 37.1 years old in 2002. By 2002, yoga had become the
claims for exclusive use (Marcum 2012). Subsequently, third-most-popular class at fitness centers, following per-
teachers including Baron Baptiste, Sherri Baptiste, and sonal and group strength training (Lamb 2006).
Rodney Yee developed their unique interpretations of
Market actors’ collaborations with the medical field
Power Yoga and were able to trademark different versions
supported the increasing emphasis on medical logic in the
of the term in establishing their own brands of this style
yoga market. The transformation of health care in the
(Hammond 2000). All of these brands amplified the fitness
United States with the integration of alternative medicine in
logic of the field. For example, Baptiste Power Vinyasa the 1980s played a crucial role in this shift. For example,
Yoga was trademarked under “Baptiste Yoga,” incorporating Dr. Dean Ornish founded the Preventative Medicine
a unique methodology that provides “individuals and groups Research Institute in 1984 and began conducting studies on
with a means to access the powerful benefits of yoga practice meditation and yoga. He was a student of Swami Satchi-
for themselves, but without the mysticism and new-agey dananda, a prominent promoter of health benefits of yoga.
overtones” (www.baronbaptiste.com). Baron Baptiste’s sis- By 1990, Ornish had already published research document-
ter, Sherri Baptiste, founded “Baptiste Power of Yoga,” ing the role yoga plays, along with dietary and lifestyle
which prioritizes “transformation of the physical body” and changes, in reversing coronary heart disease (Anjali and
emphasizes benefits such as relief of stress, sculpted mus- Chaitanya 2003; Goleman 1989). During this decade, the
cles, and a sense of calmness (www.powerofyoga.com). medical benefits of yoga gained normative as well as regu-
Today, the term “power” refers more to a physical workout lative legitimacy. Activist organizations such as the Alliance
than to spiritual empowerment. This is also clear in one of for Natural Health USA lobbied to push the medical para-
our interviewees’ account of her teacher training experience digm to an integrative approach. They helped pass laws that
with the Yoga to the People’s (YTTP) Power Yoga: provided funds to the National Institutes of Health to evalu-
That place [YTTP] had nothing to do with spirituality.... I ate alternative medical treatment modalities. With the
like their overarching message of yoga should be avail- founding of the U.S. government’s lead agency for scien-
able to everyone. And they were talking more about the tific research on Complementary and Alternative Medicine
physical practice, not so much anything else. ’Cause [this] in 1998, health practitioners, insurance companies, and
was the first place I’ve never “om”-ed. I was there sitting employers began to recognize yoga as a treatment form,
there waiting to om and they were like, all right, get started.
I’m like, what? Huh? (Dana, Power Yoga Instructor)
which extended its health benefits to a broader range of
consumers (Whitaker 1996). In total, 24% of North Ameri-
Market actors also formed alliances with other fields can businesses offered alternative medicine coverage in
and extended material aspects of yoga practices to these 1997 compared with 8% in 1996 (Sunoo 1999). Oxford
fields in ways that largely reinforced fitness and medical Health Plans became the country’s first managed-care com-
logics at the expense of spirituality. For example, Mark pany to set up its own alternative-medicine group with
Becker, a holistic practitioner, founded the first nonreli- plans that covered yoga along with acupuncture and chiro-
gious yoga center (Serenity Natural Healing Center) in New practic (Herring 1996). Corporations such as Nike, Apple,
York City in the 1970s. He established the NewLife maga- and HBO began offering on-site yoga classes as a regular

50 / Journal of Marketing, March 2015


employee benefit (Wolfsen 1999). Fannie Mae incorporated lence” (Gloria, Jivamukti Yoga Instructor). The key tenets of
yoga into its Partnership for Healthy Living wellness pro- Jivamukti Yoga serve the overarching goal of “enlightenment
gram in 1994 to “detect and prevent disease, enhance pro- through compassion for all beings” (www.jivamuktiyoga.
ductivity, and reduce the use of sick leave,” sending a mes- com). These tenets are translated into practice by striving to
sage to its employees that it values their happiness and live a nonviolent, compassionate life; adopting a vegan diet;
health (Baker 2001). This territorial expansion of yoga from protecting animal rights; chanting; setting high intentions
leisure domains to the workplace supported the normative for practice; meditating; deep listening; and studying
legitimacy of the practice and influenced consumer interest ancient yogic teachings.
(Humphreys 2010b). Yoga Journal’s “Yoga in America” Bikram Yoga is another exemplary specialist brand
market studies, for example, show that practitioners established in the 1980s. Created by Bikram Choudhury,
increasingly indicated that they were motivated to practice Bikram Yoga is so physically demanding that it became the
yoga to improve their overall health (Yoga Journal 2003, epitome of the fitness logic while also drawing heavily
2008). from elements of the medical logic. Choudhury was
The shifting emphasis toward the fitness and medical inspired to create his brand after using yoga to recover from
logics went hand in hand with replacing traditional spiritual a weightlifting accident and to subsequently treat patients at
practices with New-Age spirituality. For example, a yoga hospitals in India. Bikram Yoga consists of 26 yoga pos-
studio director explained how the studio’s classes incorpo- tures selected from the foundational text of The Yoga Sutras
rated spirituality without any religious component: “We of Patanjali as well as two breathing exercises performed in
don’t do any chanting because people are not comfortable sequence over 90 minutes in a room heated to 105 degrees
with it.... We never use the word ‘God.’ We talk about Fahrenheit (www.bikramyoga.com). Observing the perva-
energy, we talk about peace, we talk about mindfulness. We siveness of physical and medical problems in the United
use those New-Agey kinds of words” (Foderaro 2001, p. 1). States such as obesity, heart disease, and diabetes, Bikram
Other actors chose to modify spiritual practices by discon- targeted his brand toward consumers with long-standing
necting them from their Hindu origins and relinking them injuries and chronic physical conditions or illnesses
with the religion of their choice. Some churches began (Choudhury 2007; Houton 2010). He began teaching in the
offering yoga classes that incorporated Biblical passages United States in the 1970s, but it was not until several
and Christian reflections along with traditional physical decades later that he launched his teacher training program,
poses. In these settings, the names of poses were changed, trademarked his brand name, and copyrighted his sequence
breathing was referred to as “god’s spirit,” and some even of poses, making Bikram Yoga the pioneering brand of Hot
renamed yoga as “prayer of embodiment” to make it more Yoga (Syman 2010).
appealing to devout Christians (Ly 2006, p. C01). In Bikram Yoga, a regiment of studio design, instructor
conduct, and consumer practice are orchestrated as a strict
Emergence of generalist and specialist brands. Supply- prescription for well-being. Carpet is the only approved
side theories of market evolution acknowledge market flooring in classrooms because it reduces the impact on
actors’ skills, resources, and order of market entry in deter- joints when moving from posture to posture. The instruc-
mining competition strategies, and they distinguish general- tions for the practice are scripted and tightly regulated,
ist and specialist firms on the basis of their strategic degree available only to Bikram Yoga–certified instructors: “I
of focus (Achrol 1991; Lambkin and Day 1989). Generalist require you to use only this dialogue, unchanged, adding
firms often possess scale advantages and differ from spe- nothing to it, delivering it clearly and concisely, as a condi-
cialist firms in their breadth of focus, targeting heteroge- tion of your continued certification, privilege and permis-
neous segments. Specialist firms tend to be smaller in scale sion to teach Bikram Yoga” (Choudhury 2002). There is no
and cater to narrow segments of the market (Carroll 1985). chanting or music during the class and, except for Choud-
Our data show that a series of specialist brands emerged in hury himself, teachers are neither allowed to physically
the market in the 1980s, followed by generalist brands in demonstrate the poses nor do hands-on adjustments
the 2000s. (Eustace 2009; www.bikramyoga.com). Rules also regulate
The founders of specialist brands mobilized their yogic student conduct. Participants are not allowed to drink water
trainings to create hybrid forms of practice that combined except during advised breaks and are supposed to stay in
different logics of the field. For example, Gannon and Life, the session for the entirety of the 90-minute period.
who had trained with influential gurus such as Sri K. Pat- In spite of the high level of fragmentation in the market,
tabhi Jois and Swami Sivananda, set out to respiritualize our analysis indicates that the steady increase in demand
what had become primarily a physical exercise. They com- (and, in turn, in profit margins) within the past decade
bined elements from the spirituality and fitness logics to (Newsom 2013) has attracted a series of corporate entrepre-
create Jivamukti Yoga as a lifestyle brand that promotes a neurs to the yoga market. These entrepreneurs created gen-
conscious way of living (Clyne 2006). In our interviewee eralist brands, which adhere to multiple logics of the field
Gloria’s words, Jivamukti Yoga is “an Ashtanga-based prac- and employ aggressive growth strategies. Their founders’
tice.... There’s vinyasa ... you’re moving on the breath,” familiarity with the practice of yoga is limited to being
which is differentiated from other styles and brands with casual students of yoga, if at all, without any formal train-
regard to “the spiritual elevation part of the practice. The ing. For example, Trevor Tice, who has a business back-
vegetarianism,... emphasizing the importance of nonvio- ground in the technology industry, founded CorePower

Navigating the Institutional Logics of Markets / 51


Yoga in 2002. With the goal of his firm becoming the first seen you wear that, just let go.” So I want you to think of
true national yoga studio chain, Tice emphasizes building a things that you hang on to. What are things we hang on to
“brand” rather than “a cult of personality” around a yoga in our lives and don’t serve us well? (field notes)
style and likens himself to the chief executive officer of Whether the theme revolves around simple living, nur-
Starbucks: “Howard Schultz created the coffee culture in turing a positive attitude, or exercising self-control, students
America. And we are doing that with yoga” (Schultz 2012, are invited to fulfill a better version of themselves through
p. 1). Yoga Works, founded by Maty Ezraty and Chuck their practice at CorePower Yoga. They are reminded of the
Miller in 1987 and bought by two entrepreneurs, George theme when resting in savasana pose at the end of the prac-
Lichter and Rob Wrubel, in 2004, is another prominent tice, during which instructors walk around with lavender
chain-based player. Lichter and Wrubel had previously oil, filling the room with a pleasant scent, and give head
worked together at Ask Jeeves International. Their goal was massages to students. Students are asked to be respectful of
to use their start-up skills to make yoga accessible to the the savasana pose, and no one is allowed to leave the room
masses (Ault 2005). With a strategy that differed from that during this time, thus creating a sacred aura for the practice.
of Tice’s, they expanded largely by acquiring existing stu- The classes end with students sitting in a crossed-leg posi-
dios and now operate 27 yoga studios (Newsom 2013). tion with hands brought to heart center for final reflections.
Similarly, Bill Koman, whose background is in commercial The instructors use these final moments to make announce-
development, opened the Yoga Six chain of studios in 2012 ments about merchandise sales or upcoming teacher train-
with the aim of expanding across the Midwest and the West ing programs available through CorePower Yoga studios
Coast. Koman’s brand vision is grounded in providing con- (field notes).
sistent and high-quality yoga classes to “people who want In addition to coupling the fitness and spiritual logics,
to try yoga or have tried it but they don’t know where their CorePower Yoga has also incorporated logics from adjacent
comfort zone is” (Kumar 2012). fields (Scaraboto and Fischer 2013). From the design of its
Currently, CorePower Yoga is the market’s largest studio classes and studios to its exchange structure, it has adopted
chain, with 86 studios in 12 states, and is expected to double the dominant service logic in the fitness industry. For exam-
the number of its studios in the next five years (Newsom ple, members can attend any CorePower Yoga studio, even
2013). CorePower’s mission is “to share their authentic pas- when they travel, and can attend unlimited classes through
sion for yoga and healthy living to inspire everyone to live the monthly membership model. The brand also offers a
their most extraordinary life,” believing in “the physical, spa-like environment, providing its members with free
mental and spiritual benefits of yoga” and striving to products (e.g., shampoo-conditioner, body wash, deodorant,
“increase awareness and widespread adoption of yoga by hair spray) in sleekly designed locker rooms and a lounge
making yoga accessible to everyone through a variety of area where they can sit and enjoy snacks and beverages
yoga styles for beginners and more advanced yoga students, (field notes).
and class times to meet any schedule” (corepoweryoga.
com). Most CorePower Yoga classes are offered in heated Tensions among institutional logics. Consistent with
rooms to increase heart rate and calorie burn, which con- prior research, market actors’ support of different logics has
trasts with Bikram Yoga’s emphasis on heat to prevent resulted in both collaboration and competition among logics
injuries and increase flexibility. CorePower offers a variety of the field (Dunn and Jones 2010; Purdy and Gray 2009;
of classes, including Hot Fusion (combination of Hot Yoga Reay and Hinings 2009). We identify a series of tensions
with Power Yoga for detoxification and strength building), that exemplify competition among the spirituality, fitness,
Yoga Ryder (combination of yoga and spinning), and Yoga and commercial logics and illustrate how multiple stake-
Sculpt (yoga and weight training), in addition to different holders—including practitioners, teachers, brands, advo-
levels of heated Power Yoga. “Classes are offered to the cacy organizations, and the media—play a role in exacer-
tone of upbeat popular American/modern music while tran- bating these tensions, thus sustaining the pluralistic nature
sitioning into slower meditation music (sometimes instru- of the yoga market.
mental) at the end of the 60-minute sessions when students The analysis of the archival data reveals that conflicting
are asked to calm down their heart rates, stretch, and take institutional prescriptions about the organizing principles of
savasana (also known as the corpse pose during which yoga at the field and society levels contributed to the
practitioners lie still on the ground)” (field notes). decreasing emphasis on the spirituality logic. Specifically,
Though designed with an emphasis on physical fitness, the spirituality logic’s goal of enlightenment and union with
most CorePower Yoga classes integrate spirituality logic God (the religious source of authority linked to Hinduism)
through New-Age scripts that are devoid of references to and associated practices such as chanting clashed with the
Hinduism but filled with invitations for self-actualization. dominant societal logic of Christianity in the United States.
Instructors often begin the classes with a vignette from their For example, in 1990, a Christian group in Tennessee
own lives, setting the intention for the session—for protested a government-sponsored yoga class offered in a
example, local recreational center. The religious group argued,
Welcome everyone. So, this weekend I was going through
“People who relax their minds by performing yoga are
my closet to set stuff that I don’t wear. And I was hanging opening the door to the Devil” (Goldman 1990, p. 11). To
on to things, maybe I’ll wear this and that. My friend told alleviate this tension, the program director drew attention to
me, “I have known you for three years and I have never the medical benefits of yoga: “[Yoga] was to involve only

52 / Journal of Marketing, March 2015


simple stretching and relaxation techniques. We can’t be of moderation and self-control (not just sexual). (Shukla
promoting religion or anything. It’s strictly for health rea- 2012)
sons” (Goldman 1990, p. 11). Yoga classes offered at public The unfolding debate within the yoga community tar-
schools were also met with resistance from parents and reli- geted the practices of fitness-oriented styles/brands such as
gious leaders in states such as Colorado and New York. The Power Yoga and Bikram Yoga, which primarily focus on
opponents criticized the religious philosophy of the prac- calisthenics and are disconnected from spiritual develop-
tice; the use of Sanskrit words; and, at times, the religious ment. Aseem Shukla, cofounder of the HAF, disapproved of
backgrounds of the teachers (Sink 2003). These tensions Bikram Yoga’s positioning, arguing, “Call it exercise. Call
paved the way for a shifting emphasis toward the fitness it a good workout. Call it what you like.... But don’t call it
and medical logics of the field. yoga” (Martin 2011). Two Internet commenters note
Yet the secularization of yoga also constituted an imbal- instructors’ tendency to push practitioners beyond their
ance among the logics of the field. One of the notable push- means in an uncompassionate manner, causing physical
backs came from the advocacy organization, the Hindu stress that is in conflict with fundamental yogic principles:
American Foundation (HAF). Motivated by the lack of
emphasis on the ultimate spiritual goal of yoga and the con- I had signed up for a month of Bikram almost a year ago
scious delinking between Hinduism and yoga, the HAF ini- to try it out. I ended up hurting my back so bad it took
tiated a campaign called “Take Back Yoga” in 2010. Subse- several months to recover. I blame it on a pushy instructor
and my desire to do well. Usually in yoga I can overcome
quent media attention resulted in a flurry of debates within my urge to get that hard to reach pose, but this instructor
the yoga community (Vitello 2010). Our netnographic was kind of aggressive. “Push. push. push. push. PUSH.”
analysis illustrates that proponents of “Take Back Yoga” he’d yell. And I would. And I messed up my back.
were particularly critical of the reduction of yoga to mere (Megan, January 11, 2012 [9:02 AM], comment on Chris-
bodily postures as well as branding of the practice that tine Hennessy, “How the NYT Can Wreck Yoga,” blog
strayed from its Indian origins: post)

[Yoga is] precisely what Hinduism about.... Living Life Yoga as taught in the USA is almost completely seen as a
with daily morality of Dharma (moral law/regulations) physical sport, not a spiritual exercise.... And people get
and Karma (performing your duty well). [It’s] unfortunate extremely competitive in the way they practice it—they
[that] Western media distort the root value and its mean- all think of themselves as Olympic champs and want to
ing. Sheetal [cofounder of the HAF] just want[s] to spread win the gold medal on day one. Also the way [it’s] taught
awareness ... that Yoga is not just physical, but ... also in the USA—i.e. astanga [sic] yoga—is apparently not the
spiritual and its roots are from Hinduism. It’s a Fact that traditional classical version, but a beefed up version. So
Yoga and Hinduism are ONE. (Nik, January 30, 2011 there you go. Take something out of its cultural context,
[12:40 PM], comment on Wes Little, “Fight Emerges over eliminate its spiritual form, dress it up as “exercise”, put it
Yoga’s Religious Roots,” CNN Belief Blog). on popular magazine covers, and sell it to the masses. You
[are] going to get a few injuries that way. (Sushma, com-
We want to tell the true origin of Yoga to every practi- ment on Alison Pace, “Should You Give Up Yoga?
tioner.... Christians not only took over Yoga … but also Experts Respond to the New York Times’ ‘Yoga-Can-
rebranded/morphed/cheated the west using oxymoron[s] Wreck-You’ Controversy,” AlterNet Personal Health
like “Christian Yoga” with a $30 per hour tag on it. (Vijay, Blog)
December 6, 2010 [5:53 PM], comment on Suhag A.
Shukla, “The Origins and Ownership of Yoga,” HuffPost As is evident in Sushma’s account, the increase in the
Religion Blog). society-level commercial logic also clashed with the field-
The New York Times’s publication of “How Yoga Can level logic of spirituality that is embedded in values such
Wreck Your Body” by William J. Broad (2012; adapted as disinterest in worldly goods, compassion, and loving-
from his book, The Science of Yoga: The Risks and kindness (Shakespeare 2006). Bikram Yoga, copyrighted
Rewards) was the tipping point in the growing tensions and patented in 2002, became one of the key targets of this
between the fitness and spirituality logics. Drawing from conflict. Our archival data indicate that as early as 2003, a
interviews with yoga instructors and medical research, the discourse around private versus public ownership had
article elaborated on the physically damaging aspects of developed in the yoga market and was followed by advo-
yoga. It linked the emphasis on fitness logic to increased cacy efforts to protect the public nature of yoga. Studio
ego and competitiveness, which eventually leads to injuries. owners, yoga teachers and students, and lawyers who
Suhag Shukla, the HAF’s managing director, points out viewed patenting and copyrighting as violations of the tra-
how the occurrences of injuries in yoga contradict the dition of yoga banded together to form the nonprofit organi-
guidelines posed by the first two limbs of yoga, as outlined zation Open Source Yoga Unity. This group argued that the
in The Yoga Sutras of Patanjali: poses that constitute Bikram Yoga have been in the public
domain for centuries and filed a suit to defeat Choudhury’s
But before even stepping onto the mat, it is abundantly intellectual property claims and to prevent him from com-
clear that the contortion circus many yoga magazines and ing after yoga studios. Although the dispute was settled out
classes appear to be, as well as the instances from which
Broad draws his conclusions, are in direct opposition to
of court under a nondisclosure agreement (The Economist
key principles of the first two limbs of yoga—the yama of 2004; Fish 2006), the Indian Government also took a stance
ahimsa, meaning the practice of non-hurting, including against Choudhury’s branding strategy, viewing it as a form
oneself, and the niyama of brahmacharya, or the exercise of piracy and a violation of the spirit of yoga. In 2005,

Navigating the Institutional Logics of Markets / 53


India’s Traditional Knowledge Digital Library began to Theoretical and Managerial
document and digitize yoga postures to serve as a source of
authentic yogic knowledge and to prevent future copyright-
Contributions
ing incursions (Sinha 2011). These problematizations of Recent marketing studies have focused on and conceptual-
Bikram Yoga were intensified when a former student of ized the creation of new markets as a social legitimization
Choudhury founded YTTP, which offered donation-based process mediated by managers, journalists, pioneer brands,
classes with the mantra that, in yoga, there are no correct and consumers (Giesler 2012; Humphreys 2010a, b; Martin
and Schouten 2014). Our research offers a new perspective
clothes, proper payment, or glorified teachers and that yoga
on market dynamics by linking the evolution of the U.S.
is for everyone (www.yogatothepeople.com). When YTTP
yoga market to changes in its institutional logics and
also began offering “Traditional Hot Yoga” classes mimick-
competitive structure. As socially constructed symbolic and
ing Bikram Yoga classes, Choudhury sued YTTP for copy-
material organizing principles, institutional logics guide
right infringement (Hoffman 2011). In 2012, the U.S.
practices, understandings, and actions of market actors.
Copyright Office released its position on the lawsuit, admit-
Unlike markets that evolve from one logic to another and,
ting that prior registrations pertaining to yoga poses were thus, are governed by a dominant logic at a given point in
issued in error and, going forward, “a claim in a compila- time (Humphreys 2010a; Lounsbury 2002; Thornton and
tion of exercises or the selection and arrangement of yoga Ocasio 1999), there has been a continued presence of multi-
poses will be refused registration” (www.federalregister. ple logics in the U.S. yoga market.
gov). Thus, Choudhury’s approach to mobilizing the com- How can brands navigate such institutionally complex
mercial logic—summarized in his words, “I am doing it markets? Recent institutional theory provides a starting
[establishing a brand] in America.... So I am doing big busi- point to address this question by documenting the strategies
ness and selling it the American way” (MacGregor 2002)— organizations adopt to respond to demands of plural logics
was met with normative criticisms and regulatory chal- (Battilana and Dorado 2010; Greenwood et al. 2011; Kraatz
lenges. Yet other specialist brands circumvented similar and Block 2008; Pache and Santos 2013). We build on this
issues by framing their branding efforts in terms of pure work by developing a framework for managers of specialist
intentions: and generalist brands on how to navigate institutional logics
We haven’t created 100 Jivamukti centers. It’s not our (see Table 5). Our framework illuminates opportunities and
intention to become the Starbucks of yoga and we could. challenges in three strategic areas: (1) management of
It wasn’t our intention to make a profit, you could say it’s plural logic demands, (2) creation and sustenance of brand
a bonus.... I would say as humbly as possible it’s because legitimacy, and (3) recruitment of brand constituents. We
of the purity of our intentions that the success has been supplement our discussion with insights derived from our
manifested. (David Life, cofounder of Jivamukti Yoga, analysis of one of the leading specialist brands, Bikram
quoted in MacDonald 2001)
Yoga, and the leading generalist brand, CorePower Yoga
Such a puristic approach enables specialists to justify (Newsom 2013).
their branding practices in line with their authentic identi-
ties. Generalists, in contrast, explicitly emphasize their Management of Plural Logic Demands
business skills and validate their branding efforts in terms A key challenge in managing demands of plural logics is to
of offering consistent practices and providing access to a decide how to combine distinct logics and draw from the
wider range of practitioners because their identities as con- broad repertoire of brand practices prescribed by logics
solidators fit with the commercial logic. (Battilana and Dorado 2010; Reay and Hinings 2009).

TABLE 5
Brand Management in Plural Logic Markets
Management of Plural Logic Creation and Sustenance of Recruitment of Brand
Demands Brand Legitimacy Constituents
Generalist Brands (e.g., CorePower Yoga)
Strategy Populist coupling Extension Tabula rasa approach
Managerial action Selectively integrate elements Create new hybrid forms of Recruit constituents (employees
from most popular field-level logic practice; integrate adjacent field and consumers) with no prior
with commercial logic and loosely logics into brandscape, script, attachment to the field-level
couple other field-level logics. and rules. logics.
Specialist Brands (e.g., Bikram Yoga)
Strategy Exclusive coupling Amplification Habituated approach
Managerial action Combine select few field logics Advocate for political and Recruit constituents (employees
while remaining detached from regulatory support for brand and consumers) who are
commercial logic. practices; collaborate with socialized into the field-level
powerful institutional actors; logics the brand has combined.
theorize brand benefits.

54 / Journal of Marketing, March 2015


Plural logics place diverse demands on brand resources in practices and denouncing the commercial logic to portray a
the form of physical capital (e.g., studio space available to sense of authenticity (Carroll and Swaminathan 2000).
offer various yoga classes), human capital (e.g., training of Consider, for example, how Bikram Yoga couples medi-
yoga instructors), and organizational capital (e.g., planning cal and fitness logics through its hot yoga sequence that is
and coordinating incentive systems) and pose competing strictly regimented as a prescription for well-being. In con-
demands when they conflict with one another (Barney 1991; trast to the variety of classes offered at CorePower Yoga,
Greenwood et al. 2011; Pache and Santos 2013). Thus, Bikram’s adoption of the medical and fitness logics materi-
managers must carefully decide which elements of logics to alizes in a single, rigidly scripted brand offer: the 90-
couple and incorporate into their brands and how to enact minute, 26-pose class. By denouncing their commitment to
selected practices to create favorable brand associations. commercial goals, specialist brands can also leverage
Because generalist brands rely on a diverse population meanings linked to social welfare, tradition, artisanship,
of consumers for their survival and spread their resources and authenticity, which are oppositional to meanings asso-
across a broad spectrum of the environment in hopes of bal- ciated with large, corporate brands (Carroll and Swami-
ancing their risks (Carroll 1985; Lambkin and Day 1989), nathan 2000; Thompson and Arsel 2004; Thompson and
they must meet the demands from the wide range of logics Coskuner-Balli 2007). However, managers of specialist
that pervade the marketplace. Accordingly, we propose that brands should caution against violating such oppositional
generalist brands adopt a populist coupling strategy, focus- identity meanings. Recall from our findings that whereas
ing on the most popular field-level logic along with the Bikram Choudhury’s legal actions regarding copyright
commercial logic, while loosely coupling other field-level infringement led to the development of doppelgänger
logics. CorePower Yoga, for example, combines fitness, brands, Jivamukti Yoga was able to circumvent normative
medical, and spiritual logics with an emphasis on the popu- criticisms by distancing itself from the commercial logic.
lar logic of fitness in the field. Its brand essence is mostly Specialists may symbolically endorse disinterest in a com-
tied to the fitness logic, exemplified in the majority of the mercial agenda. Yet in practice they will need to craft an
acceptable balance between embracing the commercial
classes offered, which combine physical practices such as
logic and their ideals (Holt 2002). This equilibrium may be
weight training and cycling with yoga; only select restora-
accomplished by (1) crafting a new and sometimes compro-
tive classes tap into the medical logic. Whereas the posi-
mising behavior (e.g., YTTP’s donation-based classes); (2)
tioning of the brand emphasizes secular yoga practices, a
limiting brand growth (e.g., Jivamukti’s careful growth
New-Age spirituality is loosely coupled with the classes
strategy); or (3) bargaining with institutional referents so
through ceremonial practices such as setting a spiritual
that they alter their demands (e.g., Choudhury’s repeated
intention (e.g., simple living) at the beginning of the class,
references to the U.S. market logic to legitimize his propri-
the ritualistic closure of the class with the spiritual saluta- etary sequence of poses).
tion “Namaste” (derived from Sanskrit, meaning “I bow to
you”; Palkhivala 2009), and incorporation of mystic ele- Creation and Sustenance of Brand Legitimacy
ments into the studio space (e.g., Buddha statues). These
Brands gain legitimacy by demonstrating a social fit
ceremonial practices enable the brand to maintain its legiti-
between their practices and society’s shared norms (Kates
macy (e.g., CorePower yoga as a secular fitness-oriented 2004). Market actors can influence this process by strength-
practice) with the option to vary its activities to adapt to ening the associations between their actions and existing
localized demands and to satisfy multiple expectations frames in the institutional environment as well as by creat-
(Meyer and Rowan 1977; Weick 1976). CorePower Yoga ing new linkages between their actions and related frames,
also explicitly embraces the commercial logic. The com- respectively referred to as amplification and extension
mercial logic rewards efficiency, convenience, and calcula- strategies (Benford and Snow 2000; Humphreys 2010a).
bility (Pache and Santos 2013), which results in enchanting Because generalists spread their resources in a broad spec-
outcomes when combined with novel and stimulating expe- trum of the environment to garner wide appeal (Freeman
riences (Ritzer and Stillman 2001)—albeit a rational and and Hannan 1983; Lambkin and Day 1989), we propose
simulated type of enchantment. Thus, CorePower Yoga suc- that gaining cultural cognitive legitimacy will be best
cessfully appeals to a broad spectrum of consumers through accomplished with an extension strategy. Specialist brands,
its spa-like facilities and wide variety of classes conve- in contrast, secure competitive advantage through differenti-
niently offered at multiple locations. ation or by focusing on smaller niches (Porter 1980), which
Specialists differentiate themselves from generalists by will be best achieved through an amplification strategy.
concentrating their resources on a narrow segment of the Amplification is “the idealization, embellishment, clari-
market (Lambkin and Day 1989). To manage plural logics fication, or invigoration of existing values or beliefs” (Ben-
of the market, specialists must adopt an exclusive coupling ford and Snow 2000, p. 624). In line with the cultural
strategy: combine a select few field logics while remaining branding approach (Holt 2004), creating and circulating
detached from commercial logic to the best of their ability. mythic stories that strengthen associations between the
By limiting the brand offer, exclusive coupling goes hand in brand offer and the cultural tensions may be a good starting
hand with concentrated efforts to target small and specific point to implement the amplification strategy. For example,
segment(s) of the population. However, the focus is on inte- Choudhury highlighted the medical benefits of Bikram
grating logics that highlight specialists’ expertise into brand Yoga by pointing out obesity problems in the United States.

Navigating the Institutional Logics of Markets / 55


Other managerial actions for amplification involve advo- ees’ socialization into the logics to enhance the brand’s cul-
cacy, collaborations, and theorizing. Advocacy refers to the tural authority in the market.
“mobilization of political and regulatory support through The cultural authority of generalist brands is linked
direct and deliberate techniques of social suasion” more closely to the expertise of brand authors’ capital in
(Lawrence and Suddaby 2006, p. 221). For example, in major market institutions (e.g., finance, marketing, retail)
2003, Choudhury began hosting International Yoga Asana than to their expertise in field-level logics. To recruit brand
Championships with the help of his wife, Rajeshree Choud- constituents, generalists should adopt a tabula rasa
hury (Tomasko 2003). She founded the nonprofit USA Yoga approach by enlisting constituents who do not have prior
Federation to promote yoga as a sport (www.usayoga.org), attachment to field-level logics (Battilana and Dorado
and together, the couple approached the Olympic Associa- 2010). This strategy will help generalists groom employees
tion to develop yoga into an official Olympic sport (Deife and consumers to the logics endorsed by the brand and
2005). Managers can also consider collaborations with avoid resistance from constituents who have already been
powerful actors in adjacent fields. Choudhury recently part- ingrained in particular logics and have preconceptions
nered with the U.S. military to amplify the medical benefits regarding practices that serve the brand’s goals. The cul-
of Bikram Yoga because the brand proposes to “build the tural authority of specialist brands, in contrast, emanates
inner character and confidence and ... help the warrior from the brand authors’ expertise and capital in field-level
regain joint mobility and physical readiness more quickly” logics. Accordingly, specialists are better off adopting a
(www.bikramyoga.com/VA-and-Military). Brand managers habituated approach and targeting constituents who are
can also elaborate on the cause-and-effect relations of their already socialized into the field logics to create a coherent
offer and its potential benefits through theorizing and credible brand identity.
(Lawrence and Suddaby 2006). To support the medical The differences in target marketing and employee
benefits of Bikram Yoga, Choudhury publishes academic recruitment between Bikram Yoga and CorePower Yoga
studies on the brand’s website, including a recent study on illustrate the appropriateness of the tabula rasa and habitu-
the effects of Bikram Yoga on military-related stress (www. ated approaches on the basis of brands’ degree of strategic
bikramyoga.com/Military-stress-study). focus. Bikram Yoga targets a specific segment of the mar-
Generalist brand managers, alternatively, can consider ket: consumers who have physical or mental injuries. For its
the extension strategy to spread their practices to a broader teacher recruitment, it requires prospective instructors to
range of consumers. Extension exemplifies the notion of have a minimum of six months of Bikram Yoga experience
implosion, whereby cultural boundaries between a practice and requests a letter of recommendation from the affiliated
and other sociocultural activities are blurred (Ritzer and studio director. The Bikram Yoga Teacher Training program
Stillman 2001). In the case of casinos, for example, the ero- then serves as a formal conduit (Press and Arnould 2011) to
sion of the boundary between gambling and shopping has orient the instructors through 500+ hours of training in the
theory and practice of postural yoga, yoga therapy, and
allowed casino managers to appeal to wider segments of
courses on human anatomy with guest medical doctors.
consumers (Humphreys 2010a). Managerial actions for
Bikram Yoga’s recent collaboration with the military (i.e.,
extension include bringing in logics from adjacent fields to
inviting veterans who are accustomed to intense training
craft the brand experience (e.g., brandscape, rules, scripts)
and have physical and mental resilience to become certified
and creating new hybrid forms of practices. In the context
in Bikram Yoga) bolsters its niche focus and brand identity
of yoga, generalist brands have linked the initial frame of
(www.bikramyoga.com/VA-and-Military). In comparison,
yoga studios with those of spas and gyms. They have also
CorePower Yoga abides by the minimum 200 hours of
created new hybrid forms that combine popular fitness training suggested by the Yoga Alliance and does not
activities such as spinning with yoga postures. require its teachers to have prior yoga experience. Similarly,
Recruitment of Brand Constituents it specifically targets consumers who are new to yoga by
offering a “truly unique yoga practice that’s accessible more
In plural logic markets, because constituents within the than traditional” (www.corepower.com). This tabula rasa
brand’s network (managers, employees, consumers, and approach fits with CorePower Yoga’s attempts to dominate
distributors) may be committed to a distinct set of norms, the market and garner mainstream appeal by utilizing its
values, and beliefs, managers’ strategic coupling of logics managements’ entrepreneurial and business backgrounds
can create internal conflicts (Battilana and Dorado 2010; (CorePower Yoga 2014).
Kraatz and Block 2008; Pache and Santos 2013). As con-
stituents are ultimately the ones who enact institutional log-
ics, creating a brand identity that strikes a balance between Conclusion and Further Research
the logics the brand combines can be challenging. Brand Our analysis of the changes and shifts in institutional logics
managers can lessen the internal conflicts by adopting of the U.S. yoga market builds on the body of work on mar-
recruitment approaches that help create internal cohesive- ket evolution as a social process of legitimization (Giesler
ness in their goals and brand identity. In addition, as organi- 2012; Humphreys 2010a, b) and addresses the calls to
zations face normative pressures for professionalism explore links between competitive dynamics and market
(DiMaggio and Powell 1983), brand managers should pay evolution (Lambkin and Day 1989; Soberman and Gatignon
attention to not only academic credentials but also employ- 2005). Our findings have important theoretical and manage-

56 / Journal of Marketing, March 2015


rial implications for market evolution and brand manage- adopt the most popular field-level logic and loosely couple
ment. First, markets that are characterized by plural logics other logics to maintain legitimacy while alleviating imbal-
evolve over time as institutional actors with different cul- ances among the logics of the field. Specialists, conversely,
tural capital and interests amplify/repress distinct logics. should concentrate on logics that resonate with their cultural
Second, the factors that underscore shifts in and sustenance capital of the field and distance themselves from society-
of multiple logics in markets are (1) the cultural capital of level commercial logic that is oppositional to their identities.
market actors, (2) the legitimization of distinct logics, (3) the We also broaden the scope of cultural branding studies
emergence of generalist and specialist brands, and (4) the by highlighting the link between cultural strategy and inter-
contestations of logics in the field. Third, managing brands nal branding. Especially for service brands, employees are
in institutionally complex environments involves (1) mobi- essential components of the brand gestalt (Diamond et al.
lizing logics to recruit brand constituents, (2) legitimizing 2009). In addition to mobilizing the right myths and cultural
the brand, and (3) managing plural and, at times, competing codes in brand design, devising recruitment strategies that
logics. Fourth, addressing the demands from plural logics take into account constituents’ level of socialization into the
requires managers to adopt strategies that are in line with field logics is critical to create a coherent brand identity. To
their brands’ degree of strategic focus. harmonize brand meanings and ensure commitment to and
Our examination of how brands confront plural logics consistent delivery of brand values, generalist brands
and shape the competitive dynamics of markets extends the should adopt a tabula rasa approach, and specialist brands
cultural approach to brand strategy (Diamond et al. 2009; should adopt a habituated approach in recruiting service
Giesler 2012; Holt 2004; Holt and Cameron 2010; Thomp- providers and consumers.
son, Rindfleisch, and Arsel 2006). In this perspective, Our analysis of multi-actor (institutional entrepreneurs,
brands derive their value from how well the myths they government, and brands) market dynamics that underscore
embody respond to tensions between peoples’ lives and changes in logics extends institutional analyses of market
society’s prevailing ideology. Brands become icons not evolution in marketing (Giesler 2008, 2012; Humphreys
because they offer distinctive benefits but because they 2010a, b). By focusing on a highly fragmented market, we
deliver cultural expressions that meet the ideological needs show how competitive structure and field dynamics inform
of their target consumers. Social disruptions are indicative market evolution. In addition to media, pioneer brands, and
of demand for new cultural expressions and present “ideo- consumers, we document the role of multiple brands as
logical opportunities” that brand managers can tap into institutional entrepreneurs with distinct cultural capital,
through new myths and cultural codes. Accordingly, the key strategies of legitimization, strategic focus, and ideological
challenges for marketers are to develop an understanding of positions in shaping the fields in which they operate. We
cultural tensions; to compose a cultural expression that also contribute to the logics perspective by including
bears the right ideological, mythical, and cultural content; insights from resource partitioning theory and showcasing
and to reinvent their brand in the face of social disruptions sources of institutional complexity in fragmented fields.
(Holt 2004; Holt and Cameron 2010). Our study links dis- Our research presents a novel theoretical account of brand-
ruptions to the shifts in institutional logics of markets and ing strategy amid institutional change and explores how
demonstrates that brands must navigate these shifts differ- legitimacy is assessed differently on the basis of an organi-
entially on the basis of their strategic degree of focus. That zation’s strategic degree of focus. We offer specific patterns
is, generalist and specialist brands should use their cultural of selective coupling and constituent recruitment for gener-
insights in distinct ways to create cultural innovations and alist versus specialist brands and illustrate how their institu-
revitalize their brands’ images. Given the differences in tionalization of existing or new logics shapes the evolution
their cultural capital of the field, level of resources, and tar- of fields (DiMaggio and Powell 1983; Lounsbury 2002;
get consumers, generalists should adopt an extension strat- Thornton and Ocasio 2004).
egy, whereas specialists should adopt an amplification Overall, these insights can help brands make the most of
approach in crafting cultural innovations. their resources with the right management (e.g., recruitment
Cultural expressions may lose their distinctiveness or and training of suitable brand constituents, adoption of the
resonance over time. In addition, competing ideologies may right coupling strategy to manage demands from distinct
expose brands to cultural backlash in the form of doppel- logics) and gain competitive advantage in markets with
gänger brand images. Prior cultural branding approaches plural logics (Oliver 1991). Our findings from the yoga
have pointed to the tensions between prevailing society- market extend to other markets characterized by generalist–
level logics as sources of doppelgänger brand images and specialist competition dynamics as well as to institutionally
opportunities for cultural innovations (Giesler 2012; Holt complex markets with plural logics. Empirical accounts of
and Cameron 2010). Our analysis shows that brand man- resource partitioning theory for markets ranging from news-
agers must monitor field-level logics in addition to society- paper publishing to beer and wine have documented the
level logics and must track the relations between and within symbiotic relationship between generalist and specialist
society- and field-level logics. Managing demands from organizations (Carroll 1985; Carroll and Swaminathan 2000;
plural logics entails not only resolving tensions between Swaminathan 2001). In markets in which the resources are
logics but also strengthening and creating linkages between sufficient to sustain a specialist segment, generalists and
logics that collaborate with each other. Because generalists specialists can exist without directly competing with one
have more resources and target diverse audiences, they can another. Our theoretical framework proposes managerial

Navigating the Institutional Logics of Markets / 57


strategies for legitimacy under specialist–generalist identity (i.e., local and anticorporate) through exclusive
competitive structures. Furthermore, our discussions offer coupling, advocating for the well-being of coffee growers,
insights for managers who face demands from plural logics and targeting consumers who are socialized into the arti-
in institutionally complex environments such as microfi- sanal logic (e.g., coffee connoisseurs).
nance and banking (Battilana and Dorado 2010), health care We acknowledge that applications of our managerial
(Dunn and Jones 2010), organic food (Thompson and framework are limited to generalist and specialist brands
Coskuner-Balli 2007), and coffee (Holt and Cameron 2010; (Carroll 1985). In addition, our theory of market evolution
Thompson and Arsel 2004). In the coffee market, for exam-
is bounded by the institutional theory lens. Although institu-
ple, our framework would explain Starbucks’s iconic status
tional theory helped us identify the changes in logics, the
in terms of its populist coupling strategy of combining com-
mercial, artisanal, and fast-service logics while loosely cou- role of market actors in the institutionalization of distinct
pling elements from authentic Italian coffee culture (e.g., logics, and the materialization of logics in brand practices,
drink names). In terms of recruiting baristas, whose respon- additional research on shifts in consumer perceptions and
sibilities have largely been reduced to the push of a button behaviors can lead to further insights on market evolution.
to brew coffee (Holt and Cameron 2010), a tabula rasa As we conclude our study on the verge of the emergence of
approach of no prior commitment to the artisanal logic generalist brands in the yoga market, we note that further
would be best to avoid internal tensions within the brand. In research should investigate how the competitive dynamics
comparison, small local coffee shops are likely to gain will unfold to extend our understanding of the relations
competitive advantage by leveraging their oppositional among market structure, logics, and branding practices.

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