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The research program that helps Pernod Ricard launch breakthrough innovation

The research program that helps Pernod Ricard launch breakthrough innovation
Using the platform, Pernod Ricard rolled out a program to standardize all early-stage idea testing by leveraging Upsiide.
Different drinks in glasses


The Global Insights Center of Excellence – known as Mix Optimization at Pernod Ricard – were looking to establish an early-stage idea screening program that could be rolled out globally. This early-stage program would help inform product development for their full portfolio of brands, and ensure consistency across all teams within the organization. 


The team rolled out a program to standardize all early-stage idea testing by leveraging Upsiide. Custom built survey templates and audiences were designed for Pernod Ricard’s global teams to leverage depending on the use case. This minimized potential for error while empowering all stakeholders to be data-driven in their approach to innovation. 


Using the Upsiide platform, the client has evaluated thousands of ideas across their portfolio of brands in 27 different countries. They’re confident that they’ve been able to launch better innovations, consistently, because of their program. 

pernod ricard logo

Pernod Ricard, a worldwide leader in the spirits and wine industry with a global portfolio of exceptional brands including Absolut, Malibu, Jameson, Havana Club, Beefeater, and The Glenlivet. 

The Client & Challenge

Pernod Ricard has a comprehensive portfolio of global brands. The Center of Excellence were looking to establish an early-stage idea screening and concept testing program to help inform, develop and prioritize innovations across their portfolio of brands. 

As part of the program the team was looking to have consistency and standardization across their global team, with a tool and approach that is intuitive to use – including research set-up, data collection, analysis, and reporting. 

Stuart Shapiro, Global Head of Insights, RTDs and his team fully utilize the Upsiide program at Pernod Ricard. When asked about the program, he noted: 

One of the best parts of the platform is that the Idea Score metric can be used consistently across geographies. We want to have one score or KPI to compare against, so that you could be sitting in any geography and understand how the score of your idea sits within the market and the global context.

Stuart Shapiro

Global Head of RTD Insights, Pernod Ricard

The Solution

The Pernod Ricard team developed an idea screening and concept testing program that is embedded in the client’s existing innovation process. This meant working in tandem with the Dig Insights team to produce custom survey and audiences templates to ensure consistency in the approach globally. 

 Upsiide’s survey templates also help lower the barrier for research, allowing teams to easily set-up and run studies independently, ensuring the whole team had access to the insights they needed quickly and easily. 

A dedicated Dig Insights Customer Success Manager works closely with team members to provide on-boarding, training, and on-going support – simplifying adoption of the program and provides guidance to team members on best practices. The Dig team were also available to provide assistance with building research studies that followed best practices, and to analyze data and provide their expert opinions on the findings. 

Another benefit of the Upsiide platform is that it allows team members to review results in real-time, with standardized reports available, ensuring consistency in how results are shared across teams, and laying the groundwork for an agile innovation pipeline. 

The Outcome

“Put simply – this program tells us which innovations we should say ‘yes’ to, and which we should say ‘no’ to. And it’s not just the insights team that understands this – our brand and executive teams do too. The platform empowers us to listen to consumers.”

Key Benefits of Pernod Ricard’s global program:
  1. Consistent, global performance indicators The global organization understand what ‘good’ and ‘great’ mean based on the Idea Score metric benchmark.

  2. Complex reporting that feels intuitive You don’t need to be a research expert to interpret and digest the powerful analytics dashboards (or even set a survey live).

  3. Speed of the platform matches the speed of the category Testing up to 50 ideas in a matter of hours means that the team is never waiting to make data-backed decisions.

  4. Meta learnings inform future innovation The number of ideas the Pernod team have tested on the platform means they can run meta analysis and gain holistic learnings about where the market is going.


    Upsiide is our framework to guide decision-making for new concepts, globally.

    Stuart Shapiro

    Global Head of RTD Insights, Pernod Ricard

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