Expert Mode: The Delicate Balance of Data and Daring in High-Stakes Holiday Creative
This article was based on the interview with Nataly Kelly, CMO at Zappi by Greg Kihlström, AI and MarTech keynote speaker for The Agile Brand with Greg Kihlström podcast. Listen to the original episode here:
For many of us in the marketing leadership trenches, the holiday season represents the culmination of a year’s worth of planning, strategy, and budget allocation. It’s our Super Bowl, where a single campaign can define brand perception and drive a significant portion of annual revenue. The pressure is immense. In the UK, this annual spectacle is perhaps best embodied by the John Lewis Christmas “Where Love Lives” ad, a cultural event that carries the weight of national expectation. A great ad becomes part of the holiday fabric; a miss is dissected in the press for weeks. This year’s spot is being hailed as a “return to form,” a testament to the power of classic emotional storytelling, as Nataly Kelly, CMO at Zappi, discussed the results of Zappi’s Lessons in Advertising: Christmas 2025 report.
But behind every heartwarming story that lands perfectly is a high-stakes game of tug-of-war between the CFO’s spreadsheet and the creative director’s vision. In a world awash with data, how do we, as leaders, de-risk our most significant creative investments without sterilizing the very magic that makes them memorable? Do we trust the gut of our best creatives, or do we follow the data wherever it leads? The truth, as is often the case in our field, is more nuanced. It’s not a question of art versus science, but of art and science working in concert. The challenge lies in creating a system that allows creative brilliance to be validated, refined, and amplified by consumer insight, ensuring our boldest bets are also our most intelligent ones.
Validating Emotion with Evidence
The classic tension in any major campaign review is between the subjective feeling an ad evokes and the objective data meant to predict its performance. The John Lewis ad, centered on a father and son reconnecting through the simple act of gift-giving, is undeniably emotional. As a seasoned marketer, you can feel its resonance. But “feeling” doesn’t always translate to business impact. The most effective modern marketing organizations are those that can bridge this gap, using data not to dictate creative, but to confirm and quantify its power. This allows leaders to confidently back ambitious ideas with more than just intuition.
As Nataly Kelly explains, the data behind the John Lewis campaign provided exactly this kind of validation, transforming a subjective feeling into a measurable certainty.
“When Zappi tested this John Lewis ad, we tested it with 400 consumers on our Amplify ad system. It ranked in the 93rd percentile when we looked at 1,100 UK ads tested. So that’s really, really scoring very high… The emotional impact, you know, ‘love’ is one of the emotions that we looked at. And the norm for love is 22%. It was reported by 44% of viewers. So that’s double the typical response. You can see in the data how it’s resonating with consumers emotionally, which is really, really cool.”
This is the kind of evidence that changes conversations in the boardroom. It moves the discussion from “I think this will work” to “We have a high degree of confidence this will work, and here’s why.” When an ad can be shown to double the emotional response for a core sentiment like “love,” it demonstrates that the creative instinct was not just correct, but exceptionally so. This approach doesn’t diminish the creative spark; it gives it air cover. It allows for braver, more emotionally resonant work by providing a safety net of empirical validation. For marketing leaders, this is crucial. It empowers us to advocate for creativity that builds long-term brand equity, armed with the short-term metrics needed to justify the investment.
Avoiding the Extremes: The Art and Science Synthesis
The path to a failed campaign is paved with good intentions at both ends of the spectrum. On one side, you have the purely instinct-driven creative that, while potentially brilliant, is disconnected from consumer reality. It might chase a fleeting trend or rely on an internal insight that simply doesn’t resonate outside the company’s walls. On the other side, you have the data-paralyzed campaign, an ad so committee-tested and optimized against a checklist of metrics that it loses all soul and distinctiveness, becoming a forgettable piece of marketing wallpaper.
The sweet spot, as experienced leaders know, is in the synthesis. It’s about using data to understand the landscape, the consumer, and the core emotional drivers, and then empowering creative teams to build something magical within that framework. It’s a delicate dance, but a necessary one for breakthrough work.
“You don’t want to take the data too literally. I shared some data points before, but you don’t want to necessarily use those to drive all of your creative choices. It’s a little bit of art and science. You need to understand the insights and the data, but the magic comes from combining that with creative instinct to really amplify what works and fix the things that don’t work. And that’s not easy.”
Kelly’s point here is fundamental. Data shouldn’t be a straitjacket; it should be a compass. It can tell you which direction to head, but it can’t describe the beauty of the scenery you’ll create when you get there. For leaders, our role is to foster a culture where data is seen as a tool for creative empowerment, not a tool for creative restriction. This means asking questions like, “What does this data tell us about the core human truth we should be tapping into?” rather than, “Which of these five pre-approved taglines scored 0.2 points higher on recall?” It’s about using insights to find the fertile ground where a big idea can grow, and then trusting your creative partners to plant the seed.
From “Testing” to “Learning”: An Agile Imperative
For too long, the concept of “ad testing” has been viewed as a binary, go/no-go gate at the end of the creative process. It’s a final exam where an idea either passes or fails. This is an outdated and inefficient model. In an agile world, we need to think less about testing and more about learning. The goal isn’t simply to kill bad ideas—though that is a valuable side effect—but to make good ideas better, and to build an institutional memory of what works for your brand over time.
This requires a shift in mindset and process, embedding consumer feedback loops throughout the creative development cycle, from early-stage concepts to late-stage animatics. This iterative approach allows for continuous refinement and reduces the risk of a costly failure at the finish line.
“Often when I share some of this data, people say, ‘Oh, I don’t believe in testing ads.’ And I often say, well, Zappi doesn’t believe in that either. We believe in learning. So you build better advertising. It’s not about one ad. It’s about your advertising program over time. That’s how you build a brand.”
This distinction between “testing” and “learning” is more than semantic; it’s strategic. A learning mindset frames every data point not as a judgment, but as a piece of intelligence. An early concept test that underperforms isn’t a failure; it’s a discovery that a particular message isn’t landing, allowing the team to pivot before significant resources are invested. By building this continuous learning loop, marketing organizations create a proprietary data asset—a deep, nuanced understanding of how consumers perceive their brand, their messaging, and their creative assets. This asset becomes a competitive advantage, enabling faster, smarter, and more resonant creative development year after year.
The True Bottleneck to AI-Powered Creativity
No conversation about the future of marketing is complete without touching on AI. From generating initial concepts to optimizing media buys, its potential is undeniable. We’ve seen it used effectively in campaigns like Coca-Cola’s holiday ad this year, where it enhanced the creative without overpowering the core brand assets. However, the biggest barrier to unlocking AI’s full potential isn’t the technology itself. It’s the state of our own houses.
For many enterprise organizations, years of siloed departments, disparate tools, and inconsistent methodologies have resulted in a tangled web of data. This fragmentation is the single biggest blocker to agility and the effective deployment of advanced technologies like AI.
“Data fragmentation is currently the biggest blocker reported by marketing teams and consumer insights teams… more and more marketing leaders have been pressured by their boards and their CEOs to really lean into AI. And when they’re trying, they’re realizing, ‘Oh, our data is what’s blocking us.’ We can’t actually leverage AI to the degree we thought because our data is in all these silos. It’s inconsistently structured. We can’t make great use of it. So I think that is the number one thing that everyone should be thinking about is data fragmentation.”
This is a stark reminder that technology is not a panacea. Before we can effectively leverage AI to connect with consumers, we must first connect our own internal data streams. For marketing leaders planning for the year ahead, solving the data fragmentation problem should be a top priority. This isn’t an IT issue; it’s a fundamental marketing and business growth issue. It means creating a centralized system of record for consumer insights, standardizing metrics across innovation, advertising, and brand tracking, and ensuring that learnings from one part of the marketing ecosystem can fluidly inform another.
The success of campaigns like the John Lewis holiday ad is not an argument for a return to a pre-data era of pure creative instinct. Rather, it is a powerful case study in the successful marriage of daring creative and disciplined validation. It demonstrates that emotion and evidence are not opposing forces, but complementary partners in the creation of work that not only captures hearts and minds but also drives tangible business results. For us as leaders, the mandate is clear: we must build organizations that embrace this duality.
This means fostering a culture of continuous learning, not just pass/fail testing. It means investing in the systems and processes required to break down data silos, transforming fragmented information into a connected, strategic asset. The ultimate goal is not to create “safe” advertising, but to create the conditions where our most ambitious, emotionally resonant, and brand-defining ideas have the highest possible chance of success. By mastering this balance, we can move with both speed and confidence, turning our biggest creative bets into our smartest and most rewarding investments.
