Jaguar, the storied British luxury automaker, is raising eyebrows across the auto industry with a controversial rebrand that some experts say could become their "Bud Light moment." The company's attempt to pivot away from its traditional identity has led to confusion, criticism, and fears that Jaguar may have miscalculated what its core audience really wants. Let's break down why this rebrand feels like a massive gamble—and why it could end up being a costly mistake.
Jaguar's transformation starts with its iconic leaping cat logo, now replaced by a minimalist wordmark. The company's classic and sophisticated look—marked by the elegant growling cat and rich racing green hues—has been sidelined for what they're calling "Exuberant Modernism." Instead of a sleek, Bond-esque font-choice, we have a destitute, lifeless logo that might've seemed minimal and hip in the early 2010's. Think Ubuntu, but worse. Oh yeah, and no roaring cat either, just plain text. Contrasted with the advertisement, we get color palettes reminiscent of Zoolander, making the approach seem disconnected. Is this a spoof? It's as if Jaguar's identity is being wiped away in favor of chasing passing trends.
Perhaps the most puzzling move of all is Jaguar's decision to release a promotional campaign without featuring a single car. Yes, an automotive manufacturer that forgets to show its cars. The promotional video features models in bizarre, futuristic costumes wandering through abstract environments while repeating slogans like "Live Vivid" and "Delete Ordinary." The visuals feel more like an avant-garde fashion campaign than anything related to the automotive world.
Copy nothing. #Jaguar pic.twitter.com/BfVhc3l09B
— Jaguar (@Jaguar) November 19, 2024
This move even prompted Elon Musk to quip on social media: "Do they still sell cars?" And honestly, he wasn't alone—many felt Jaguar had lost sight of its core purpose. In trying to be "forward-thinking," Jaguar failed to do the one thing that matters most: remind people why they fell in love with Jaguar cars in the first place.
Industry watchers have been quick to draw parallels between Jaguar's strategy and Bud Light's infamous marketing misstep involving Dylan Mulvaney. Both brands seem to have made the same mistake—pivoting away from the loyal audience that made them successful, in a desperate attempt to court younger, trend-conscious consumers.
While I don't believe there is anything inherently wrong with what Bud Light did, it seemed to be an odd business decision that ultimately ended up destroying a massive amount of shareholder value. In fact, in the second quarter of 2023, Anheuser-Busch reported a 10.5% drop in US revenue, due in large part to impact on Bud Light Sales. Anheuser-Busch, being a large company with many different intellectual properties, could've quite easily come away unscathed had they launched this campaign under less traditional brand names.
"There's nothing wrong with modernizing," says automotive analyst James Chen, "But Jaguar seems to be forgetting what made them special in the first place—British luxury, heritage, and performance." Jaguar, much like Bud Light, appears to be misunderstanding the core values that their existing audience cares about most.
Jaguar is not just aiming for an electric future—they're trying to redefine what the brand stands for. While other luxury brands like Rolls-Royce and Bentley have found ways to embrace electrification while holding on to their core identities, Jaguar's approach feels far more radical and risky. Instead of keeping the elements that made them iconic, Jaguar seems to be wiping the slate clean.
The company plans to unveil its first electric model during Miami Art Week rather than at a traditional auto show—a choice that signals a shift towards repositioning Jaguar as more of a lifestyle brand than an automotive one. It's a flashy move, for sure, but it also underscores just how much Jaguar is distancing itself from its automotive heritage. The question remains: Will Jaguar's loyal customers follow them down this path, or will they see it as a betrayal of the brand's identity?
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