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Challenger Brand Strategy

How to Choose a Branding Agency for Your Company (Especially if You’re a Challenger Brand in Canada)

by Bob Froese • Chief Creative Officer

February 19, 2026

How to Choose a Branding Agency for Your Company (Especially if You’re a Challenger Brand in Canada)

If you’re reading this, you’re probably staring down a big decision.

You might be about to launch into a brutally crowded category. You might be rebranding a company that already has customers, staff, and investors who all have opinions. Or you might be a challenger brand finally ready to punch above your weight.

In all of those moments, choosing the right branding agency is one of the highest‑leverage decisions you make. Get it right, and the work doesn’t just look good—it moves the business. Get it wrong, and you’ve paid a lot of money to change your logo and your stationery.

This guide is written for Canadian challenger brands, CPG and food & beverage businesses, and growth‑stage companies that can’t afford a vanity exercise. We’ll walk through:

  • What type of agency you actually need
  • How to choose between boutique and big agencies
  • What to look for in a brand strategy agency
  • How to approach a high‑stakes rebrand
  • The questions to ask (and red flags to avoid)

Along the way, we’ll point to deeper dives we’ve written on packaging‑first branding, food & beverage agencies, and creative agencies in Toronto.

Start With the Business Problem, Not the Logo

Most people start with the wrong question: “Who’s the best agency?”

The better question is: “What business problem am I actually trying to solve?”

  • Are you trying to grow distribution or move into new channels?
  • Are you trying to command a price premium in a race‑to‑the‑bottom category?
  • Are you trying to relaunch a brand with real equity you can’t afford to blow up?
  • Are you a challenger trying to steal share from massive incumbents?

We see this a lot. A national CPG client once came to us saying, “We need a new logo.” Digging in, the real issue was that buyers didn’t understand what the brand stood for versus the big guy next to it on shelf. The fix wasn’t a prettier wordmark; it was a sharper positioning and a packaging system that made the story obvious in three seconds.

The clearer you are on the business problem, the easier it is to know whether you need:

  • A brand strategy agency – to clarify positioning, architecture, naming, and the overall brand platform.
  • A creative/branding agency – to bring an existing strategy to life visually and verbally.
  • A full‑stack partner – who can do both strategy and execution, and help you launch.

Get that wrong, and you’ve set a high‑stakes rebrand up to fail before you start.

If you’re wrestling with that distinction, we go deeper here:
How to choose a brand strategy agency for a high‑stakes rebrand.

Step 1 – Decide What Type of Agency You Actually Need

If you’re asking “What kind of agency should I hire for a rebrand?” or “How do I choose a branding agency for my company?”, the first decision isn’t about chemistry. It’s about role.

Brand Strategy Agency vs Creative Agency vs End‑to‑End Partner

Brand strategy agency

You probably need a strategy‑first partner if:

  • You’re changing your positioning (“We don’t want to be the cheap option anymore.”)
  • You’re restructuring a brand architecture (parent brand + sub‑brands, or a portfolio).
  • You’re entering a new category or geography and need to rethink how you show up.
  • You’ve got multiple stakeholders (board, founders, franchisees, investors) pulling in different directions.

We’ve led this kind of work for clients who thought they had a “look and feel problem” and discovered they had a story and focus problem. The visual work only stuck because the strategy underneath was brutally clear.

Creative / branding agency

You probably need a creative‑led partner if:

  • Your strategy is sound, but the expression is dated or inconsistent.
  • You need to relaunch packaging in a more competitive way.
  • You have a clear product story but need campaigns and content that get noticed.

Full‑stack, end‑to‑end partner

Many challenger brands are best served when strategy and creative live under one roof:

  • You need a new brand platform and a way to roll it out.
  • You don’t have an internal brand team, so you need an external “brand department.”
  • You want one accountable partner, not three sets of handoffs.

For more nuance on where to put your money (pure strategy vs end‑to‑end), see:
How to choose a brand strategy agency for a high‑stakes rebrand.

Category Specialists vs Generalists

Next question: do you need a category specialist, or is a good generalist enough?

Food & beverage branding agencies

If you’re a food or beverage challenger, a specialist often makes a real difference:

  • They understand retail buyers, planograms, and how decisions are really made.
  • They know how to work with co‑packers, claims, nutritional panels, and regulations.
  • They can point to launches where velocity and distribution actually moved, not just where the packaging looked cooler.

For one Canadian F&B challenger we worked with, the brief was “refresh the pack.” The work ended up being a new positioning, a simplified product architecture, and a packaging system that made choice easy for shoppers. The result? Stronger shelf standout and a lot more attention from retail buyers.

More on how to choose this kind of partner:
Food and beverage branding agencies: how challenger brands should choose the right partner in Canada.

Packaging‑first, CPG‑led brands

If packaging is your main demand driver, you want an agency with real CPG shelf experience:

  • They can talk about eye‑tracking, blocking, colour strategy, and category codes.
  • They’ve worked on brands that had to win in three seconds at shelf, not just in social feeds.
  • They treat packaging as the lead expression of a bigger brand platform, not a one‑off design exercise.

We’ve helped CPG brands move from “wallpaper at retail” to “you can spot us from down the aisle” by rebuilding the brand idea first, then making sure every SKU works harder in a system.

Deeper dive:
Packaging‑first branding: choosing an agency with real CPG shelf experience.

Location and market expertise (e.g., Toronto / Canada)

Sometimes where your agency is based matters:

  • If you’re a Canadian challenger brand, it helps to work with people who actually shop your stores and eat your food.
  • If you want someone you can get in a room with, a creative agency in Toronto or your city is useful.
  • If you’re eyeing North American expansion, you might want a Canadian agency with US experience.

More on that here:
Creative agency Toronto: how challenger brands should choose an ROI‑driven partner.

Step 2 – Boutique Branding Agency vs Large Agency

For a lot of founders and CMOs, the nagging question is:
“Boutique branding agency vs large agency – which is better?”
and
“Are boutique creative agencies better than big agencies?”

It depends. But there are clear patterns, especially for challengers.

How Boutique and Big Agencies Differ

Boutique / independent agencies (like us):

  • Team: Leaner, with senior people actually on your business.
  • Process: More flexible and tailored to what you’re trying to solve.
  • Cost: Less overhead, so your budget buys thinking and craft, not layers.
  • Speed: Fewer approvals; you can move at the pace of your ambition.

Large / network agencies:

  • Team: Deeper bench, but also more layers between you and the decisions.
  • Process: Rigid global processes; comforting to big organizations, frustrating to fast ones.
  • Cost: Higher overhead, higher retainers, bigger minimums.
  • Scale: Great if you’re rolling out in many markets at once.

Which Type of Branding Agency Is Best for Challenger Brands?

If you’re asking “Which type of branding agency is best for challenger brands?”, here’s our honest view after years of doing this:

  • Challenger brands usually need senior, hands‑on attention.
  • You need speed and focus, not 12 rounds of internal politics.
  • You need a partner who cares whether your velocity, penetration, and pricing power move—not just whether the work wins at awards shows.

That tends to point toward a strong boutique or mid‑sized specialist agency:

  • Your business is important to them, not rounding error.
  • You’re more likely to work directly with the people who did the work you liked.
  • They can adapt as your brief evolves (because it will).

We’ve been that partner for a mix of national and regional brands—helping them jump categories, modernize without losing their soul, and walk into buyer meetings with a story that actually lands.

When is a large agency the better choice?

  • You’re a large, multi‑market organization with complex politics.
  • You need global consistency across many markets and languages.
  • You have big media and production budgets and want everything under one global roof.

If you want a deeper, challenger‑specific take on boutique vs big, we wrote this:
Boutique vs big branding agencies: a challenger brand’s guide to choosing the right fit.

Step 3 – What to Look For in a Brand Strategy Agency

If you’re wondering “What should I look for in a brand strategy agency?”, this is the checklist.

1. Proven Challenger Brand Experience

You want to see:

  • Case studies where they’ve helped underdogs win share from bigger competitors.
  • Evidence they’re good at working with real‑world budgets and imperfect information.
  • War stories about tough calls they helped clients make when you can’t do everything.

We’ve helped challenger brands hold their nerve when everyone around them was saying, “Why don’t you just look like the category leader?” Staying distinctive is often the bravest—and smartest—choice.

2. Relevant Category or Channel Experience

You don’t always need a pure specialist, but you do want pattern recognition:

  • Examples in similar categories (F&B, CPG, QSR, retail, etc.).
  • Understanding of the channels that matter to you (grocery, mass, club, ecommerce).
  • A point of view on what’s happening in your category, not just generic strategy talk.

3. Ability to Build Long‑Term Brand Platforms

This is where a lot of agencies fall down.

You want an agency that builds long‑term brand platforms, not just one‑off campaigns:

  • A platform is a simple, sharp idea that can stretch across years and touchpoints.
  • It should be big enough to inspire creative and precise enough to differentiate.
  • Ask them to show how a platform they created has evolved over several years, not just at launch.

We’ve seen this in our own work: when the platform is right, everything from packaging to social posts to trade decks gets easier—and more effective.

4. Strategic Depth, Not Just Pretty Design

Beautiful design without strategy is decoration.

Ask:

  • How do they get to insight and positioning?
  • What’s their process for turning insight into narrative?
  • Can they explain their strategic framework in plain English?

If everything sounds like buzzwords, it probably is.

5. Senior Involvement and Team Fit

The classic bait‑and‑switch: you meet the A‑team in the pitch, then never see them again.

  • Ask who will actually work on your brand day‑to‑day.
  • Clarify how senior your core team will be.
  • Pay attention to how they listen and challenge you in the meeting. You’re hiring their brains, not just their portfolio.

6. Measurement and ROI Thinking

You don’t necessarily need econometric modelling, but you do need a partner who takes outcomes seriously.

  • How do they define success for a project like yours?
  • Have they worked with metrics like velocity, share, penetration, LTV, consideration?
  • How do they propose to measure the impact of a rebrand or new platform?

If the answer to “How will we know this worked?” is “you’ll just feel it,” that’s a red flag.

Step 4 – How to Choose an Agency for a High‑Stakes Rebrand

When the question is “What kind of agency should I hire for a rebrand?”, the risk goes up.

A high‑stakes rebrand is one where:

  • There’s real brand equity you can’t afford to destroy.
  • You have staff, partners, franchisees, or investors with strong opinions.
  • You’re touching everything: name, identity, packaging, signage, digital, internal culture.

We’ve been in rooms where a rebrand had to satisfy a founder, a private equity partner, and a network of franchisees—not easy. The work only landed because the process was as strong as the ideas.

Additional Criteria for High‑Stakes Rebrands

Look for an agency that can:

  • Handle change management, not just visuals.
  • Facilitate alignment between very different stakeholders.
  • Suggest sensible research and testing to de‑risk big moves.

How to Stress‑Test Agencies for a Rebrand

Ask each agency to walk you through:

  • A complex rebrand they’ve delivered—what didn’t go to plan, and how they fixed it.
  • How they handle internal resistance (e.g., founders attached to the old logo).
  • How they manage launch and rollout in the real world, not just in brand books.

We unpack this further here:
How to choose a brand strategy agency for a high‑stakes rebrand.

Step 5 – Questions to Ask in Chemistry Meetings

Once you’ve got your shortlist, your chemistry meetings are where you separate the showreel from the substance.

Here are questions we wish more clients would ask.

Questions About Strategy

  • “Tell me about a time you repositioned a challenger brand against a much bigger competitor. What actually changed in the market?”
  • “How do you build a long‑term brand platform instead of just a one‑off campaign?”
  • “What’s your approach to research and insight for a rebrand like ours?”

Questions About Category Expertise

  • “What food & beverage or CPG brands have you helped win at shelf?”
  • “How do you balance category codes (what people expect) with distinctiveness (what makes us stand out)?”
  • “What’s something you think most brands in our category are missing right now?”

Questions About Process and Team

  • “Walk us through your process from brief to launch. Where do we get involved?”
  • “Who will actually be on our team, and how senior are they?”
  • “How often do we meet, and what does working together look like week to week?”

Questions About Results

  • “How did you measure the impact of your last major rebrand?”
  • “What business results are you most proud of from the last couple of years?”
  • “If this engagement is wildly successful, what will be different for our company in two years?”

Red Flags – When Not to Hire a Branding Agency

Sometimes you need to trust your gut. But a few specific things should make you pause.

Be wary if:

  • They have no real case studies in your world—just speculative work and moodboards.
  • They can’t articulate a clear point of view on challenger brands or your category.
  • You never meet the people who will actually work on your business.
  • They jump straight to logos and colours without really digging into your business problem.
  • They never talk about long‑term brand platforms or how they measure success.
  • Their answer to “How will we know this worked?” is essentially “vibes.”

How Canadian Challenger Brands Should Build a Shortlist

You don’t need to game the system. You just need a disciplined way to narrow the field.

  1. Start broad, then cut fast.
    • See who shows up when you search things like “best branding agencies in Canada” or “top boutique branding agencies in Canada.”
    • Treat that as a starting list, not a final ranking.
  2. Screen for challenger and category experience.
    • Do they consistently help underdogs win?
    • Do they understand the retail, regulatory, and cultural context you operate in?
  3. Get to 5–7 agencies.
    • 1–2 bigger names if you want that comparison.
    • 2–3 boutique or mid‑sized specialists who really get your world.
    • 1 wildcard that you just can’t shake.
  4. Run a fair, consistent process.
    • Give everyone the same brief.
    • Ask similar questions in chemistry meetings so you can compare.
    • Don’t confuse presentation theatre with fit and thinking.

Many of our own long‑term clients found us this way: we weren’t the biggest name on the list, but we were the ones who understood their problem, spoke plainly, and showed how the work would move the business—not just update the slides.

Examples – How Different Types of Brands Should Choose

Sometimes it’s easier to see this in context.

Food & Beverage Challenger Brand

If you’re in F&B:

  • Prioritize agencies with proven food & beverage case studies.
  • Look for proof they understand buyers, shelf, flavour and packaging claims, and regulations.
  • Ask for examples where work led to better velocity, stronger distribution, or a more premium position.

We’ve done this for brands that needed to grow up without losing their authenticity—and walk into retailer meetings with a story that didn’t sound like everyone else’s.

More detail here:
Food and beverage branding agencies: how challenger brands should choose the right partner in Canada.

CPG / Packaging‑Led Brand

If packaging is your main lever:

  • Choose a partner with real CPG shelf experience.
  • Ask how they’ve used packaging as the tip of a bigger brand idea, not just decoration.
  • Dig into how they think about systems across SKUs, sizes, and channels.

We’ve helped CPG clients simplify busy, confusing portfolios into clear, shoppable families—giving shoppers confidence and buyers a reason to give them more space.

See:
Packaging‑first branding: choosing an agency with real CPG shelf experience.

Location‑Driven Example – Toronto / Canada

If you’re in or around Toronto:

  • Consider the upside of a creative agency in Toronto that actually walks the same aisles you do.
  • Look for work that has scaled beyond Toronto into broader Canadian or North American markets.
  • Ask how they connect on‑the‑ground insight with bigger brand platforms.

More on that here:
Creative agency Toronto: how challenger brands should choose an ROI‑driven partner.

FAQ – Quick Answers to Common Questions

How do I choose a branding agency for my company?

Start with the business problem, not the logo. Decide whether you need a strategy, creative, or end‑to‑end partner. Look for challenger‑brand experience, relevant category work, and evidence of long‑term platforms. Then build a shortlist, run consistent chemistry meetings, and pick the team whose thinking and way of working line up with your reality.

What should I look for in a brand strategy agency?

Look for:

  • Challenger‑brand experience and real case studies
  • Familiarity with your category or channel
  • A track record of long‑term brand platforms, not one‑off campaigns
  • Clear, understandable strategic frameworks
  • Senior involvement on your business
  • A thoughtful approach to measurement and ROI

What kind of agency should I hire for a rebrand?

For a high‑stakes rebrand, you usually want a strategy‑led or full‑stack agency that can handle both the inside and outside work. They should be comfortable with complex stakeholder environments, change management, and research‑backed decisions. Ask them specifically how they’ve handled rebrands where not everyone agreed at the start.

Which type of branding agency is best for challenger brands?

Most challengers do best with a strong boutique or mid‑sized specialist: senior attention, faster cycles, more flexibility, and a real stake in your success. Large agencies make more sense when you’re huge, global, and need to coordinate dozens of markets and teams.

Boutique branding agency vs large agency – which is better?

Neither wins by default. Boutique agencies usually offer more senior time, agility, and value for challenger‑sized budgets. Large agencies offer scale, infrastructure, and global reach. The right answer depends on your size, complexity, and ambitions—not just the logo on the agency’s door.

How do I choose a branding agency for a food & beverage brand?

Lean toward food & beverage branding agencies with experience in your channels. Make sure they understand buyers, shelf, claims, and your category’s unwritten rules. Ask for outcomes: listings won, velocities improved, or price positions defended.

How do I choose a branding agency with strong packaging experience?

Find agencies with a track record of winning at shelf. Ask to see how they balance category codes with distinctive design, and how they build systems across SKUs. Strong packaging partners talk about how packaging connects to the whole brand story, not just graphics.

How do I know if an agency builds long‑term brand platforms?

Ask for an example of a brand platform they’ve built that’s lasted several years. Get them to show early work and later work, and explain the thread between them. If everything looks like disconnected one‑offs, they’re probably not platform thinkers.