EXERCISE 16: ALTERNATIVE EVALUATION: THE PROCESS AND EVALUATIVE CRITERIA

 

Objectives

 

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1.         To provide an overview of the alternative evaluation process and the nature of consumer research used to understand this process.

2.         To familiarize you with the different types of evaluative criteria.

3.         To give you insight into your own alternative evaluation process.

4.         To enable you to analyze the use of evaluative criteria and means-end chain analysis in advertising.

5.         `To give you experience using consumer research to discover the alternative evaluation process that consumers use for a particular product.

6.         To give you practice using a knowledge of the nature of evaluative criteria for product design, analytical attribute analysis, and advertising copywriting.

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Background

 

Overview of the Alternative Evaluation Process

 

The third stage in the consumer decision-making process—pre-purchase alternative evaluation—is the process of comparing various alternatives identified during information search in order to choose among them by comparing them on evaluative criteria (attributes). If this information is favorable enough, consumers then form a buying intention, a plan to select an alternative. Figure 16.1 provides an overview of the alternative evaluation process.        

<<FIGURE 16.1 HERE>>                                                                                                                      

 

Inputs to Alternative Evaluation

 

In order for a customer to evaluate alternatives, three inputs are required, as shown by the three boxes on the left-hand side of Figure 16.1. First, buyers decide on evaluative (choice, decision, buying, purchase) criteria (criteria)—those attributes or characteristics of alternatives consumers use to consider, compare, evaluate, and select one or more alternatives. These criteria include: (1) the product’s physical features, such as price, quality, and style, and (2) consumer benefits (satisfactions provided by the features), such as saving money and having comfort. Second, customers determine the importance weights (weights)—the relative importance of determinant attributes for a product. Finally, buyers decide on the members of their evoked set.

 

Mental Building Blocks Formed During Alternative Evaluation

 

The first mental building block for the alternative evaluation process formed during alternative evaluation is beliefs—the consumer’s perception about how each alternative performs on the important criteria. These beliefs give rise to an attitude—a favorable or unfavorable evaluation of an alternative based on the customer’s beliefs. If beliefs about a brand are generally positive, then the attitude will be positive. Third, a buying intention (purchase intention, intention to buy, behavioral intention, purchase plan, propensity to buy) is a plan to buy the most favorable option—the one for which the consumer feels brand preference.

 

The Nature of Alternative Evaluation Varies

 

In most cases, consumers make attribute-based choices—decisions comparing brands’ performances on the determinant criteria, as outlined in Figure 16.1. However, there are two other types of alternative evaluation decision models.

First, consumers sometimes make attitude-based (affective, hedonic) choices) —decisions based not on specific brand-attribute comparisons but rather because of general attitudes toward, summary impressions of, or feelings and emotions associated with the product. Example: “I like Campbell’s Soups—they bring back happy childhood memories”.

Second, consumers might use shortcut decision heuristics—quick rules of thumb usually confined to one easily-used criterion. A consumer’s rule might be “Buy the brand mom always bought” or “Buy whatever is on sale.”

 

Results of Alternative Evaluation

 

Barring any unanticipated circumstances, such as a retail stockout on the preferred brand or peer pressure to buy a less-preferred brand, consumers will select their favored alternative. Alternatively, the decision process might be put on hold, either temporarily or permanently, due to perceptions of resource constraints and/or perceived lack of alternatives worth pursuing.

 

The Nature of Evaluative Criteria

 

Evaluative criteria are a subset of product criteria—attributes in a product, regardless of whether or not they matter to buyers. That is, product criteria might or might not be evaluative criteria used to select among options. Product criteria for a restaurant include the nature and color of the furniture, but it is doubtful that these are evaluative criteria used to select a restaurant.

Evaluative criteria answer the question, “What features and benefits do buyers look for when they purchase this product?” Salient attributes come readily to buyer’s minds and are on the tip of their tongues if asked. Hence, although research respondents will mention them when queried what criteria they use in judging brands in a product class, salient attributes are not necessarily important. A criterion could be salient, for example, due to frequent exposure to an advertisement mentions it (“The toothpaste is ‘minty fresh!’”; “The cola is “refreshing”), a recent article read (a story on soaring crime rates could prime the “safety” attribute in selecting a neighborhood in which to dwell), or a recent personal experience such as a problem incurred. A follow-up probe to determine why a respondent mentioned a characteristic might reveal whether it is cited merely because it is salient rather than truly important to the respondent.

Important attributes are criteria that are significant to the consumer. Bought brands should rate highly on them. Clearly, the marketer must perform well on these important characteristics.

It is possible, however, that even though an attribute is important, it is not used to compare brands if the consumer believes that all brands perform more or less equally on that criterion. For example, a pitch that “Soapee soap will get your hands and face really clean” won’t make the cash registers ring. There has to be something more: Perhaps one brand better fights bacteria, while another smells nice, and a third comes in a unique shape.

That is, consumers evaluate brands on determinant attributes—criteria that are (1) important and (2) used to distinguish brands because not all alternatives are viewed by customers as performing equally. A toaster oven’s ability to brown bread evenly is important but not determinant. Think about what makes you buy one brand rather than another in a given category product. That is a determinant attribute.

 

The General Types of Choice Criteria: Features and Benefits

 

Product features (physical attributes, concrete attributes, dimensions, traits, product specifications (specs) constitute the tangible product—objective, physical properties of a product such as its size, shape, styling, color, and other aspects of product design. A shampoo’s features include its ingredients, pH balance, alkaline contents, and degree of concentration. There can also be intangible or abstract features, such as endorsement by a product-testing agency, years of experience in the field, and reputation for excellence. Product development activities are concerned with forming features, each delivering one or more product benefits.

Product benefits are subjective satisfactions, consumption goals, or desired consequences consumers get from the features, such as ease of use and comfort. Functional benefits relate to utilitarian (functional) needs and concern the product’s end uses or applications—the activity that will yield the desired experiential and/or symbolic benefits. Functional benefits answer the questions, “What is the product used for?” and “What are its practical applications?” Shampoo can be used to clean hair and make it glisten. 

The other two types of benefits both relate to hedonic (experiential) needs. Experiential (hedonic) benefits answer the questions, “How does it feel to use the product?” and “What kind of experiences does the product provide?” A shampoo brand’s experiential benefits could include leaving hair feeling soft, having a clean scent, and looking bright and shiny.

Symbolic benefits relate to brand imagery and symbolic needs for self-expression to reflect one’s self-concept. Symbolic benefits answer the question, “What types of people use the brand?” A shampoo brand’s promoted symbolic benefits might include leaving hair looking young, giving hair a sexy appearance, and being associated with glamorous, sophisticated, upscale women.

As Figure 16.2 shows, generally, features give rise to functional benefits, which in turn lead to either experiential benefits and/or symbolic benefits. For example, Certs mints has a drop of Retsin (feature), which provides fresh breath (function), making your mouth feel fresh (experiential benefit) and giving you sex appeal (symbolic benefit).

<<FIGURE 16.2 NEAR HERE>>

 

Means-end Chain Analysis Links Features and Benefits to Personal Values

 

Means-end chain analysis is based on the idea that product features are the means for obtaining the ends, which are product benefits and personal values (personal outcomes). Figure 16.3 shows the relationship between the elements of the means-end chain. The consumer’s ultimate ends are to fulfill her personal values—beliefs about in which ideal states to be. Personal values answer the question, “Why are the product’s benefits important to the buyer?”

<<Figure 16.3 around here>>

   There are two types of consumer values. Terminal values are personal desirable end states of being (existence)—how people would like to eventually experience their lives. Examples: achievement at work, financial security, and self-respect. Instrumental values are ideal states of doing or modes of conduct required to achieve the terminal states of being. These include hard work, frugality, helpfulness, honesty, and obedience.

Personal values, then, are personal outcomes important to someone. Evaluative criteria are a means to the ends of fulfilling these values. So, having hands that look and feel clean (benefit) might be critical since people value beauty. Possessing young-looking hands (benefit) is significant because we treasure youth (personal value). 

As another example of a means-end chain analysis, flavored potato chips might have the feature of barbecue flavor, yielding the hedonic benefits of tasting good and having guests enjoy themselves more, and the symbolic benefit of the party giver feeling as a good host or hostess. The terminal value would be social recognition and friendship.

 

Consumer Research to Obtain Information on the Alternative Evaluation Process

 

Before designing a product and crafting its promotion, the marketer must determine (1) which evaluative criteria consumers use in evaluating the product, (2) each criterion’s relative importance in the decision process, (3) those brands in consumers’ evoked sets, and (4) consumers’ beliefs about how evoked set alternatives perform on the criteria. Research inputs are required on each of these.

 

Input #1: Evaluative Criteria Used

 

To discover what the important and determinant criteria are, researchers usually use either a large-scale survey or small-scale focus groups. Respondents are requested to recall which criteria they used to evaluate a given product. Researchers ask questions like, “How do you compare different brands of antihistamines,”? “What do you look for in deciding which cold or allergy medicine you’ll buy,”? or “How do you go about choosing among brands of antihistamines?”

These researchers must be alert for response bias—a survey respondent’s conscious or unconscious misrepresentation of the truth. Response bias occurs either via (a) deliberate falsification—unwillingness to tell the truth, such as the person who will not admit drinking to excess, or (b) nondeliberate falsification—unconscious misrepresentation or inability to tell the truth due to factors such as forgetting, fatigue, and unfamiliarity.

Deliberate falsification concerning attributes used is most likely to occur due to social desirability bias— a respondent’s desire to appear proper, seem rational, gain prestige, or avoid embarrassment. Consumers tend to overstate the importance of rational utilitarian criteria such as price and quality, while they underplay the significance of emotional hedonic attributes like image. Hence, when asked why she chooses to fly first class instead of coach, a businesswoman might explain that it provides an environment in which she can get her work done rather than that she favors the free drinks and prestige.

Nondeliberate falsification can occur because some characteristics are ambiguous; they have multiple meanings or are too abstract. The attribute “convenient” applied to a store could have a place dimension (close to home), a time dimension (open 24/7, speedy service), or a use dimension (friendly salespeople who are easy to deal with). “Locally grown” has no standardized meaning; although about half of all consumers consider it to be within 100 miles of where an item is purchased, others consider it to be within their state or even their region (e.g., New England). 

 

Input #2: Relative Importance of Criteria

 

Once a list of important and determinant attributes has been developed, the marketer must next discover the importance weights of those characteristics. Most such research uses surveys employing rating scales—questions that ask interviewees to estimate the magnitude of “something” on a continuum, as illustrated in Figure 16.4. In this case, the “something” is an attribute’s importance, estimated by the respondent indicating how important that attribute is to him by checking off or circling a point on a 5- or 7-point scale anchored “very important” to “very unimportant.” 

However, a characteristic might be rated very important because the consumer considers the presence of that attribute to be undesirable, such as sourness in a beverage. To overcome this difficulty, the analyst can instead use an evaluative scale, which tells not only the magnitude but also the direction of the importance rating. The evaluative scale has one end that says “very favorable” or “very good” and the other end reading “very unfavorable” or “very poor.” The ratings on the positive end of the scale range from 1 to 3, while those on the negative side go from –1 to –3. Thus, having a particular characteristic, such as a smooth texture in a beverage, might be rated by a respondent as +2, while another criterion, such as a creamy taste, might be rated as –3. The assumption is that the further from the midpoint of the scale (0) a consumer rates an attribute, the more strongly s/he feels about that criterion and so the more important it is.

<<FIGURE 16.4 NEAR HERE>>

Alternatively, respondents can be given a rank-order importance scale, in which they rank a list of product criteria in order of personal importance. In a snack chip, flavor could be ranked first in importance, saltiness second in importance, and crunchiness third. Another possibility is to use a constant sum scale, in which respondents are asked to divide a constant quantitative sum or amount among evaluative criteria to indicate their relative importance, such as dividing 20 points among five characteristics according to their relative importance.

 

Input #3: Alternatives in the Evoked Set

 

Next, researchers need to know which brands are members of the consumer’s evoked set. Usually, straightforward questioning of respondents about brands they consider in choosing within the product category is used. Consumers can be given a list of brands from which to select (aided recall), they can be asked to recall them off the top of their mind (unaided recall), or they can be shown pictures of brand identity elements such as logotypes, packages, brand names, trade characters, and advertisements and then asked which of the pictured brands they typically consider (recognition). 

 

Input #4: Beliefs about Alternatives’ Performance on the Criteria

 

Finally, researchers ask about consumers’ beliefs about how every brand performs on each attribute, measured by their brand ratings, again using rating scales. Typically, for each alternative in a buyer’s evoked set, a listing of product criteria and brands is presented, and the respondent then rates each brand’s performance on each attribute, from very satisfactory to very unsatisfactory, usually using either a 5- or 7-point rating scale.

 

Applications of Knowledge of the Alternative Evaluation Process

 

New Product Development Applications

 

One approach for developing new products is analytical attribute analysis—examining product characteristics to generate new product ideas and design new as well as improved products. The underlying idea is that a future product change must come from altering one or more of a product’s criteria, such as making a battery longer lasting or a pudding creamier.

One approach is to improve one or more criteria (“longer lasting”). Another technique is to add one or more criteria to an existing product, such as Kleenex with Lotion. The addition of berries as a perceived healthful ingredient has sold lots of cereal (e.g., Berry Burst Cheerios and Kellogg’s Special K Red Berries) and as well as booze (Skyy Berry Vodka and Bacardi Razz rum with natural raspberry).

Analytical attribute analysis begins with consumer research to understand the benefits consumers seek but which are not being adequately delivered in the marketplace. As the problem recognition stage suggests, there is a gap between consumers’ ideal and actual states of affairs, and so this research is sometimes called gap analysis.

After identifying these benefits, marketers write a product concept statement—a verbal description of the new product idea that describes its form (physical attributes), product functions (functional benefits), and delivered benefits (both hedonic and symbolic).

Next, marketers work with the technical groups—the research and development, engineering, and product design departments—to create a product with features that will deliver the desired benefits. The following are some idea generation techniques to develop better products using analytical attribute analysis.

 

 Dimensional Analysis. Dimensional analysis (attribute listing) begins with an exhaustive listing of all of the physical features (dimensions) of a product that developers think need improvement or modification. For each characteristic, the analyst asks either consumers or managers; “How can we change or improve this attribute to better deliver benefits?”

Possibilities include:

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          Changing the nature of dimensions (e.g., concentrated detergent, mini versions of cookies)

          Improving characteristics (e.g., resealable packaging, more chocolate flavor in a candy bar)

          Adding additional attributes (e.g., Chips Ahoy! Cookies with peanut butter chips and candy pieces, Edy’s ice cream with bits of Girl Scout cookies). 

          Borrowing a dimension from another product category (e.g., Bounty Quilted napkins borrowed the strength and durability of their paper towels and applied them to napkins).

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 Attribute Extension. Attribute extension (parameter analysis) starts with a characteristic that has recently changed in the marketplace and then extends that change to see what (if any) benefits will accrue to consumers. For instance, low-fat foods and low-calorie sodas inevitably led to no-fat and zero-calorie versions. Spectator sport events have been getting longer, so perhaps we could develop a 24-hour marathon sport to satisfy the insatiable sports fan

 

Advertising and Promotion Applications

 

During or immediately following product development, the promotional people should develop marketing communications to describe the benefits that the product will deliver and the personal values that they will fulfill. Knowing about determinant purchase criteria, their relative importance, and the various evoked set brands’ performances on these attributes enables marketers to most effectively promote those products by focusing on the brand’s superior performance on those criteria. However, keep in mind the maxim, “Emphasize benefits, not features.” Consumers do not buy products—they purchase bundles of benefits.

Especially for new products and inexperienced buyers, marketers can influence consumer evaluations by framing the alternatives. Framing is the way in which a decision problem is presented to the decision maker, such as by suggesting that certain criteria (those the brand best performs on) are most important. Accordingly, Volvo might emphasize its superior comfort and safety while suggesting that these are the key criteria in buying a car.

In-Class Applications

 

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1.         Describe the alternative evaluation process you recently used in buying a product. What were your evaluative criteria and the relative importance of those criteria? Which and how many brands were in your evoked set?

            What were your beliefs about those brands’ performances on the criteria? Did the brand that you intended to buy perform best on those criteria overall?

2.         Think about athletic shoes. As a class, brainstorm a list of attributes that are

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a.         salient but not necessarily determinant,

b.            important but not necessarily determinant, and

c.         determinant.

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3.     For each of the following ads, which of the general types of evaluative criteria (features, functional benefits, experiential benefits, and symbolic benefits) are being emphasized?

Which specific criteria (e.g., contains lemon scent, delicious, sophisticated, etc.) are being used within each of these general categories?

Do you think each of these criteria is important to consumers? Is each determinant?

            What other criteria, if any, could each of the ads have emphasized? Would this have been more effective?

            Also, find at least one means-end chain consisting of the sequence “feature-function-benefit-personal values” in each ad (you might need to infer the personal value).

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<<FIGURES 16.5 THROUGH 16.8 ABOUT HERE>>

 

Written Applications

 

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1.         Answer Question 3 in the In-Class Applications.        

2.         Find three more ads, each of which emphasizes one or more evaluative criteria as the ad’s major appeal or emphasis. Repeat the analysis in Question 3 in the In-Class Applications for each of the ads you find.

3.         Select a product category of your choosing, commonly used by college students (e.g., cell phones, laptop computers, knapsacks).

a.         Design a small-scale survey using ten members of the target market to discover:

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(1)        Which criteria consumers use. Point out any sources of response bias you suspect might have occurred in your survey. If you wish, you may try building a means-end chain with one or several of your respondents.

(2)        The relative importance of those criteria. This will require a second round of questioning (using different respondents if you wish) after you’ve determined the criteria they use. Which type of rating scale did you use and why? 

(3)        Alternatives in the evoked set. How did you determine these? How large was the typical evoked set size?

(4)        Beliefs about performance of alternatives in the evoked set on the criteria. Do you suspect any types of response bias here?

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b.         Develop a new product concept using an analytical attribute analysis technique. The product idea can range from a radically new-to-the-world product (e.g., non-melt ice cubes) to an incremental innovation (e.g., sugar-free spicy cola Jell-O). You can try dimensional analysis based on your attribute list or attribute extension using one of the characteristics.

c.         Design a print ad for your new product idea that promotes the product on its various evaluative criteria. Discuss the general and specific types of criteria it is using and why this ad will help persuade people to buy this product.

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