Early Quant Screening Research for a Winning Edge 

By Cliff Kane, Senior Director, New Business Development @ EyeSee 

At the recent Quirk’s Chicago conference, I had the pleasure of sharing the stage with Shilpa Khanna, Associate Director of Transformational Growth at The Clorox Company. Shilpa’s extensive experience and unwavering dedication to innovation within the CPG industry positioned her as the ideal expert to discuss the do’s and don’ts of launching new products. Our primary aim was to demonstrate effective strategies for building confidence in new packaging decisions and launches. Our discussion covered: 

  • The symbiotic relationship between quantitative and qualitative insights. 
  • The pivotal advantages of early packaging tests compared to delayed evaluations. 
  • The indispensable significance of testing within the context of simulated in-store scenarios, rather than solely in isolation. 

In this blog post, I’ll take a closer look at key insights. For a comprehensive understanding, I highly encourage you to watch the full session recording.

The symbiotic relationship between quantitative and qualitative insights  

Let’s face it – innovation is tricky.  

Within the highly dynamic and complex process of product development, packaging design serves as a linchpin for consumer engagement and purchasing decisions. Getting the packaging just right can be costly, as visually communicating a new-to-market proposition carries certain risks and requires alignment with ever-evolving consumer preferences.  

Traditional pack development often advises starting with qualitative studies to evaluate a range of design options, followed by quantitative research to validate a few “finalist” ones. However, the initial screening phase is critical. It’s like choosing the right path in a forest; if you go wrong at the start, subsequent adjustments matter little. So, objective assessments of what drives success are vital from the beginning. Starting with quantitative research to identify winning concepts enables refinement and validation, laying a strong foundation for success.

Advantages of early packaging tests compared to delayed evaluations  

In the overall product development process, packaging is often perceived as the final embellishment to an exceptional product. In reality, it serves as the enticing red door that captures consumer attention, drawing them in to explore and engage with the product experience. Therefore, packaging development and assessment should occur in tandem with the core product, ideally at the earliest stages of development. During our conversation, Shilpa strongly emphasized the necessity of proactive pack design testing, serving as a guiding light to inform strategic decisions and mitigate risks: 

Amid the array of early-stage testing options — from traditional qualitative studies to a multitude of DIY and AI tools — making a methodology choice can be daunting. Personally, I find the behavioral mix approach, incorporating MaxDiff analysis, particularly promising for yielding effective results. At EyeSee, our team employs this method to pinpoint winners, offer recommendations for optimizing successful packs further, and contribute to finalizing subsequent iterations of pack design. 

The ultimate reality check: Testing designs in simulated in-store scenarios vs in isolation

During our discussion on innovation, Shilpa mentioned one new product launch case that stood out as particularly intriguing. Initially, packs featuring a unique cap color and shape emerged victorious in early-stage and standalone assessments. However, when introduced onto (virtual) shelves and compared with others in the category, the tide had turned. A completely different design was ultimately picked for launch.  

Centering on the importance of context, we explored the perspective of the challenger within the category. The “newcomer” on the shelf must distinguish itself more prominently to compete with the leader. The harsh truth is – what doesn’t stand out has little chance of being purchased. The evaluation of Clorox’s late-stage packs would have yielded vastly different results without testing in the shelf context. The intricacies of the store and real-life purchasing environments provide the most authentic and predictive insights into how the pack will perform post-launch. Reflecting on the whole collaboration, Shilpa shared: 

In conclusion

Innovation in early-stage packaging design testing requires a delicate balance of collaboration, creativity, and strategic vision. By redefining conventional approaches, leveraging data-driven insights, and prioritizing consumer-centric design, you can instill confidence and enhance the prospects of a successful new pack launch. Moreover, the importance of testing within simulated in-store scenarios cannot be emphasized enough; a comprehensive evaluation of a new product’s potential is not complete without consideration of its pack design performance amidst crowded shelves and competing products. 

For more insights and the story of Shilpa’s knowledge gained from not-so-successful new product launches, go to the full session recording that is available here.


Want to know more about pack optimization? Dive deeper and learn how to choose successful claims!

    Meet EyeSee’s Quirk’s awards nominees that turn data into precious insights

    Some people hear music when they see music sheets, while others can look at the data and see valuable insights that lead to strong business development recommendations. Insight managers are a true force behind the Market Research Industry and its cornerstone, each crafting insight stories in their unique way.  

    We use The Marketing Research and Insights Excellent Awards powered by Quirk’s to put them in the spotlight and give them all the credit they deserve because, without them, all we would have, is a big pile of numbers and statistics we would have no idea how to use.  

    We asked Tara Tesanovic, Saša Radojevic, Milica Kovac, and Bratislav Stefanovic, who are nominated for Outstanding Young Researcher and Researcher of the Year, to tell us a little bit about themselves and what inspires them in their work.  

    When did you realize you were hooked on behavioral insights and there was no going back?   

    Saša: I must admit that my mentor, Beca (Dobrinka Vicentijevic), infected me with enthusiasm and passion for turning data into insights and the magic of the aha(!) moment. I always love to experience those. You collect all the data and piece the puzzle together, trying to determine where your predictions were incorrect and, more importantly, why! So, you are constantly thinking about it, trying to connect the dots. So, when thinking about it becomes an obsession, you usually let it go, take a step back, and then it just happens.  

    Tara: For me, it is the gap between say and do in shoppers’ behavior that is so inspiring, and I also love how the implicit approach to research effectively reveals biases. For example, the entire marketing team may be baffled as to why some packaging labels have no impact on consumers and may have a variety of design theories, but eye-tracking methodology will quickly reveal that it is because they are positioned in such a way that they are not spotted at all.  

    Milica: More than 5 years ago I realized the potential of technological advancements to grant us new means to comprehend behaviors that eluded validation through simple conversations. Being a psychologist who was already deeply immersed in research by then, it felt like I stumbled upon new horizons. I’m eagerly anticipating the unfolding of future technologies in our domain. 

    Bratislav: It was when I started realizing that it was not always easy to decipher what respondents really thought by providing their answers and opinions to our traditionally defined questionnaires. Many times, I was left with the impression that something was missing, the unfathomable part of what they really thought or needed. Over time, I learned that consumers could easily and clearly express some of their needs, and that’s where traditional questionnaires were quite useful. But oftentimes, consumers cannot articulate their needs, and their responses can then be misleading or prone to biases. This is where the behavioral approach proved to be super useful, as all I did was to just put consumers in their typical and specific situations, with little to no influence or instruction, sit back and observe, and then look for typical patterns of behavior. This way I was much more confident with the learnings and able to draw bolder conclusions and recommendations on how to influence consumers. 

    The last few years have been in crisis mode for most (if not all) of us. How has the consumer changed?    

    Saša: I understand that the expected answer should be based on our personal impressions rather than a study with specific parameters, but I am afraid that once you recognize the importance of context and put on your insights manager glasses, you cannot just assume such things. So, I will let this one slide, if that is okay.  

    Tara: My personal impression is that when it comes to shopping, people become much more cautious and stricter. Especially when it comes to less frequently purchased and somewhat pricey categories like care and beauty. Shoppers will question every claim made about the product, so communication must be well thought out.  

    Milica: Living in a deeply consumeristic society, addressing this question isn’t straightforward. If we talk about shoppers, regardless of channel, knowing that trade is a human activity that has existed for a very long time and crisis are nothing really new to people, we see how swiftly shoppers adapt their strategies when crisis hits, making more informed and conscientious choices (crises elevate the significance of System 2 decision-making); at the same time, social media and technologically mediated social communication is a relatively young phenomenon in human history and we are witnessing those same shoppers as now social media consumers struggling to consciously dispose of their time in a way that they perceive as healthy, especially during crisis. 

    Bratislav: We are going through the most dynamic period with dramatic changes in the behavior of all of us as consumers. The recent events, COVID pandemic, global crisis and inflation have been shaping the way we shop and consume goods and services. During the pandemic, while locked down, we turned to e-com, but limited to spend as much as wanted, given the concerns and uncertainty, loss of jobs, but also derails in logistics, supply, or delivery. And we started craving. The moment we stepped out of it, unleashed, believing we were going back to the “old, good normal”, the global crisis and inflation hit. So, we are still torn between our wish to shop and consume, and the imposed need to prioritize and budget. But the way consumers changed their behavior depends on the category and consumers’ socio-economic level. In some categories, they started buying less or turned more to private labels. In others we observed an increase in sales of more premium brands. So, this urge to consume and spend is there, but we are reinventing and reprioritizing what is most important to us. 

    What is the one thing you are most proud of?  

    Saša: It takes a lot less time for me to reach the aha(!) moment because I believe that over time, I have improved the way I think about and approach problem-solving, and I am hopeful that this will continue.  

    Tara: Well, I am proud of the confidence that I have gained since I started working. When I give recommendations, I am very confident about them, and my clients act according to them. Somehow, they gave me their trust from the start; their instant confidence in me became a reason for me not to doubt myself and really feel encouraged. From that moment on, it just grew stronger.   

    Milica: I take pride in my diverse journey within research, spanning roles from shopper research consulting to creating and validating innovative technologies, all the way to advocating for consumer understanding through new business development. 

    Bratislav: For me, a business challenge has always been a creative challenge, too. So, together with clients I typically managed to design the most unusual and innovative approaches to a research problem. Very often you could consider such studies almost as pilot projects, without clear indications on how the study would end up and what the outcome would be. Fortunately, at least so far, such endeavors have ended successfully to my and the clients’ joy, which has convinced me that the “can do” attitude always pays off in the end, with a little courage, no matter how complex the challenge is, which I am especially proud of. 

    You look at ad and shopper behavior all the time! Ok, let’s be honest. But what kind of consumer are you?  

    Saša: Well, some habits never die. I used to go shopping with a list in one hand and a calculator in the other since I was a student and every penny counted, and I still do that. So, unless there is a good offer, I do not make irrational decisions impulsively. And, of course, I do the math before deciding that the discount is too good to pass up.    

    Tara: I am the total opposite. I want to try everything that is new. I like to try new versions of phones; I want to test every pack claim and try new flavors. When you imagine a shopper willing to engage with a product, you imagine me. 

    Milica: I’m sugar-free hooked! Besides that, ever since 2016, I’ve been happily immersed in the world of physical retail: whenever I hit the road, I transform into a retail explorer, tracking down mind-boggling stores across the world. To me, stores are the ultimate decision arenas. They hold the power to sway me toward novelties or classics. 

    Bratislav: When comparing myself to what I typically see in research studies I could say that I am quite an atypical consumer. I have my predefined set of favorite brands and usually I know what I am going to buy in advance, though I like to explore and try new things when they hit the market and quite often buy things on impulse. I rarely think about whether I am going to spend an extra buck on things I like. Typically, I assess the quality, value, and proposition a product offers rather than the costs it comes at. To illustrate my irreconcilable nature as a shopper and consumers, what may come as a surprise to many marketing people who try to “understand” consumers, if I cannot find my favorite soda (highly processed, artificially flavored) from a major brand in the store, I might as well reach for the most organic, 100% natural juice made by local small businesses. 


    Want to learn more about behavioral research from our experts? Find the list of EyeSee’s webinars here.

      All set to learn and connect? Let’s meet up at upcoming events

      What does 2023 have in store – for consumers, brands and marketers? Let’s talk about it! From Bangkok to Los Angeles and Amsterdam, come and connect with EyeSee’s very best at upcoming industry events all around the globe! After the very product chats we had at IIEX APAC, Quirk’s LA, and Annual Category Management and Shopper Insights Conference, here’s where you can find us in the next few months:

      Quirk’s Chicago | March 27-28

      Coming to Quirk’s Chicago? Drop by our booth #708 for a chat with Laura Hoste, Cliff KaneHeather Graham – and find them on the conference stage (more info about the speaking session featuring te latest findings of the Pricing study in inflation coming soon!)

      IIEX EU | March 28-29

      And lastly, Nicole Tudosie, Alexandre de Jubécourt and Morana Kristek will be holding the fort at the IIEX EU booth #6 in Amsterdam. Don’t miss our Shopper Insights Director Dobrinka Vicentijevic comparing various virtual store options and learnings – see more here!

      Other events coming up:

      MRMW APAC | Apr 18-19
      Quirk’s London | May 3-4
      IIEX NA | May 24-25
      MRMW NA | Jun 28-29

        Thanks for your interest!

        We”ll get back to you promptly