Services  /  Habits & Attitudes

Category behavior studied the way buyers behave

Occasions, drivers, barriers and mindsets mapped across the full category so positioning, launches and repositioning work from evidence instead of assumption.

Typical Sample
800 to 2,000 in category
Fieldwork
CATI, CAWI, face-to-face or mix
Output
Full report plus segmentation
Timeline
8 to 12 weeks end-to-end
What It Is
A full picture of how the category gets bought, used and talked about

A habits and attitudes study (U&A) is the foundation research every brand team wants before making a positioning call, launching a product or redrawing a segmentation. It sets out how the category actually works in the market, not how the brand-side plan says it should.

We measure behavior (what people buy, how often, through which channel, for which occasion) and attitude (why, what they believe about the category, which barriers keep them out, which triggers bring them in). Both at enough depth that a segmentation comes out the other side with cells that make sense to marketing, sales and innovation.

Caribbean categories are heterogeneous. A U&A that works in Trinidad rarely imports cleanly to Jamaica, Guyana or the OECS. We build the questionnaire for the market it runs in and weight the sample against the population that actually lives there.

Trusted by brands across the Caribbean
GraceKennedy
Sagicor
Republic Bank
Angostura
Heineken
Digicel
TSTT
Brydens
Nestle
Unilever
Deloitte
Ernst & Young
Coca-Cola
Colgate-Palmolive
First Citizens
RBC
Scotiabank
Frito-Lay
P&G
Diageo
GraceKennedy
Sagicor
Republic Bank
Angostura
Heineken
Digicel
TSTT
Brydens
Nestle
Unilever
Deloitte
Ernst & Young
Coca-Cola
Colgate-Palmolive
First Citizens
RBC
Scotiabank
Frito-Lay
P&G
Diageo
When To Use It
Four decisions that deserve a U&A behind them
A U&A is the right spend when the decision on the table will shape the next three to five years of the brand.

Launching into a new category

Before committing to product, pricing or distribution, the category gets sized, profiled and segmented so the launch plan points at buyers who actually exist.

Rethinking positioning

When the current story stops converting, a U&A tells you which attitudes matter most to which buyers so the new positioning is built on a claim the category rewards.

Building a segmentation

Clusters that hold up only land when behavior and attitude variables are collected together from a single sample. A U&A is the data source for a segmentation worth using.

Expanding an existing brand

Occasion maps and repertoire data show where the brand currently plays, where adjacent demand sits and which occasion or buyer the next NPD should be aimed at.

How We Do It
Five moves that keep a U&A usable past the debrief
U&A reports die in drawers when they describe the category in the abstract. These are the moves that make one survive past the debrief.

Define the category with the client

A workshop before fieldwork fixes what counts as in-category and what does not. Wrong scope at this stage bends every number that follows.

Build the behavior inventory first

What gets bought, how often, which pack, which occasion, which channel, which brand repertoire. Behavior gets captured before attitudes so the attitudinal answers anchor against what people actually do.

Design the attitudinal battery

Category-specific statements covering functional, emotional and identity drivers. Scale tested for discrimination before field, not after. Redundant items cut.

Run segmentation against the brief

Clusters are built to the decision the client wants to make, not to whichever solution a stepwise routine lands on. Needs-based, occasion-based or behavior-based depending on what the business is about to act on.

Profile segments so teams can see them

Every cell gets a persona-ready profile: who they are, what they do, what they believe, where to reach them. Marketing, innovation and sales recognize their buyer before the debrief ends.

What You Get
A category map your team can make decisions from

Four outputs at the end of an engagement. Written to be used by positioning, innovation, pricing and sales, not to sit in a shared drive.

  • Full report. Category sizing, behavior inventory, attitudinal driver framework, brand repertoire and path-to-purchase.
  • Segmentation output. Cluster profiles, size, value, reachability and recommended targeting priority.
  • Occasion map. Which occasions drive the category, which brands own which occasions and where the whitespace sits.
  • Dataset and typing tool. Weighted dataset in SPSS or Excel plus a typing tool so future samples can be classified into your segments without a full re-study.
Behavior Attitude Engaged Loyalists Discerning Switchers Habitual Buyers Latent Rejecters
Clients Who Use Our U&A Work
Sagicor Republic Bank GraceKennedy Angostura Heineken Digicel
Common Questions
What clients ask before commissioning a U&A
How is a U&A different from a brand health tracker?

A BHT asks how your brand is doing on the same set of metrics wave over wave. A U&A asks how the category works and where your brand sits inside it. A tracker tells you "aided awareness is 42 and drifting." A U&A tells you "aided awareness is 42 in a category where 68 percent of usage happens on two occasions your pack does not fit."

Most client programs run both. The U&A every three to five years as a foundation study, the tracker quarterly or bi-annually between foundation waves.

What sample size do we need for a segmentation?

A working floor is n=800 in category for a single-territory segmentation. n=1,200 gives cleaner cells when you want five or six segments and need each to be profiled at demographic sub-group level. Regional U&As with market cuts usually start at n=400 per territory for a total base of 1,600 or more.

Can our existing BHT data feed into a U&A?

It seeds the design. Existing tracker data tells us which metrics are covered and where the gaps are. It does not replace U&A fieldwork. A tracker sample is sized and weighted for headline brand KPIs, not for category-level behavior and attitude modeling. The U&A runs as a separate fieldwork wave on a dedicated sample.

How long does a full U&A take?

Eight to twelve weeks end to end in a single territory. Allow an extra three to four weeks for a regional study with multi-market fieldwork and cross-territory weighting. The first two weeks are design and the category workshop. Four to six are fieldwork and processing. The last two are analysis, segmentation and report.

Do we get a typing tool so new samples can be scored into the segmentation?

Yes. Every segmentation deliverable includes a typing tool that classifies a new respondent into the segmentation using a short battery of the original questions. You can run it inside a tracker, a concept test or an ad-hoc study and get segment-level reads without re-running the full U&A.

Start a Project
Planning a positioning, launch or segmentation call?
Email the category, territory and decision you are making. We respond with a design and a quote inside two business days.
Request a Proposal →