IBM Institute for Business Value 2011 Retail Industry Study; FINAL United Kingdom Version, Ver_2 Questionnaire Last Modified: Friday, 23 September 2011, 4:48 PM EDT; Sample description: Total of 1,800 completes in the UK, with quota of 150 among children ages 13 to 17. Respondents must: Be UK resident age 13 to 99 (with COPPA language to recruit ages 13 to 17) Be primary shopper in at least 1 of the 8 product categories Target gender preferred mix to fall naturally but not to exceed cap of 70 % female Overall incidence expected to be 70% We are interested in your opinions. If you qualify and complete this survey, you will receive ZoomPoints and an email from ZoomRewards confirming your point award with instructions on how to access your ZoomPoints account. This important survey aims to understand how you shop. The questions asked do not reflect the opinion of any of the companies included in the survey. This questionnaire provides insight into providing consumer guidelines for better serving you in the future. Please answer each question on your screen prior to proceeding to the next screen. If you experience any difficulty while taking this survey, please contact us at Survey Support. Let's get started! Just click on the "CONTINUE" button to begin. Screener Section S01 Adult Gender Are you: Male Female S02 Adult age Please enter your age in years. Insert Spinner Box. Validate 10 - 125 Respondent will screen out if under 13 OR over 99 Set scripted Age Quota Variable: 13 - 19 (Quota = N=600) 20 - 24 (Quota = N=600) S04 State In which county or region do you live? Antrim Armagh Avon Bedfordshire Berkshire Borders Buckingham shire Cambridgesh ire Cheshire Cleveland Clwyd Cornwall County Antrim Page 1 of 37 County Armagh County Down County Fermanagh County Londonderry County Tyrone Cumbria Derbyshire Derry/ Londonderry Devon Dorset Down Document1 11 March 2016 Dumfries and Galloway Durham Dyfed East Sussex Essex Fermanagh Fife Gloucestersh ire Grampian Greater London Greater Manchester Gwent Gwynedd County Hampshire Herefordshir e Hertfordshire Highlands and Islands Humberside Isle of Wight Kent Lancashire Leicestershir e Lincolnshire Lothian Merseyside Mid Glamorgan Middlesex Norfolk North Yorkshire Northampton shire Northumberl and Nottinghams hire Oxfordshire Powys Shropshire Somerset South Glamorgan South Yorkshire Staffordshire Strathclyde Suffolk Surrey Tayside Tyne and Wear Tyrone Warwickshire West Glamorgan West Midlands West Sussex West Yorkshire Wiltshire Worcestershi re Other Outside the United Kingdom Screen out if S04 State = “Outside the United Kingdom” D01 Ethnicity Which of the following best describes your ethnicity? White/Caucasian Black/Black British Asian or British Asian Chinese Other Prefer not to answer D02 Household income What is your current annual household income? Please move the slider below to match your approximate annual household income. Please be assured that this information is strictly confidential and will only be used to allow us to group consumers for the purposes of this study. Programmer: show this as a slider with left limit being “Under £10,000” and the right limit being “£150,000 or more” and showing £20,000 increments in between. Capture the slider value to the nearest £1,000, and for the end points, capture £10,000 and £150,000. Include “Prefer not to answer” response option. D03 Income increase How likely do you believe it is that your total annual household income will increase by 20% or more in the next 5 years? Please use a 10-point scale, where “1” is “very unlikely,” 5 is “not sure” and “10” is “very likely.” Very Unlikely (1) (2) (3) (4) Not sure (5) (6) (7) (8) (9) KS01 KidinHH Do you have children age 17 or under living in your household? (Select one) Yes Page 2 of 37 Very Likely (10) Document1 11 March 2016 No Skip to S05 Product category if KS01 KidinHH = No KS02 KidAgeRange Please indicate the number children who are currently living in your household in each of the following age groups. (Enter number for each age group) Validate each 0 to 10 Under 6 years of age 6 to 8 years of age 9 to 10 years of age 11 to 12 years of age 13 or 14 years of age 15 to 17 years of age Skip to S05 Product category if KS02 KidAgeRange 5 and 6 (ages 13-14 and 15-17) are both 0 Create Interim Kid Quota variable and set scripted quota: Interim Kid Quota variable: [(S02 Age = 13, 14, 15, 16 or 17) OR (KS02 KidAgeRange/5,6 (13 or 14, 15 to 17) >0)] Set scripted quota: n=150 Skip to S05 Product category once Interim Kid Quota is full [RM note: we need to create that variable here so that once we fill the 13 to 17 year old group we can keep the adult in the survey as an adult. We will need to track/adjust the quota number to account for those who won’t allow their child to take the survey.] 13-17 landing page You indicated there is at least one child 13 to 17 years of age in your household. If there is more than one child in this age group, please choose one at random who will be available to answer the following questions. Please click on the "CONTINUE" button to proceed KS03 Parental consent PARENTAL CONSENT FORM: We would like your 13-17 year old child to participate in a survey. Please check below to acknowledge that you are allowing your 13-17 year old child to participate in the following survey with parental supervision. By answering the following question, you agree that any thoughts or ideas shared by you or your child will be the sole property of the end user of this data. I will allow my child to participate in this survey with my supervision I will not allow my child to participate in this survey [Skip to S05 Product category] Volunteer landing page Thank you for volunteering. This survey will take approximately 15-20 minutes. You can leave the survey at any time and you will be returned to the place you left off by clicking on the link in the e-mail you received for this survey. The rest of the survey will be completed by your child and we ask that you assist him or her if necessary, but please do not answer for him or her. Get child landing page Please have your 13-17 year old child continue with the survey by selecting the continue button below. Child landing page Hello! Thanks for helping us out. This survey aims to understand consumers’ opinion of trends impacting you today. It also allows you to help develop the future shopping processes, store experiences, services and products offered by retailers. Lastly, it is designed to understand what retailers can do to increase your loyalty. First, here is a question to get you started. Page 3 of 37 Document1 11 March 2016 KS04 kid participate in Which of these activities do you like to participate in? (Select all that apply) Randomize all except “Other” and “None” Play video/computer games Surf the Internet Social networking (Facebook, MySpace, etc.) Talk on the phone with friends Go to movies Read a book Text/Instant message Listen to music Shop/go to the mall Go to concerts Play music Watch TV/movies Play sports Other, please specify None of the above [Exclusive] Skip to KS06 Kid Age [RM note: keeping KS05 school in place because it will be used in the US. Skip it for UK and other countries.] KS05 school What type of school do you currently attend? (Select one) Middle/Junior High School High School College None of the above KS06 Kid Age How old are you? (Select one) Under 11 [Screen Out] 11 [Screen Out] 12 [Screen Out] 13 14 15 16 17 18 [Screen Out] Over 18 [Screen Out] KS07 Kid Gender Are you male or female? (Select one) Male Female Page 4 of 37 Document1 11 March 2016 Set scripted quotas for: Male child: KS07 Kid Gender = Male, n=75 Female child: KS07 Kid Gender = Female, n=75 S05 Product Category For which of these types of products, if any, do you frequently shop? (Please select all that apply.) Randomize except “None” Men’s or Women’s apparel Youth/Kids/Teen Apparel (includes teens/juniors, kids and baby) Luxury Brand items (i.e. Coach, Armani, Louis Vuitton, Jimmy Choo) Personal Care Products (includes cosmetics, fragrances, toiletries, make up) Pharmaceuticals (includes over the counter drugs ONLY) Groceries Home Décor/Appliances/Improvement Products (include tools, lawn, paint, carpet, garden supplies, bed, bath, décor, furniture, homes accessories) Consumer Electronics (home and personal items that include TV, stereo, computers, camera, games consoles, etc) None of above (Exclusive) SCREEN OUT Create multi-punch category eligible variables as follows: Men/Women apparel: S05 Product category = 1 Youth/etc. apparel: S05 Product category = 2 Luxury brands: S05 Product category = 3 Personal care prod: S05 Product category =4 Pharm: S05 Product category = 5 Grocery: S05 Product category = 6 Home décor/etc.: S05 Product category = 7 Consumer Electr: S05 Product category = 8 Assign to category and set category quotas: If eligible for only one category, assign to that category and check quotas If eligible for more than one category: o If eligible for Luxury brands, and Luxury brands has less than 100 completes, assign to Luxury brands o If eligible for Luxury brands, and Luxury brands has 100 or more completes, assign low bucket among categories with quotas not already full o If not eligible for Luxury brands, assign low bucket among categories with quotas not already full Create scripted quotas as follows: Men/Women apparel: n = 300 Youth/etc. apparel: n = 300 Luxury brands: n = 300 Personal care prod: n = 300 Pharm: n = 300 Grocery: n = 500 Home décor/etc.: n = 300 Consumer Electr: n = 300 Set overall quota, all categories: n = 1800 Screen out if all category quotas are full Skip to Q06a if assigned to (Men’s or women’s apparel) Skip to Q06b if assigned to (Youth/Kids/Teen Apparel) Skip to Q06c if assigned to (Luxury Brand items) Skip to Q06d if assigned to (Personal Care Products) Skip to Q06e if assigned to (Pharmaceuticals) Skip to Q06f if assigned to (Groceries) Skip to Q06g if assigned to (Home Décor/Appliances/Improvement Products) Skip to Q06h if assigned to (Consumer Electronics) Page 5 of 37 Document1 11 March 2016 S06a Retailer Section for Product Category, Section One S06a Men’s or women’s apparel In which of these stores do you shop most often for men’s or women’s apparel? Do not randomize Abercrombie & Fitch Additions Arcadia Argos Asda ASOS Banana Republic Bhs Burton Choice Cos Dorthy Perkins Empire Stores Evans Gap Great Universal H&M Harrods John Lewis Kay’s La Sensa Laura Ashley Liberty Littlewoods Marks & Spencer Marshall Ward Miss Selfridge Next Outfit Primark Sainsbury Tesco TK Maxx Topman Topshop Very Wallis Woolworths Zara Other, please specify: ______________ Create MenWomen Apparel Retail Group Variables as follows: Debenhans: S06a = 3,8,9,12,14, 27,29, 34, 35, 37 (Arcadia, Bhs, Burton, Dorthy Perkins, Evans, Miss Selfridge, Outfit, Topman, Topshop, Wallis) Gap: S06a = 7,15 (Banana Republic, Gap) H&M: S06a = 11,17 (Cos, H&M) Home Retail Group: S06a = 4 (Argos) Limited: S06a=21 (La Sensa) Shop Direct: S06a = 2,10,13,16,20, 24,26,36,38 (Additions, Choice, Empire Stores, Great Universal, Kay's, Littlewoods, Very, Marshall Ward, Woolworths) Page 6 of 37 Document1 11 March 2016 Skip to Retailer Quota Landing Page 1 S06b Youth, Kids, Teen Apparel In which of these stores do you shop most often for youth, kids and teen apparel (includes teens/juniors, kids and baby)? Do not randomize Additions Arcadia Abercrombie & Fitch Asda Banana Republic BHS Burton Cos Debenhams Dorthy Perkins Evans Gap H&M John Lewis La Sensa Marks & Spencer Miss Selfridge Outfit TK Maxx Topman Topshop Wallis Zara Other, please specify: ______________ Create Youth/kid Apparel Retail Groups Variables as follows: Debenhams: S06b = 2,6,7,10,11,17,18,20-22(Arcadia, BHS, Burton, Dorthy Perkins, Evans, Miss Selfridge, Outfit, Topman, Topshop, Wallis) Gap: S06b = 5,12 (Banana Republic, Gap) H&M: S06b = 8,13 (Cos, H&M) Limited: S06b = 15 (La Sensa) Skip to Retailer Quota Landing Page 1 S06c Luxury Brand items In which of these stores do you shop most often for luxury brand items (includes brands such as Coach, Armani, Louis Vuitton, Jimmy Choo)? Do not randomize Armani Bottega Veneta Bulgari Burberry Chanel Coach Fendi Gucci Hermes Louis Vuitton Page 7 of 37 Document1 11 March 2016 Loropiana Missoni PRADA Rolex Tiffany & Co Trussardi Emergildo Zegna Other, please specify: ______________ Skip to Retailer Quota Landing Page 1 S06d Personal Care Products In which of these stores do you shop most often for personal care products (includes cosmetics, fragrances, toiletries, make up)? Do not randomize Asda BHS Boots Co-Operative Pharmacy Debenhams Harvey Nichols Harrods House of Frazer John Lewis Lloyds Chemists Numark Rowlands Savers Selfridges Sephora Superdrug Other, please specify: ______________ Create Personal Care Products Retail Groups Variables as follows: Walmart: S06d = 1 (Asda) Skip to Retailer Quota Landing Page 1 S06e Pharmaceuticals In which of these stores do you shop most often for pharmaceuticals (including over the counter drugs only)? Do not randomize Arcadia Asda Boots Co-Operative Pharmacy John Lewis Lloyds Chemists Rowlands Savers Superdrug Other, please specify: ______________ Create Pharmaceutical Retail Groups Variables as follows: BHS: S06e = 1 (Arcadia) Walmart: S06e = 2 (Asda) Page 8 of 37 Document1 11 March 2016 Skip to Retailer Quota Landing Page 1 S06f Groceries In which of these stores do you shop most often for groceries? Do not randomize Aldi Alldays Asda B&M Balfour Boots Budgen The Cooperative Costcutter John Lewis John Lewis Direct Londis Marks & Spencer Morrisons Netto Ocado Petrol Station Forecourts Poundland Poundstretcher The Range Safeway Sainsbury Somerfield Spar Tesco Tesco Direct Waitrose Wilkinson Other, please specify: ______________ Create Grocery Retail Groups Variables as follows: Co-Operative: S06f = 2,5,8,23,24 (The Cooperative, Somerfield, Alldays, Balfour, Spar) John Lewis Partnership: S06f = 10,11,16,27 (Waitrose, Ocado, John Lewis, John Lewis Direct) Musgrove: S06f = 7,12 (Budgen, Londis) Safeway (UK): S06f = 21 (Safway) Tesco: S06f = 25, 26 (Tesco, Tesco Direct) Walmart: S06f = 3 (Asda) Skip to Retailer Quota Landing Page 1 S06g Home Décor, etc. products In which of these stores do you shop most often for home décor, appliances and home improvement products (including tools, lawn, paint, carpet, garden supplies, bed, bath, décor, furniture, homes accessories)? Do not randomize Argos B&Q Focus DIY Homebase Page 9 of 37 Document1 11 March 2016 The Range Other, please specify: ______________ Create Home Décor Retail Groups Variable as follows: Home Retail Group: S06g = 1,4 (Argos, Homebase) Skip to Retailer Quota Landing Page 1 S06h Consumer Electronics Products In which of these stores do you shop most often for consumer electronics products (home and personal items that include TV, stereo, computers, camera, games consoles, etc.)? Do not randomize Amazon.com Argos Asda Best Buy Borders ebay.com Eda GameStop Harvey Norman John Lewis John Lewis Direct Ocado Tesco Virgin Megastores Waitrose Woolworths Other, please specify: ______________ Create Consumer Electronics Retail Groups Variable as follows: Home Retail Group: S06h = 2 (Argos) Walmart: S06h = 3 (Asda) John Lewis: S06h = 10,11,12,15 (Waitrose, Ocado, John Lewis, John Lewis Direct) Shop Direct: S06h = 16 (Woolworth) Insert Retailer Quota Setting Landing Page 1 Create Speciality Retailer variable as follows: Value equals “Speciality Retailer” if any of these stores are punched as primary retailer: S06a=1,3,7-9, 11, 12, 14-18, 20-22, 27, 29, 34, 35, 37,39 (Abercrombie & Fitch, Arcadia, Banana Republic, Bhs, Burton, Cos, Dorthy Perkins, Evans, Gap, Great Universal, H&M, Harrods, Kay’s, La Senas, Laura Ashley, Miss Selfridge, Outfit, Tomman, Topshop, Wallis or Zara) S06b=1-3, 5-8, 10-13, 15, 17, 18, 20-23 (Additions, Arcadia, Abercrombie & Fitch, Banana Republic, BHS, Burton, Cos, Dorthy Perkins, Evans, Gap, H&M, La Sensa, Miss Selfridge, Outfit, Topman, Topshop, Wallis or Zara) Skip to Survey Intro Programmer: Upon hitting this page in this version of the study, the skip above will take them to the Survey Intro page. The programming instructions below will (most likely) be active in the US study, when we expect to have quotas for one or more of the retailers. In the US, we will check the retailer selected in the category assigned against retailer quotas. If that retailer has met its quotas, we will assign them to a second category (low bucket excluding the first category assigned), and will skip them to the S07a to S07h series question that will identify their primary retailer in this second category selected. Create retailer quotas as follows: Page 10 of 37 Document1 11 March 2016 Walmart total; any of these group variables = Walmart: S06d Personal Care Products, S06e Pharmaceutical, S06f Grocery or S06h Consumer Electronics [Other retailers TBD] Set Retailer Quotas: Walmart: n=600 [Other retailer quotas TBD] If Retailer Quota is met for retailer selected in category assigned: If eligible for only one category at multi-punch category eligible variable defined at S05 Product Category, screen out If eligible for two or more categories, assign to Second category based on low bucket excluding the category selected originally. Skip to Q07a if Second Category assigned to (Men’s or women’s apparel) Skip to Q07b if Second Category assigned to (Youth/Kids/Teen Apparel) Skip to Q07c if Second Category assigned to (Luxury Brand items) Skip to Q07d if Second Category assigned to (Personal Care Products) Skip to Q07e if Second Category assigned to (Pharmaceuticals) Skip to Q07f if Second Category assigned to (Groceries) Skip to Q07g if Second Category assigned to (Home Décor/Appliances/Improvement Products) Skip to Q07h if Second Category assigned to (Consumer Electronics) Retailer Section for Product Category, Section Two S07a Men’s or women’s apparel In which of these stores do you shop most often for men’s or women’s apparel? Do not randomize Abercrombie & Fitch Additions Arcadia Argos Asda ASOS Banana Republic Bhs Burton Choice Cos Dorthy Perkins Empire Stores Evans Gap Great Universal H&M Harrods John Lewis Kay’s La Sensa Laura Ashley Liberty Littlewoods Marks & Spencer Marshall Ward Miss Selfridge Next Outfit Page 11 of 37 Document1 11 March 2016 Primark Sainsbury Tesco TK Maxx Topman Topshop Very Wallis Woolworths Zara Other, please specify: ______________ Create MenWomen Apparel Retail Group 2 Variables as follows: Debenhans: S07a = 3,8,9,12,14, 27,29, 34, 35, 37 (Arcadia, Bhs, Burton, Dorthy Perkins, Evans, Miss Selfridge, Outfit, Topman, Topshop, Wallis) Gap: S07a = 7,15 (Banana Republic, Gap) H&M: S07a = 11,17 (Cos, H&M) Home Retail Group: S07a = 4 (Argos) Limited: S07a=21 (La Sensa) Shop Direct: S07a = 2,10,13,16,20, 24,26,36,38 (Additions, Choice, Empire Stores, Great Universal, Kay's, Littlewoods, Very, Marshall Ward, Woolworths) Skip to Retailer Quota Landing Page 2 S07b Youth, Kids, Teen Apparel In which of these stores do you shop most often for youth, kids and teen apparel (includes teens/juniors, kids and baby)? Do not randomize Additions Arcadia Abercrombie & Fitch Asda Banana Republic BHS Burton Cos Debenhams Dorthy Perkins Evans Gap H&M John Lewis La Sensa Marks & Spencer Miss Selfridge Outfit TK Maxx Topman Topshop Wallis Zara Other, please specify: ______________ Create Youth/kid Apparel Retail Group 2 Variables as follows: Debenhams: S07b = 2,6,7,10,11,17,18,20-22(Arcadia, BHS, Burton, Dorthy Perkins, Evans, Miss Selfridge, Outfit, Topman, Topshop, Wallis) Page 12 of 37 Document1 11 March 2016 Gap: S07b = 5,12 (Banana Republic, Gap) H&M: S07b = 8,13 (Cos, H&M) Limited: S07b = 15 (La Sensa) Skip to Retailer Quota Landing Page 2 S07c Luxury Brand items In which of these stores do you shop most often for luxury brand items (includes brands such as Coach, Armani, Louis Vuitton, Jimmy Choo)? Do not randomize Armani Bottega Veneta Bulgari Burberry Chanel Coach Fendi Gucci Hermes Louis Vuitton Loropiana Missoni PRADA Rolex Tiffany & Co Trussardi Emergildo Zegna Other, please specify: ______________ Skip to Retailer Quota Landing Page 2 S07d Personal Care Products In which of these stores do you shop most often for personal care products (includes cosmetics, fragrances, toiletries, make up)? Do not randomize Asda BHS Boots Co-Operative Pharmacy Debenhams Harvey Nichols Harrods House of Frazer John Lewis Lloyds Chemists Numark Rowlands Savers Selfridges Sephora Superdrug Other, please specify: ______________ Create Personal Care Products Retail Group 2 Variables as follows: Page 13 of 37 Document1 11 March 2016 Walmart: S07d = 1 (Asda) Skip to Retailer Quota Landing Page 2 S07e Pharmaceuticals In which of these stores do you shop most often for pharmaceuticals (including over the counter drugs only)? Do not randomize Arcadia Asda Boots Co-Operative Pharmacy John Lewis Lloyds Chemists Rowlands Savers Superdrug Other, please specify: ______________ Create Pharmaceutical Retail Group 2 Variables as follows: BHS: S07e = 1 (Arcadia) Walmart: S07e = 2 (Asda) Skip to Retailer Quota Landing Page 2 S07f Groceries In which of these stores do you shop most often for groceries? Do not randomize Aldi Alldays Asda B&M Balfour Boots Budgen The Cooperative Costcutter John Lewis John Lewis Direct Londis Marks & Spencer Morrisons Netto Ocado Petrol Station Forecourts Poundland Poundstretcher The Range Safeway Sainsbury Somerfield Spar Tesco Tesco Direct Waitrose Page 14 of 37 Document1 11 March 2016 Wilkinson Other, please specify: ______________ Create Grocery Retail Group 2 Variables as follows: Co-Operative: S07f = 2,5,8,23,24 (The Cooperative, Somerfield, Alldays, Balfour, Spar) John Lewis Partnership: S07f = 10,11,16,27 (Waitrose, Ocado, John Lewis, John Lewis Direct) Musgrove: S07f = 7,12 (Budgen, Londis) Safeway (UK): S07f = 21 (Safway) Tesco: S07f = 25, 26 (Tesco, Tesco Direct) Walmart: S07f = 3 (Asda) Skip to Retailer Quota Landing Page 2 S07g Home Décor, etc. products In which of these stores do you shop most often for home décor, appliances and home improvement products (including tools, lawn, paint, carpet, garden supplies, bed, bath, décor, furniture, homes accessories)? Do not randomize Argos B&Q Focus DIY Homebase The Range Other, please specify: ______________ Create Home Décor Retail Group 2 Variable as follows: Home Retail Group: S07g = 1,4 (Argos, Homebase) Skip to Retailer Quota Landing Page 2 S07h Consumer Electronics Products In which of these stores do you shop most often for consumer electronics products (home and personal items that include TV, stereo, computers, camera, games consoles, etc.)? Do not randomize Amazon.com Argos Asda Best Buy Borders ebay.com Eda GameStop Harvey Norman John Lewis John Lewis Direct Ocado Tesco Virgin Megastores Waitrose Woolworths Other, please specify: ______________ Create Consumer Electronics Retail Group 2 Variable as follows: Home Retail Group: S07h = 2 (Argos) Walmart: S07h = 3 (Asda) John Lewis: S07h = 10,11,12,15 (Waitrose, Ocado, John Lewis, John Lewis Direct) Page 15 of 37 Document1 11 March 2016 Shop Direct: S07h = 16 (Woolworth) Insert Retailer Quota Landing Page2 Create Speciality Retailer variable as follows: Value equals “Speciality Retailer” if any of these stores are punched as primary retailer: S76a=1,3,7-9, 11, 12, 14-18, 20-22, 27, 29, 34, 35, 37,39 (Abercrombie & Fitch, Arcadia, Banana Republic, Bhs, Burton, Cos, Dorthy Perkins, Evans, Gap, Great Universal, H&M, Harrods, Kay’s, La Senas, Laura Ashley, Miss Selfridge, Outfit, Tomman, Topshop, Wallis or Zara) S07b=1-3, 5-8, 10-13, 15, 17, 18, 20-23 (Additions, Arcadia, Abercrombie & Fitch, Banana Republic, BHS, Burton, Cos, Dorthy Perkins, Evans, Gap, H&M, La Sensa, Miss Selfridge, Outfit, Topman, Topshop, Wallis or Zara) Create retailer quotas as follows: Walmart total; any of these group variables = Walmart: S07d Personal Care Products, S07e Pharmaceutical, S07f Grocery or S07h Consumer Electronics [Other retailers TBD] Set Retailer Quotas: Walmart: n=600 [Other retailer quotas TBD] If Retailer Quota is met for retailer selected in category assigned, SCREEN OUT Create “Category Assigned” value for piping: If Second Category is blank, assign to category selected as S05 Product Category If Second Category has a value, assign to category selected in Landing Page 1 Create “primary retailer” value for piping: If Second Category is blank, assign to Primary Retailer selected in S06a to S06h series If Second Category has a value, assign to Primary Retailer selected in S07a to S07h series Speciality retailer variable: If Second Category is blank, Speciality Retailer variable value is as selected in S06a to S06h series If Second Category has a value, Speciality Retailer variable value is as selected in S07a to S07h series Skip to Survey Intro Survey Intro For the rest of this interview, we’d like you to think about your shopping for [PIPE Category Assigned] at [PIPE primary retailer]. Trust & Loyalty T01 Shop Length How long have you shopped at [pipe primary retailer]? Please enter the number of years you have shopped at [pipe primary retailer]. Programmer: Insert spinner with values Under 1, 1, 2, 3, 4, … 20, more than 20 T02 Retailer Visit Frequency How often do you visit [pipe primary retailer name]? Several times per week Once a week Twice a month Once a month Page 16 of 37 Document1 11 March 2016 Once every 2-3 months 2 times per year Once per year Rarely T04 Retailer Last Visited The last time you shopped for [pipe product category], did you shop with [pipe primary retailer]? Yes No Skip to T05 Retailer Second Visited if T04 Retailer Last Visited = Yes T04a Other retailer last visit At which retailer did you shop at last? Pipe primary retailer list for category selected, excluding the retailer selected as primary retailer T05 Retailer Second Visited The second to last time you shopped for [pipe product category], did you shop with [pipe primary retailer]? Yes No Skip to T06 Retailer Third Visited if T05 Retailer Last Visited = Yes T05a Other retailer second visit At which retailer did you shop at second to last time? Pipe primary retailer list for category selected, excluding the retailer selected as primary retailer T06 Retailer Third Visited The third to last time you shopped for [pipe product category], did you shop with [pipe primary retailer]? Yes No Skip to SP01 Store Personnel if T06 Retailer Third Visited = Yes T06a Other retailer third visit At which retailer did you shop at third to last time? Pipe primary retailer list for category selected, excluding the retailer selected as primary retailer Section 1: Store Personnel SP01 Store Personnel This section will ask you questions about [pipe primary retailer] store personnel [staff, cashiers, customer service]. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. The [pipe primary retailer] staff … Strongly disagree …is expert or competent …is honest 1 1 Completely agree 2 2 Page 17 of 37 3 3 4 4 5 5 6 6 7 7 Document1 11 March 2016 1 1 1 1 1 … is friendly …is available to provide advice and help if necessary Can be trusted Has my interest in mind Keeps his/her promises 2 2 2 2 2 3 3 3 3 3 4 4 4 4 4 5 5 5 5 5 6 6 6 6 6 7 7 7 7 7 Section 2: Assortment SP02 Assortment We will ask you questions about the products at [pipe primary retailer]. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. The [pipe primary retailer], in general … Strongly disagree Products are high quality … I find products that meet all of my needs … for each type of product there is a wide variety of selections … products offer excellent value for money … products are offered at very affordable prices … compared to other (pipe category) retailers, I can save time Compared to other (pipe category) retailers, I can save money has the right number of product choices for me Completely agree 1 1 2 2 3 3 4 4 5 5 6 6 7 7 1 2 3 4 5 6 7 1 1 2 2 3 3 4 4 5 5 6 6 7 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 Section 3: Store Environment SP03 Store Environment We will ask you questions about the store environment at [pipe primary retailer]. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. The [pipe primary retailer], in general … Strongly disagree … the environment is very pleasant … I feel comfortable … it is easy to navigate … the display of merchandise is excellent … The shelf labels and/or product tags are very clear The signage is very clear 1 1 1 1 1 1 Completely agree 2 2 2 2 2 2 Page 18 of 37 3 3 3 3 3 3 4 4 4 4 4 4 5 5 5 5 5 5 6 6 6 6 6 6 7 7 7 7 7 7 Document1 11 March 2016 Section 4: Store Communications SP04 Store Communications Consider [pipe primary retailer] communications and signage in general. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. [PIPE primary retailer] communications and signage, in general… Strongly disagree 1 1 1 1 1 are credible are clear are comprehensive makes you want to shop Frequency is to my liking Completely agree 2 2 2 2 2 3 3 3 3 3 4 4 4 4 4 5 5 5 5 5 6 6 6 6 6 7 7 7 7 7 Skip to Branded products intro if SP04 Store communications/5 (frequency…) = 3-7 (mildly disagree to agree) AND Category assigned = Personal care products or Pharmaceuticals or Groceries or Home Décor/etc. or Consumer Electronics Skip to B03 Generic/House Label Quality if SP04 Store communications/5 (frequency…) = 3-7 (mildly disagree to agree) and [(Category assigned = Luxury Brands) OR ((Category assigned = Men/Women Apparel or Youth/etc. Apparel) AND (Speciality Retailer))] SP05 Frequency of communications Does [PIPE primary retailer] communicate with you…? Too frequently Not frequently enough Skip to B03 Generic/House Label Quality if [(Category assigned = Luxury Brands) OR ((Category assigned = Men/Women Apparel or Youth/etc. Apparel) AND (Speciality Retailer))] Section 5: Branded Products Branded products intro There are two types of products sold by retailers, national brands and retailer’s brand products. National brand products are manufactured and owned by separate companies, such as Coke. The retailer chooses which national brand products to buy and have available to be sold to you in their stores. Retailer’s brand products, otherwise known as [pipe primary retailer] brand products, are owned by the retailer itself and exclusive brands for the store. When referring to this type of products, we will call them [pipe primary retailer] own brand products. In this section we will ask you some questions about your familiarity and impressions of first the [pipe primary retailer] brand products and second about the national brand products the retailer sells. B01 Private Label Awareness Are you aware of [pipe primary retailer] branded products? Yes No Skip to P03 Promotions if B01 Private Label Awareness = No Page 19 of 37 Document1 11 March 2016 B02 Private Label Awareness Level How familiar are you with [pipe primary retailer] [pipe product category] brand products? Please indicate how familiar you are with the [pipe primary retailer] branded products using a scale from 1 to 7 where 1 is Not Very Familiar and 7 is Extremely Familiar. Not Very Familiar 1 Extremely familiar 2 3 4 5 6 7 Skip to P03 Promotions if B02 Private Label Awareness Level = 1,2,3 (not very familiar…) B03 Generic/House Label Quality Consider [pipe primary retailer] branded products. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Strongly disagree [pipe primary retailer] branded products, in general, are of high quality [pipe primary retailer] branded products, in general, are of lower quality than national brand products I doubt that [pipe primary retailer] brand products are of high quality [pipe primary retailer] brand products have similar quality as national brand products Completely agree 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 B04 Generic/house brand Impressions Always refer to [pipe primary retailer] brand products. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Strongly disagree [pipe primary retailer] brand products, in general, keep their promises [pipe primary retailer] brand products, in general, are reliable I will continue to buy [pipe primary retailer] brand [pipe product category] products In the future, I will also buy [pipe primary retailer] brand products that I do not buy today I will recommend [pipe primary retailer] brand {pipe product category} products to a friend Completely agree 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 Skip to P03 Promotions if Category = Luxury Brands or if ((Category = Category assigned = Men/Women Apparel or Youth/etc. Apparel) AND (Speciality Retailer)) B05 National Brand products Quality Consider national brand products, such as Coke. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Strongly disagree National brand products, in general, are of high quality National brand products, in general, are of lower quality than retailer brand products I doubt that national brand products are of high quality National brand products have similar quality as retailer Completely agree 1 2 3 4 5 6 7 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 Page 20 of 37 Document1 11 March 2016 brand products B06 National brand Impressions Always refer to national brand products, such as Coke. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Strongly disagree National brand products, in general, keep their promises National brand products, in general, are reliable I will continue to buy national brand [PIPE primary category] products In the future, I will also buy national brand [PIPE primary category] products that I do not buy today I will recommend [PIPE primary retailer] national brand products to a friend ........................................................................................... Completely agree 1 1 2 2 3 3 4 4 5 5 6 6 7 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 Section 6: Store Promotions P03 Promotions Let’s talk about promotions. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. In general, store promotions (e.g. discounts, coupons, buy one/get one free) in [PIPE primary retailer], … Strongly disagree 1 1 1 1 1 1 …are good deals …are clear …are interesting …make me want to shop …frequency is to my liking …are personalized for me Completely agree 2 2 2 2 2 2 3 3 3 3 3 3 4 4 4 4 4 4 5 5 5 5 5 5 6 6 6 6 6 6 7 7 7 7 7 7 Section 7: Retail Store RS01 Retail Store Think about [pipe primary retailer] store in general. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Strongly disagree I am pleased with the overall service that [pipe primary retailer] offers me Shopping at [pipe primary retailer] is a very delightful experience I am completely satisfied with the shopping experience at [pipe primary retailer] Completely agree 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 Page 21 of 37 Document1 11 March 2016 RS02 Retail Store confidence Think about [pipe primary retailer] store in general. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Considering [pipe primary retailer] store in general,… Strongly disagree 1 1 1 1 1 I have confidence in [pipe primary retailer] Customers can trust [pipe primary retailer] [pipe primary retailer] keeps its promise [pipe primary retailer] has my interests at heart [pipe primary retailer] is reliable Completely agree 2 2 2 2 2 3 3 3 3 3 4 4 4 4 4 5 5 5 5 5 6 6 6 6 6 7 7 7 7 7 RS03 Retail Store Advocacy Components Now think ahead, do you agree with these statements? Again use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Considering [pipe primary retailer] store in general,… Strongly disagree Completely agree I will continue to shop in [pipe primary retailer] In the future, I will also buy products from [pipe primary retailer] that I do not buy today 1 2 3 4 5 6 7 1 2 3 4 5 6 7 I will recommend [pipe primary retailer] to a friend 1 2 3 4 5 6 7 RS04 Retail Store Advocacy Components Consider [pipe primary retailer] will increase their prices, what maximum percentage that you will accept before switching to a new retailer? Use a slider between 0 to 100%; mark left end point with 0%, right end point with 100% and mark 10% increments on the bar. Section 8: Shopping Influences SB01 Retail or Store Brand Choice Now consider when shopping for [pipe product category]. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. When I shop for [PIPE product category], the first thing I consider is… Strongly disagree …the retailer …the generic branded product …the national name brand (e.g. Coke) …the brand variety of products that the retailer provides Completely agree 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 1 2 3 4 5 6 7 Page 22 of 37 Document1 11 March 2016 SH01 Transaction Level Using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree, please indicate how much you agree with these statements. I chose [PIPE primary retailer] to shop for [PIPE product category] because [PIPE primary retailer] … Strongly disagree … has an everyday low price …provides discounts specifically for the items I regularly buy …has great sales …has a great selection …consistently has inventory available …saves me time ….is closest to my house …usually has the product available …allows me to check out quickly …allows me to shop in multiple ways (e.g in the store, online, mobile technologies) …has a loyalty program …values my suggestions I have the retailers credit card …values my business and cares about me …fits my image …understands my lifestyle and passions (e.g. my life as a hunter, cook, runner, athlete, reader) …has the same values as me (e.g. environmentally friendly, healthy, contributes to my causes, organic) …provides a sense of belonging …supports my causes or local community Completely agree 1 1 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 1 1 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 1 1 1 1 1 1 2 2 2 2 2 2 3 3 3 3 3 3 4 4 4 4 4 4 5 5 5 5 5 5 6 6 6 6 6 6 7 7 7 7 7 7 1 2 3 4 5 6 7 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 Section 8: Retail Spend (Financial Metrics) F01 Retailer Segment Spend Though you may not buy [pipe product category] every month, think about your spend over a course of a year. On average, about how much do you spend a month for [PIPE Product category]? Programmer: Validate value is 0 to 10,000 Average amount spent per month for [PIPE product category]: £_______ Skip to F03 Retailer spend if Category assigned = Luxury Brands, Men/Women Apparel or Youth/etc. Apparel Page 23 of 37 Document1 11 March 2016 F02 Spend on total category There are two types of products sold by retailers, national brands and retailer’s brand products. National brand products are manufactured and owned by separate companies, such as Coke. The retailer chooses which national brand products to buy and have available to be sold to you in their stores. Retailer’s brand products, otherwise known as [pipe primary retailer] brand products, are owned by the retailer itself and exclusive brands for the store. When referring to this type of products, we will call them [pipe primary retailer] own brand products. In this section we will ask you some questions about your familiarity and impressions of first the [pipe primary retailer] brand products and second about the national brand products the retailer sells. If you spend, in an average month, [pipe F01 Retailer segment spend] in [pipe product category], about what portion is spent on retailer brand [pipe product category]? 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% F03 Retailer spend If you spend [pipe primary retailer segment spend F01] in [pipe product category], how much of that [pipe primary retailer segment spend F01] do you spend a month with [pipe primary retailer]? Programmer: Validate value is 0 to F01 Retailer Segment Spend value Average amount spent per month for [PIPE product category]: £_______ F04 Specific Retailer brand spend If you spend [pipe F03 retailer spend] in [pipe product category] about what proportion do you spend for [pipe primary retailer] brand [pipe product category]? 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Page 24 of 37 Document1 11 March 2016 F05 Spend through channel When shopping for [pipe product category], what percentage of your [pipe F01 Retailer Segment Spend] is spent on each of these types of spending. Please allocate your total spend to 100%. Programmer: validate total is 100% In the store Retailer Website Through mobile technology (mobile phone or iPad) Through retailer portal site (e.g. Amazon or eBay) Through social networks Time based deals (e.g. Groupon, Living social) Total F06 Time spent researching in channel Think about the time you spend researching for [pipe product category] products, what percentage of your time is spent researching in each option: Please allocate your total spend to 100% Programmer: validate total is 100% In the store Retailer Website Through mobile technology (mobile phone or iPad) Through retailer portal site (e.g. Amazon or eBay) Through social networks Time based deals (e.g. Groupon, Living social) Total Section 9: Advocacy Q02a Advocacy Attributes Indicate how much you agree or disagree with the following statements. Please choose a response from 1 to 7, 1 being strongly disagree, 4 being neutral, and 7 being strongly agree. Randomize I would recommend [PIPE primary retailer] to my family and friends If [PIPE primary retailer] began to offer similar quality and value items that I usually buy from another retailer, I would be inclined to buy these items now from [PIPE primary retailer] If another retailer opened in the area and was an attractive alternative to [PIPE primary retailer], I would switch to the new retailer. Strongly Disagree Strongly Agree Page 25 of 37 Document1 11 March 2016 Q03 Trust ranking Please consider the list below and rank the groups on how much you trust them to provide honest feedback. Rank the one you trust most with a “1”, the one you rank next most with a “2,” and continue until you have ranked all 6 items. Please use each number 1 to 6 only once. Programmer: randomize list. Include a pull-down box next to each item with numbers 1 to 6. Validate that each item is ranked and that each number is used only once. Talking with family / friends Customer reviews on retailer website Customer reviews on independent website or social network (e.g. Facebook) Independent product experts online (e.g. contractors, chefs, designers, nutritional experts, stylists) Retail employees (sales associates) Product manufacturer: (including product package or label) Q04 Trust Influence time to purchase Please indicate how much you agree with statements using a scale from 1 to 7 where 1 means strongly disagree and 7 completely agree. When purchasing [PIPE product category], my purchase decision is faster if I receive advise about where to buy from… Strongly disagree Friends / family Customer reviews on a retailer website Customer reviews on an independent website or social network An independent expert, such as physician, stylist, chef,… Retail Employees (Sales Associates) Product Manufacturer Completely agree 1 1 2 2 3 3 4 4 5 5 6 6 7 7 1 1 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 Channel Elements Section 11: Channel Differences Instructions : The consumer only gets assigned to one channel to answer the questions. Feel TV, Social Videos, Time Based eals, and Electronic games first) – quota is 200 with a minimum of 100 C01 Channels Besides shopping at [pipe primary retailer] stores, which of the following would you be willing to use to shop and to make purchases, assuming they are available? Select all that apply Randomize and assign to one channel. Fill Retailer sites, tv, social networks, you tube, games first Mobile technologies (mobile application or personal mobile device) Website Social network (e.g. Facebook) Retailer sites to co-create products, such as design new products, services or offerings for you with a retailer TV (e.g. use a remote control to purchase item you see in a TV program or a commercial) Social videos (e.g. You Tube) Time based deals (e.g Deals that you have to buy within a set time frame to receive the deal, such as Groupon, Rue La La) Electronic games (either via a computer, mobile technology or game console (PS3, Wii, Nintendo) None of the above [exclusive] Page 26 of 37 Document1 11 March 2016 Create Channel assigned variable as follows: If only select “None of the above” in C01 Channels, assign to “No Channels” and skip to PM01 Source of Awareness If only select one prompt selected in C01 Channels, assign to that channel. Use only the non-parenthetical part of the prompt for the channel name (e.g., use “Social network” for the prompt “Social network (e.g. Facebook)”) If two or more prompts selected: o If only one of prompts 4,5,6,8 (Retailer sites, TV, Social Videos or Electronic Games) selected, give them priority in the selection until they reach 100 assignments o If more than one of prompts 4,5,6,8 (Retailer sites, TV, Social Videos or Electronic Games) is selected and has less than 100 assignments, assign low bucket o If prompts 4,5,6,8 (Retailer sites, TV, Social Videos or Electronic Games) are not selected or if they are all at100 or more assignments, assign low bucket THERE ARE NO SCREEN OUTS ON THIS QUESTION. Skip to C02 Online shoppig (website) if Channel assigned = Website Skip to C04 Mobile technologies if Channel assigned = Mobile technologies Skip to C06 Social shopping if Channel assigned = Social network Skip to C08 Co-create for you if Channel assigned = Retailer sites to co-create products Skip to C10 TV if Channel assigned = TV Skip to C12 Social video if Channel assigned = Social videos Skip to C14 Gaming if Channel assigned = Electronic games Skip to C16 Time based discounts if Channel assigned = Time based deals C02 Online Shopping (website) We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. [PIPE primary retailer] online shopping, in general,… Strongly disagree Results in lower prices for me ................................................. Is convenient for me Stimulates the development of new products and services Helps me save time Allows for comparative shopping Is a fun way to shop Is hassle free Provides a wider selection Allows me to give the retailer suggestions/opinions 1 1 1 1 1 1 1 1 1 Completely agree 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 4 4 4 4 4 4 4 4 4 5 5 5 5 5 5 5 5 5 6 6 6 6 6 6 6 6 6 7 7 7 7 7 7 7 7 7 C04 mobile technologies We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume that [pipe primary retailer] provided mobile shopping capabilities, what benefits would you expect? Strongly disagree Results in lower prices for me ................................................. Is convenient for me Saves me time at check out Helps me save time 1 1 1 1 Completely agree 2 2 2 2 Page 27 of 37 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 Document1 11 March 2016 Allows for comparative shopping Is a fun way to shop Is hassle free Provides a personalized selection of products for me based on what I usually buy Provides promotions for the items that I regularly buy Provides promotions based on what I scan Provides me an easy way to find help (sales associate) 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 1 1 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 Provides a way to locate products in the store Skip to PM01 Source of awareness if Channel assigned = Website C05 Mobile Shopping attitudes Please indicate your feelings about mobile shopping with [pipe primary retailer] using a scale from 1 to 7. Important to me ....................................................................... 1 2 Security is of no concern to me 1 2 Very meaningful to me 1 2 Matters to me 1 2 Interesting 1 2 Exciting 1 2 3 3 3 3 3 3 4 4 4 4 4 4 5 5 5 5 5 5 6 6 6 6 6 6 7 7 7 7 7 7 Not important to me Security is a concern to me Means nothing to me Does not matter Not interesting Boring Skip to PM01 Source of awareness C06 social shopping We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume that [pipe primary retailer] provided social network shopping capabilities, what benefits would you expect? Strongly disagree Results in lower prices for me ................................................. Is convenient for you Helps me save time Discuss topics that represent my lifestyle Shows me what my friends are buying Is a fun way to shop Is an interactive way to shop Provides a wider selection of products Provides a personalized selection for me based on what I usually buy Provides promotions for items that I regularly buy Completely agree 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 4 4 4 4 4 4 4 4 5 5 5 5 5 5 5 5 6 6 6 6 6 6 6 6 7 7 7 7 7 7 7 7 1 1 2 2 3 3 4 4 5 5 6 6 7 7 Alows me to express my opinion openly Page 28 of 37 Document1 11 March 2016 C07 Social shopping attitudes Please indicate your feelings about social network shopping with [pipe primary retailer] using a scale from 1 to 7. Important to me Of no concern to me 1 1 2 2 3 3 4 4 5 5 6 6 7 7 Not important to me Of concern to me Irrelevant Relevant Very meaningful to me Means nothing to me Matters to me Does not matter Interesting Not interesting Significant Exciting Insignificant Boring 1 2 3 4 5 6 7 Skip to PM01 Source of awareness C08 Co-create for you We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume that [pipe primary retailer] wanted to partner with you to co-create, i.e., develop new opportunities, products, offerings and things of interest to you. What benefits would you expect? Strongly disagree Results in lower prices for me ................................................. Could improve the product for me and others Makes the products more unique Is a fun way to shop makes my life easier Provides a wider selection of products Allows me to show my friends what I co-created 1 1 1 1 1 1 1 Completely agree 2 2 2 2 2 2 2 3 3 3 3 3 3 3 4 4 4 4 4 4 4 5 5 5 5 5 5 5 6 6 6 6 6 6 6 7 7 7 7 7 7 7 C09 co-create attitudes Please indicate your feelings about co-creating (i.e. developing new opportunities, product, offerings and things of interest to you) with [pipe primary retailer] using a scale from 1 to 7. Important to me ....................................................................... 1 2 3 Of no concern to me 1 2 3 4 4 5 5 Irrelevant 6 6 7 7 Not important to me Of concern to me Relevant Very meaningful to me Means nothing to me Skip to PM01 Source of awareness C10 TV We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume that you could purchase items on your TV with a push of a button on a remote control, either while watching a show or a commercial, what benefits would you expect? Page 29 of 37 Document1 11 March 2016 Strongly disagree Is convenient for me Allows me to save the product I see on TV and research later either online or in the store Is a fun way to shop Allows me access to new and unique products Provides a wider selection of products More product information provided in the commercials Completely agree 1 2 3 4 5 6 7 1 1 1 1 1 2 2 2 2 2 3 3 3 3 3 4 4 4 4 4 5 5 5 5 5 6 6 6 6 6 7 7 7 7 7 C11 TV attitudes Please indicate your feelings about purchasing items on your TV with a push of a button on a remote control using a scale from 1 to 7. Important to me ....................................................................... 1 2 3 4 5 6 7 Not important to me Irrelevant Relevant Very meaningful to me Means nothing to me Interesting Not interesting Significant Insignificant Skip to PM01 Source of awareness C12 Social Video We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume that you could purchase items based on a social video (e.g. You Tube), what benefits would you expect? Strongly disagree Is convenient for me Allows me to save the product I see on you tube video then research it later either online or in the store Is a fun way to shop Allows me access to new and unique products Provides a wider selection of products Allows me to see what retailers carry the products in the social video Completely agree 1 2 3 4 5 6 7 1 1 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 1 2 3 4 5 6 7 C13 Social Video attitudes Please indicate your feelings about purchasing items based on a social video (e.g. You Tube) on your TV with a push of a button on a remote control using a scale from 1 to 7. Important to me Of no concern to me 1 1 2 2 3 3 4 4 5 5 Irrelevant 6 6 7 7 Not important to me Of concern to me Relevant Very meaningful to me Means nothing to me Interesting Not interesting Significant Insignificant Page 30 of 37 Document1 11 March 2016 Skip to PM01 Source of awareness C14 Gaming We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume that you could purchase items through video or online games, what benefits would you expect? Strongly disagree Completely agree Is convenient for me Is a fun way to shop 1 1 2 2 3 3 4 4 5 5 6 6 7 7 Is a social way to shop because I play multiplayer games Allows me access to new and unique products Allows me to use my favorite products virtually in my games 1 1 2 2 3 3 4 4 5 5 6 6 7 7 C15 Gaming attitudes Please indicate your feelings about purchasing items through your video or online game using a scale from 1 to 7. Important to me ....................................................................... 1 2 3 Of no concern to me 1 2 3 4 4 5 5 6 6 7 7 Not important to me Of concern to me Irrelevant Relevant Very meaningful to me Means nothing to me Interesting Not interesting Significant Insignificant Skip to PM01 Source of awareness C16 Time Based Discounts We understand that these capabilities may NOT be available but please indicate your agreement with the following statements about [pipe primary retailer]. Use a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume that you could purchase discounts through time based discounts (e.g. coupons that I buy in advance for a premium discount but must be purchased within a given number of hours), what benefits would you expect? Strongly disagree Is convenient for me Is a fun way to shop Allows me access to new and unique products Allows me to buy deals for retailers I already shop 1 1 1 1 Completely agree 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 Allows me to try new retailers Allows me to try new experiences (e.g. a hot air balloon ride) C17 Time Based Discounts Attitudes Please indicate your feelings about purchasing discounts through time based discounts using a scale from 1 to 7. Important to me ....................................................................... 1 2 3 Of no concern to me 1 2 3 4 4 5 5 Irrelevant 6 6 7 7 Not important to me Of concern to me Relevant Page 31 of 37 Document1 11 March 2016 Very meaningful to me Means nothing to me Interesting Not interesting Significant Insignificant Section 12Consumers Purchase Moment PM01 Source of Awareness We’ve listed below some of the ways people become aware of new [PIPE PRODUCT CATEGORY]. Please select the top-3 ways you become aware of new [PIPE PRODUCT CATEGORY]. Please select a “1” for the way you most often become aware of new [PIPE PRODUCT CATEGORY], a “2” for the second most and a “3” for the third most. Please rank three items and use each number 1 to 3 only once. Randomize; show a pull-down box next to each prompt with the numbers 1 to 3. Validate that each number is used and each is selected only once. Emails from retailers, including promotions or new products Search engine and comparison sites (Google/Yahoo/Bing) Shopping portal/auctions (ebay.com/amazon.com) People you know personally (friends, family, acquaintances) Social media, blogs, discussion groups (e.g. Linked In, Facebook, Twitter) Magazines Retail store (physical location) Retail website Mobile application or mobile website Traditional advertising (mail/radio/TV/billboards) Online streaming video (You Tube) PM02 Sources of research Now that you are aware of a [pipe product category] item, where do you primarily go to get information on this new [PIPE PRODUCT CATEGORY] product? Please select the top sources you use to get information. Please select a “1” for the way you most often most often get information on new [PIPE PRODUCT CATEGORY], a “2” for the second most and a “3” for the third most. Please rank three items and use each number 1 to 3 only once. Randomize; show a pull-down box next to each prompt with the numbers 1 to 3. Validate that three items are ranked and each number is selected only once. Emails from retailers, including promotions or new products Search engine and comparison sites (Google/Yahoo/Bing) Shopping portal/auctions (ebay.com/amazon.com) People you know personally (friends, family, acquaintances) Social media, blogs, discussion groups (e.g. Linked In, Facebook, Twitter) Magazines Retail store (physical location) Retail website Mobile application or mobile website Traditional advertising (mail/radio/TV/billboards) Online streaming video (You Tube) Randomly select one of the three ranked items to be piped into PM03, etc. PM03 Enough Research Can you usually get all of the information you need to make a purchase from [pipe research method]? Yes No Skip to PM05 Missing information if PM03 Enough research = No Page 32 of 37 Document1 11 March 2016 PM04 Purchase After getting information at [pipe research method], where do you usually purchase the item you were researching? Randomize except “Other” Mail-in or fax catalogue order Mobile technology (mobile phone or mobile application) Retail store Retailers call center (800# or equivalent) Retailers website Shopping portal/auction site (ebay.com/amazon.com) Some other source , please specify PM05 Missing Information If you can not make a purchase after you researched with [pipe research method], what information was missing? Randomize except “Other” Could not tell if the product was in stock Independent product review information was not available Need to consult with family, friends before purchasing Other like product information (quality, product attributes) Price comparisons to determine if the best price Promotional information to ensure I receive the best price The ability to see, touch, experience or smell the item before final purchase The ability to speak with an in-store associate before buying was needed Some other type of information, please specify PM06 Sources 2nd research location If you were not able to get all the information you needed on this new [PIPE PRODUCT CATEGORY] product, where did you go next to get information? Please select the top-3 sources you used to get information. Randomize; show a pull-down box next to each prompt with the numbers 1 to 3. Validate that three items are ranked and each number is selected only once. Emails from retailers, including promotions or new products Search engine and comparison sites (Google/Yahoo/Bing) Shopping portal/auctions (ebay.com/amazon.com) People you know personally (friends, family, acquaintances) Social media, blogs, discussion groups (e.g. Linked In, Facebook, Twitter) Magazines Retail store (physical location) Retail website Mobile application or mobile website Traditional advertising (mail/radio/TV/billboards) Online streaming video (You Tube) Page 33 of 37 Document1 11 March 2016 Privacy Section 12: Privacy Elements P01 Privacy concern measure This is the last section of the study. In this section, we will ask you a few questions about privacy, and then finish the survey with a few questions about you. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. In regards to privacy, in general… Strongly disagree When companies ask me for personal information, I sometimes think twice before providing it It bothers me to give personal information to so many companies I am concerned that companies are collecting too much personal information about me Companies should devote more time and effort to preventing unauthorized access to personal information Companies should take more steps to make sure that unauthorized personnel cannot access personal information in their companies Companies should take more steps to make sure that personal information in their files is accurate Companies should have better procedures to correct errors in personal information Companies should devote more time and effort to verifying the accuracy of the personal information in their databases When people give personal information to a company for some reason, the company should never use the information for any other purpose Companies should never sell the personal information in their computer databases to other companies Companies should never share personal information with other companies unless it has been authorized by the individuals who provided the information Completely agree 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 P02 Privacy participation We will ask you questions about your privacy disclosure. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is completely unwilling and 7 is willing. What is your willingness to provide information for each of the following items? Completely unwilling Identification data (name, address, etc) Demographic data (age, ethnic group, height, etc) Data related to lifestyle (number of cars owned, ownership or 1 1 1 2 2 2 Page 34 of 37 Willing 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 Document1 11 March 2016 rental of home, etc) Data referred to media usage habits (television programs watched, magazines read, etc) Medical data Financial data (credit card number, type, expiration date, etc) Location based (where you have been or where you are going) 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 P03 Privacy controlled by Individual We will ask you questions about privacy. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is completely unwilling and 7 is willing. Assume you maintained control of this data for the company and you could select and deselect the data shared, what is your willingness to provide information for each of the following items if you could control and update what was shared? Completely unwilling Identification data (name, address, etc) Demographic data (age, ethnic group, height, etc) Data related to lifestyle (number of cars owned, ownership or rental of home, etc) Data referred to media usage habits (television programs watched, magazines read, etc) Medical data Financial data (credit card number, type, expiration date, etc) Location based (where you have been or where you are going) Willing 1 1 2 2 3 3 4 4 5 5 6 6 7 7 1 2 3 4 5 6 7 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 P04 Privacy trade for relevancy We will ask you questions about privacy. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is where 1 is completely unwilling and 7 is willing. What is your willingness to provide information for each of the following items if [pipe primary retailer] provided something relevant to you in exchange for this data (non-monetary)? Completely unwilling Identification data (name, address, etc) Demographic data (age, ethnic group, height, etc) Data related to lifestyle (number of cars owned, ownership or rental of home, etc) Data referred to media usage habits (television programs watched, magazines read, etc) Medical data Financial data (credit card number, type, expiration date, etc) Location based (where you have been or where you are going) Willing 1 1 2 2 3 3 4 4 5 5 6 6 7 7 1 2 3 4 5 6 7 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 1 2 3 4 5 6 7 Page 35 of 37 Document1 11 March 2016 P05 Privacy breach Has your privacy been violated or breached in the last 12 months? Yes No Not sure P06 Privacy Benefits Exchange We will give you examples of how companies or brands could collaborate and better serve you. Please indicate how much agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. Assume you maintained control of this data for the company and could select and deselect the data shared, what is your willingness to provide information for each of the following items? Completely unwilling Identification information (Ford, Ford Credit, Ford service) share your information so you do not have to provide it twice Lifestyle interests (more than one retailers provide special events for you to attend) Data related to lifestyle (e.g. if you prefer luxury brands, a travel agent would give you discounts for Four Seasons and luxury retail items as well as clothing discounts) Data referred to media usage habits (television programs watched, magazines read, etc. and retailers only promote items you regular buy through the media types you prefer.) Medical data (data shared between your physician and retailer to save you medical costs or to promote healthy wellness) Preferred products ( you identify the products you prefer to receive new product introductions) Preferred products (you identify the products you prefer to receive preferred price or discounts) Family Information (you provide the categories you frequently purchase for others and the retailer only promotes those items that you regularly buy or items that you may consider based on past purchases) Willing 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 5 6 7 Section 13: Ethnicity and cultural factors H03 Spend Attitudes Think about your shopping attitudes for 2012. Please indicate how much you agree with these statements using a scale from 1 to 7 where 1 is strongly disagree and 7 is completely agree. In 2012, I will… Strongly disagree …search out more items on sale or markdown than in 1 Completely agree 2 Page 36 of 37 3 4 5 6 7 Document1 11 March 2016 2011 …spend more on entertainment or travel …spend more money for products in some categories but less in other categories …reward myself with a few more big purchases …spend more in general 1 2 3 4 5 6 7 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 Thank You Page Thank you for participating in our survey. Your responses have been successfully recorded. Screen Out Page Thank you for your interest. However, at this time, we are looking for adult survey respondents who fit a different profile. Thank you again. Survey Closed Page Thank you for your willingness to participate, however this study has been completed and is closed. We hope you will visit us in the future for other surveys. Page 37 of 37