Qualitative Exploration
Empathy Treks

How to Identify Behavior Drivers During a CPG Empathy Trek

Qualitative Exploration

How to Identify Behavior Drivers During a CPG Empathy Trek

Introduction

No matter how glossy a brand campaign or how innovative a product seems on paper, success still hinges on one key factor: understanding what actually drives a shopper’s decisions in the real world. That’s where an empathy trek comes in – an immersive, in-the-moment research approach that takes your team directly into the environment where consumer choices are made, such as grocery stores, convenience marts, and big box retailers. During a CPG (Consumer Packaged Goods) empathy trek, your goal isn't just to observe what products people put in their carts. It's about identifying the 'why' behind those choices – the subtle emotional and behavioral drivers that influence consumer decision-making. From price versus portion size to flavor versus nutrition, these are the small, often unconscious tradeoffs people make every day that reveal powerful insights for brand strategy, innovation, and marketing.
This guide is designed for anyone taking their first steps into CPG research – from brand managers and innovation teams to newer market researchers or consumer insights professionals. Whether you're planning your first in-store observation or training a team to conduct field research, this post will help you understand what to look for – and what often goes unnoticed. We know that many brand teams struggle with translating consumer behavior into tangible product or marketing decisions. Maybe you’ve wondered: Why did a customer choose our competitor’s item instead? What did they weigh in their mind before making that choice? How can we create a package, promotion, or flavor experience that better aligns with their needs? By breaking down the behavior patterns and emotional signals you can observe on a CPG empathy trek, we’ll help you uncover meaningful consumer insights – ones that go beyond surface-level habits to reveal what people truly value. In today’s complex retail environment, these real-world observations provide the context your quantitative data can’t always capture. Let’s dig into what to watch for when you're in the aisles, starting with one of the most telling behaviors: tradeoffs.
This guide is designed for anyone taking their first steps into CPG research – from brand managers and innovation teams to newer market researchers or consumer insights professionals. Whether you're planning your first in-store observation or training a team to conduct field research, this post will help you understand what to look for – and what often goes unnoticed. We know that many brand teams struggle with translating consumer behavior into tangible product or marketing decisions. Maybe you’ve wondered: Why did a customer choose our competitor’s item instead? What did they weigh in their mind before making that choice? How can we create a package, promotion, or flavor experience that better aligns with their needs? By breaking down the behavior patterns and emotional signals you can observe on a CPG empathy trek, we’ll help you uncover meaningful consumer insights – ones that go beyond surface-level habits to reveal what people truly value. In today’s complex retail environment, these real-world observations provide the context your quantitative data can’t always capture. Let’s dig into what to watch for when you're in the aisles, starting with one of the most telling behaviors: tradeoffs.

How to Spot Consumer Tradeoffs Like Price vs. Portion or Taste vs. Health

When conducting CPG field research through an empathy trek, one of the most revealing moments happens when a shopper hesitates – that pause, glance, or hand hovering over the shelf signals something deeper: a tradeoff. Tradeoffs are the invisible decisions consumers make between competing priorities, like indulgence vs. nutrition, value vs. quality, or convenience vs. sustainability. Spotting these moments in real time gives your team incredibly rich input into the real decision-making that drives purchase behavior.

Understanding Common CPG Tradeoffs

In the world of consumer behavior, tradeoffs are rarely black-and-white. Most shoppers are balancing limited budgets, time constraints, family preferences, and personal wellness goals – often all at once. The most common tradeoffs observed during empathy treks include:

  • Price vs. Portion Size: Will the shopper choose the family-size pack at a better value, or single-serve for convenience?
  • Taste vs. Health: Do they reach for the lower-sugar option, or the one they know their kids love?
  • Familiarity vs. Novelty: Are they sticking with a trusted brand or trying the new seasonal flavor?
  • Brand vs. Private Label: Are they swayed by quality perceptions or looking to save?

How to Train Observers to Spot These Moments

During in-store observation, encourage your team to be patient and present. Teach them to focus not just on what the consumer buys, but how they arrive at that choice. This includes watching for:

  • Longer pauses between two items being compared
  • Picking up and putting down different products
  • Checking labels, pricing, or nutritional information
  • Conversations with children, spouses, or even other shoppers

These visible behaviors often indicate mental comparison – the weighing of one benefit against another.

Why These Tradeoffs Matter in CPG Insights

If you're working in brand research or product development, identifying the types of tradeoffs your target customer routinely makes can guide smarter decisions across packaging, pricing strategy, innovation roadmapping, and even promotion planning. These moments reveal what your audience values most in their real-world shopping environment – which can be different than what they say in a survey.

Integrating these in-store observations into your broader CPG research strategy enriches existing data, giving your team more actionable, consumer-backed direction for everything from product messaging to shelf placement. That’s what makes empathy treks so powerful for generating authentic consumer insights.

What Emotional and Behavioral Triggers Say About Decision-Making

While tradeoffs tell us what’s being weighed in a shopper’s mind, emotional and behavioral triggers give us clues as to why those decisions are made. These triggers – small gestures, facial expressions, or even tone of voice – can offer a direct window into the shopper’s emotional state, revealing needs, motivations, and potential barriers to purchase.

The Power of Subtle Emotional Cues

Emotions influence product decision making far more than we often realize. From the frustration of not finding a familiar item, to the joy of discovering a good deal, these emotional reactions shape both immediate purchases and long-term brand perception. When conducting field research or an empathy trek, encourage your team to notice indicators like:

  • Facial expressions: A frown may suggest confusion or dissatisfaction; a quick smile can indicate delight or clarity.
  • Body language: Leaning in to inspect a label shows interest; backing away or quickly moving past could mean disinterest or aversion.
  • Non-verbal behavior: Audible sighs or hesitations as they scan the shelves might signal indecision or overwhelm.

Behavioral Triggers During In-Store Observation

Shoppers also often follow behavioral patterns that indicate habitual vs. considered purchases. Watching for small movements or repetitions across multiple shoppers can help your team uncover patterns that aren’t visible in data alone. Look for signs like:

  • Shoppers who go down the same aisle but don’t stop – perhaps a missed opportunity or irrelevant category
  • Reaching directly for a well-known brand without hesitation vs. slowly browsing, which may reflect trust vs. uncertainty
  • Comparing two or more items in hand, which often indicates a product decision moment worth exploring later

How Emotional Triggers Connect to Consumer Insights

Understanding why a shopper reacts in a particular way helps researchers and brand teams dig into what consumers truly need. For example, confusion while navigating nutrition labels could point to the need for clearer packaging or simplified health messaging. Joy in finding a nostalgic snack could suggest opportunities for emotional storytelling in marketing campaigns.

By peeling back the layers of emotion and behavior that inform shopper decisions, empathy treks deliver deeper context than surveys or focus groups alone. These insights make it easier to create products and messaging that resonate at a deeper, human level – the kind of connection that builds brand affinity over time.

Ultimately, observing emotional and behavioral triggers during a CPG empathy trek sharpens your understanding of real consumer behavior, improving your ability to act on what truly drives purchase decisions.

How to Train Observers for a Successful CPG Empathy Trek

Observation is at the heart of a successful CPG empathy trek, but it’s only as effective as the people conducting it. Training your team to spot shopper behavior, emotional reactions, and subtle decision-making cues is essential for gathering high-quality, real-world consumer insights. The goal? Equip observers with the tools and mindset to capture what's really happening during a consumer’s in-store journey.

Start with the Right Mindset

Cultural sensitivity, open-mindedness, and curiosity are key traits of a good field researcher. In CPG market research for beginners, a common pitfall is jumping to conclusions. Observers should focus on noticing, not judging. Encourage them to ask themselves: “What does this behavior tell me about the person’s needs or priorities?” rather than assuming they already know the answer.

Teach What to Watch For

During in-store observation, train your team to notice:

  • Behavioral Triggers: Does the shopper pause at certain displays or labels? What prompts interaction with the shelf?
  • Emotional Responses: Are there expressions of surprise, joy, confusion, or frustration?
  • Tradeoff Moments: When does a shopper read a label, compare items, or put something back on the shelf? These are rich opportunities to understand product decision making.

Use Empathy-Based Questioning

In some cases, observers can briefly speak with shoppers after the experience. Teach them to ask open-ended questions like: “What made you pick this brand today?” or “What helped you decide between these two options?” These questions help surface real-world consumer insights without putting shoppers on the defensive.

Record Observations Neutrally

Documentation should focus on facts and avoid assumptions. Instead of writing “Shopper disliked Brand X,” say “Shopper read ingredients of Brand X, then chose Brand Y.” This keeps the data clean for more accurate analysis later.

Practice Active Listening

For in-store interviews or follow-ups, teach team members to listen without interrupting. Silence can often lead to more candid thoughts from consumers – exactly what your CPG research needs most.

With the right training, your observers transform from passive note-takers into active insight-gatherers – capturing the nuanced shopper behavior that helps shape better products and experiences.

Common Mistakes to Avoid When Interpreting In-Store Behavior

Even with well-trained observers, interpreting shopper behavior can be tricky. The environment is dynamic, and human behavior is layered with emotion, habit, and context. Recognizing what not to do is just as important as knowing what to look for. These common pitfalls can interfere with effective CPG insights and should be avoided during any empathy trek.

Assuming Intentions Instead of Observing Actions

It’s easy to project assumptions onto behavior – like believing a shopper skipped a brand because of price, when in fact they were searching for a specific flavor or nutritional content. Instead of filling in the blanks, focus on exactly what you see and hear. Let the observable data tell the story before assigning motive.

Overlooking Environmental Influences

A crowded aisle, out-of-stock product, or unclear signage can all shape buyer decisions. Failing to consider these context factors may lead to skewed conclusions. Understanding buyer decisions in grocery stores means separating the shopper’s intention from situational constraints.

Cherry-Picking ‘Interesting’ Moments

Observers sometimes zone in on dramatic or unusual interactions and overlook everyday behaviors. However, it’s those “ordinary” moments – comparing unit prices, reading nutrition labels, or exchanging one item for another – that often reveal the most about consumer tradeoffs during in-store shopping.

Injecting Personal Bias

Everyone brings unconscious biases to the table. That’s why effective brand research requires continuous self-awareness. Observers should check their biases at the door and avoid letting personal preferences or expectations shape their interpretation.

Failing to Collaborate as a Team

Most field research for packaged goods is conducted in teams. Don’t silo the observations. Sharing, comparing, and discussing findings post-trek can surface patterns or insights one person alone might miss.

Avoiding these pitfalls leads to stronger consumer behavior analysis that’s grounded in reality – not assumption. It’s the difference between ambiguous data and actionable understanding.

Turning In-Store Observations into Actionable CPG Insights

Once you’ve gathered rich in-store observation data, the next critical step is turning those learnings into insight that actually fuels better decisions. This is the bridge between field research and how brands take meaningful action across innovation, marketing, or packaging strategies.

Translate Observations into Consumer Needs

Start by identifying the shopper’s deeper needs based on their behavior. For example, if they compare several yogurt options and ultimately choose the one with the smallest portion size, the underlying motivator might be portion control or waste reduction. These observations reveal what really matters in product decision making.

Connect Behavior to Business Questions

Each observation should ladder back to a broader question: Why isn’t this product moving off the shelf? How do we differentiate our brand? How are real shoppers weighing taste vs health or price vs quantity? This is where true CPG research delivers value – identifying levers that can guide product positioning or in-store strategy.

Patterns Matter More Than One-Offs

Look for recurring signals across different shoppers. If many people check price tags and then put a snack product back, this may signal pricing sensitivity. If several shoppers visibly pause at an ingredient list, it may point to a growing concern for transparency. These patterns become your roadmap to smarter brand and marketing strategies.

Bring Empathy into Packaging and Messaging

When you understand your consumer’s emotional journey – the confusion, hesitation, or delight they feel – you can tailor branding and messaging accordingly. For example, simplifying labels or clarifying health claims may remove barriers and increase purchase confidence.

Share the Story Behind the Data

Behavior insights are most powerful when shared in a story-based format. Use photos, direct quotes, and observed moments to bring these patterns to life. This brings more empathy and clarity to cross-functional teams and leadership who weren’t in the field.

Move From Insight to Action

Once themes emerge, align them with next steps. Whether that means an A/B packaging test, a new product platform, or a pricing optimization initiative, use the consumer intelligence to drive tangible change. That’s how CPG insights become a competitive edge for both retailers and brands.

By grounding your strategy in real human behavior, you’re no longer guessing – you’re delivering what your consumers truly want, in the moments that matter.

Summary

A successful CPG empathy trek uncovers so much more than what’s on a shopping list. From identifying key emotional triggers and decision tradeoffs to training your team and avoiding common observational flaws, the path to meaningful consumer insights starts with letting consumers lead you through their real-world choices. By listening, observing, and reflecting without bias, your brand can unlock the subtle but powerful moments that influence shopper behavior.

Whether it's spotting when taste wins over health, or how pricing affects basket size, these insights feed smarter innovation, marketing, and brand strategy. And when those in-store observations are properly interpreted and applied, they become the fuel for growth across your entire organization.

Summary

A successful CPG empathy trek uncovers so much more than what’s on a shopping list. From identifying key emotional triggers and decision tradeoffs to training your team and avoiding common observational flaws, the path to meaningful consumer insights starts with letting consumers lead you through their real-world choices. By listening, observing, and reflecting without bias, your brand can unlock the subtle but powerful moments that influence shopper behavior.

Whether it's spotting when taste wins over health, or how pricing affects basket size, these insights feed smarter innovation, marketing, and brand strategy. And when those in-store observations are properly interpreted and applied, they become the fuel for growth across your entire organization.

In this article

How to Spot Consumer Tradeoffs Like Price vs. Portion or Taste vs. Health
What Emotional and Behavioral Triggers Say About Decision-Making
How to Train Observers for a Successful CPG Empathy Trek
Common Mistakes to Avoid When Interpreting In-Store Behavior
Turning In-Store Observations into Actionable CPG Insights

In this article

How to Spot Consumer Tradeoffs Like Price vs. Portion or Taste vs. Health
What Emotional and Behavioral Triggers Say About Decision-Making
How to Train Observers for a Successful CPG Empathy Trek
Common Mistakes to Avoid When Interpreting In-Store Behavior
Turning In-Store Observations into Actionable CPG Insights

Last updated: May 21, 2025

Curious how empathy-based field research can guide your next product or brand move?

Curious how empathy-based field research can guide your next product or brand move?

Curious how empathy-based field research can guide your next product or brand move?

At SIVO Insights, we help businesses understand people.
Let's talk about how we can support you and your business!

SIVO On Demand Talent is ready to boost your research capacity.
Let's talk about how we can support you and your team!

Your message has been received.
We will be in touch soon!
Something went wrong while submitting the form.
Please try again or contact us directly at contact@sivoinsights.com