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Market Research

Private Label vs Premium Splurge Trade-Off Survey

Measures where budget-pressured shoppers trade down to store brands and where they still splurge on premium products, using a best-worst trade-off exercise and a budget-allocation task to map real priorities. An AI follow-up interview reconstructs the last splurge purchase to uncover the emotional vs. practical logic behind when 'worth it' actually wins. Built for CPG, retail, and pricing teams.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

14 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to talk about your grocery and shopping habits lately. Your responses are completely confidential and anonymized. We're curious where you've cut back and where you still treat yourself — there are no wrong answers. About 5-6 minutes.

Q02
Multiple ChoiceRequired

In the last 3 months, has your household changed how much you spend on everyday groceries and household goods because of price increases or budget pressure?

  • Yes, cut back significantly
  • Yes, cut back a little
  • No real change
  • Actually spending more freely
Q03
Multiple ChoiceRequired

Which of these categories have you switched from name-brand to store-brand or private label products in the last 3 months?

  • Grocery staples (pasta, rice, canned goods)
  • Snacks & beverages
  • Personal care (shampoo, soap, etc.)
  • Household cleaning supplies
  • Over-the-counter medicine
  • Baby or child products
  • Pet food or supplies
Q04
Multiple ChoiceRequired

Even while cutting back elsewhere, which of these do you still splurge on name-brand or premium versions of?

  • Coffee
  • Skincare or beauty products
  • Alcohol
  • Specialty or gourmet food
  • Clothing or apparel
  • Electronics or tech
  • Restaurant or takeout meals
Q05
Best–Worst Trade-off (MaxDiff)Required

When you do choose a store-brand or private label product over a name-brand one, which of these reasons matters most and least to you?

  • It's noticeably cheaper
  • Quality is basically the same
  • I don't trust the brand name enough to pay more for it
  • It was recommended by someone I trust
  • It's what was in stock or available
  • I tried it out of curiosity and it worked out
  • The packaging or store display caught my attention
Pick best & worst per setBest:Matters mostWorst:Matters least
Q06
MatrixRequired

How much do you agree with each statement about store-brand products?

5 rows × 5 columns
  • Store-brand products perform as well as name-brand equivalents
  • I feel a little self-conscious buying store-brand in front of others
  • Store-brand packaging looks cheaper than name-brand
  • I'd recommend store-brand alternatives to a friend
  • Price is the only reason I buy store-brand
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q07
Point AllocationRequired

If you had $100 in discretionary (non-essential) spending this month, how would you divide it across these categories?

  • Groceries or food at home
  • Dining out or takeout
  • Personal care & beauty
  • Clothing & apparel
  • Entertainment & subscriptions
  • Treats or small indulgences (coffee, snacks, etc.)
Allocate 100 points
Q08
Opinion ScaleRequired

If a premium brand you've switched away from lowered its price to match the store-brand alternative, how likely would you be to switch back?

Scale: 110
Min:Not at all likelyMax:Extremely likely
Q09
AI Interview

Ask the respondent to walk through the last time they bought their premium 'splurge' item — the one they still buy despite cutting back elsewhere: what triggered the purchase, how they felt, and whether they considered a cheaper alternative first. If they said they've cut back on everything, probe for the last small indulgence they allowed themselves and what made it feel justified. Anchor on the trade-off logic they use to decide when paying more is 'worth it' versus when it isn't.

Q10
Rating ScaleRequired

Overall, how satisfied are you with the store-brand or private label products you've tried as replacements?

Range: 15
Min:Very dissatisfiedMax:Very satisfied
Q11
Multiple Choice

Which best describes your household's total annual income?

  • Under $30,000
  • $30,000-$59,999
  • $60,000-$99,999
  • $100,000-$149,999
  • $150,000 or more
  • Prefer not to say
Q12
Multiple Choice

How many people live in your household, including yourself?

  • 1
  • 2
  • 3
  • 4
  • 5 or more
  • Prefer not to say
Q13
Multiple Choice

Which age range do you fall into?

  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65 or older
  • Prefer not to say
Q14
Message

That's everything — thank you for sharing how you're navigating your budget! Your answers help us understand where value-consciousness and premium spending coexist, and feed directly into a report on category-level trade-off behavior.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

Why this template

What this template is built to do — we found no directly comparable template from other survey tools to review.

What sets it apart

  • Uses a best-worst trade-off exercise and a $100 budget-allocation task to map which categories shoppers actually trade down on versus protect
  • Includes an AI follow-up interview that reconstructs the respondent's last premium 'splurge' purchase to surface the emotional vs. practical reasoning behind 'worth it' moments
  • Pairs attitudinal matrix and satisfaction ratings on store-brand products with a price-parity opinion question to test brand switching elasticity
  • Captures household income, size, and age demographics alongside behavior data so CPG and pricing teams can segment trade-off patterns by budget pressure

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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