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How to Conduct Consumer Qualitative Research for Retailers

a pie chart in a magnifying glass with highlighted people figure representatives showing consumer qualitative research numbers

If you’re a retailer (or a consumer brand selling through retail), you probably have no shortage of data. Sales by SKU, loyalty behavior, online clicks, store traffic, returns, reviews, and call center logs.

What’s usually missing is the why behind the numbers. 

Why shoppers choose one product over another, why they abandon the cart, why they walk out without buying, or why they say they “love” your brand but never come back.

Luckily, consumer qualitative research helps you hear the story behind behavior so you can make smarter decisions about assortment, merchandising, packaging, pricing, and the end-to-end shopping experience.

Talk with our team to run your consumer qualitative research study.

What is Consumer Qualitative Research?

QuConsumer qualitative research is a set of research methods designed to explore how people think, feel, and decide when they shop. 

Instead of producing statistically projectable percentages, qualitative work produces themes, motivations, barriers, language, and context.

It answers questions like:

  • What problem is the shopper trying to solve?
  • What tradeoffs are they making in the aisle or online?
  • What “rules” do they use to judge value, quality, and trust?
  • What makes them hesitate, switch, or walk away?

In my experience, the biggest “aha” moments happen when a brand realizes shoppers are not evaluating the category the way the internal team is. Qualitative retail market research reveals the criteria shoppers actually use.


Why Qualitative Insights Are Critical for Consumer Brands

QRetail is fast, competitive, and unforgiving. Shoppers expect brands to understand them and tailor experiences accordingly. 

McKinsey has reported that 71% of consumers expect personalized interactions, and 76% get frustrated when it doesn’t happen. 

Qualitative research helps you figure out what “personal” means in your category. 

Sometimes it is product fit. Sometimes it is navigation and wayfinding. Sometimes it is reassurance, like ingredients, quality cues, or “will this work for me?”

It’s also a powerful way to reduce risk before you invest heavily in a launch, a packaging change, or a new store concept. 

PwC’s 2025 Customer Experience Survey found that 52% of consumers stopped buying from a brand because they had a bad experience with its products or services. 

When you combine those realities with thin retail margins, the value of listening to shoppers early is pretty straightforward.


Common Consumer Qualitative Research Methods

Focus groups

Focus groups are moderated discussions, typically 60–90 minutes, with 6–8 participants per group. 

They are great when you want to explore:

  • Category needs and decision drivers
  • Reactions to concepts, packaging, claims, or messaging
  • Competitive perceptions and “white space”
  • The words shoppers naturally use to describe the problem and solution

For retail brands, our qualitative market research company often recommends focus groups when they need to test multiple ideas quickly and hear how shoppers compare options out loud. 

They’re also useful when stakeholder alignment is part of the challenge, because teams can observe and hear the shopper language directly.

Interviews

In-depth interviews (IDIs) are one-on-one conversations, usually 30–60 minutes. 

Compared to group discussions, interviews are better for topics where shoppers may hold back in front of others (Think things like beauty routines, health-related categories, financial stress, luxury spending, and so on).

They’re also excellent for exploring the full path-to-purchase. 

If you want to understand the “before the store” decisions, like planning, research, recommendations, budget constraints, or household dynamics, interviews often go deeper than focus groups.

Phone-based qualitative (interviews or short qual surveys)

Phone surveys can mean different things. In a qualitative context, this usually looks like either:

  1. Phone interviews (a true qual method), or
  2. Short phone surveys with open ends, often used as a directional pulse when you need speed.

Retailers sometimes choose phone-based qual when they need quick feedback from a very specific customer group (recent purchasers, lapsed customers, high-value loyalty members) and the logistics of video or in-person sessions are a barrier. insights.

In-Home Usage Tests

In the age of AI, there is perhaps no better consumer qualitative market research method than in-home usage tests (IHUTs). ChatGPT or Gemini can’t replicate how a product feels, tastes, or smells. True product innovation requires human opinions and feedback.  

They are designed for products that need real trial. Instead of reacting to a concept or a claim, consumers use the product in their normal routine and provide feedback over time.

IHUTs are especially helpful when you want to learn:

  • First impressions versus “week 3 reality”
  • How the product fits into routines
  • Whether packaging, instructions, or setup create friction
  • What drives repeat use (or drop-off)

We love conducting IHUTs for retailers and consumer brands because they can support product optimization before scale, reduce returns, and sharpen positioning with real usage language.

Recommended Reading: Conducting In-Home Usage Tests (IHUTs) [2026 Guide]


Steps to Executing a Retail Qualitative Research Study

While no two research methods are the same, the steps below are consistent across most qualitative methods. The difference is the depth of recruiting and the fieldwork logistics.

1) Kickoff and objectives

Start by getting specific about the decision your team needs to make. 

“Understand the customer” is not an objective. 

A better objective is: “Determine which two packaging directions communicate freshness and premium quality, without confusing shoppers on flavor.”

In our experience, a strong kickoff ends with three things:

  • The primary decision to be made
  • The target audience definition
  • The stimuli that need to be tested (concepts, packs, prototypes, competitive sets, shelf images)

2) Choose the right method (and design the research plan)

This is where you match the method to your decision.

If you need exploratory insight, start with interviews or groups.


If you need real product performance in context, use an IHUT.


If you need location-specific behavior (a store format, a particular shopping mission), consider in-person sessions like intercepts or a central location test.

A quick note: Qualitative is not “one size fits all.” The right design is the one that produces clear direction for the decision in front of you.

3) Recruitment and scheduling

Recruiting is where good qual. lives or dies.

For many of our retail market research studies, recruitment looks like:

  • A screening survey to confirm fit
  • A rescreening phone call to verify details and reduce no-shows
  • Scheduling and reminders (plus backup participants when needed)

If you’re recruiting based on real behavior, like recent category purchase, intent to buy within 90 days, or loyalty membership status, you’ll typically get cleaner results than recruiting on general interest alone.

4) Conduct the research (fieldwork)

Fieldwork varies by research method:

  • Focus groups: moderated sessions, often with stakeholders observing
  • Interviews: deeper one-on-one conversations, often recorded and transcribed
  • Phone-based qual: shorter, faster sessions, useful for directional input
  • IHUT: product shipment, onboarding instructions, ongoing feedback checkpoints

The choice of methodology is not always clear cut. I recommend contacting our market research firm for help. Based on your product, target audience, timeline, and budget, we can recommend the best approach to achieving your objectives.

5) Analysis and reporting

A strong qualitative report should do more than summarize what people said. It should translate themes into decisions.

For retailers, that often includes:

  • The “jobs to be done” shoppers are hiring the product for
  • Key barriers and friction points (in-store and online)
  • The language that resonates, including words to avoid
  • Clear recommendations tied to the business decision
  • Supporting verbatims and examples

6) What you do next

This step is often skipped, but it matters. Agree on what happens after the report:

  • What gets tested first (A/B test, pilot stores, limited launch)
  • Who owns implementation
  • How success will be measured

Qualitative research creates clarity, but it is most valuable when it informs the next action quickly.estions, which should take respondents 5 to 7 minutes to complete. If the survey takes longer than 10 minutes, completion rates tend to drop significantly.

We conduct retail qualitative research, request a quote for your project.

Two Real-World Examples of Retail Qualitative Research

Example 1: IHUT for a new salad dressing

We conducted an IHUT for a new salad dressing with households across the United States. Participants were recruited through email invitations, then confirmed through follow-up calls. 

Product samples were shipped to homes, and participants downloaded an app, registered, used the product, and provided feedback over a four-week period.

With 150 participants, we monitored product usage and kept engagement high through structured check-ins: before arrival expectations, first reaction, in-routine usage feedback, and post-completion reflections. 

The value here was seeing how feedback changed over time, including where novelty wore off and what actually drove repeat use.

Example 2: Central location test for a perfume brand

A perfume brand hired Drive Research to run a central location test focused on whether consumers could smell a difference between two scents. 

We sourced, recruited, and scheduled adults 18–44 who had purchased perfume in the past 12 months or planned to purchase in the next three months.

The CLT took place at our facility, using private interview rooms so sessions could be staggered with proper cleaning between participants. Hosts were onsite to administer the test throughout the day. 

The onsite survey yielded 56 responses, giving the brand clear evidence to support or challenge its hypothesis in a controlled environment.


Frequently Asked Questions About Consumer Qualitative Research

What’s the benefit of in-store vs. online qualitative research?

In-store qual. shines when context matters, like navigation, signage, shelf impact, decision fatigue, and real-world distractions. Online sessions are faster, often less expensive, and easier for recruiting niche audiences across geographies. Many retailers benefit from a hybrid approach: explore online first, then validate in-store where execution matters.

When should a retail brand use qualitative research vs. quantitative research?

Use qualitative research when you need to discover motivations, language, barriers, and decision criteria. Use quantitative research when you need to measure, size, or prioritize those findings across a broader audience. In practice, qual often comes first, then quant confirms which themes are most common and most valuable to address.

What is a typical timeline for a retail qualitative research project?

Timelines vary by method and recruiting complexity. Many interview and focus group projects run in 3–6 weeks from kickoff to reporting. IHUTs are typically longer because of shipping and in-home usage windows, often 6–10+ weeks depending on length of use and number of touchpoints. Tight timelines are possible, but rushing recruiting is usually where quality suffers.


Contact Our Qualitative Research Firm

If you’re planning a retail qualitative study and want a partner who can handle the design, recruiting, fieldwork, and reporting, our market research firm can help. At Drive Research, we specialize in helping retail organizations make smarter, data-driven decisions that build loyalty and boost sales.