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Department of Food Science, Southeast Dairy Research Center, North Carolina State University, PO Box 7624, Raleigh 27695
1 Corresponding author: mdrake{at}unity.ncsu.edu
| ABSTRACT |
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Key Words: butter flavor consumer preference segmentation
| INTRODUCTION |
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Butter consumption is currently stagnant; consumption per capita in the United States increased from 4.5 to 4.6 lbs (2.0 to 2.1 kg) over the period from 2000 to 2004. Production during this time also remained relatively constant, down only 0.5% from the 1,256 million pounds (570 million kg) produced in 2000 (International Dairy Foods Association, 2005). Health concerns have been often been cited as the reason many consumers have decreased their butter consumption and increased their intake of margarine (Crane, 1993). By definition, butter contains 80% milk fat (USDA, 1989). Margarine and vegetable oil spreads, in contrast, are made from vegetable oil and contain no cholesterol. The legal definition of margarine is that it contains 80% fat (FDA, 2005). Many softer spreads contain less fat and, by definition, cannot be labeled as margarines. Per capita consumption of margarine in the United States declined between 2000 and 2004, from 7.5 to 5.3 lb/yr (3.4 to 2.4 kg/yr; USDA-ERS, 2006).
Numerous studies have evaluated consumer acceptance of margarine spreads and butter-oil blends (Hellemann et al., 1990; Michicich et al., 1999; Avramis et al., 2003; Chen et al., 2004; Kim et al., 2005). In contrast, few studies have investigated or compared consumers perceptions of butter. Crane (1993) used phone surveys to examine consumers understanding of the health effects, price, taste, and uses of butter and margarine. They reported that over half of the consumers surveyed thought margarine contained less cholesterol and fat and fewer calories than butter. Only one-third of the respondents indicated that price was a factor in their decision to buy butter or margarine. The perception of the spreadability of butter based on color was probed by Rohm et al. (1997). Under normal light, consumers reported that yellow butter was significantly easier to spread than its counterpart, despite both samples having the same instrumental yield value. Under red light conditions, the perception of spreadability was not significantly different.
To our knowledge, no studies have examined consumer attitudes toward the varying flavors exhibited among butters or compared them with margarine or vegetable oil spreads. This study was conducted to identify the flavor characteristics that drive consumer acceptance of butter. A descriptive sensory language for butter flavor was identified. This language was then used to document the flavor characteristics of butter and margarines. Consumer acceptance testing was applied, followed by internal and external preference mapping. These results will help manufacturers understand what consumers in different segments of the market prefer and how to best accommodate these market segments.
| MATERIALS AND METHODS |
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Sensory analysis of butters and margarines or spreads was conducted by each panelist, in quadruplicate replications, in a randomized balanced design. Panelists individually evaluated 7-g samples presented in 2-oz. (59-mL) plastic cups with plastic lids (Sweetheart Cup Co., Owings Mills, MD) in sensory booths. All sample cups were labeled with a 3-digit code and samples were tempered to 19°C. This temperature was chosen because panelists could best detect subtle differences in flavor when samples were tempered to this temperature. Panelists evaluated 6 samples per session and were given room-temperature deionized water and unsalted crackers to cleanse their palates between samples.
Focus Groups
Two focus groups (8 females, ages 24 to 40 yr, and 8 females >46 yr) were conducted to gain a better understanding of butter and margarine or spread use and consumption habits. A screening form was filled out by the participants to obtain demographic information and background information on their butter and nonbutter spread use. Focus groups lasted approximately 1.5 h.
An experienced moderator asked the participants a series of predetermined questions in a round-table format. Subjects were first asked about their habits of butter and of margarine or spread consumption (frequency, on what occasions, etc.). Attitudes on health and use were probed and the brand and type of butter used (salted vs. unsalted) were also discussed.
Toward the end of the discussion, subjects were given tempered (19°C) samples of stick margarine, spreadable (tub) margarine, stick butter, and spreadable butter to evaluate and discuss. All samples were identified by a 3-digit code. Color, texture (spread-ability, hardness, etc.), and flavor of the samples were discussed. Following this evaluation, participants were given the same 4 samples with labels that indicated the type of sample and brand. Attitudes toward the brands were discussed. Focus group sessions were videotaped and tape-recorded for subsequent reference. Key points from the focus group sessions (those issues mentioned by two-thirds or more of participants) were used to develop the consumer questionnaire and ballot.
Consumer Testing
Based on the descriptive sensory data means and examination of the principal components (PC) plots, 6 representative butters were selected for consumer testing based on the attributes of salty taste, diacetyl, cooked, yellow color, grassy, mothball, and stale flavors. These were flavors or attributes that were prevalent in all butters or flavors that would be encountered in specific types of butters commonly available in the United States. Other flavors that differentiated the butters (methyl ketone, fruity, waxy/animal, FFA) were not selected because they did not represent butters that would be commonly encountered by the US consumer (goat and sheep milk butters) and butters that were available in limited quantities. Two vegetable oil spreads (60% vegetable oil) were included; one represented a typical salted stick spread and one represented a cultured, butter-flavored vegetable-oil stick spread.
Samples (7 g) were placed into 2-oz. (59-mL) plastic cups with plastic lids (Sweetheart Cup Co.), numbered with a 3-digit code, and tempered to 19°C. Our study was focused on butter flavor, and we wished to minimize the impact of spreadability because vegetable oil spreads were also presented. Further, some focus group participants had indicated that they stored butter at room temperature and consumed it at this temperature. Samples were evaluated individually in sensory booths and were presented in a randomized balanced order. Butter consumers were recruited via e-mail, classified advertisements, and flyers. To qualify for participation, consumers had to be self-reported consumers of butter, although butter did not have to be the sole fat source consumed, nor was frequency of consumption an issue. All participants were screened for allergies to dairy products. Testing was conducted in accordance with the North Carolina State University Institutional Review Board for Human Subjects guidelines. Subjects were given ambient-temperature deionized water to cleanse their palates between samples. Compusense version 5.0 (Compusense, Guelph, Ontario, Canada) was used for data collection.
Demographic information was collected, as well as information on butter and spread use. Additionally, panelists were asked about the occasions on which they used butter and margarine or spreads, how often they used them, what factors affected their purchases, whether they viewed butter and margarine or spreads as natural, and whether they viewed butter as healthier than margarines or spreads. For the last 2 categories of questions, consumers were provided with the statements "Butter (or margarine) is a natural product" and "Butter is healthier than margarine." Consumers were then asked to indicate how they felt about each statement (agree strongly, agree, neither agree nor disagree, disagree, disagree strongly).
During the sample evaluation, panelists were instructed to spread the sample on a piece of white pita bread (previously screened and determined to be bland by the trained panel; Neomonde Bakery, Raleigh, NC). White pita bread was chosen because it could be obtained freshly made (within 48 h) prior to the test and was bland, allowing the maximum flavor impact of the butter or spread to be evaluated. Participants were asked to evaluate overall acceptance, appearance liking, color intensity, color liking, salty taste intensity, salty taste liking, freshness intensity, texture liking, and flavor liking. All attributes were evaluated using a 9-point hedonic scale in which "like extremely" (score = 9) and "dislike extremely" (score = 1) were used for liking attributes and "high intensity" (score = 9) and "low intensity" (score = 1) were used for intensity attributes. Subjects received food treats and a gift certificate for their participation.
Statistical Analysis
Univariate and multivariate techniques were used to analyze the data. Statistical analysis of the descriptive data was conducted using SAS (version 9.2, SAS Institute, Cary, NC). Analysis of variance with separation of means (Fishers least significant difference) and PC analysis (PCA) with Varimax rotation of descriptive data were performed to identify characteristic differences between the samples. Analysis of variance with separation of means, and internal preference mapping (PCA of consumer liking data) were conducted on consumer data (version 9.2, SAS Institute). Frequency counts were tabulated for consumer demographic, habit, and attitude information. The Pearson
2 test was used to identify significant associations and trends among demographic, habit, and attribute information and identified consumer segments. These analyses were performed using SPSS version 12.0 (SPSS Inc., Chicago, IL).
Partial least squares regression 2 (PLS2) was used to construct external preference maps. The PLS2 focuses on explaining the variation in y-variables (consumer-liking matrix; 8 products, 161 consumers) by using the descriptive sensory results (Martens and Martens, 2001; Biasioli et al., 2006). Important descriptive attributes were identified using the jackknife method. The PLS2 and jackknife optimization methods were performed using The Unscrambler version 9.2 (CAMO, Oslo, Norway). Two attributes [vegetable oil/fatty and sweet aromatic (not dairy)] that were exclusively associated with margarines or spreads as well as the attributes waxy/animal, fruity, and methyl ketone, which were not present in the butters used for consumer testing, were excluded from the analysis because the attributes did not contribute any variation in the data set.
A two-step cluster analysis (TCA) was performed on individual consumer coordinates within the preference space generated by PLS2. The TCA was performed using log-likelihood as a distance measure, and the number of segments was automatically determined using the combination of changes in Akaikes information criterion and the greatest changes in the distance when clusters were divided sequentially (Banfield and Raftery, 1993; Zhang et al., 1996; Chiu et al., 2001; SPSS, Inc., 2001). A discriminant analysis with cross-validation was used to confirm and determine final segmentation from the TCA with at least 95% correct allocation. The TCA and discriminant analysis were performed using SPSS version 12.0 (SPSS, Inc.).
After segmentation, the liking profiles for each segment were generated. Means of liking attributes were estimated using 2-way ANOVA without an interaction term (consumer = random effect; sample = fixed effect). Tukeys honestly significant differences multiple comparisons were performed on the significant sample effect for each liking attribute at the 95% confidence level. A PCA was performed to study correlations between overall liking and other attribute likings to gauge important aspects of butter and margarine. The analysis was performed on the whole data set and within each segment using maximum likelihood extraction and Varimax rotation. The PCA and ANOVA were performed using SPSS version 12.0 (SPSS, Inc.).
| RESULTS AND DISCUSSION |
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Focus Groups
Participants indicated that they used butter several times a week or sparingly. Those who used it sparingly consumed margarines or spreads on a regular basis and used butter only for special occasions. For both groups, we noted that consumers appeared to fall primarily into 2 groups: butter-only consumers, and margarine + butter consumers. Individuals who consumed margarine on a regular basis quite often used butter for special occasions or for baking.
Many of the older participants (>46 yr) indicated that the negative health aspects of butter (high fat, cholesterol, and calories) were deciding factors in their purchase and consumption of butter. The younger group (24 to 40 yr) were generally not concerned with the health aspects of butter, and butter was viewed as about as healthy as margarine. The consensus among these consumers was that butter and margarine were best consumed in moderation. Similarly, participants in focus groups carried out by Wright (1991) preferred the taste of butter but were concerned about health issues associated with it. Likewise, Crane (1993) found that 69% of consumers surveyed over the telephone agreed that they preferred the taste of butter to margarine. Crane also found that 93% of participants said that concern over health influenced their butter vs. margarine purchase decision.
Although the consumers surveyed by Crane agreed (86%) that butter was more expensive than margarine, only 36% said that price influenced their purchase decision. In this study, many focus group subjects considered price a factor in their purchase decision, as did a majority of the participants in our quantitative consumer test (60% of butter-only consumers and 72% of butter + margarine consumers; Table 4
). Many participants in the younger group viewed butter as a natural product. Across both focus groups, most women indicated they preferred butter for baking uses, because it was prized for its flavor. This observation is in contrast to previous studies using focus groups in which participants indicated that they used butter for everyday uses and margarine in baking applications (Wright, 1991; Crane, 1993).
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Consumer Results
Consistent with the focus group results, consumers primarily fell into 2 groups: butter-only (n = 52), and butter + margarine (n = 107) consumers. Two of the 161 consumers polled were margarine-only consumers. Their results were excluded from analysis. For certain items, the user category influenced consumer use and perception (Table 4
). The presence or absence of salt and spreadability influenced purchase decisions differently for the 2 user groups (P < 0.05). The presence or absence of salt played a larger role in the purchase decision for butter-only users, whereas, not surprisingly, spread-ability played a larger role for the butter + margarine consumers (41% compared with 17%, respectively, P < 0.05).
Butter-only users were generally in greater agreement that "Butter is healthier than margarine," compared with butter + margarine users (Table 4
). The majority of both butter-only and butter + margarine users either strongly agreed or agreed that butter is a natural product (88 and 84%, respectively; Table 4
). In contrast, more butter + margarine users than butter-only users were either more positive or neutral about the statement "Margarine is a natural product" (P < 0.05). These results are in agreement with our focus group results, in which participants were generally knowledgeable about nutritional differences between butter and margarine. Crane (1993) found that consumers were not well informed about the differences between butter and margarine, including hydrogenation and trans fat content. The shift in knowledge of trans and saturated fat content may be due to recently implemented regulations by the FDA requiring labeling of trans fats (FDA, 2003) and more attention being paid to saturated and trans fats and their negative health consequences. This natural image of butter is an attribute consumers value and one that manufacturers should emphasize. The market for less-processed and natural foods is among the fastest growing market segments, according to a report by the Agricultural and Marketing and Research Center (Norwood, 2004).
Overall, consumers indicated distinct differences and likings for butters and margarines (Table 5
and Figure 3
). Product 23 was the most well-liked product. This product was a domestic sweet cream butter that is nationally marketed. Perhaps not surprisingly, it was the most well liked when averaged across all consumers. Products 21, 27, and 28 scored the lowest overall acceptance scores. Product 28 was a vegetable oil spread, and products 21 and 27 were unsalted and salted butters, respectively. Examination of the descriptive data did not reveal any common attributes among these 3 products.
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Segment 2 (n = 34) contained primarily margarine lovers. The largest number of margarine and butter users was found in this segment (n = 29). The traditional vegetable oil spread (product 29) was their favorite. Their next choice was essentially a tie between traditional butter (product 23) and "butter-style" margarine (product 28). These consumers liked the unsalted butter least by a wide margin. Moskowitz (2001), who examined drivers of margarine liking, was able to segment participants into 2 groups based on attributes that were desirable for margarine consumption. The first group was identified as liking a lighter color, an intermediate flavor strength, and an intermediate softness in texture. The second segment of margarine consumers was composed of consumers who liked darker colors, stronger flavors, and a very soft texture. The "margarine lovers" (segment 2) in our study appeared to fit into the second group described by Moskowitz (2001). Segment 2 rated the softest textures and darkest colors (vegetable oil spreads and product 16) as the most desirable.
Consumers in segment 3 (n = 21) preferred butters with unusual flavors. Salt was not a driver. Butters with a high yellow color and grassy, mothball, or stale flavor were their preferred butters. Their favorite butters were products 16 and 21. Particular or discerning butter consumers comprised segment 4 (n = 30). Samples 23 and 24 were their top picks (low yellow color; milk fat, cooked flavors). A salty taste was preferred over unsalted butter. Stale-flavored butters were least preferred by these consumers, below vegetable oil spreads. Consumers in segment 5 (n = 31) liked salted butters. They generally liked all butter flavors (cooked, milk fat, grassy, mothball, and stale) as well as the salty taste. Vegetable oil spreads were not well liked, and unsalted butter was less well liked than vegetable oil spreads.
Across all segments, texture liking trends generally reflected overall liking results (results not shown). Consumers in segment 2 ("margarine lovers") rated both vegetable oil spreads (products 28 and 29) as their favorites in terms of texture. Although texture is an issue of importance to many consumers, the products in this study were tempered to more clearly distinguish flavor differences; thus, the textures of some of the samples may not have accurately depicted the texture directly from refrigerated storage or how some consumers would temper products prior to use.
Consumption trends (from focus groups and consumer acceptance testing) suggested that butter and margarine use separates consumers into 3 categories: the majoritythose who use both butter and margarines or spreads, a smaller portion who use only butter, and a smaller segment who use margarines or spreads exclusively. The latter consumer group was not evaluated in this study. Butter-only and butter + margarine consumers could be further divided into 5 segments. The largest number of butter-only users fell into the "traditional" butter-lover category (segment 1). The butter + margarine consumers were distributed throughout the 5 segments, with the largest percentage (27%) falling into segment 2, the "margarine-lover" category. This left more than 70% of butter + margarine consumers in the other categories, indicating that although they consumed margarines and spreads, they liked butter better. With the preferred taste and desirable natural image of butter, the latter group of consumers may represent an opportunity for manufacturers to increase butter purchase and use.
| CONCLUSIONS |
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| ACKNOWLEDGEMENTS |
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Received for publication October 6, 2006. Accepted for publication January 18, 2007.
| REFERENCES |
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