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Abstract
The paper presents a new approach to analyzing data from laddering interviews based on
the latent class model. An à priori enumeration of all potential ladders, stemming from
given sets of attributes, consequences, and values, forms the rows of a data matrix, while
individual respondents evoked ladders, form the columns. When this data matrix is sub-
mitted to a latent class analysis guidelines are provided for determining the number of
evoked chains and their content. Hence, the approach may be seen as quantitative, model
based analogue to the LadderMap program that is the usual standard tool employed in
by
Klaus G. Grunert
The MAPP Centre
AArhus School of Business
Haslegaardsvej 10
DK-8210 AArhus V
Denmark
2
Introduction
choice situation, the means-end approach has gained a lot of popularity in recent years.
Rooted in work of Kelly (1955) and developed as a tool for consumer behaviour research
mainly by Gutman (Gutman 1982, 1991; Reynolds and Gutman 1984, 1988; Reynolds,
Gutman and Fiedler, 1985), the basic tenet of this approach is that consumers become
motivated to purchase goods and services because of the self-relevant consequences the
purchase and consumption of these goods and services will have for them, or put another
way, how the purchase and use of these items will help them attain goals at various levels
of abstraction, including life values which motivate behaviour across a wide range of
situations (Schwartz, 1992). The means-end approach thus assumes that human behaviour
is goal-directed, and that the way in which knowledge about products and services is
subjectively linked to the attainment of goals provides motivation for the choice of prod-
The means-end approach is intuitively appealing, and has won acceptance both in aca-
demic research and in practice. However, there has also been a growing frustration in
academic circles about the lack of progress both at the theoretical and at the methodo-
logical level. At the theoretical level, it has been criticized that the means-end approach is
ture, but no theory on how this structure is supposed to be related to behaviour, especially
et al., 1995). At the methodological level, the means-end approach has been twinned with
crude quantification and resulting in the so-called hierarchical value maps. This technique
has been employed in numerous studies, but has also been subject to considerable criti-
cism due to its many ad-hoc solutions and lack of underlying statistical theory (Grunert
and Grunert, 1995). If the means-end approach is to strive in the future as a means of
academic inquiry, it is important that progress is made both in terms of theory and
method development.
A few promising attempts have recently been made. Brunsø, Scholderer et al. (2001)
have attempted to make theoretical progress by integrating the means-end approach into a
broader cognitive theory encompassing both top-down and bottom-up processes. Valette-
Florence and collaborators have experimented with new data analysis techniques
1989, 1990, 1991). Ter Hofstede, Steenkamp and Wedel have worked with means to
make the technique amenable to measurement in surveys with large samples (ter
Hofstede, Audenaert et al., 1998; ter Hofstede, Steenkamp and Wedel, 1999). In the pres-
ent paper, we contribute to this stream by proposing a new technique to analyse laddering
data, which can replace the current ad-hoc solutions employed to derive hierarchical
value maps.
4
In a widely cited article, Reynolds and Gutman (1988) describe the laddering method in
how consumers translate the attributes of products into meaningful associations with respect to self, fol-
lowing Means-End Theory (Gutman, 1982). Laddering involves a tailored interviewing format using pri-
marily a series of directed probes, typified by the “What is important to you?” question, with the express
goal of determining sets of linkages between the key perceptual elements across the range of attributes (A),
consequences (C) and values (V). These association networks, or ladders, referred to as perceptual orienta-
tions, represent combinations of elements that serve as the basis for distinguishing between and among
Laddering can be executed in a number of different ways. One major distinction is ac-
cording to the way the attributes used in the hierarchical probes are generated . Various
methods of elicitation are in use, including triadic sorting, free elicitation, and reasoned
rank-ordering, all of which seem to have advantages and disadvantages (Bech-Larsen and
Nielsen, 1999). A second major distinction is between ‘hard’ and ‘soft’ laddering
(Botschen and Thelen, 1998; Grunert and Grunert, 1995). In ‘hard’ laddering, respon-
dents are forced through the A-C-V structure ladder by ladder, and the personal inter-
viewing can be substituted by paper-and-pencil methods (Walker and Olson, 1991) or the
use of a computer. ‘Soft’ laddering resembles more a depth interview, in which the un-
derlying means-end structure may not even be obvious to the respondent and is uncov-
Laddering is a complex technique, and can be subject to various kinds of biases depend-
ing on how the interview is conducted. However, it seems that the technique is surpris-
ingly robust with regard to factors like the respondent’s verbal ability or situational de-
terminants in the interview (Bech-Larsen, Nielsen et al., 1996; Sørensen, Grunert et al.,
1996).
Laddering interviews result typically in a number of ladders per respondent, where each
quences and values. These ladders are then subjected to a content analysis procedure, re-
placing the idiosyncratic answers with a number of summary codes. The purpose of the
summary codes is of course to obtain categories mentioned more than once across re-
spondents but also to avoid too much loss in information content. The transformation of
The typical next step in the analysis of laddering data is to construct an implication ma-
trix in an attempt to quantify the results of the qualitative method (Reynolds and Gutman,
1988). The implication matrix is a square table with a number of rows/columns equal to
the sum of attributes, consequences and values. The table displays the number of times
each element leads to each other element. The relations may be either direct or indirect.
A direct relation exists if the relation is between adjacent elements in a ladder. If a conse-
6
quence mediates the relation between an attribute and a value then the relation between
the attribute and the value is indirect. Based upon the implication matrix a hierarchical
value map (HVM) of means-end chains is constructed, representing the cognitive struc-
ture at the aggregate level. The most typical approach to constructing a HVM is to try to
map all relations above several different cut-off levels while avoiding redundant relations
and favouring longer chains over shorter ones, i.e., if there is a chain A-C-V, there cannot
at the same time be a direct link A-V. The HVMs derived for several different cut-off
levels are then evaluated with the aim of selecting the most interpretable one. The choice
of cut-off level is quite arbitrary and hence quite problematic. If a high cut-off level is
chosen then the HVM only communicates self-evident results and if a low cut-off level is
chosen nearly no simplification is achieved compared to reading all the individual state-
ments. The LadderMap software, Reynolds and Gengler (1987), is commonly used to de-
A number of alternative proposals for analysing laddering data have been proposed,
approach with the individual items (attributes, consequences and values) as units of
analysis. The main drawback of this approach is that links between items are not taken
into account. Firstly it may lead to clusters without any items at a basic means-end level
7
and to clusters with too many items. Secondly there is no information about how to link
the items included in a given cluster so the number of ladders represented by each cluster
Florence (1995) proposed to use the ladders as units of analysis instead. Their method
retains those chains among all possible chains in HVM which are closest, within a so-
called semantic space, to the individual ladders elicited from the consumers. The ap-
proach presented in this paper has ladders as units of analysis, too. Hence we will con-
means-end chain. The dominance of a chain is dependent upon two criteria – a frequency
criterion and a representativeness criterion. The frequency criterion refers to the number
of ladders from individual consumers that are represented by the chain. The representa-
tiveness criterion refers to the degree to which a chain accurately represents the underly-
ing set of ladders. The approach treats collected ladders as indicators of consumer’s la-
lected ladders produces a semantic space where the importance of all possible relations
between items, including those not specified in the interviews, can be evaluated through
then defined as the maximum distance between any of its items and any items of a set of
evoked ladders.
• Perform non-metric MDS on a similarity matrix between items with Lerman’s coeffi-
• Calculate the semantic difference between these chains and the ladders, using item
• Assign the ladders to a fixed number of potential chains (p) so that the semantic dif-
ferences between these chains and their assigned ladders are minimized
In our opinion the approach by Aurefeille and Valette-Florence (1995) have some prob-
lems. Firstly there is no formal model underlying the entire sequence of analyses and
ondly the steps require several arbitrary choices by the researcher and hence it is difficult
for other researchers to interpret and replicate the results. In contrast, we propose a fairly
straigthforward approach based upon a well-known statistical model that can be esti-
Data structure
complete enumeration of the sample space of ladders is feasible. Normally the sum of at-
tributes, consequences and values is between 30 and 50 (Reynolds and Gutman, 1988).
This space forms the rows of the data matrix to be analysed. The columns of the matrix
variable that takes on the value 1 if respondent Rn evokes ladder and 0 otherwise.
with one attribute and one consequence, type 2 consisting of ladders with one conse-
quence and one value and finally type 3 contains complete ladders with one attribute, one
consequence and one value. If a ladder consists of two attributes ( A1 , A2 ) and a conse-
quence (C1 ) we treat it as two ladders ( A1 , C1 ) and ( A2 , C1 ) . Other special cases are han-
dled similarly. This is necessary in order to keep the number of possible ladders at a rea-
sonable level but has the drawback that ladders consisting of many concepts will be rep-
resented by many chains and thus receive more weight in the estimation.
Latent class analysis (LCA) has seen increased popularity in recent years as a model
based approach to clustering, cf. Wedel and Kamakura (2000). Typically, individuals are
data layout the individuals constitute the rows and the measures the columns in the data
matrix. As presented above in the present case the rows of the data matrix are made up of
Hence, the focus of clustering is on the ladders rather than on the individuals who evoke
them. This is in accordance with the qualitative nature of laddering studies where the
number of respondents typically is fairly small (10-100), while the number of possible
ladders is large. As we shall indicate, however, it will still be possible to analyze respon-
Applying the LCA to the data matrix will provide us with a set of classes or groups of
ladders which are homogeneous in the sense that ladders within a cluster have similar
probability of being evoked across respondents. In addition, one of the defining proper-
ties of LCA, conditional independence between (manifest) variables given the latent class
variable, implies that independence across respondents – an assumption that may be rea-
sonable due to the design of the study - is reestablished by the model. This means that the
joint probability for a ladder to be evoked by two or more respondents within a class can
The number of classes of the model indicates how many groups of ladders that can be re-
(AIC, BIC, CAIC, etc.) are usually employed. Class sizes can be interpreted as the num-
Although the LCA by clustering works on the rows (ladders) of the data matrix, at the
same time it provides structural information on the columns (respondents). Within a class
the response profile gives the individual probabilities of evoking a member of that cluster
11
abilities are the same for all respondents. Such an assumption can (in principle) be tested
To illustrate the approach we have reanalyzed the hypothetical wine cooler data from the
original article by Reynolds and Guttman (1988). The data involves 67 respondents and
The data matrix contains 496 rows (potential ladders) and 67 columns (respondents). To
estimate the LC model we used Latent GOLD, Vermundt and Jagdison (2000). In order
to avoid local optima we estimated the model for a specific numer of classes with differ-
ent seeds and based on the AIC, BIC, and CAIC criteria and interpretability a solution
To illustrate the output the first 10 respondents are presented in table 3. We note that the
first (and largest) class comprises the 85% of all the potential ladders that are not evoked
by any respondent. The second class consists of ladders that have more than a negligible
Two tables are basic to the interpretation of the latent class structure. In table 3.a the class
sizes give the (unconditional) probability of observing a member of any given class,
while the class profile provides the conditional probability for each respondent to evoke a
ladder within a class. The ProbMeans in table 3.b describe the tendency for each respon-
dent to evoke ladders of each of the two types. Comparing these row-conditional prob-
abilities across respondents reveals some variation. This indicates that different ladders
may be evoked by different respondents, and these differences may subsequently be re-
Since the potential ladders forming the rows of the data matrix is an enumeration of the
combinations of elements from the sets of attributes, consequences, and values, each lad-
the specific ladders belonging to each class, each ladder is assigned to the class s with the
conditional on the class. For the sake of parsimony and stability of the estimated pa-
rameters within the class, we shall assume conditional independence between variables A
and V, given C. This assumption has received empirical support, cf. ter Hofstede, F., A.
Audenaert, et al. (1998). Using standard results from probability theory, the joint prob-
ability of evoking a specific chain within class s with levels ( klm ) on the three vari-
Since class1 contains the potential ladders with high probability of not being evoked,
only class s =2 is of interest here. Table 4.a-c presents the results in tabular form.
Table 4a. The marginal frequency of the evoked attributes within latent ladder class
2, p Ak ( ∈ 2 ) .Wine cooler example.
Table 4b. The conditional probabilities of evoking the consequences, given the attributes
within latent ladder class 2, pCl | Ak ( ∈ 2 ) .Wine cooler example within latent ladder
Table 4c. The conditional probabilities of evoking the values, given the consequences
within latent ladder class 2, pVm |Cl ( ∈ 2 ) .Wine cooler example.
The way to read the tables should be fairly straightforward. The initial probabilities of
evoking an attribute are provided in table 3a, followed by the transition probability of
3b (c). Hence, this may be seen as a probabilistic formulation of the hierarchical value
map. E.g. the attribute ‘crisp’ is evoked with a (marginal) probability of 0,21, it is related
(0,40) and ‘belonging’ (0,60), ‘impress others’ is linked to ‘belonging’ (0,57) and ‘self-
esteem’ (0,43), etc. In this way the entire map can be detected. Still building on the as-
C(onsequences), we can use standard results of probability theory to compute the prob-
ability of being evoked for each potential ladder within a class. Having done that a Top-
Table 5. Top-10 on the list of potential ladders within class 2. Wine cooler example.
Supplementary, in the spirit of LadderMap, we can draw a map, representing the Top-10
of potential ladders and indicate the strength of the associations by the transition prob-
analogous to the cut-off in LadderMap, but note that this can be done after the analysis,
Discussion
We have presented a new approach for analysing data from laddering interviews, con-
5. Define the indicator matrix with potential ladders as rows and respondents as col-
6. Perform LCA on the indicator matrix and determine the number of classes. One class
noring the class consisting of ladders with low probability of being evoked.
9. Compute the joint probability of being evoked within each class, p Ai C jVk ( ∈ s ) and
10. Display the results graphically in a hierarchical value map, using the transitional
The procedure seem to offer several advantages over previous efforts of analysing lad-
dering data. First, it is fairly simple to perform, given the results from the coding process.
Second, it clearly takes the ladders as units of analysis, but allows respondents to enter
via the latent class probabilities and concomitant variables. Third, as a statistical model it
is well-defined. Even if data are sparse as is usually the case with qualitative studies, the
fact that respondents are treated as variables rather than observations in the analysis elivi-
ates the problem considerably. Fourth, with today’s readily available software packages,
including several programs for doing latent class analysis, the computations involved pre-
sent no problem to the researcher. Fifth, the approach offer a quantification of the HVM,
based on probability theory rather than counts post hoc. Especially noteworthy is the fact,
that the Top-n list may include ladders not evoked in the data. Sixth, having the option of
detecting more than one class of (evoked) ladders is similar to the problem of “simple
and the interpretation is facilitated if these probabilities are close to 0 or 1. Increasing the
16
number of classes has the effect of simplifying the structure. (Note, however, that no ar-
The approach may easily be extended to include several stages in the means-end hierar-
chy. E.g. attributes may be classified as concrete and abstract, the consequences as func-
tional and psychosocial, and the values as instrumental and terminal, (Gutman, 1982).
Clearly, our approach share some conceptual similarities with Aurefeille and Valette-
Florence (1995). The idea of a latent means-end structure, reflected by the evoked (mani-
fest) ladders, is common to both procedures. The class size parameter in our model is
similar to the concept of ‘frequency’, and the posterior recriutment probabilities for each
evoked ladder, used to assign ladders to classes, may be seen as expressing ‘representa-
tiveness’. The main difference as we see it, is that these idea are implemented in a well-
defined, statistical model and given a precise meaning within that framework.
Still, additional work is needed. Apart from well-known problems inherent in the LCA
especially useful extension of the approach would model respondents and ladders in a
more integrated way by treating the ladders as repeated measurements of the respondents
and working simultaneously with two corresponding levels of latent class models. Ex-
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K⋅L⋅+L⋅M - CL VM 1 0 … 1 …. 1
K⋅L⋅+L⋅M+1 A1 C1 V1 0 1 … 1 … 0
K⋅L⋅+L⋅M+2 A2 C1 V1 1 0 … 0 … 1
… 1
Ak Cl Vm 1 0 … 1 … 0
…
K⋅L⋅+L⋅M+K⋅L⋅M AK CL VM 0 1 … 1 … 0
22
4800
4600
4400
4200
4000
3800
3600
3400
3200
3000
1 class 2 classes 3 classes
a. Profile b. ProbMeans
Table 4a. The marginal frequency of the evoked attributes within latent ladder class 2,
p Ak ( ∈ 2 ) .Wine cooler example.
Latent class * Attributes Crosstabulation
Attributes
carbonation crisp expensive label bottle shape Total
Latent 2,00 Count 14 8 10 3 4 39
class % within Latent class 35,9% 20,5% 25,6% 7,7% 10,3% 100,0%
Table 4b. The conditional probabilities of evoking the consequences, given the attributes
Consequences
thirst-que more impress
Latent class quality refreshing nching feminine reward sophisticated others Total
2,00 Attributes carbonation Count 3 4 4 3 14
% within Attributes 21,4% 28,6% 28,6% 21,4% 100,0%
crisp Count 2 2 2 2 8
% within Attributes 25,0% 25,0% 25,0% 25,0% 100,0%
expensive Count 2 3 2 3 10
% within Attributes 20,0% 30,0% 20,0% 30,0% 100,0%
label Count 1 2 3
% within Attributes 33,3% 66,7% 100,0%
bottle shape Count 2 2 4
% within Attributes 50,0% 50,0% 100,0%
Table 4c. The conditional probabilities of evoking the values, given the consequences within
Values
accompli
Latent class shment belonging self-esteem Total
2,00 Consequences quality Count 2 1 3
% within Consequences 66,7% 33,3% 100,0%
refreshing Count 2 3 5
% within Consequences 40,0% 60,0% 100,0%
thirst-quenching Count 2 3 2 7
% within Consequences 28,6% 42,9% 28,6% 100,0%
more feminine Count 1 2 3
% within Consequences 33,3% 66,7% 100,0%
reward Count 2 4 3 9
% within Consequences 22,2% 44,4% 33,3% 100,0%
sophisticated Count 1 4 5
% within Consequences 20,0% 80,0% 100,0%
impress others Count 4 3 7
% within Consequences 57,1% 42,9% 100,0%
26