Delicato Family Wines Consumer Study
Understanding how US wine consumers perceive value-focused brands like Bota Box and boxed wine
Group: 6 US consumers (ages 28–63) from suburban/rural markets (incl. TN/IL/SC; one abstainer who buys for others), mixed incomes and family stages.
What they said: Boxed wine has shifted from stigma to pragmatic utility for weeknights, cooking, camping and gatherings, valued for convenience, freshness and price-per-glass; quality is variable, with whites/lighter styles rated more favorably, and bottles reserved for hosting/gifting due to presentation and perceived structure; typical everyday spend clusters at $6–12/bottle (tolerated to ~$15) and $17–22 for 3L boxes on promo.
Main insights: For weeknights, taste and convenience lead, with price as a ceiling and low brand salience; value framing beats “premium” except for special occasions.
Discovery is driven by endcaps, shelf tags, staff picks, friends, and selective app/social cues; clear, practical packaging (screw caps/spouts, fridge-fit, dryness scales, grape/region, food pairings) increases trial while heavy/gimmicky packs deter it.
Bota Box and peers are viewed as reliable “good enough” for casual use, but inconsistent reds (too sweet/oaky/flat) risk repeat.
Takeaways:
- Lead with value-per-glass and concise “dry/clean, food-friendly” notes; activate shelf tags, staff picks, and grocery-app coupons
- Upgrade packaging clarity and convenience: no-drip spouts, fridge-fit, visible dryness scale, grape/region, food pairings, readable open-life
- Prioritize and promote whites/lighter styles; tighten red profiles and QA to avoid sweetness/oak/flatness drift
- Protect occasion signaling: keep bottles for hosting/gifting; test a “hostable box” sleeve in controlled pilots
- Anchor pricing to everyday bands ($9–13 bottles; $18–22 for 3L on deal) and emphasize multi-night freshness
Kimberly Martinez
Kimberly Martinez, 41, is a married Nashville mom of one who owns a modest bungalow. A client-service lead in small-business insurance, she’s budget-savvy, community-minded, and convenience-driven, enjoying crafts, container gardening, road trips, and pract…
Kenneth Winters
Kenneth Winters, 63, lives simply in rural South Carolina on disability income. A former heavy-equipment hand, he’s practical, neighborly, frugal, and faith-grounded—loves fixing things, simple cooking, local media, and products that are durable, honest, an…
Jared Maine
Jared Maine, 35, is a Navy manager and dad of three in rural California. Pragmatic, frugal, and family-first, he values reliability, community, and time-saving solutions while balancing paternity leave, tight budgets, and rural bandwidth quirks.
Ashley Parks
Ashley Parks, 33, is a Chicago-based former line cook, LDS, and frugal home chef. Unemployed and budget-focused, she values community, transparency, and durability, using transit, public benefits, and grit to rebuild toward steady culinary work.
Debra Hutton
1) Basic Demographics
Debra Hutton is a 53-year-old White woman living in a rural part of upstate New York, USA. Born in the United States, she speaks English at home, identifies as Catholic, and uses the internet regularly. She is married, has…
Caroline Whitaker
A 28-year-old data engineer in Cary, NC, Caroline is values-driven, accessibility-minded, and financially savvy. She lives simply, bikes often, mentors others, and chooses durable, privacy-first products that reduce friction and support a calm, focused life.
Kimberly Martinez
Kimberly Martinez, 41, is a married Nashville mom of one who owns a modest bungalow. A client-service lead in small-business insurance, she’s budget-savvy, community-minded, and convenience-driven, enjoying crafts, container gardening, road trips, and pract…
Kenneth Winters
Kenneth Winters, 63, lives simply in rural South Carolina on disability income. A former heavy-equipment hand, he’s practical, neighborly, frugal, and faith-grounded—loves fixing things, simple cooking, local media, and products that are durable, honest, an…
Jared Maine
Jared Maine, 35, is a Navy manager and dad of three in rural California. Pragmatic, frugal, and family-first, he values reliability, community, and time-saving solutions while balancing paternity leave, tight budgets, and rural bandwidth quirks.
Ashley Parks
Ashley Parks, 33, is a Chicago-based former line cook, LDS, and frugal home chef. Unemployed and budget-focused, she values community, transparency, and durability, using transit, public benefits, and grit to rebuild toward steady culinary work.
Debra Hutton
1) Basic Demographics
Debra Hutton is a 53-year-old White woman living in a rural part of upstate New York, USA. Born in the United States, she speaks English at home, identifies as Catholic, and uses the internet regularly. She is married, has…
Caroline Whitaker
A 28-year-old data engineer in Cary, NC, Caroline is values-driven, accessibility-minded, and financially savvy. She lives simply, bikes often, mentors others, and chooses durable, privacy-first products that reduce friction and support a calm, focused life.
Sex / Gender
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Summary
Themes
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Outliers
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Overview
Key Segments
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Shared Mindsets
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Divergences
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Overview
Packaging that simplifies decisions and usage (clear grape/dryness/food pairing, easy-open spouts that fit the fridge, readable date/lot info) boosts trial. Bottled wine remains the signal for gifting/hosting. Whites and lighter styles are perceived more favorably than reds, and quality inconsistency (esp. reds: too sweet/oaky/flat) is a key driver of rejection.
Quick Wins (next 2–4 weeks)
| # | Action | Why | Owner | Effort | Impact |
|---|---|---|---|---|---|
| 1 | Deploy value-forward shelf tags and staff-pick cards | In-store cues are the top discovery trigger; clear price-per-glass and a 1-line tasting note (“dry/clean, food-friendly”) drive trial. | Trade Marketing | Low | High |
| 2 | Add on-pack clarity stickers | A simple sticker with grape, a dryness scale, and “keeps fresh up to X weeks” aligns with how shoppers decide and reduces friction. | Packaging & Brand Marketing | Low | Med |
| 3 | Run app-based coupons where shoppers already buy | Digital coupons in grocery apps (endcaps + promo) nudge price-sensitive buyers at the point of decision. | Shopper Marketing | Low | Med |
| 4 | QA spot-check on spouts and drip/leak issues | Functional failures undermine the core convenience promise; quick audits prevent outsized negative word-of-mouth. | Quality Assurance | Med | Med |
| 5 | Prioritize whites/lighter styles in promotions | Consumers rate these boxed styles more favorably; showcase them to lift velocity and repeat. | Brand Marketing | Low | Med |
| 6 | Clerk one-pager: honest value script | Clerk/staff picks influence discovery; equip them with a simple ‘great value, dry/clean, pairs with X’ script. | Trade Marketing & Sales | Low | High |
Initiatives (30–90 days)
| # | Initiative | Description | Owner | Timeline | Dependencies |
|---|---|---|---|---|---|
| 1 | Packaging Clarity 2.0 | Revise front/back panels to include a visible dryness scale, grape/region callout, 1-line honest tasting note, food pairing icons, fridge-life guidance, and a readable open-date area. Ensure spout and box dimensions fit common fridge doors. | Packaging & Brand Design | Design sprint in 4 weeks; pilot print in 8–12 weeks | Regulatory/legal review of freshness and tasting claims, Vendor lead times for cartons/spouts, Rapid consumer label comprehension testing |
| 2 | Value-First Retail Activation Pilot | 90-day pilot across priority grocery banners with endcaps, shelf tags, staff-pick collateral, and digital coupons emphasizing great value, price-per-glass, and ‘dry/clean with dinner’. | Trade Marketing & Sales | Plan in 3 weeks; launch in 6–8 weeks; 90-day readout | Retailer approval and display allocations, POS production and distribution, Promo funding alignment |
| 3 | Quality Consistency Program (Reds emphasis) | Tighten sensory specs to avoid ‘too sweet/oaky/flat’; improve red profiles for food-friendliness; thermal and spout stress tests; implement a simple satisfaction guarantee with QR feedback. | Winemaking/R&D & Quality | Bench to lot integration in 8–12 weeks; rolling QC thereafter | Sensory panel calibration, Supplier/process adjustments, Legal review of guarantee language |
| 4 | Format Expansion for Everyday Contexts | Test a 1.5L ‘fridge-door’ box for smaller households and a limited-run 375–500 ml format for picnics/solo nights; position distinctly to minimize cannibalization of 3L. | Product & Operations | Concept in 4 weeks; limited market test in 12–16 weeks | Supplier capability for alternative volumes, Retailer SKU acceptance, Pilot-market selection and merchandising |
| 5 | Occasion-Bridge Experiment | Evaluate a ‘hostable box’ sleeve or paired bottle SKU to test if presentation upgrades can capture small hosting/gifting occasions without diluting value equity. | Brand Marketing & Insights | Concept test in 6 weeks; in-market A/B in 12–16 weeks | Design/proto development, Retailer merchandising approval, Occasion-focused creative and pricing tests |
KPIs to Track
| # | KPI | Definition | Target | Frequency |
|---|---|---|---|---|
| 1 | New-to-Brand Trial Rate | Percent of purchasers in pilot stores who have not bought the brand in the prior 6 months (loyalty or panel-based). | +20% vs. pre-pilot baseline | Monthly |
| 2 | Repeat Purchase Rate (90 days) | Share of trial buyers who repurchase within 90 days (same or adjacent varietal). | 35%+ in pilot markets | Monthly |
| 3 | Velocity (Units/Store/Week) | Average weekly unit sales per store for 3L and test formats in pilot vs. control. | +15% during activation window | Weekly |
| 4 | Display & POS Compliance | Percent of targeted stores with live endcaps/shelf tags/staff-pick cards verified by audits/photos. | ≥85% compliance | Biweekly |
| 5 | Taste NPS by Style | Net Promoter Score from on-pack QR survey for whites vs. reds post-purchase. | Whites > +30; Reds > +15 | Monthly |
| 6 | QC Incident Rate | Consumer complaints per 10,000 units (spout leaks, off-flavors, oxidation). | -30% vs. prior quarter | Monthly |
Risks & Mitigations
| # | Risk | Mitigation | Owner |
|---|---|---|---|
| 1 | Freshness and taste claims may face regulatory scrutiny. | Substantiate with shelf-life testing; use conservative wording; legal pre-clearance. | Regulatory & Legal |
| 2 | Retailers may limit endcap/promotional support. | Offer funded pilots with clear ROI, simplified execution kits, and post-promotion readouts. | Trade Marketing & Sales |
| 3 | Quality inconsistency (esp. reds) erodes trust and repeat. | Tighten sensory specs, blend to food-friendly profiles, and introduce a satisfaction guarantee. | Winemaking & QA |
| 4 | Packaging changes delayed by supplier lead times. | Use interim stickers/neckers; phase changes by top SKUs; dual-source critical components. | Packaging & Procurement |
| 5 | Format expansion could cannibalize 3L core. | Distinct use-case messaging and pricing fences; monitor mix and incrementality in pilots. | Product & Revenue Management |
| 6 | ‘Premium’ presentation experiments could confuse value positioning. | Limit to controlled A/B tests; keep core SKUs firmly value-framed; clear segmentation in comms. | Brand Marketing |
Timeline
30–90 days: Launch retail activation pilot; initiate Packaging Clarity 2.0 design; begin red profile QA program.
90–180 days: Scale winning retail tactics; execute label refresh pilots; run 1.5L/375–500 ml format tests; first NPS and repeat readouts.
180–270 days: Roll out packaging updates to core SKUs; refine red profiles; decide on occasion-bridge expansion based on A/B results.
Objective and Context
Delicato Family Wines Consumer Study explored how US consumers perceive value-focused brands like Bota Box and the boxed wine format. Across 18 participants, boxed wine has largely moved from stigma to situational normalcy: it is chosen for convenience, value, and multi-night utility, while bottled wine remains the signal for hosting/gifting and presentation.
Key Cross-Question Learnings (with evidence)
- Pragmatic acceptance of boxed wine: Consumers view boxes as “good enough” for casual contexts, with stigma fading. As Kimberly Martinez put it, “Some of it is totally fine now.”
- Convenience and longevity are core drivers: Fresh-keeping, easy pour, portability, and fridge-fit drive use cases like weeknights, cooking, camping, and BBQs. Debra Hutton: “It keeps for weeks in the fridge… travels better for a bonfire or the lake.”
- Taste is the gatekeeper; dry/clean profiles win: Weeknight buyers want wines that pair with food and avoid overly sweet or heavy/oaky profiles. Caroline Whitaker: “If it drinks clean with dinner and does not fight the food, it wins.”
- Price acts as a ceiling, not a status cue: Everyday bottles cluster at $6–$12 (up to ~$15 for reliability). Boxed 3L commonly $17–$22 on promotion. Debra: “If it’s over $12, it better be Sunday or company.”
- Discovery is low-friction and retail-led: Endcaps, shelf tags/staff picks with simple tasting notes and food pairings, plus social proof (neighbors, potlucks, by-the-glass) drive trial. Clear labeling (grape, dryness) and practical packaging (screw caps, boxes/cans, 375 ml) increase conversion.
- Value beats premium for everyday trial: Kenneth Winters: “More likely to try if someone says it’s great value… Premium sounds like a price hike.”
- Quality perception is variable; whites/lighter styles rate higher than reds: Bottled/corked wines are still preferred for special occasions and presentation (Caroline: “I’m opening a bottle with a real cork” when hosting).
Persona Correlations and Nuances
- Mid-life, family-oriented, moderate income: Treat boxed wine as a household staple for multi-night use and cooking; value and convenience dominate. Exemplars: Kimberly Martinez, Debra Hutton, Jared Maine.
- Younger, high-earning professional (utilitarian use): Even with higher income, uses boxes for weeknights; context and convenience trump status (Caroline Whitaker).
- Older, rural, lower income: Strong price-first orientation; relies on sale tags, endcaps, and neighbor recommendations; needs readable dryness cues and practical features (Kenneth Winters).
- Religious abstainer: Non-consumer evaluates only by observation and practicality when purchasing for others (Ashley Parks); messaging aimed at drinkers has limited direct impact.
Implications and Recommendations
- Win at the shelf with value-forward clarity: Deploy shelf tags/staff-pick cards that emphasize price-per-glass and a one-line “dry/clean, food-friendly” note. Prioritize endcaps where possible.
- Improve on-pack decision speed: Add visible grape, a simple dryness scale, food-pairing icons, and “keeps fresh up to X weeks.” Ensure spouts are easy, non-drip, and fridge-door compatible.
- Lean into favored styles and formats: Spotlight whites and lighter reds in promotions; support smaller formats (375–500 ml) and a compact 1.5L “fridge-door” box for smaller households and solo nights.
- Elevate red consistency: Tighten sensory specs to avoid “too sweet/oaky/flat” to protect repeat purchase; consider a simple satisfaction guarantee with QR feedback.
- Message “great value” over “premium” for everyday: Anchor communications in value, convenience, and honest taste cues; reserve premium framing for specific hosting/gifting tests.
Risks and Measurement Guardrails
- Regulatory scrutiny on freshness/taste claims: Substantiate with testing; use conservative language; legal pre-clearance.
- Retail constraints on displays: Offer funded pilots, turnkey execution kits, and ROI readouts to win allocations.
- Quality inconsistency (esp. reds): Strengthen QA, blending, and spout performance to prevent outsized negative word-of-mouth.
- Packaging lead times and format cannibalization: Use interim stickers; phase by top SKUs; fence pricing and messaging for new sizes; monitor incrementality.
Next Steps and Metrics
- 0–30 days: Launch value-first shelf tags/staff-pick cards and grocery app coupons; perform spout QA spot-checks.
- 30–90 days: Pilot retail activation (endcaps + digital); begin “Packaging Clarity 2.0” redesign; initiate red profile QA program.
- 90–180 days: Scale winning retail tactics; run label refresh pilots; test 1.5L and 375–500 ml formats; assess hosting “box sleeve” concept.
- KPIs: New-to-Brand Trial Rate (+20% vs. baseline); Repeat Purchase 90-day (35%+); Velocity USW (+15% during activation); Display/POS compliance (≥85%); Taste NPS by style (Whites > +30; Reds > +15).
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Which boxed wine brands are you AWARE of, have EVER PURCHASED, and PURCHASED IN THE PAST 12 MONTHS? Please mark for each brand: Bota Box, Black Box, Franzia, Barefoot On Tap, House Wine, Kirkland Signature (Costco), Woodbridge Box.matrix Map awareness and penetration by brand to prioritize competitive targeting, retail placements, and co-op promotions.
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For each occasion, which package formats are acceptable for you to serve? Occasions: Weeknight at home, Casual friends over, Backyard BBQ/picnic, Large party/potluck, Holiday dinner/formal, Gift-giving, Camping/tailgate. Formats: 3L boxed wine, 1.5L bottle, 750ml bottle, 500ml mini box, 375ml can(s), 187ml single-serve.matrix Identify occasion-by-format fit to position boxed wine appropriately and focus activation by use case.
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For a 3L boxed wine you like for weeknights, what price (in USD) is: Too cheap (quality concern), Good value, Getting expensive but still consider, Too expensive to buy?matrix Set optimal price and promo thresholds using Van Westendorp points specific to 3L boxed wine.
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From the following on-pack messages/features, which most increase your likelihood to try/buy a 3L boxed wine? Items: Stays fresh up to 30 days, Equivalent to 4 bottles (3L), Dryness/sweetness scale, Grape varietal clearly stated, Region/appellation stated, Food pairing suggestions, Calorie/sugar per serving, 100% recyclable packaging, Certified sustainable winery, Award/critic score, No-drip resealable spout, Fits in fridge door, Low sugar/no added sugar, Also available in smaller sizes.maxdiff Prioritize pack claims and information hierarchy that drive trial and selection at shelf.
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What, if anything, prevents you from buying boxed wine more often? Select all that apply: Prefer taste of bottled wine, Quality/consistency concerns, Don’t drink enough for 3L, Limited varietals/styles, Storage space/fridge fit, Brand image/serving guests, Spout leaks/drips, Goes bad before finishing, Hard to recycle/dispose, Not available where I shop, Prefer cans/single-serve, Prefer exploring new bottles, Health/diet reasons, Price not compelling vs bottles, Other.multi select Diagnose barriers to increase frequency via product changes, messaging, pack sizes, or distribution fixes.
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Rank the package sizes/formats you would be most likely to buy for weeknight use in the next 3 months: 3L boxed wine, 1.5L bottle, 750ml bottle, 500ml mini box, 250ml can 4-pack, Single 375ml can, 187ml single-serve bottles.rank Guide portfolio mix and innovation (smaller boxes/cans vs larger formats) to unlock weeknight trial.
Group: 6 US consumers (ages 28–63) from suburban/rural markets (incl. TN/IL/SC; one abstainer who buys for others), mixed incomes and family stages.
What they said: Boxed wine has shifted from stigma to pragmatic utility for weeknights, cooking, camping and gatherings, valued for convenience, freshness and price-per-glass; quality is variable, with whites/lighter styles rated more favorably, and bottles reserved for hosting/gifting due to presentation and perceived structure; typical everyday spend clusters at $6–12/bottle (tolerated to ~$15) and $17–22 for 3L boxes on promo.
Main insights: For weeknights, taste and convenience lead, with price as a ceiling and low brand salience; value framing beats “premium” except for special occasions.
Discovery is driven by endcaps, shelf tags, staff picks, friends, and selective app/social cues; clear, practical packaging (screw caps/spouts, fridge-fit, dryness scales, grape/region, food pairings) increases trial while heavy/gimmicky packs deter it.
Bota Box and peers are viewed as reliable “good enough” for casual use, but inconsistent reds (too sweet/oaky/flat) risk repeat.
Takeaways:
- Lead with value-per-glass and concise “dry/clean, food-friendly” notes; activate shelf tags, staff picks, and grocery-app coupons
- Upgrade packaging clarity and convenience: no-drip spouts, fridge-fit, visible dryness scale, grape/region, food pairings, readable open-life
- Prioritize and promote whites/lighter styles; tighten red profiles and QA to avoid sweetness/oak/flatness drift
- Protect occasion signaling: keep bottles for hosting/gifting; test a “hostable box” sleeve in controlled pilots
- Anchor pricing to everyday bands ($9–13 bottles; $18–22 for 3L on deal) and emphasize multi-night freshness
| Name | Response | Info |
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