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UCLA Department of Statistics Papers

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Proposition 1 and 3 below), his efforts fell short on two aspects. First, he only hints at the existence proof that we provide in Proposition 2. Our Proposition 2 provides the key linkages to a robust calibration procedure. And second, his calibration procedure for real data is cumbersome, at b...

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Department of Statistics Papers

Title
Metric Unfolding Revisited: Straight Answers to Basic Questions

Permalink
https://escholarship.org/uc/item/7xt467t5

Authors
Nakanishi, Masao
Cooper, Lee G.

Publication Date
2003




eScholarship.org Powered by the California Digital Library
University of California

, Metric Unfolding Revisited: Straight Answers to Basic Questions




Masao Nakanishi

Kwansei Gakuin University



and



Lee G. Cooper1

Anderson School at UCLA




May 2003




1
Corresponding author: Lee Cooper, Anderson School at UCLA, 110 Westwood Plaza, Suite B518, Los

Angeles, CA 90095-1481. Mobile: 310.339.8036, Work: 310.825.4488, Fax: 310.206.7422, E-Mail:

lee.cooper@anderson.ucla.edu.

, Metric Unfolding Revisited: Straight Answers to Basic Questions
Abstract

Marketing researchers commonly interpret joint-space solutions as if the distances between the points

from different sets are meaningful. This is our practice despite appropriate warnings from the authors of

joint-space methods that the origin (or metric) of the row objects is not the same as the origin (or metric)

of the column objects – making inter-set distances meaningless. We develop a method of metric unfolding

where, given only the inter-set judgments, we still retrieve a joint space in which inter-set distances are

meaningful. We illustrate this method using: a) a classic car-preference data typically analyzed with

MDPref, b) an example involving children’s wear in which splitting the stimuli into two groups and

collecting inter-set similarities substantially reduces the data collection burden, while providing a readily

interpretable perceptual map, c) individual level inter-set judgments of soft drinks to obtain individual

level perceptual maps, d) adjective-association data for athletic shoes to produce a joint space for brand

image, and e) asymmetric switching data from the Japanese beer market to reflect clout and vulnerability.

The ability to properly employ inter-set distances as simple distances greatly facilitates interpretation of

these joint-space solutions.



Keywords: Multidimensional Scaling & Classification, Market Structure, Measurement.




1

, INTRODUCTION

We believe that marketing practitioners and academics have lost interest in multidimensional

scaling (MDS) in general, and joint-space solutions in particular, in recent years because neither

marketing academics nor psychometricians have developed straightforward answers for the most

compelling questions. Users look at a perceptual map and interpret the distance between objects as just

that – a distance. Yet, with most current methods we cannot interpret the distance between an ideal

point for an individual and a brand as a simple distance. The metric among brands it typically a distance,

but the metric between brands and people is a function of squared distance or a function of angles

between a personal preference vector and the brands. When we try to relate the words people use to

describe brands to the positions of those brands in a perceptual space, the simple meaning of distance is

lost. The origin for the relations between brands is not the same as the origin for the relations between

adjectives, leaving the distance between brands and adjectives as undefined. Using MDS to represent

brand switching patterns over purchase occasions has not been possible without linguistic gymnastics that

leave even sophisticated investigators scratching their heads. The distance of a brand at time one from an

average time-one profile compared to the distance of a brand at time two from the average time-two

profile, is too convoluted to follow. Thus we take the shortcut, and inappropriately interpret the apparent

distance as if it were a real distance.

These basic marketing-research questions inherently involve two sets of objects: people and

brands, brands and adjectives describing those brands, or brands at time one versus brands at time two.

For instance, when we collect consumers’ judgments about their preferences for brands or how they

describe brands, these are in reality inter-set judgments, since they relate one set of objects (adjectives)

with another set of objects (brands). As we describe below, simple distance solutions for these basic

inter-set data have never been developed. We want a common space for the objects in both sets, and a

simple distance to properly represent what we see in that common spatial map. This work develops that

common map, and illustrates its utility representing marketing data from both historic examples and new

research.



Background

Most multidimensional scaling (MDS) methods are conceptually based on some measures of

distance. Observed similarity (or proximity) measures between objects are assumed to be monotonically


2

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