Professional Documents
Culture Documents
Conditioning Consumer
Research Summary Report
Emerson Climate Technologies
April 2015
Contents
Introduction
Results HVAC Benefit Importance
Reasons For Not Buying New HVAC Equipment
Previous Buyer Advice
Premium System Owner Profiles
Satisfaction With Contractors
Homeowner Profiles and Preferences
Other Information And Screening Questions
Methodology Ohio
Michigan
Indiana
Missouri
52
47
32
27
52
47
32
27
Kansas 16 16
Qualifications:
Connecticut 24 24
Maine 5 5
New Hampshire 5 5
Income $40,000 Rhode Island 2 2
Homeowner
Florida 113 113
Texas 113 113
If you are an HVAC contractor you might want to know what most
consumers are concerned about with their HVAC system
investments.
Average Rating= 5. 6
Contractors should know that most of their customers will just want
their system to operate for a long time without needing repair or
replacement and they should adjust their selling approach to
emphasize this. In addition, contractors should be familiar with all
the other benefits listed in this study and match them with their
product offerings for those situations when individuals require
something more in certain areas.
Contractors should be familiar with this list so they can help their
customers through the buying process. For example, providing
links to internet based information and following up with emails
and text messages might help customers through the process
faster than more traditional methods which are slower. Also,
being prepared to show energy cost savings and payback
calculations could help them with financing concerns.
Removes unpleasant
40% odorsme if needs
Notifies
service Purchase price (low)
30%
Remote monitoring &
control
20%
10%
0%
.0 2.0 4.0 6.0 8.0 10.0 12.0
Benefit Importance
30%
Removes unpleasant odors
20%
Notifies me if needs service
Remote monitoring &
10% control
0%
.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0
Benefit Importance
Q. What is the main reason you recently purchased a new HVAC system?
Q. How satisfied are you with your homes HVAC system overall?
Q. How influential was a professional HVAC contractor in helping you determine which system to purchase?
*Premium System:
>$10k or >14 SEER,
purchased in the past 2
years
If you are an HVAC contractor you might want to read about what
your customers are expecting from you.
Report no major system problems in the past two years (51% versus 38% of non-satisfied)
More likely to have encountered an unrepairable system. 34% of the satisfied group claim this
prompted their purchase versus just 24% of non-satisfied group.
35% 27%
10 to 14 years 22%
26%
34%
8%
5 to 9 years
55% have an HVAC System that is 10-19 years old. 76% have an HVAC System 10+ years old.
Higher than 18
SEER
18 SEER
55%
65% 66%
17 SEER 74% 72%
83%
16 SEER
15 SEER 4%
4%
14 SEER 2%
2% 2%
9% 3%
7%
1%
1% 7% 6%
13 SEER 5%
4% 8% 6%
5% 8% 0% 6%
Lower than 13 4% 6% 3% 6% 5%
8% 4% 3% 4%
SEER 5% 4% 6%
4% 4% 5% 3% 3% 6%
Weighted Total Segment 1: Segment 2: Segment 3: Satisfied Not Satisfied
Bought Buying Should Be Buying
74% can't identify the SEER rating of their current system, 55% cant identify the SEER rating of the system they purchased within the
last two years. Satisfied consumers are a little more aware (66%) of their SEER rating than the not satisfied group (72%).
I dont know
Higher than 18
SEER
18 SEER 57% 57% 57% 56%
17 SEER
16 SEER
15 SEER 1% 1% 1%
3% 3% 5%
2% 2% 2% 1%
14 SEER 6% 6% 9%
8% 8% 8%
7%
13 SEER 6%
6% 6%
5%
6% 6% 6% 4%
Lower than 13
SEER 10% 10% 10% 10%
N= 451 355 96
Most homeowners who purchased within the last two years do not know the efficiency rating (SEER) of their previous
system.
Segment 3:
Weighted Segment 1: Segment 2:
% Very Familiar Should Be Satisfied Not Satisfied
Total Bought Buying
Buying
n= 451 491 512 860 594
Homeowners are more familiar with Energy Star than any other specific efficiency rating term.
15 to 19 years
16%
21% 21% 23%
10 to 14 years
5 to 9 years 26%
22% 22% 21%
1 to 4 years
Average Age 16 16 16 15
N= 451 355 96
No Major
Problems
70% have had no major problems with their HVAC system in prior two years. 30% have had 1 or more major problems with
their HVAC system in prior two years
4% 1%
1% 1% 3% 3%
Never 2% 3% 6% 2%
3% 6% 4%
6% 4%
21% 6%
Less often than every 3
years 20%
24%
23% 26%
Once every 2 to 3 years 24%
On average, homeowners perform maintenance on their systems every 9 months but answers vary in the distribution.
57% of recent purchasers who had a major failure had to get it fixed immediately versus only 39% of those currently in the
market.
9%
Completely Satisfied
27%
33%
37% 22%
6 44%
52%
5
33%
32%
4 36%
41%
3
28%
21% 19% 56%
2
Only 60% of respondents said they were satisfied with their current HVAC system.
Over half (57%) agree their HVAC system requires little routine maintenance and 56% agree their HVAC system can operate for a long
time without replacement. Only half (50%) agree their HVAC system is a good value for the money they spent. Only half (50%) agree
their HVAC system was installed by a contractor they trust. Only 41% agree their system can be quickly & easily repaired. Only 22%
agree their system has the best technology available
67% are not thinking about purchasing a new HVAC system. 33% are in the process of buying
21%
I wanted a system that could
provide a more comfortable or 27%
healthier environment than my
previous system 47%
My previous system stopped 37% 41%
working and is not repairable
27%
18%
My previous system needed
too much maintenance and
repairs
Weighted Total Segment 1: Segment 2: Satisfied Not Satisfied
To increase the energy
efficiency of my system and
Bought Buying
reduce my energy bill
56% of respondents in process of buying cited energy efficiency or comfort/health and only 26% cited repairs or failure as the main
reasons for buying. Those who already bought cited only 22% for energy efficiency or comfort and 59% cited repairs or failure.
Segment 3:
Segment 1: Segment 2:
% Very Familiar Weighted Total Should Be Satisfied Not Satisfied
Bought Buying
Buying
n= 451 491 512 860 594
Length of my warranty coverage 39% 51% 36% 37% 47% 33%
Home insulation 35% 46% 37% 31% 43% 30%
Air filtration system 31% 39% 33% 27% 37% 27%
Number of heating & cooling zones with
29% 37% 30% 27% 35% 25%
separate systems or controls
The System Efficiency Rating 17% 31% 20% 11% 25% 14%
Number of heating and/or cooling
19% 25% 19% 16% 24% 15%
stages
The Seasonal Energy Efficiency Ratio
14% 27% 15% 10% 20% 12%
(SEER)
The Heating Seasonal Performance
8% 16% 10% 5% 13% 5%
Factor (HSPF)
The Annual Fuel Utilization Efficiency
8% 17% 9% 6% 13% 6%
(AFUE)
51% of those who bought in the past 2 years are Very Familiar with the length of their warranty coverage. Only 14% are Very
Familiar with the SEER rating of their system
13% 12%
1 Month 13% 17%
12%
23% 23%
17% 17%
32% 33%
Less than 1 23% 25%
week 18%
On average, consumers spend about 3 weeks researching system options before deciding. However, more in the
satisfied group (33%) researched less than one week versus the not satisfied group (25%). This may be reflecting
effectiveness of search methods by satisfied group.
8% 9% 7% 9% 8%
I choose systems
based on the 18% 14%
lowest price
20%
23% 26%
79% of the not satisfied respondents said they shopped for deals but only 65% of the satisfied respondents said
shopping for deals was most important.
30% 30%
Three 25%
24%
21%
Two
Extremely 14%
Satisfied
40% 36%
6 46%
54%
37%
5
38%
2
17%
Not at all 11%
8%
Satisfied 7% 2%
5% 4% 4%
1%
1% 6% 1%
0% 1% 0% 0%
1% 2%
Weighted Total Segment 1: Segment 2: Satisfied Not Satisfied
Bought Buying
Extremely
Influential
22%
27%
31%
39% 43%
6
5 26%
36%
4 35%
32%
35% 27%
3
2
22%
18%
16% 18%
Not at all
Influential 8% 7% 9% 3%
1% 4% 2%
0%
1% 2% 0%
3% 1%
1% 3%
3% 2% 2%
Weighted Total Segment 1: Segment 2: Satisfied Not Satisfied
Bought Buying
Satisfied consumers were more heavily influenced by their contractors when deciding which system to purchase.
Dissatisfied consumers were influenced less by their contractors.
Yes
N= 439 348 91
Higher percentage of satisfied consumers were shown online tools, apps, websites (25%) versus not satisfied (18%)
16% 13%
26%
16%
No
84% 87%
74%
Yes
84%
N= 439 348 91
84% of those who bought systems were advised of higher efficiency systems and a higher percentage of the satisfied
buyers (87%) discussed high efficiency options versus the not satisfied group (74%).
Segment 3:
Weighted Segment 1: Segment 2:
% Very Familiar Should Be Satisfied Not Satisfied
Total Bought Buying
Buying
n= 451 491 512 860 594
Air filtration 28% 36% 31% 25% 34% 25%
Heat pump 23% 31% 28% 18% 27% 23%
Humidification 21% 29% 26% 17% 27% 19%
Multi zone control 21% 27% 27% 17% 26% 20%
Variable speed air flow 15% 24% 18% 11% 20% 14%
Wi-Fi thermostats 14% 21% 19% 10% 18% 13%
Variable heating and cooling capacity 12% 20% 14% 9% 17% 10%
Solar modules 8% 13% 11% 5% 12% 6%
Among those who recently purchased, few are "Very Familiar" with features of premium systems, like Variable capacity (20%), Variable
speed air flow (24%) and Wi-Fi Thermostats (21%). Among those currently in the buying process even fewer are very familiar.
Monthly energy
70% 81% 69% 68% 75% 68%
bills
I am only alerted
of problems
30% 23% 32% 32% 28% 31%
when it stops
working
SEER Rating on
7% 17% 8% 4% 12% 7%
the equipment
I am
automatically 6% 3% 8% 6%
alerted when my 5% 12%
system is not
I monitor my
systems 3% 2% 2%
2% 4% 3%
performance
remotely via
Other 3% 2% 2% 3% 3% 2%
$15,000 to $19,999
38% 38% 38% 40%
$10,000 to $14,999
$5,000 to $9,999
N= 451 355 96
$15,000 to $19,999
$5,000 to $9,999
December
5% 5% 5% 4%
5% 5% 4% 9%
November 7% 7% 7%
8%
October 12%
11% 11%
September 9%
10% 10% 11% 5%
August
June 12%
13% 13%
17%
May
8% 8% 8%
April
8% 8%
9% 9%
March
9% 10%
8% 8%
February
8% 5%
7% 7%
January 5%
7% 7% 8% 5%
Weighted Total Segment 1: Satisfied Not Satisfied
Bought
N= 451 355 96
Segment 3:
Weighted Segment 1: Segment 2:
Should Be Satisfied Not Satisfied
Total Bought Buying
Buying
n= 451 491 512 860 594
I need my HVAC system in order to sleep
48% 59% 51% 44% 56% 42%
well during the summer
I believe there is an HVAC system available
46% 30% 64% 42% 36% 60%
that is much better than the one in my home
My HVAC system makes me completely
43% 62% 29% 44% 62% 19%
comfortable all year round
I rarely think about my HVAC system 43% 44% 25% 50% 50% 25%
I would be open to purchasing a better
29% 18% 62% 16% 22% 46%
HVAC system
My HVAC system causes my monthly
17% 16% 29% 12% 14% 26%
energy bills to be too high
I run my HVAC system to prevent allergens
16% 25% 18% 13% 22% 13%
from circulating throughout my home
My HVAC system is too noisy 11% 13% 17% 7% 10% 15%
My HVAC system often runs too hot or too
7% 12% 12% 3% 8% 10%
cold
Those who recently bought and have newer systems are less likely to believe there are better systems available than the one they
have. Those in the process of buying are more likely to believe there are better systems than the one they have and they are more
open to buying.
6% 6% 7% 5% 6% 7%
Microwave
6% 7% 7%
8% 8%
7% 5% 7%
Stove 6%
7% 7% 7% 7%
9% 8%
Hot water in home 8% 7% 7% 8%
8% 11%
11% 12% 11% 12%
Internet access at home 11%
Refrigerator
31% 34% 30% 31% 34%
28%
HVAC system
HVAC system is the #1 thing the respondents were unwilling to give up for a week during the peak heat of summer, among things
tested (31%)
Most respondents have felt uncomfortable air temperatures in Restaurants (57%) and Stores (43%). Least likely to have felt
uncomfortable air temperatures in Schools (18%)
Yes
No
14 % of all respondents have left a business or refused to return to a business because they felt air temperatures were
either too hot or too cold. However, a higher percentage (21%) of consumers who recently purchased a new HVAC system
either left or did not return versus the percentage of the should be buying segment (11%). Delayed purchasers may be
less sensitive to comfort.
3% 1%
1% 4% 4% 1%
1% 5%
Other 1% 2% 2% 1% 2%
1%
1%
2% 2%
2% 8%
7% 3% 9% 4%
9%
Reduce wear on the HVAC system 11%
components
10% 12% 11%
11%
12%
Reduce impact on the global
15% 14% 12%
environment
14% 14%
16%
Power was out
19%
19%
Away from home
87%
82% 79% 79%
77% 73%
The air is too humid or damp
Main reason for turning on system after it has been off for a long time is "The air is too hot or cold" (82%)
4% 6% 2% 4% 5% 3%
75 or more years
18% 17%
23% 25%
65 to 74 years 26% 27%
Average Age 56 55 53 58 57 53
84% 83%
82% 83%
I would make the 79% 81%
final purchase
decision
I would
recommend what
system to buy
Rural
Suburban
1% 1%
2% 0%
1% 1% 1%
2% 1%
4% 5% 6% 3% 4% 5%
Eight or more people
12% 10%
11% 12% 14%
Seven people
16%
13%
14% 15% 14%
Six people 17%
18%
Five people
Two people
Average HH size 2 3 3 2 2 2
1%
1% 1%
2% 1%
1% 1% 1%
1% 1%
2%
6,000 square feet or more 4% 5% 4% 5% 4%
6%
14% 12%
18% 14% 16%
5,000 to 5,999 square feet 16%
3% 2% 4% 2% 2% 4%
Weighted Total Segment 1: Segment 2: Segment 3: Satisfied Not Satisfied
Bought Buying Should Be Buying
Average Home size (sq ft) 2,358 2,548 2,456 2,262 2,427 2,400
2%
1% 1%
1% 1%
1% 2%
2% 2%
1% 1%
2%
Before 1900 1%
2% 1%
2% 2% 0%
2% 0%
2% 2%
3% 2% 2% 3% 2% 2%
1900 to 1909 4% 4%
6% 9% 8%
9% 11%
1910 to 1919 7% 8% 10%
9% 9%
1920 to 1929
11% 10%
1930 to 1939 18% 18%
15% 16%
1940 to 1949 13% 12%
1950 to 1959 17% 14%
15% 14%
1960 to 1969
14% 16%
1970 to 1979
21% 22% 22% 22%
1980 to 1989 20% 20%
1990 to 1999
2000 to 2009
19% 15% 19%
18% 21% 17%
2010 to 2015
1% 6% 2% 3% 2%
0%
Weighted Total Segment 1: Segment 2: Segment 3: Satisfied Not Satisfied
Bought Buying Should Be Buying
3% 4% 3% 3% 3% 3%
$1,000,000 or more 1%
2%
2% 2% 1%
1%
1%
1%
2%
4% 4%
2%
4%
3%
3%
3%
$900,000 to $999,999 3% 3%
6% 6% 6% 6% 6%
7%
$800,000 to $899,000 8% 8% 7% 10%
14% 8%
$700,000 to $799,000
16% 16%
$600,000 to $699,000 17% 17% 16%
17%
$500,000 to $599,999
$200,000 to $249,999
20 years or more
10% 8%
7%
10 to 14 years 7% 7%
6%
18% 21% 19%
19% 18% 19%
5 to 9 years
21% 21%
1 to 4 years
19% 22% 16% 19%
7% 5% 5% 8% 6% 6%
$200,000 or more
4% 5% 5% 3% 4% 5%
2% 3% 2% 3% 2% 2%
$180,000 to $199,999 5% 6% 6% 4% 5% 6%
7% 6% 7% 8% 6%
9%
$160,000 to $179,999
12% 12% 12% 11% 13%
11%
$140,000 to $159,999
15% 14% 15% 15% 14%
$120,000 to $139,999 15%
$60,000 to $79,999
27% 24% 27% 27% 25% 27%
$40,000 to $59,999
2% 0%
3% 2% 1%
5% 3% 3%
100% of the time 7%
11% 11%
11% 14% 12%
80% to 99%
19% 20%
21% 19% 23% 21%
60% to 79%
0% of the time
14% 15% 15% 16%
10% 9%
Weighted Total Segment 1: Segment 2: Segment 3: Satisfied Not Satisfied
Bought Buying Should Be Buying
Average percent of the time 34% 31% 35% 35% 32% 36%
Indoor Ceiling
27% 20% 31% 20% 24%
Fan
Central Air
21% 58% 0% 62% 39%
Conditioner
Portable Space
19% 12% 23% 11% 18%
Heater
Furnace: Central
19% 51% 0% 53% 40%
Heating
Heat Pump:
10% 29% 0% 28% 29%
Central Heating
None of these 5% 0% 8% 0% 1%
Among those who purchased an HVAC system in the past 2 years, 58% bought Central Air, 51% Central Heat, 29% Heat Pump
Heating, 3% 18%
Ventilation, 16% 100% 0% 41%
Segment 3: Segment 3:
Weighted Segment 1: Segment 2: Not Weighted Segment 1: Segment Satisfi Not
Should Be Satisfied Should Be
Total Bought Buying Satisfied Total Bought 2: Buying ed Satisfied
Buying Buying
n= 451 491 512 860 594 n= 451 491 512 860 594
California 12% 12% 13% 12% 11% 14% Louisiana 2% 1% 2% 2% 1% 2%
Florida 8% 9% 7% 8% 8% 8% Nevada 1% 1% 1% 1% 1% 1%
Texas 8% 9% 7% 8% 8% 7% Kansas 1% 0% 1% 2% 1% 1%
New York 6% 5% 7% 6% 5% 8% Oregon 1% 1% 1% 1% 1% 1%
Illinois 6% 6% 5% 6% 6% 5% Utah 1% 1% 1% 1% 1% 0%
Pennsylvania 4% 5% 4% 4% 4% 5% Nebraska 1% 1% 1% 1% 1% 1%
New Jersey 4% 6% 2% 5% 5% 3% Alabama 1% 1% 1% 1% 1% 1%
Ohio 3% 4% 3% 3% 3% 4% Kentucky 1% 0% 1% 1% 0% 1%
Michigan 3% 3% 3% 4% 4% 2% Arkansas 1% 0% 1% 1% 1% 1%
North Carolina 3% 3% 5% 2% 3% 3% Oklahoma 1% 1% 1% 0% 1% 1%
Minnesota 3% 4% 2% 3% 3% 3% New Mexico 1% 0% 1% 1% 0% 1%
Georgia 3% 2% 4% 2% 2% 4% Iowa 1% 0% 0% 1% 0% 1%
Washington 3% 2% 2% 4% 3% 2% Idaho 0% 1% 0% 0% 0% 0%
Massachusetts 2% 2% 3% 2% 2% 3% Maine 0% 0% 0% 0% 0% 1%
Indiana 2% 2% 2% 2% 2% 2% Mississippi 0% 0% 0% 0% 0% 0%
Virginia 2% 2% 1% 3% 2% 2% New Hampshire 0% 0% 0% 1% 0% 0%
Arizona 2% 2% 2% 2% 3% 1% Delaware 0% 0% 0% 0% 0% 0%
Missouri 2% 2% 2% 1% 2% 1% District of
Wisconsin 2% 2% 2% 1% 2% 1% Columbia 0% 0% 0% 0% 0% 1%
Maryland 2% 2% 2% 2% 2% 2% South Dakota 0% 0% 0% 1% 0% 0%
Colorado 2% 1% 2% 2% 1% 2% Montana 0% 0% 0% 0% 0% 0%
Connecticut 2% 1% 2% 2% 2% 2% North Dakota 0% 0% 0% 0% 0% 0%
South Carolina 2% 3% 1% 2% 2% 2% West Virginia 0% 0% 0% 0% 0% 0%
Tennessee 1% 2% 1% 2% 1% 2% Rhode Island 0% 0% 0% 0% 0% 0%