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esearch over the past 25 yr. has demonstrated the pervasive inuence of incidental affect on phenomena such as information acquisition (Lee and Sternthal 1999), encoding (Bower, Gilligan, and Monteiro 1981), recall and recognition (Isen et al. 1978), risk assessments (Johnson and Tversky 1983; Keller, Lipkus, and Rimer 2002), and attitudes (Cohen and Areni 1991). Most research has examined the impact of general positive and negative affective states on decision processes. However, recent research has demonstrated the importance of examining specic emotions rather than global feelings (DeSteno et al. 2000; Lerner and Keltner 2000). In this research, we examine the interplay between two sources of affect, task-related affect and incidental affect, in the context of consumer choice. In a decision-making context, task-related emotions are related to the decision difculty, such as when the consumer has to make an emotionally difcult trade-off (Luce, Bettman, and Payne 2001). One of the ways that people cope with this negative affect is by adopting avoidance strategies such as choosing a status quo option (Luce 1998) or relying on dominant alternatives
*Nitika Garg is assistant professor, School of Business, University of Mississippi, University, MS 38677 (nitika@olemiss.edu). J. Jeffrey Inman is the Albert Wesley Frey Professor of Marketing (jinman@katz.pitt.edu) and Vikas Mittal is associate professor (vmittal@katz.pitt.edu), both at the Joseph M. Katz Graduate School of Business, University of Pittsburgh, Pittsburgh PA 15260. Please address all correspondence to the rst author. The authors appreciate the positive and constructive feedback of the editor, the associate editor, and the reviewers.
(Garbarino and Edell 1997). Thus, task-related affect originates from factors that are embedded in the decision task itself. Incidental affect, by contrast, arises from factors external to the decision task (e.g., a consumer may be shopping after being cut off in the parking lot and be in an angry state). Such incidental affect can inuence the decision process and subsequent judgments by inuencing information processing (Lerner and Keltner 2000; Schwarz and Clore 1983; Wegener and Petty 1994). For example, Tiedens and Linton (2001) suggest that whereas anger leads to heuristic processing, sadness leads to relatively more systematic processing. Our research makes two important contributions. First, it shows that the two sources of affect interact to inuence consumers choice of a status quo option. It claries that the source of affect matters and shows what happens when consumers experiencing a particular incidental emotion face a decision where they need to make emotionally difcult trade-offs. Specically, we not only replicate Luces (1998) ndings, which suggest that in the absence of incidental affect, task-related affect leads to increased preference for the status quo option, but also show that this effect changes in the presence of incidental affect. Second, by examining two affective states of the same valenceanger and sadnesswe are able to argue that various incidental states moderate the inuence of task-related affect differently, even when these incidental affect states are of the same valence. Our results show that task-related affects inuence is exacerbated when individuals are ex154
2005 by JOURNAL OF CONSUMER RESEARCH, Inc. Vol. 32 June 2005 All rights reserved. 0093-5301/2005/3201-0014$10.00
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periencing anger and is weakened when they are experiencing sadness. By moving beyond valence and examining the role of affective states that have similar valence but which induce different decision processes, we demonstrate that similarly valenced emotions should not be treated interchangeably. Exploring the relative inuence of anger and sadness is important as they are perhaps the two most common negative emotions associated with consumption experiences. From a theoretical perspective, anger and sadness are very interesting, because even though both have a negative valence, they arise from different appraisal tendencies that lead to differential impact on a subjects degree of certainty, control, and responsibility (Smith and Ellsworth 1985). In the following sections, we use relevant literature to develop hypotheses and describe the results of the study. We then discuss the implications of the ndings, avenues for future research, and the limitations of the current work.
H1: A main effect of trade-off difculty will emerge for individuals in a neutral incidental affective state: they will be less likely to choose the status quo option under low trade-off difculty than under high trade-off difculty.
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choice of the status quo? We seek to answer this question in our research.
STUDY
The objectives of this study are twofold. First, we examine how incidental affect moderates the impact of task-related affect on choice (hypotheses 13). Second, we analyze the differences among anger and sadness on the appraisal dimensions (i.e., certainty, responsibility, and control) to ascertain that these specic discrete states were indeed being manipulated.
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FIGURE 1 CHOICE PROPORTIONS OF THE STATUS QUO OPTION
Procedure
The experiment consisted of two parts, the affect induction part and the choice task. To dissociate these tasks, the former was presented to the participants as a life-events survey while the latter was called a marketing survey. The incidental affect manipulation was administered rst. After the participants described the relevant incident, they completed the emotional manipulation checks pertaining to the three relevant appraisal-tendency dimensions. We used the complete list of eight items from Smith and Ellsworth (1985) to capture the three dimensions. Once the participants completed the affect induction, they undertook the choice task. Before they attempted the choice task, participants were introduced to the four attributes that they had to consider in making their choice along with the denitions and the best and worst levels of these attributes. After this they completed an affect manipulation check as well as the importance ratings of the four attributes. The affect measures were adapted from Luce (1998). Luce used the Positive and Negative Affect Schedule (PANAS) scale (Watson, Clark, and Tellegen 1988) and added some more negative adjectives, such as worried and troubled, for capturing the postchoice emotion. We retained measures from the PANAS scale and added adjectives suited to represent anger and sadness emotions such as down, angry, gloomy, and sad. praisal dimensions successfully differentiate between the different discrete emotions.
Postchoice Affect Manipulations Checks. After making their choice, participants were asked to report how they would feel if they had to make the same choice for real. We elicited their response on 11 negative emotion adjectives and six positive emotion adjectives, based largely on the PANAS scale. Cronbachs alpha for the 11 negative affect adjectives was a neg p 0.86, so we created a composite measure of the average negative affect for each subject. Luce (1998) predicts that when participants in the high trade-off condition are offered the option of choosing an avoidant response, the negative affect generated from the task should dissipate. In keeping with this reasoning, the average negative affect was not signicantly different across the low (n p 91) and high (n p 84) trade-off difculty conditions (Mlo p 1.94 vs. Mhi p 1.84). Importance Ratings Manipulation Checks. The importance ratings for the four attributes across the six cells were not signicantly different. This is consistent with what Luce (1998) found in her sample. That is, although the attributes across high and low trade-off difculty conditions were similar in importance, the associated emotional difculty in trading off on these attributes was different.1 Choice Proportions. Figure 1 shows the proportion of participants choosing the status quo option in each cell. The data were analyzed using a 3 # 2 logistic regression. As expected, we found a signicant main effect of trade-off difculty (x 2 (1) p 14.49, p ! .01). The proportion of participants choosing the status quo is signicantly higher under high (n p 86) trade-off difculty than under low (n p 92) trade-off difculty (Mhi p .57 vs. Mlo p .30). The main effect of incidental affect is not signicant (x 2 (2) p 2.34,
1 The 24 means and standard deviations for the importance ratings across the six cells are available from the authors.
Results
Emotional Appraisal-Tendency Measures. This analysis revealed the expected differences across the two emotions, anger (n p 55) and sadness (n p 63). Certainty was signicantly higher for angry participants than for sad participants (anger p 7.16 vs. sadness p 6.12, F(1, 116) p 6.97, p ! .01), as were perceptions of individual control (anger p 5.96 vs. sadness p 4.35, F(1, 116) p 11.95, p ! .01). By contrast, self-responsibility attribution for the situation was higher for participants in the sad condition than for those in the anger condition (anger p 2.64 vs. sadness p 4.91, F(1, 116) p 32.09, p ! .01). Thus, the ap-
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p p .31). Collectively, hypotheses 2 and 3 predict an interaction between incidental affect and task-related affect. Consistent with our thesis, the interaction between incidental affect and emotional trade-off difculty is signicant (x 2 (2) p 10.05, p ! .01). Hypothesis 1 predicts that under high (vs. low) trade-off difculty, individuals in the neutral group would choose the status quo more often, replicating Luces (1998) results. To test this hypothesis, we conducted a one-tailed z-test of proportions between the low (n p 31) and high (n p 29) tradeoff difculty conditions for the neutral group. The difference between the two conditions is signicant (Mhi p .52 vs. Mlo p .28; z p 1.94, p ! .05). These results replicate Luces (1998) and support hypothesis 1. Hypothesis 2 predicts that in comparison with neutral participants, angry individuals will be more affected by the task-related emotional trade-off difculty and that this will result in a signicant interaction between the two sources of affect for angry and neutral groups. In the anger condition, participants reacted strongly to the task-related affect, and the proportion for status quo choice under high (n p 24) trade-off difculty is greater than under low (n p 31) tradeoff difculty (Mhi p .71 vs. Mlo p .13). A one-tailed z-test of proportions for the anger group shows that the difference between high and low trade-off difculty conditions is signicant for the group (z p 4.38, p ! .01). Importantly, a 2 # 2 logistic regression comparing the angry and neutral groups reveals not only a main effect of trade-off difculty (x 2 (1) p 18.52, p ! .01) but also a signicant interaction between trade-off difculty and incidental affect (x 2 (1) p 3.95, p ! .05). This suggests that angry individuals were more affected by emotional trade-off difculty than individuals in the neutral condition. Thus, hypothesis 2 is supported. Hypothesis 3 predicts that sad (vs. neutral) individuals will be less affected by the emotional trade-off difculty and that they will adopt avoidant strategies to the same extent irrespective of the level of the trade-off difculty. As can be seen from gure 1, the proportion of participants choosing the status quo is similar for participants in the sad group across the two conditions (Mhi p .52 vs. Mlo p .50; Ns p 31 and 32, respectively), whereas participants in the neutral condition chose the status quo to a greater extent under high trade-off difculty than under low trade-off difculty (Mhi p .52 vs. Mlo p .28). We ran a 2 # 2 logistic regression comparing the sad and neutral groups along with z-tests to test for differences in proportions across conditions. While the interaction between task-related affect and incidental affect for these two groups fails to reach statistical signicance (x 2 (1) p 1.68, p p .19), a z-test (one-tailed) between sad and neutral conditions in the low trade-off difculty condition reveals that the difference between the sad versus neutral individuals is signicant (Msad-lo p .50 vs. Mneutral-lo p .28; z p 1.80, p ! .05). Also, as predicted, a ztest of proportions between the low and high trade-off difculty conditions for sad individuals found that the differ-
ence was not signicant (z p .13, p p .90). This is consistent with hypothesis 3.
DISCUSSION
Our study examines the interplay between incidental affect (i.e., irrelevant affect) and task-related affect (i.e., relevant affect). It shows that incidental affect moderates the inuence of task-related affect on consumer choice. Thus, the incidental affect that participants bring to the decision situation moderates the process and outcome of such decisions. We also show that anger and sadness have differential moderating inuence even though they are similarly valenced. This suggests the need to enhance the simple valence perspective and to examine different discrete emotions individually. We found that participants in the neutral group increased their reliance on the status quo under the high trade-off difculty scenario, successfully replicating Luces (1998) ndings. We also found that participants in the sad and anger groups behaved differently in terms of the choices they made and that this resulted in a signicant interaction between the two sources of affect for these groups. This validates our premise that incidental affect exerts a signicant impact on participants assessment of the task at hand and leads to a differential choice pattern. Closer examination of the sadness group highlights another interesting nding. The choice proportion for this group exhibits an almost 50-50 split between cars A and B. Luce (1998) designed the stimuli such that most participants would select cars A or B based on the attributes and the attribute values. Thus, it seems that participants in this group are examining the stimuli relatively more closely and making an informed choice, exhibiting little status quo bias. Interestingly, the differences in the proportion of participants choosing the status quo across the three affective states narrowed in the high trade-off difculty condition. We speculate that this is because of various reasons depending on the different affective states (e.g., angry individuals might choose status quo as a heuristic choice, whereas sad individuals choose it because of its attributes). However, a reasonable explanation for this might be that the inuence of incidental affect is stronger in the low tradeoff difculty condition, but the presence of a salient, second source of affect (task-related) tends to bring the groups closer in the high trade-off difculty condition. Our ndings offer implications for consumer welfare. Consumers are differentially inuenced by discrete emotions that are seemingly irrelevant to the decision task. This brings up the question of whether the consumer is making the best choice in the circumstances. This needs to be studied further to enable consumers to adopt better choice strategies that increase their welfare. For practitioners, a clear implication is that this knowledge can be leveraged by associating a relevant affect with the product. This might be accomplished by inducing a certain emotion through product advertisements (e.g., humor, fear appeals, or sadness) and creating strong associations between the ad and the product at the
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