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This article was downloaded by: [HES-SO Haute Ecole Spécialisée de Suisse Occidentale]On: 01 June 2015, At: 02:37Publisher: RoutledgeInforma Ltd Registered in England and Wales Registered Number: 1072954 Registered office: Mortimer House,37-41 Mortimer Street, London W1T 3JH, UK
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Journal of Travel & Tourism MarketingPublication details, including instructions for authors and subscription information:http://www.tandfonline.com/loi/wttm20
Developing a Typology of Chinese Shopping Tourists: AnApplication of the Schwartz Model of Universal HumanValuesMi Ju Choi, Cindy Yoonjoung Heo & Rob LawPublished online: 06 May 2015.
To cite this article: Mi Ju Choi, Cindy Yoonjoung Heo & Rob Law (2015): Developing a Typology of Chinese ShoppingTourists: An Application of the Schwartz Model of Universal Human Values, Journal of Travel & Tourism Marketing, DOI:10.1080/10548408.2014.997961
To link to this article: http://dx.doi.org/10.1080/10548408.2014.997961
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DEVELOPING A TYPOLOGY OF CHINESE SHOPPINGTOURISTS: AN APPLICATION OF THE SCHWARTZ
MODEL OF UNIVERSAL HUMAN VALUESMi Ju Choi
Cindy Yoonjoung HeoRob Law
ABSTRACT. This study aims to develop a typology of Chinese shopping tourists based on theSchwartz values. As a medium for investigating rich segmented markets, values emerge as an alternativevariable for personality, lifestyle, and other demographic and socioeconomic segmentation variables.Convenience sampling is adopted in this study, and 511 usable responses in China are obtained. Resultsof the factor analysis reveal the following five dimensions of personal values among Chinese shoppingtourists: self-enhancement, universalism, assurance, self-direction, and benevolence. The cluster analy-sis, which used the aforementioned five dimensions, identify the following clusters: uncertainty (Cluster1), passion (Cluster 2), balance (Cluster 3), and conservation (Cluster 4). This study provides insightsinto the nature of personal value of Chinese shopping tourists by applying the Schwartz values, andidentifies the shopping travel characteristics of Chinese shopping tourists. The results of this study areexpected to assist destination marketing organizations in creating strategies to provide better shoppingenvironments and services for tourists, and to achieve higher levels of tourist satisfaction.
KEYWORDS. Shopping tourism, shopping tourist, tourist typology, Schwartz values
INTRODUCTION
Shopping has become a major activity amongtourists and accounts for a considerable portion oftheir expenditure (Rabbiosi, 2011; Tomori, 2010).Tourism activities have previously been limited tovisiting beautiful, exotic tourist attractions andenjoying comfortable accommodation. However,
in recent years, tourism activities have beenexpanded to include entertainment, recollection(of travel experiences), obtaining knowledgeabout shopping places, and buying souvenirs/gifts(Meng, Xu, & Fowler, 2012; Park, Reisinger, &Noh, 2010). Recent studies demonstrate the rela-tive importance of shopping during travels. Wongand Wan (2013) considered shopping in foreign
Mi Ju Choi is a PhD Student, School of Hospitality and Tourism Management, The Hong KongPolytechnic University, TH842, 17 Science Museum Road, TST East, Kowloon, Hong Kong (E‑mail:[email protected]).
Cindy Yoonjoung Heo is Assistant Professor, School of Hospitality and Tourism Management, The HongKong Polytechnic University, TH815, 17 Science Museum Road, TST East, Kowloon, Hong Kong (E‑mail:[email protected]).
Rob Law is Professor, School of Hospitality and Tourism Management, The Hong Kong PolytechnicUniversity, TH829, 17 Science Museum Road, TST East, Kowloon, Hong Kong (E‑mail:[email protected]).
Address correspondence to: Mi Ju Choi, The Hong Kong Polytechnic University/ TH842, 17 ScienceMuseum Road, TST East, Kowloon, Hong Kong.
Journal of Travel & Tourism Marketing, 2015© 2015 Taylor & FrancisISSN: 1054-8408 print / 1540-7306 onlineDOI: 10.1080/10548408.2014.997961
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environments and consuming purchased productsin residential environments as a natural psycholo-gical phenomenon among tourists both during andafter their travels. Heung and Qu (1998) regardedshopping as among the oldest and most importanttourist activities and claimed that the failure oftourists to shop would lead to an unfulfilling travel.Paige and Littrell (2003) also identified shoppingas one of the most preferred activities among tour-ists and found that retail industries continuouslydevelop new products to encourage further expen-diture by tourists. Shopping is therefore not anancillary part of tourist activities and has been re-evaluated as equally crucial as accommodation,meals, sightseeing, and other basic elements (Liu& Wang, 2010; Rabbiosi, 2011; Saayman &Saayman, 2012; Tomori, 2010; Tosun, Temizkan,Timothy, & Fyall, 2007). Shopping tourism hasbecome a fresh, rapidly growing form of tourismwith shopping as its main objective.
Economic promotion is one of the most impor-tant roles and functions of shopping tourism. TheHong Kong Tourism Board (2013) found thattourists allocate a significant portion of spendingto shopping, as demonstrated by their 59.3% and59.5% allocations for shopping in 2012 and 2013respectively. Visitors to Macau spent 49%, visitorsto Korea allotted 43%, whereas visitors to Japandedicated 32% of their travel budget to shoppingpurchases (Wong & Wan, 2013). However, theeffects of shoppingmay not be limited to economicgains for local, regional, and national economies.The authentic products and souvenirs purchased bytourists for different reasons help a destinationdevelop a favorable image in the mind of touristsand their friends and relatives because people,particularly tourists, tend to share their experiencesthrough photos, videos, and the items they pur-chased (Wong, 2013; Wong & Wan, 2013). Thus,in addition to using tourism as an alternative eco-nomic growth strategy, developing various compo-nents of the industry (e.g. shopping) may be usedas a political tool to promote an auspicious imageon the international stage (Tomori, 2010; Tosun,2001; Tosun & Fyall, 2005).
The comprehensive effects of shopping tourismon marketing, operations, human resources,research and development, economy, and financehave recently attracted growing academic interest(Rabbiosi, 2011; Saayman & Saayman, 2012;
Tomori, 2010). Researchers have primarilyfocused on shopping satisfaction (Barutcu,Dogan, & Unguren, 2011; Liu, Choi, & Lee,2008; Tosun et al., 2007; Wong & Law, 2003;Wong & Wan, 2013), behavior (Fairhurst,Costello, & Holmes, 2007; Kemperman,Borgers, & Timmermans, 2009; Xu &McGehee, 2012), and incentives in terms of mar-keting. The responses of tourists to shoppingfacilities, such as shopping malls, departmentstores, and duty-free shops, and the methodsemployed by these facilities to attract tourists,have also been investigated (Doong, Wang, &Law, 2012; Way & Robertson, 2013). However,none of the extant shopping tourism studies haveexamined the subgroups of shopping tourists.Previous studies generally viewed shopping tour-ists as a single group. Thus, tourist shopping-related marketing activities are limited and donot efficiently engage tourists to maximize theirshopping expenditure. Shopping tourists can beclassified into several types. While some touristsvisit other countries or regions with shopping astheir main purpose, other tourists have varyingpreferences and may mainly shop for luxurygoods, practical products, or precious local pro-ducts. Therefore, the shopping patterns and cate-gories of shopping tourists must be investigated.
Chernenko and Sunderam (2011) explainedthat an optimized marketing mix and resourcedistribution decisions on market categorizationcan be formed only by assuming that customersare not homogeneous. Therefore, marketersmust be able to differentiate identical productssold in different markets. Designing effectivemarketing strategies requires accurate categori-zation and understanding of marketing targets.The categorization of shopping tourists mayenable marketers to establish appropriate mar-keting strategies for shopping festivals.Typology provides the evaluation criteria andessential data for various marketing activities(Menzly & Ozbas, 2010). Although many hos-pitality and tourism studies have explored tour-ist typology, only a few of them haveinvestigated tourists with special interests, suchas medical, cultural, and golf tourists.Moreover, most of the previous attempts tocategorize tourists have been based only ontheir motivations and demographic
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characteristics, thereby presenting an importantresearch gap for this study to endeavor to fill.
This study aims to categorize Chinese shop-ping tourists based on the Schwartz values. As amedium for investigating rich segmented mar-kets, values emerge as an alternative variablefor personality, lifestyle, and other demographicand socioeconomic segmentation variables(Rokeach, 1973). Values are basic orientationspresumed to underlie and influence individualvariation on many of the constructs. Moreover,values can provide predictive and explanatorypower in the analysis of attitudes, opinions, andactions (Gholipour, Tajaddini, & Al-mulali,2014; Mai & Olsen, 2013). Accordingly, valuescan reflect major social change in societies andacross nations (Gholipour et al., 2014).Therefore, tourists may purchase varied or iden-tical products according to their respectivevalue structures. In particular, the Schwartzvalues are currently the most widely usedmethod for studying individual differences invalues by social and cross-cultural psycholo-gists (Brunsø, Scholderer, & Grunert, 2004;Chung & Heung, 2007; Doran, 2009; Hede,Jago, & Deery, 2004). The conception ofSchwartz values that guided their developmentwas derived directly from the six features ofvalues outlined above (Chung & Heung, 2007;Doran, 2009). This scale required respondentsto rate the importance of 56 specific values as“guiding principles in your life”. These specificvalues measure 10 theory-based value orienta-tions (Chung & Heung, 2007; Doran, 2009).
The specific objectives of this study are asfollows: (1) to investigate the underlyingdimensions of Schwartz values for Chineseshopping tourists; (2) to categorize Chineseshopping tourists according to Schwartz values;(3) to explore differences between tourist seg-ments with respect to sociodemographic char-acteristics and shopping behavior. This studymakes a unique contribution to the extantbody of shopping tourism research. Despitethe abundance of studies on tourist shoppingand shopping tourism (Michalkó & Ratz,2006; Tosun et al., 2007), no previous studyhas clearly targeted shopping tourists. The cur-rent study accurately identified shopping tour-ists, who travel for the primary purpose of
shopping, by employing a rigorous screeningmethod. This study also provides insights intothe nature of personal values of Chinese shop-ping tourists by applying the Schwartz values,and identifies the shopping travel characteristicsof Chinese shopping tourists. The results of thisstudy are expected to assist destination market-ing organizations in creating strategies to pro-vide better shopping environments and servicesfor tourists, and to achieve higher levels oftourist satisfaction.
LITERATURE REVIEW
Shopping Tourism
Shopping tourism is distinguished from otherforms of tourism by the varying patterns inancillary activities of pure shopping tourismand multipurpose tourism. Timothy and Butler(1995) claimed that the shopping needs anddesires of tourists motivate them to visit specificregions or countries. Based on this assumption,Timothy (2005) defined shopping tourism as anarea of tourism with shopping as its main pur-pose, for which tourists travel to other places fornon-profit purposes. This definition was lateradopted by many other tourism scholars (Liu& Wang, 2010; Michalko & Ratz, 2006;Rabbiosi, 2011; Saayman & Saayman, 2012;Tomori, 2010; Tosun et al., 2007). Accordingto Wong (2013), shopping tourism includes allancillary activities of tourists, such as diningout, watching shows, enjoying attractions, andpurchasing products at tourist destinations, andis no longer restricted to travel with shopping asa primary goal. Shopping tourism is thereforea natural economic activity that is shaped bythe purchasing behavior of tourists when theyare attracted into buying products at touristdestinations. Although shopping tourism hasbeen defined from various perspectives, all ofthese definitions emphasize the importance ofshopping.
Many shopping tourism studies have focusedon the motivations of, and the values perceivedby, shopping tourists. Several studies haveinvestigated the effect of environmental aware-ness on the emotion, perception, and behavior
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of shopping tourists. For example, Snepenger,Murphy, O’Connell, and Gregg (2003) identi-fied the differences between shopping touristsand non-shopping tourists in terms of their char-acteristics and behaviors. The findings showedthat shopping tourists participated more activelyin shopping and tourist activities than non-shop-ping tourists. A statistical difference in terms of‘“visiting art gallery’” was found between thetwo groups (shopping tourists and non-shop-ping tourists). Shopping tourists were found tobe more willing to visit art galleries than non-shopping tourists. Tosun et al. (2007) identifiednobility, relationship, novelty, functionality, andappearance as the five shopping motivations oftourists in the United States (US), and deter-mined the recollection of travel experiences,utilization of resources, and purchasing of giftsas the primary reasons behind their travels, andfound that shopping tourism motives are differ-ent from general shopping motives, taking intoaccount that traveling and shopping occursimultaneously in shopping tourism. Tosunet al. (2007) verified the differences in the shop-ping motives of tourists based on their cogni-tive, behavioral, and sociopsychologicalcharacteristics and found that tourists whofocus on hedonic shopping values have higherscores in terms of sociality and form factorsthan those who focus on practical shoppingvalues. However, the target of that study wasnot shopping tourists but leisure tourists. Theirmain shopping products were authentic souve-nirs from Turkey. Accordingly, hedonic shop-ping values were shown to have higher scoresthan utilitarian values because of the character-istics of the souvenirs.
Yu and Littrell (2005) analyzed how thehedonic values of shopping tourists affect theirshopping behavior and addressed the limitationsof previous studies in identifying overall touristbehavior while focusing on the practical andfunctional aspects of shopping tourism. Fourkey findings emerged from this investigation.First, although tourists considered functionalelements as more important than hedonic ele-ments, hedonic elements had a greater effect ontheir shopping satisfaction than functional ele-ments. Second, the involvement of tourists inshopping tourism increases as their regard to the
importance of their hedonic shopping valuesalso increases, demonstrating the definitive rela-tionship between hedonic shopping values andtourist shopping involvement. Third, touristswith a higher tendency to buy impulsivelyretain important hedonic shopping values morethan other tourists. Lastly, tourists with largelyimportant hedonic shopping values place con-siderable importance on specific elements, suchas adventure, novelty, and the pursuit of changein daily routines. Yu and Littrell (2005) specifi-cally investigated how shopping values (hedo-nic and utilitarian values) affected tourists’shopping behavior in terms of handicraft sou-venirs. Similar to Tosun et al.’s (2007) research,the current study’s findings showed that hedonicvalue tended to have a stronger impact on tour-ist shopping behavior than utilitarian valuebecause of its nature characteristics.
Yüksel (2007) was among the leadingresearchers who identified the consumptionbehaviors of shopping tourists. By incorporat-ing the concept of tourist shopping value intothe models of Mehrabian and Russell (1974),Yüksel (2007) verified the effect of environ-mental awareness on pleasure and stimulation,the effect of pleasure and stimulation on theutilitarian and hedonic values perceived byshopping tourists, and the effect of these valueson approaching behavior. All of these effects,excluding that of utilitarian value on approach-ing behavior, were confirmed by analyzing thebehaviors of shopping tourists at a shopping sitein south-west Turkey. The results demonstratedthat in relation to shopping sites, environmentalawareness plays an important role in the forma-tion of perception, emotions, and behavior ofshopping tourists. Accordingly, shopping tour-ists may exhibit positive consumption behaviorswhen they are situated in an optimum shoppingenvironment.
Extant studies on shopping tourists have pri-marily focused on shopping motives, one-dimensional aspects of perceived values, andaspects of utilitarian values. By contrast,Yüksel (2007) further investigated the con-sumption behaviors of shopping tourists byfocusing on their emotions, awareness, andbehaviors. Kinley, Josiam, and Kim (2003)examined the shopping motives of tourists in
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shopping centers based on the push-and-pullmotivation concept and used 22 motivationvariables to categorize the tourists into threegroups, namely, shopping, experiential, and pas-sive tourists. The motivations of these groupswere found to be significantly related to theirshopping behaviors, including their visiting pat-terns to unique stores within the region, shop-ping behaviors at different stores, and theirpreferences to purchase special and bargainsale products. Experiential tourists primarilyfocus on enjoying their vacation, shopping atdifferent stores, and engaging in social activitieswith their friends and families. Passive touristsprimarily focus on visiting unique stores withinthe region, purchasing special and bargain saleproducts, and shopping at different stores.Lastly, shopping tourists primarily focus onthe pull factors that reflect the local culture,including unique architecture, products, andambience that significantly predict their overallsatisfaction and intention to revisit.Accordingly, the categorization of shopping pat-terns must be based on the type of tourist ratherthan on tourists in general, which can serve asthe basis for future studies on the motives,satisfaction level, and perceived values of shop-ping tourists, as well as on the significant differ-ences between the various types of shoppingtourists.
Tourist Typologies
Typology provides the evaluation criteria andessential data for various marketing activities(Menzly & Ozbas, 2010). Although many hos-pitality and tourism studies have explored tour-ist typology, only a few of them haveinvestigated tourists with special interests, suchas medical, cultural, and golf tourists.Moreover, most of the previous attempts tocategorize tourists have only been based ontheir motivations and demographic characteris-tics, thereby presenting an important researchgap for this study to endeavour to fill. Table 1presents a summary of the previous studies ontourist typologies in the hospitality and tourismindustry. Among these empirical studies arethose that classified tourists into different
groups. Despite the seeming similarity of touristtypologies methods adopted by most studies,these methods generate different tourist typolo-gies. For example, the tourist types (i.e. fuzzy,escape, recreational, relax, and active) adoptedby Andreu, Kozak, Avci, and Cifter (2005) weresimilar to those of Cochrane (2006) (i.e. elite,backpacker, special interest, mass, backpackerplus, and explorer).
Although many tourism and hospitality stu-dies have investigated the typology of touristsin general, the typology of shopping tourists hasbeen largely ignored. Shopping tourists must beclassified given the increasing importance ofshopping tourism. Moreover, previous studiesmostly used travel motivation to segment tour-ists (Andreu et al., 2005; Chang, 2006;Cochrane, 2006; Dolnicar & Leisch, 2003;Ignatov & Smith, 2006; Kim & Ritchie, 2012;Lee, Lee, Bernhard, & Yoon, 2006; McKercher,2002; Park & Yoon, 2009; Wongkit &McKercher, 2013). Travel motivation, whichserves as a major determinant of travel, hasbecome an important segmentation variable(Crompton, 1979; Iso-Ahola, 1982). Accordingto Fodness (1994), travel motivation is the driv-ing force behind all tourist behaviors and playsa critical role in the classification of tourists.However, despite the importance of travel moti-vation, this present study classifies shoppingtourists based on the universal human valuesof Schwartz. Highly suitable segmentation vari-ables for shopping tourists must be establishedbecause these tourists share the common moti-vation to shop. Human values serve as the guid-ing principles for the selection and appreciationof behaviors, persons, and thoughts (Rohan,2000; Rokeach, 1973). Therefore, shoppingtourists are expected to exhibit different shop-ping patterns, and their shopping expendituresare based on their embedded values.Accordingly, this study categorizes shoppingtourists based on their human values, particu-larly the Schwartz values.
Chinese Shopping Tourists
Shopping tourism is expected to maintain itstop position in the future, as the number of
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TABLE
1.Sum
maryof
Previou
sStudies
onTou
ristTyp
olog
iesin
theHos
pitalityan
dTou
rism
Indu
stry
Autho
r(s)
Targe
tClass
ifica
tion
Seg
men
tatio
nva
riables
Won
gkit&McK
erch
er(201
3)Med
ical
tourists
Ded
icated
med
ical
tourist
Holiday
ingmed
ical
touristOpp
ortunistic
med
ical
tourist
Trave
lmotivation
Hes
itant
med
ical
tourist
Kim
&Ritchie(201
2)Golftourists
Golf-intens
ivego
lfers
Com
panion
golfe
rsTrave
lmotivation
Multi-motivated
golfe
rsPark&Yoo
n(200
9)Rural
tourists
Fam
ilytoge
therne
ssWan
t-it-all
Trave
lmotivation
Pas
sive
tourists
Learning
andex
citemen
tMolera&Albalad
ejo(200
7)Rural
tourists
Fam
ilyruraltou
rists
Rural
lifetourists
The
bene
fits
tourists
seek
Relax
ruraltou
rists
Tou
rists
ofrurala
ccom
mod
ation
Meh
metog
lu(200
7)Nature-ba
sed
tourists
Culture
andplea
sure
activity-orie
nted
Low-activity
oriented
Trave
lactivity
Natureac
tivity
oriented
Cha
ng(200
6)Tou
rists
Abo
riginal
cultu
rallea
rners
Activecu
lture
explorers
Trave
lmotivation
Cha
ngeroutinetrav
elers
Coc
hran
e(200
6)Tou
rists
Elite
Bac
kpac
ker
Trave
lmotivation
Spe
cial
interest
Mas
sExp
lorer
Bac
kpac
kerplus
Leeet
al.(200
6)Cas
inovisitors
Cha
lleng
ean
dwinning
seek
ers
Ligh
tga
mblingse
ekers
Trave
lmotivation
Onlywinning
seek
ers
Multi-pu
rpos
ese
ekers
Igna
tov&Smith
(200
6)Culinarytourists
Foo
dtourists
Foo
dan
dwinetourists
Trave
lmotivation
Winetourists
Trave
lactivity
Froch
ot(200
5)Tou
rists
Actives
Gaz
ers
Soc
ioec
onom
icch
arac
teris
tics
Relax
ers
Rurals
And
reuet
al.(200
5)Tou
rists
Fuz
zyEscap
eTrave
lmotivation
Rec
reationa
lRelax
Active
Dolnica
r&Le
isch
(200
3)Wintertourists
Skier
Culture
tourists
Sno
wbo
arding
andnigh
tlife
Trave
lmotivation
Hea
lthtourists
Sup
erac
tives
Bec
ken,
Sim
mon
s,&Frampton
(200
3)Tou
rists
Cam
per
Coa
chtourist
Trave
lpattern
Bac
kpac
ker
Trampe
r(hiker)
Visitfriend
san
drelatives
(VFR)
Soft-co
mforttrav
eler
Autotourist
Wicke
ns(200
2)Tou
rists
Culturalh
erita
getype
Heliolatrou
stype
Trave
lmotivation
Rav
ertype
Lord
Byron
type
Shirle
yValen
tinetype
McK
erch
er(200
2)Culturaltou
rists
Purpo
sefulc
ulturaltou
rists
Sightse
eing
cultu
raltou
rists
Incide
ntal
cultu
raltou
rists
Seren
dipitous
cultu
raltou
rists
Trave
lmotivation
Dep
thof
expe
rienc
eCas
ualc
ulturaltou
rists
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overseas trips made by Chinese tourists isexpected to continue to grow from 83 millionto 130 million in 2015, and 200 million by 2020(The United NationsWorld Tourism Organization[UNWTO], 2014). Accordingly, Chinese touristshave become big spenders. Market research indi-cates that shopping far surpasses sightseeing asthe most preferred activity. The UNWTO report(2014) indicates that Chinese tourists overtookAmerican tourists, becoming the world’s topspenders in 2013. Chinese tourists spent US$129 billion, up 26% from 2012. Based onChina’s total population of 1.3 billion, thisworks out at about US$ 78 per head and suggeststhat we are seeing only the beginning of the effectof this potential spending power. Given theincreasing number of Chinese shopping tourists,identifying the nature of Chinese shopping tour-ists is thus necessary.
Schwartz Values
Values are unique products that guide and deter-mine the lifestyles of each individual (Rokeach,1973). These products are conceptions of the desir-able, which affect the decisions of individuals andgroups (Kluckhohn, 1951). By serving as the foun-dations of a philosophy of life (Kluckhohn &Strodbeck, 1961), values suggest the appropriate
action for an individual constrained by limitedcapacity and time, as well as guide the lives ofpeople living in complex and uncertain socie-ties. Values also reflect the things that areimportant in the lives of each individual(Feather, 1990; Schwartz & Bilsky,1987, 1990), and they differ from knowledgestructure (Mervis & Rosch, 1981) and attitude(Maio & Olson, 1994; Rohan, 2000; Rokeach,1973). Values transcend situations and arealigned in a hierarchical order based on theirimportance (Bardi & Schwartz, 2003).Furthermore, values share unified structuresamong similar component conceptions(Schwartz, 1992). As goals of the desirablethat are applicable to both time and context,values may be considered to be motivationalcomponent conceptions. The values pursuedby individuals also serve as their principles inlife and are directly related to the motivationsbehind their actions (Kluckhohn, 1951;Rokeach, 1973; Schwartz, 1992). Therefore,the various actions of individuals can be under-stood, explained, and predicted by analyzingthe values of these individuals.
Figure 1 and Table 2 show the structure ofSchwartz’s value survey and its description.Schwartz (1992) categorized the distinguishedvalues into 10 types. These types represent
FIGURE 1. The Structure of the Schwartz Values Survey
Note. From Schwartz (1992).
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different motivational contents and are relatedto different abstract objectives. For example,benevolence values are related to the abstractobjectives and motivations of individuals toimprove the welfare of their peers, whilepower values are related to the abstract objec-tives and motivations of individuals to dominateother people. Values guide the evaluation ofevents that are related to abstract objectives(Feather, 1990; Rohan, 2000).
These basic values share a dynamic relationalstructure that creates a quasi-circumflex struc-ture in which each type of value may be com-patible, contradictory, or unrelated to oneanother. For example, these values can bedivided into openness to change or conservationbased on the tendency of these values tobecome favorable and dynamic or to preserveand maintain established realities respectively.Values related to openness to change includestimulation and self-direction values, whereasconservation includes tradition, conformity,
and security values. Self-enhancement valuesrefer to the pursuit of authority and accomplish-ment, whereas self-transcendence values prior-itize the welfare and happiness of the entirehumanity before the welfare of an individual.Self-enhancement values include power,achievement, and hedonism values, whereasself-transcendence values include universalismand benevolence values (Norman, Sorrentino,Windell, & Manchanda, 2008). Power,achievement, stimulation, hedonism, and self-direction values emphasize the pursuit of per-sonal interests whereas benevolence, tradition,and conformity values prioritize the welfareand interests of others. Universalism andsecurity values concern both individual andgroup interests, whereas spirituality values arecategorized separately.
Hede et al. (2004) used Schwartz values tocategorize the attendees of special events intodrifters, hedonists, playful achievers, temperatenetworkers, and dynamos. These categories
TABLE 2. Description of Schwartz Values
Tendency Type Description
Self-transcendence ~Conservation
Benevolence Benevolence values, such as helpfulness, honesty, forgiveness, loyalty, andresponsibility, concern the improvement and the protection of the welfare ofclose peers.
Tradition Tradition values, such as modesty and emphasis on tradition and moderation,are related to the respect and commitment of an individual to his/her culture,religion, and tradition.
Conformity Conformity values, such as obedience, agreement, self-discipline, andsubordination to elders, refer to the restraining of actions and inclinations thatcan harm others and violate social expectations or norms.
Conservation ~Self-enhancement
Security Security values, such as family safety, national security, social order,cleanliness, and mutual reciprocity, are related to the establishment of socialrelationships and securing the safety of an individual.
Power Power values, such as social authority, prestige, and wealth, control socialstatus, privilege, and human resources.
Self-enhancement~Open To Change
Achievement Achievement values, such as success, competence, ambition, and influence,primarily concern individual accomplishment according to social standards.
Hedonism Hedonism values, such as pleasure and enjoying life, are related to thesensuous gratification experienced by an individual after achieving his/herdesires.
Stimulation Stimulation values, such as varied and exciting lives, refer to the excitement,novelty, and challenges that an individual encounters throughout his/her life.
Open to Change ~Self-transcendence
Self-direction
Self-direction values, such as creativity, freedom, independence, curiosity, andchoosing of own goals, refer to the independence of an individual to decideon his/her actions and choices based on his/her creativity and exploration.
Universalism Universalism values, such as open-mindedness, wisdom, social justice, worldpeace, perception of a beautiful world, harmony with nature, andenvironmental protection, refer to the obligation of an individual tounderstand, evaluate, and protect the welfare of all people and nature.
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helped in understanding how these participantsbehave and satisfy themselves based on theirindividual values. Brunsø et al. (2004) alsoused Schwartz values in their survey to investi-gate the relationship between human values andfood-related lifestyles and found that theachievement values of the surveyed individualsfrom Spain and Germany did not affect theirfood-related lifestyles. They statistically demon-strated that human values can influence the dietsof people. Similarly, Chung and Heung (2007)studied how food quality, service quality, con-formity, universalism, reputation, likelihood ofreturn, and overall meal satisfaction affect thetipping behavior of restaurant customers. Theyfound that all independent variables, except foruniversalism, were statistically significant at the1% level. Doran (2009) conducted a surveyamong 329 people in the US to investigate therelationship between the 10 Schwartz valuesand the decision of individuals to purchase pro-ducts from trade fairs. Seven of these values,namely universalism, conformity, security,power, achievement, hedonism, and self-direc-tion values, were statistically significant at the1% level. In Doran’s (2009) study, universalismvalues were identified as the most importantvalues for trade fair consumers. These abovementioned findings prove the wide use of theSchwartz value theory in tourism studies tomeasure human values. This study also aimsto categorize shopping tourists based on thesame principle.
METHODOLOGY
A three-part survey instrument was devel-oped for this study. The first section comprisedquestions about basic human values. Theresponses to the questions were measuredusing the Short Schwartz Values Survey(SSVS) scale developed by Schwartz (2003).The SSVS scale represents the 10 Schwartzvalues that encompass the 21 questions in thefirst part of the survey. Table 3 shows the SSVSscale questions. The respondents were asked toindicate their level of agreement with each itemusing a 7-point Likert-type scale (1 for“strongly disagree”, 7 for “strongly agree”).
The second section of the survey focused onthe shopping behavior of the respondents, parti-cularly on their purchasing behaviors, shoppingfrequency, shopping expenditures, accompany-ing parties, length of stay, and travel modes.The last section gathered the demographicinformation of the respondents, such as theirgender, age, highest educational attainment,residence status, and household income.
The target population of shopping touristsmust be determined before a typology can bedeveloped. As described in existing studies, themost widely accepted definition of shoppingtourists is that of Timothy (2005), which definesshopping tourists as those who primarily visitother countries to go shopping (Liu & Wang,2010; Michalko & Varadi, 2004; Rabbiosi,2011; Tomori, 2010). Moreover, Saayman andSaayman (2012), who investigated shoppingtourism in Africa, defined shopping tourism asa kind of travel primarily motivated by theintention of travelers to go shopping.Accordingly, the definition of Timothy (2005)is adopted in this study. A screening questionwas included in the survey to identify the shop-ping tourists and exclude the non-shoppingtourists (e.g. leisure tourists, medical tourists,and cultural tourists) in the sample. The respon-dents must state their motivations behind theirtravel by answering “yes” or “no” to the state-ment, “I have traveled to other countries withthe main purpose of shopping”. Respondentswho answered “yes” were identified as shop-ping tourists. This study specifically targetedChinese shopping tourists because they havebecome the biggest spenders in the world,with their overseas expenditure reaching US$129 billion in 2013 (UNTWO, 2014).
Data were collected by Qualtrics™, which isthe leading industry provider of online surveysoftware. According to the World UrbanizationProspects issued by The United Nations (2014),the five largest cities in China by population(i.e. Shanghai, Beijing, Tianjin, Guangzhou,and Shenzhen) were chosen as data collectionsites. After data collection, the data were ana-lyzed using IBM SPSS Statistics 20™. Factoranalysis was performed to deduce the factorsrelated to individual values. Cluster and discri-minant analyses were also performed to
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determine the number of clusters and to identifythe cluster centers. Later, chi-square test andanalysis of variance (ANOVA) were conductedto examine the differences among the clusters interms of demographic information and shoppingbehavior.
RESULTS
Sample Profile
As shown in Table 4, the sample included morefemales (52.4%) than males (47.6%). The major-ity of the respondents (89.8%) were between 20and 59 years old. A total of 52.3% had joinedpackage tours, whereas 47.7% were independenttravelers. The shopping products that were mainlypurchased included food items, alcohol, andtobacco (33.6%), and the identified frequent shop-ping venue was outlets (37.0%).
Principal Component Analysis (PCA)
PCA was conducted on the 21 items withorthogonal rotation (varimax). The Kaiser–Meyer–Olkin (KMO) measure verified thesampling adequacy for the analysis. KMO =0.848 is considered “superb”, according toField (2009). Bartlett’s test of sphericity (χ2
(210) = 11352.638, p < 0.001) indicated thatcorrelations between items are sufficient forPCA. An initial analysis was run to obtaineigenvalues for each component in the data.Five components had eigenvalues overKaiser’s criterion of 1 and in the combinationexplained 79.893% of the variance. Factor load-ings of all relevant variables in the rotated factormatrix were clearly related to only one factoreach (Table 5). Cronbach’s α for the five factorsranged from 0.660 to 0.917. These results referto the fact that shopping tourists have differentvalues regarding shopping activities.
TABLE 3. Short Schwartz Values Survey (SSVS) Scale
Dimensions Questions of SSVS
SDI Thinking new ideas and being creative is important to me. I like to do things in my own original way.It is important that I make my own decisions about what to do. I like to be free to plan and to choose my own
activities.POW It is important for me to be rich. I want to have a lot of money and own expensive things.
It is important for me to be in charge and to be the one to tell others what to do. I want people to follow what Isay.
UNI I think it is important that every person in the world be treated equally. I want justice for everybody, even forpeople I do not know.
It is important for me to listen to other people. Even when I disagree with them, I still want to understand them.I strongly believe that people should care for nature. Looking after the environment is important to me.
ACH It is very important for me to show my abilities. I want people to admire what I do.Being very successful is important to me. I like to impress other people.
SEC It is important for me to live in secure surroundings. I avoid anything that might jeopardize my safety.It is very important for me that my country will be safe from threats, whether internally or externally. Social order
should be protected.STI I like surprises and I am always looking for new things to do. I think it is important to do various things in life.
I am adventurous and I like to take risks. I want to have an exciting life.CON I believe that people should do what they are told. I think people should follow rules at all times, even when no
one is watching.It is important for me always to behave properly. I want to avoid doing anything that people would say is wrong.
TRA I think it is important not to ask for more than what I have. I believe that people should be satisfied with whatthey have.
Religion is important to me. I try my best to do what my religion requires.HED Having a good time is important to me. I like to spoil myself.
I seek every chance to have fun. It is important for me to do things that give me pleasure.BEN It is very important for me to help people around me. I want to care for other people.
It is important for me to be loyal to my friends. I want to devote myself to people close to me.
Note. BEN: benevolence; UNI: universalism; SDI: self-direction; STI: stimulation; HED: hedonism; ACH: achievement; POW:power; SEC: security; CON: conformity; TRA: tradition.
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TABLE 4. Respondents’ Background Information (N = 511)
Frequency Percentage (%)
GenderMale 243 47.6Female 268 52.4
Age (years)20 – 29 79 15.530 – 39 110 21.540 – 49 133 26.050 – 59 137 26.860 or over 52 10.2
Highest education level completedLower than high school 19 3.7High school 108 21.1Some college, no degree 61 11.9College 224 43.8Postgraduate or above 99 19.5
Shopping itemGarments/Fabrics/Shoes 52 10.2Leather/Synthetic goods 50 9.8Electrical/Photographic goods 54 10.6Jewelry/Watches 95 18.6Food, alcohol, and tobacco 172 33.6Cosmetics and skin care/perfume 80 15.6Miscellaneous consumer goods 8 1.6
Shopping venueDuty-free shop 29 5.7Department store 106 20.7Shopping center/Shopping mall 125 24.5Outlet 189 37.0Individual shop on street 41 8.0Street vendor 15 2.9Others 6 1.2
Travel modePackage tour 267 52.3Independent tour 244 47.7
CompanionAlone 35 6.8Friends 128 25.0Spouse/Partner 183 35.8Other family members 47 9.2Tour group 118 23.2
Monthly household income (US$)Less than 3,000 42 8.23,001–6,000 113 22.26,001–9,000 207 40.59,001–12,000 89 17.312,001–15,000 45 8.915,001–18,000 14 2.7US 18,001 or above 1 0.2
State of residenceShanghai 100 19.6Beijing 100 19.6Tianjin 100 19.6Guangzhou 106 20.7Shenhen 105 20.5
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Factor 1 exhibited the highest variance(36.446%), with a reliability coefficient of0.660 in the data. This factor incorporated 10items of values (i.e., pleasure, religious life,acceptance of my portion in life, an excitinglife, enjoyment of life, success, adventure-seek-ing, authority, ambition, and wealth). The rela-tively large proportion of the total variance forthis factor leads to the conclusion that self-enhancement represents a central distinguishingtheme among shopping tourists. Specifically,the items pleasure and an exciting life’ showedrelatively high factor loadings. Accordingly,Factor 1 is described as self-enhancement.
Factor 2 identified universalism and focusedon the universalism components of a society.This factor accounted for approximately12.474 % of the variance in the data. Factor 3(12.329% of the variance) was also ratherstraightforward. Self-discipline, meeting obliga-tions, country security, and safe environmentare the focus of this value for shopping tourists.As a result, this factor was aptly named assur-ance. Factor 4 was named self-direction, whichfocused on openness-to-change components ofvalues, and accounted for approximately9.775% of the variance in the data. Factor 5(8.870% of the variance) was benevolence,
TABLE 5. Factor Analysis of Schwartz Values of Shopping Tourists
Factor Factorloading
Eigenvalue Varianceexplained
Cronbach’sα
Mean Standarddeviation
1: Self-enhancement 7.654 36.446 0.660 4.10 2.094Pleasure 0.920 3.95 2.287Religious life 0.918 3.82 2.280Acceptance of my lot in life 0.913 3.96 2.158An exciting life 0.903 4.19 2.096Enjoyment of life 0.893 3.94 2.171Success 0.854 4.35 1.963Adventure-seeking 0.849 4.41 1.905Authority (the right to lead or
command)0.733 4.79 1.963
Ambition 0.727 3.40 1.913Wealth 0.651 4.24 1.843
2: Universalism 2.620 12.474 0.897 2.54 1.473Equity 0.938 2.45 1.435Tolerance of different ideas and
beliefs0.926 2.35 1.394
Unity with nature (fitting into nature) 0.817 2.80 1.550
3: Assurance 2.589 12.329 0.808 2.72 1.500Self-discipline 0.843 2.87 1.319Obedience 0.749 2.50 1.356Security of the country visited 0.719 2.91 1.631Safety environment 0.651 2.59 1.631
4: Self-direction 2.053 9.775 0.917 2.54 1.744Creativity 0.853 2.37 1.651Independence 0.845 2.71 1.818
5: Benevolence 1.863 8.870 0.883 1.96 0.903Faithfulness 0.936 1.99 0.923Sincerity 0.932 1.94 0.881
Total variance extracted (%) 79.893Cronbach’s α of all items 0.802
Note. 1 = strongly disagree, 7 = strongly agree.
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which included faithfulness to friends and to thegroup, and sincerity.
Segmenting Shopping Tourists
Cluster analysis was performed on groupshopping tourists based on their personalvalues. Table 6 presents the result of the clusteranalysis by the K-means clustering method. TheANOVA test result, which was implemented toinvestigate the cluster segmentation and the dif-ferences among the Schwartz value factors viaclusters, showed differences among the clustersat the 1% level. In addition, Scheffe’s post hocanalysis confirmed that statistical differencesappeared in each cluster, thereby confirmingthat the four clusters were appropriately classi-fied. However, only one factor, benevolence,was not significantly distinctive among the clus-ters. Cluster 1 represented 45.6% of the totalsurvey respondents, wherein the five factors(i.e. self-enhancement, universalism, assurance,self-direction, and benevolence) appeared lowin general. Specifically, the mean scores ofself-direction and assurance were low, indicat-ing 1.67 and 1.97 respectively. Thus, the clusterwas called uncertainty.
Cluster 2 represented 18.8% of the totalrespondents, wherein the characteristics of self-enhancement and self-development appearedslightly higher than those of other factors. Thecluster was called passion because it representedan egocentric and open character. Cluster 3represented 11.5% of the respondents, whereinall factors appeared high on average. The meanvalue of universalism was particularly high,
indicating 5.67. As a result, Cluster 3 wasnamed universalism. Finally, Cluster 4, whichrepresented 24.1% of the respondents, showedhigher self-enhancement and assurance than thetotal average. This cluster was considered to be arepresentation of self-enhancement and assur-ance, thus Cluster 4 was called conservation.
A discriminant analysis was performed toconfirm the Schwartz value factors that affectedthe cluster classification (Table 7). Self-enhancement was shown as the most importantfactor in the first discriminant function in seg-regating clusters. Universalism and self-enhancement were most important in the secondand third functions respectively. The discrimi-nant analysis results were also used to validatethe cluster classification. The leave-one-outcross-validation proposed by Hair, Black,Babin, Anderson, and Tatham (2010) wasadopted in this study. To deduce the best resulton smaller samples and produce unbiased esti-mations, cross-validation was conducted. Theclassification accuracy of the original dataused in discriminant analysis was 92.0%,while that of the leave-one-out cross-validationdata was 92.0%. The classification accuracy ofthe cross-validation confirmed the validity ofthe cluster analysis result.
Cluster Differences Based on theCharacteristics and Shopping Behaviorsof the Shopping Tourists
Each market group must have similardemands and attitudes to meet the demands oftourists, and the clusters are significant if they
TABLE 6. Cluster Means Based on Schwartz Values
Factor Cluster 1: Uncertainty(n = 233, 45.6%)
Cluster 2: Passion(n = 96, 18.8%)
Cluster 3:Universalism
(n = 59, 11.5%)
Cluster 4: Conservation(n = 123, 24.1%)
F-value
Self-enhancement 3.22 4.96 4.76 4.80 288.602*Universalism 2.01 2.20 5.67 2.28 471.541*Assurance 1.97 2.64 3.84 3.66 132.075*Self-direction 1.65 5.60 2.27 1.96 659.209*Benevolence 2.00 1.83 1.98 2.00 .999
Note. 1 = strongly disagree, 7 = strongly agree; *p < 0.01.
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can be distinguished by determining the perso-nal characteristics of the tourists (Weinstein,1987). In this study, a couple of chi-squaretests were performed to investigate the differ-ences among clusters based on the characteris-tics of the shopping tourists. Table 8 shows thesummary of chi-square test results. First, genderratio is balanced among all clusters. Tourists intheir twenties to thirties represented 37% of allclusters, while those in their forties to fiftiesrepresented 52.8%, and those aged 60 yearsand over represented 10.2%. Clusters 1 (uncer-tainty) and 4 (conservation) had higher ratios ofthe 60-and-over age group, while Clusters 2(passion) and 3 (universalism) representedhigher ratios of the younger generations. Anoverall balance was presented in terms of travelmode, with packaged tours of 52.3% and inde-pendent tours of 47.7%. The package tours arerelatively higher in Clusters 1 (uncertainty) and4 (conservation) at 61.4% and 57.7% respec-tively, while independent tours are the majorityin Clusters 2 (passion) and 3 (universalism) at70.8% and 57.6% respectively. Clusters 1(uncertainty) and 4 (conservation) mainly pur-chased food, alcohol, and tobacco (48.0% and39.8% respectively), while Clusters 2 (passion)and 3 (universalism) mainly bought jewelry andwatches (30.2% and 54.2% respectively). Theresults indicated different shopping patterns.Clusters 1 (uncertainty) and 4 (conservation)mainly visited outlets (49.4% and 35.8%respectively), while Clusters 2 (passion) and 3
(universalism) mostly visited department stores(35.4% and 39.0% respectively). Lastly, Cluster1 (uncertainty) mainly traveled with friends(31.8%) while other clusters traveled with theirspouses or partners.
A number of ANOVA tests investigated thedifferences in the shopping behavior of the fourclusters (Table 9). Shopping behavior includedvariables such as length of stay, total expendi-ture, and shopping expenditure. The validationresults of the differences of each variable werestatistically different among the clusters. Inaddition, Scheffe’s post hoc test identifiedClusters 3 (universalism) and 2 (passion) ashaving longer shopping tour periods thanClusters 1 (uncertainty) and 4 (conservation).Clusters 2 (passion) and 3 (universalism)appeared to have a larger total expenditurethan Cluster 4 (conservation), while Cluster 1(uncertainty) spent the least amount. Finally, thecomparison of shopping expenditures showedthat Cluster 3 (universalism) spent the largestamount, followed by Clusters 2 (passion), 4(conservation), and 1 (uncertainty).
CONCLUSIONS AND DISCUSSION
This study identified four types of shoppingtourist, based on Schwartz values. The factor ana-lysis revealed that the five factors of personalvalues among Chinese shopping tourists wereself-enhancement, universalism, assurance, self-
TABLE 7. Discriminant Analysis Results
Function Eigenvalue Percent of varianceexplained by function
Canonicalcorrelation
Wilks’lambda
Chi-square
df Significance
1 4.469 51.2 0.904 0.022 1935.198 15 0.0002 3.305 37.9 0.876 0.119 1076.295 8 0.0003 0.953 10.9 0.699 0.512 338.325 3 0.000
Discriminant loading Function 1 Function 2 Function 3
Self-enhancement 0.318 0.511 0.642Universalism −0.212 0.845 −0.488Assurance −0.018 0.396 0.523Self-direction 0.906 0.241 −0.215Benevolence −0.035 −0.007 0.012
Note. 92.6% of original grouped cases correctly classified; 92.0% of cross-validated grouped cases correctly classified.
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TABLE
8.Chi-squ
areTes
tRes
ults
Cluster
1:Unc
ertainty
Cluster
2:Pas
sion
Cluster
3:Unive
rsalism
Cluster
4:Con
servation
Total
(%)
Statistics
Gen
der
Chi-squ
are=8.45
4df
=3
p<0.05
Male
97(41.6)
47(49.0)
28(47.5)
71(57.7)
243(47.6)
Fem
ale
136(58.4)
49(51.0)
31(52.5)
52(42.3)
268(52.4)
Age(yea
rs)
Chi-squ
are=11
9.78
2df=12
p<0.01
20–29
11(4.7)
25(26.0)
12(20.3)
31(25.2)
79(15.5)
30–39
33(14.2)
31(32.3)
24(40.7)
22(17.9)
110(21.5)
40–49
58(24.9)
34(35.4)
10(16.9)
31(25.2)
133(26.0)
50–59
103(44.2)
3(3.1)
8(13.6)
23(18.7)
137(26.8)
60or
abov
e28
(12.0)
3(3.1)
5(8.5)
16(13.0)
52(10.2)
Trav
elmode
Chi-squ
are=32
.060
df=3
p<0.01
Pac
kage
dtour
143(61.4)
28(29.2)
25(42.4)
71(57.7)
267(52.3)
Inde
pend
enttour
90(38.6)
68(70.8)
34(57.6)
52(42.3)
244(47.7)
Shoppingitem
Chi-squ
are=17
8.37
2df
=18
p<0.01
Garmen
ts/Fab
rics/Sho
es13
(5.6)
21(21.7)
3(5.1)
15(12.2)
52(10.2)
Leathe
r/Syn
thetic
good
s19
(8.2)
14(14.6)
5(8.5)
12(9.8)
50(9.8)
Electric
al/Pho
tograp
hicgo
ods
18(7.7)
18(18.8)
12(20.3)
6(4.9)
54(10.6)
Jewelry/W
atch
es21
(9.0)
29(30.2)
32(54.2)
13(10.6)
95(18.6)
Foo
d,alco
hol,an
dtoba
cco
112(48.0)
8(8.4)
3(5.1)
49(39.8)
172(33.6)
Cos
meticsan
dskin
care/perfume
50(21.5)
4(4.2)
2(3.4)
24(19.5)
80(15.7)
Misce
llane
ousco
nsum
ergo
ods
0(0.0)
2(2.1)
2(3.4)
4(3.3)
8(1.6)
Shoppingve
nue
Chi-squ
are=75
.398
df=18
p<0.01
Duty-free
shop
9(3.9)
7(7.3)
4(6.8)
9(7.3)
29(5.7)
Dep
artm
entstore
29(12.4)
34(35.4)
23(39.0)
20(16.3)
106(20.7)
Sho
ppingce
nter/Sho
ppingmall
41(17.6)
25(26.0)
18(30.5)
41(33.3)
125(24.5)
Outlet
115(49.4)
18(18.8)
12(20.3)
44(35.8)
189(37.0)
Individu
alsh
opon
street
24(10.3)
9(9.4)
2(3.4)
6(4.9)
41(8.0)
Stree
tve
ndor
10(4.3)
2(2.1)
0(0.0)
3(2.4)
15(2.9)
Others
5(2.1)
1(1.0)
0(0.0)
0(0.0)
6(1.2)
Compan
ion
Chi-squ
are=31
.764
df=12
p<0.01
Alone
26(11.2)
3(3.1)
2(3.4)
4(3.3)
35(6.8)
Frie
nds
74(31.8)
17(17.7)
10(16.9)
27(22.0)
128(25.0)
(Con
tinue
d)
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TABLE
8.(C
ontin
ued)
Cluster
1:Unc
ertainty
Cluster
2:Pas
sion
Cluster
3:Unive
rsalism
Cluster
4:Con
servation
Total
(%)
Statistics
Spo
use/Partner
64(27.4)
45(46.9)
26(44.1)
48(39.0)
183(35.8)
Other
family
mem
bers
22(9.4)
9(9.4)
4(6.8)
12(9.8)
47(9.2)
Tou
rgrou
p47
(20.2)
22(22.9)
17(28.8)
32(26.0)
118(23.1)
Monthly
house
hold
inco
meUS$
Chi-squ
are=24
0.18
2df
=12
p<0.01
Less
than
3,00
030
(12.9)
4(4.2)
2(3.4)
6(4.9)
42(8.2)
3,00
1–6,00
015
(6.4)
32(33.3)
17(28.8)
49(39.8)
113(22.1)
6,00
1–9,00
095
(40.8)
47(49.0)
11(18.6)
54(43.9)
207(40.5)
9,00
1–12
,000
81(34.8)
2(2.1)
0(0.0)
6(4.9)
89(17.4)
12,001
–15
,000
9(3.9)
10(10.4)
19(32.2)
7(5.7)
45(8.8)
15,001
–18
,000
2(0.8)
1(1.0)
10(16.9)
1(0.8)
14(2.7)
18,001
orab
ove
1(0.4)
0(0.0)
0(0.0)
0(0.0)
1(0.2)
TABLE
9.ANOVA
Tes
tRes
ults
Cluster
1:Unc
ertainty
(n=23
3,45
.6%)
Cluster
2:Pas
sion
(n=96
,18
.8%)
Cluster
3:Unive
rsalism
(n=59
,11
.5%)
Cluster
4:Con
servation
(n=12
3,24
.1%)
Finding
s
Leng
thof
stay
b1.97
2.81
2.59
2.24
Cluster
1,Cluster
4<Cluster
3,Cluster
2*a
Total
expe
nditu
rec
1.88
3.01
4.78
2.15
Cluster
1,Cluster
4<Cluster
2<
Cluster
3*Sho
pping
expe
nditu
red
1.00
3.35
4.92
1.76
Cluster
1<Cluster
4<Cluster
2<
Cluster
3*
Note.
ap<0.01
;bLe
ngth
ofstay
(1=da
ytrip,2=1–
2nigh
ts,3=3–
4nigh
ts,4=5nigh
tsor
more);c total
expe
nditu
re(1
=less
than
US$3,00
0,2=US$3,00
1–6,00
0,3=US$
6,00
1–9,00
0,4=US$9,00
1–12
,000
,5=US$12
,001
–15
,000
,6=US$15
,001
–18
,000
,7=US$18
,001
orab
ove);dsh
opping
expe
nditu
re(1
=less
than
US$2,00
0,2=US$
2,00
1–40
00,3=US$4,00
1–6,00
0,4=US$6,00
1–8,00
0,5=US$8,00
1–10
,000
,6=US$10
,001
–12
,000
,7=US$12
,001
orab
ove).
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direction, and benevolence. The self-enhance-ment factor had the largest proportion of thetotal variance at 36.446%, suggesting that thisdimension is the central distinguishing theme forshopping trips. Other prominent personal valuedimensions were universalism (equity, toleranceof different ideas and beliefs, and unity with nat-ure), assurance (self-discipline, obedience, secur-ity of the country visited, and safety of theenvironment), self-direction (creativity and inde-pendence), and benevolence (faithfulness and sin-cerity). The findings in this study are theoreticallysimilar to those of previous research (Roccas,Sagiv, Schwartz, & Knafo, 2002).
The cluster analysis, which used the afore-mentioned five factors, identifies the followingclusters: uncertainty (Cluster 1), passion(Cluster 2), universalism (Cluster 3), and con-servation (Cluster 4). Uncertainty (Cluster 1,n = 233) represented 45.6% of the total surveyrespondents, wherein the five factors (i.e. self-enhancement, universalism, assurance, self-direction, and benevolence) appeared low ingeneral. Passion (Cluster 2, n = 96) represented18.8% of the total respondents, wherein thecharacteristics of self-enhancement and self-development appeared slightly higher thanthose of other factors. Universalism (Cluster 3,n = 59) represented 11.5% of the respondents,wherein all factors appeared high on average.Finally, Conservation (Cluster 4, n = 123),which represented 24.1% of the respondents,showed higher self-enhancement and assurancethan the total average.
Chi-square test results showed the cluster dif-ferences based on the shopping behaviors ofshopping tourists. Clusters 1 (uncertainty) and 4(conservation) mainly purchased food, alcohol,and tobacco (48.0% and 39.8% respectively),while Clusters 2 (passion) and 3 (universalism)mainly bought jewelry and watches (30.2% and54.2% respectively). The results indicated differ-ent shopping patterns. Clusters 1 (uncertainty)and 4 (conservation) mainly visited outlets(49.4% and 35.8% respectively), while Clusters2 (passion) and 3 (universalism) mostly visiteddepartment stores (35.4% and 39.0% respec-tively). Lastly, Cluster 1 (uncertainty) mainlytraveled with friends (31.8%) while other clusterstraveled with their spouses or partners.
The clusters grouped based on the Schwartzvalues also showed different shopping tenden-cies. Thus, the study focused on the differencesin actual shopping tour periods and frequency.One interesting conclusion was that no distinc-tive differences were found regarding shoppingtour period. Nevertheless, Scheffe’s post hocanalysis result confirmed that Clusters 3 (uni-versalism) and 2 (passion) stayed longer forshopping tours than Clusters 1 (uncertainty)and 4 (conservation). The significance presentedby the mean value showed that all clustersstayed for less than four nights. However, sub-stantial differences were found with regard toshopping expenditure. Cluster 3 (universalism)spent the largest amount on shopping, followedby Clusters 2 (passion), 4 (conservation), and 1(uncertainty). Upon closer inspection, Cluster 3(universalism) had a mean value of 4.92, whichwas substantially different from the 1.00 valueof Cluster 1 (uncertainty). Given that the actualshopping expenditure was measured using anordinal scale, Cluster 3 (universalism) spentUS$ 6,001–US$ 8,000 per person, whileCluster 1 (uncertainty) spent less than US$2,000. The four clusters also showed substantialdifferences in their total tour expenditure, whichincludes shopping expenditure. Clusters 2 (pas-sion) and 3 (universalism) were the highestspenders, followed by Clusters 4 (conservation)and 1 (uncertainty).
This study has a number of implications forboth destination marketing and product devel-opment. Initially, a rethink of the importance ofthe shopping tourist market with the personalvalue of universalism may be required. Table 8shows that the big spender group, Cluster 3, hasdisplayed a great interest in jewelry/watches(54.2%) and electrical/photographic goods(20.3%). Not surprisingly, Cluster 3 showedthe highest total travel expenditure and monthlyhousehold income, which may be linked tomaterialism in China. China has experiencedstrong economic development in recent years,averaging about 10% growth per year over thepast 15 years (Xie, Bagozzi, & Yang, 2013).Chinese citizens are becoming more affluentand have broad access to branded productsand luxury items (e.g. jewelry/watches).According to Auken, Wells, and Borgia
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(2014), the desire to obtain material possessionsincreases with increasing levels of affluence.Compared with materialism in Western coun-tries, which occurs under conditions of devel-opment in more advanced stages, materialism inChina is still at its early stage of growth (Khare,2014). Moreover, materialism can occur moreoften in the context of wealthy people, implyingthat the more people earn, the more they possess(Auken et al., 2014; Xie et al., 2013). Theresearch findings partially support materialismin China. In summary, respondents in Clusters2 and 3, who have relatively higher monthlyincomes than other Clusters, have a tendency topurchase luxury items, such as jewelry/watches.
This study makes a meaningful and uniquecontribution to the extant body of shopping tour-ism research. Despite the abundance of studies ontourist shopping and shopping tourism (Michalko& Ratz, 2006; Tosun et al., 2007), no previousresearch clearly targets shopping tourists. Byemploying a rigorous screening method, the cur-rent study accurately identified shopping tourists,who travel for the main purpose of shopping. Thecurrent study also provides insights into the natureof personal values of Chinese shopping tourists byapplying the Schwartz values. The study alsoidentified the shopping travel characteristics ofChinese shopping tourists.
LIMITATIONS
The present study has two limitations. First,generalization may not be possible because ofthe limited sample number and regional scope.Supplements are required by follow-up studies.Second, future studies are expected to designmore questions regarding shopping activities(e.g. target shopping areas and willingness topay for specific items).
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SUBMITTED: July 14, 2014FINAL REVISION SUBMITTED:
October 13, 2014ACCEPTED: December 4, 2014REFEREED ANONYMOUSLY
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