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Jazz Festival Visitors and Their Expenditures: Linking Spending Patterns to Musical Interest
Christer Thrane
Journal of Travel Research 2002 40: 281
DOI: 10.1177/0047287502040003006
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FEBRUARY
JOURNAL OF2002
TRAVEL RESEARCH
This research focused on the relationship between visi- Mohr et al. 1993; Schneider and Backman 1996; Scott 1996;
tors’ interest in jazz music as a motive for attending a jazz Uysal, Gahan, and Martin 1993).
music festival and their subsequent personal expenditures This study links these two separate strands of research by
during the festival. In addition, the study examined how a examining how visitors’ motives for attending a festival
number of other factors influenced the spending behavior at affect their subsequent personal expenditures during the fes-
the festival. The results show that people who are more inter- tival. So far, no tourism studies have attempted to relate
ested in jazz music spend more money during the festival spending behavior to the motives for tourism. In a way, this is
than those who are less interested. The tentative explanation surprising since in previous research on a number of occa-
suggested for this relationship is that those very interested in sions, tourism motives have been linked to both tourism atti-
jazz music spend more money on concerts and other ar- tudes and behaviors as well as sociodemographic character-
rangements. The results also reveal that, among other things, istics (see Mansfeld 1992 for a review).
length of stay, respondents’ geographical location, house-
hold income, and household size affect the amount of per-
sonal expenditures during the festival. Finally, some outlines PURPOSE OF STUDY
for future research are suggested, and the results’ implica-
tions for festival managers are briefly discussed.
The purpose of this study is to explore the potential utility
of segmenting festival visitor expenditures according to the
Prior research has shown that tourism expenditures depend motives visitors have for attending a festival and a number of
on a number of factors. For example, purpose of trip, travel other factors. To meet this goal, the empirical approach fol-
party size, length of stay, type of travel activities participated lowed differs from previous festival research in two impor-
in, and sociodemographic characteristics all appear to corre- tant ways. First, this study investigates the differentiation in
late with tourism expenditures (Leones, Colby, and Crandall expenditures made by different festival visitors and does not
1998; Mak, Moncur, and Yonamine 1977; Pizam and Reichel attempt to estimate the overall economic impact made by vis-
1979; Spotts and Mahoney 1991). The purpose of this study itor expenditures. Second, this study is limited in the sense
is to extend the literature by examining, within a festival con- that it focuses on how one particular motive for attending a
festival affects personal expenditures.
text, if and how tourism expenditures are related to tourism
The research reported in this study was conducted at a
motives. In this respect, however, the study will also shed jazz music festival in Norway (Kongsberg Jazz Festival). On
light on how other factors influence spending behavior at the basis of the festival motivation literature as well as com-
festivals. mon knowledge, it was expected that general interest in jazz
Festivals or special events recently have been considered music would be an important motive for attending the festi-
as one of the fastest growing types of tourism attractions val. The theoretical rationale for how interest in jazz music
(Crompton and McKay 1997; Getz 1997). Reviewing the may be an important explanatory variable for personal expen-
research on this topic, two quite different lines of research ditures is that those visitors interested in jazz music will go to
have received most of the attention from scholars: (1) the more concerts than those who are less interested, and, as a
economic impact of festivals and special events and (2) the consequence of this, they will spend more money on admis-
reasons or motives people have for visiting these attractions. sion fees and so forth. This, in turn, will entail that their over-
Regarding the former, the supposed beneficial economic all personal expenditure during the festival will be greater
impact on the host community surrounding the festival area
due to visitor expenditures is one of the most important rea- Christer Thrane is an associate professor of Sociology in the
sons for arranging a festival in the first place (Crompton and Faculty of Tourism and Applied Social Science at Lillehammer Col-
lege in Norway. An earlier version of this article was presented at
McKay 1994; Gartner and Holecek 1983; Kim et al. 1998; the 8th Nordic Tourism Research Conference. The author wishes to
Walo, Bull, and Breen 1996; Uysal and Gitelson 1994). As to thank Hugo Birkelund, Hans Holmengen, Jo Kleiven, and Kreg
the latter, research shows that visitors to the same festival Lindberg for comments on previous drafts of the article.
tend to differ in their motives for attendance (Backman et al. Journal of Travel Research, Vol. 40, February 2002, 281-286
1995; Crompton and McKay 1997; Formica and Uysal 1996; © 2002 Sage Publications
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282 FEBRUARY 2002
(Hypothesis 1a). On the other hand, it is also conceivable that covering a broad range of topics was also conducted. This
visitors less interested in jazz music will spend more money survey consisted of a personal face-to-face interview and a
on issues other than concerts than those who are extremely self-administered questionnaire. Twenty-five trained students
interested in jazz (e.g., on dining out, shopping, and drink- from Lillehammer College carried out the personal inter-
ing). Thus, this perhaps equally plausible alternative propo- views according to an intercept approach, distributing the
sition can be considered as a rival hypothesis (Hypothesis questionnaires at the end of the personal interviews. The
1b). interviews took place on several locations throughout the
Any conclusion about the relationship between jazz music city of Kongsberg. However, they were generally conducted
interest as a motive for attending a jazz music festival and in the concert areas and in the closed street where the festival
subsequent personal expenditures is incomplete and partial visitors gathered between the various concerts and other
without considering other possible influences on personal arrangements—the area known as “The Festival Street.”
expenditures. That is, a number of other factors could possi- Adult visitors were randomly selected as they entered or
bly confound, mediate, or moderate the relationship between departed from these areas and when they were sitting down
the motive in question and personal expenditures. Further- and relaxing in The Festival Street. The screening question,
more, these factors could also influence spending behavior in “Do you have a ticket to at least one concert during the festi-
a direct manner. The factors considered accordingly in this val?” ensured that only real festival visitors were included in
study are discussed below. the sample. A total of 1,061 usable interviews were obtained
Prior research on tourism expenditures has suggested that
during the 4-day period, of which 65% were collected on Fri-
length of stay at a destination is positively related to expendi-
day and Saturday.
tures (cf. Spotts and Mahoney 1991 and the literature cited
therein). Thus, the longer visitors stay at the festival, the
more money they will spend, all else being equal. Research Measures
has also shown that the distance traveled to visit tourist
Personal expenditures were measured by asking respon-
attractions affects expenditures positively (Leones, Colby,
dents to estimate how much they spent during the festival
and Crandall 1998; Long and Perdue 1990). Hence, it is to be
(not including travel expenses, if any), divided by the num-
expected that visitors living farther away from the festival
area will spend more money than local people. A number of ber of persons they were paying for (78% paid for themselves
tourism studies have documented that household income has only; 15% paid for two persons; 7% paid for three or more
a positive influence on tourism expenditures in general (Asgary persons). Jazz music interest was measured as the response to
et al. 1997; Cai, Hong, and Morrison 1995; Fish and Waggle three questions: “The reason that I attend this year’s festival
1996; Long and Perdue 1990; Taylor, Fletcher, and Clabaugh is: (1) that jazz music is my main interest during leisure time;
1993; Tierney 1993). For this reason, higher household (2) the music only; and (3) that this year’s artists have a spe-
income should be associated with higher expenditures during cial appeal to me.” Responses to each question were coded
the festival. Finally, a number of studies in the tourism litera- from 1 to 5 (1 = disagree, 2 = partially disagree, 3 = neutral,
ture have also considered the effect of family size/size of 4 = partially agree, and 5 = agree). The alpha reliability of
travel party on expenditures (Fish and Waggle 1996; Mak, the resulting summated index (mean value = 8.28) was .66,
Moncur, and Yonamine 1977; Spotts and Mahoney 1991; which was considered as satisfactory given its exploratory
Taylor, Fletcher, and Clabaugh 1993). Since evidence is character and the fact that it comprised only three items.
equivocal regarding the direction of the effects of these vari- Length of stay was measured in number of days. Respon-
ables that are often highly correlated, no specific proposition dents’ geographical location, a proxy for distance traveled,
is suggested. A number of other factors influencing tourist was measured using a three-group nominal variable, coded
behavior (and expenditures) have, to varying extents, been as two dummy variables. The respondents living within the
used in the tourism literature. Of these, the following are con- municipality of Kongsberg were classified as locals (the ref-
sidered in this study: gender, if this year’s visit is for the first erence category). In contrast, the respondents living outside
time, planning horizon (when one made the decision to the municipality of Kongsberg and who traveled back and
attend the festival), age, work status, and if the interview took forth to the festival every day were considered as regionalists,
place during the weekend. while the tourists differed from regionalists by also spending
In summary, the primary purpose of this article is to the nights in Kongsberg. Household income was coded as
assess the impact of music interest as a motive for attending a class midpoints using a 12-point ordinal variable, and house-
jazz festival on spending behavior during the festival. In hold size was a continuous variable. Gender was coded 1 for
addition, the article will also scrutinize how jazz festival males and 0 for females. First visit was a dummy variable (1
expenditures are influenced by the factors considered above. = yes, 0 = no), and planning horizon was measured as the
response to the question, “When did you decide to attend the
festival?” Possible responses to this question were (coding in
METHOD parentheses) less than 14 days ago (0), 15 days to 1 month
ago (1), 1 to 3 months ago (2), 3 months to 1 year ago (3).
Age was coded as class midpoints using a 5-point ordinal
Setting and Sample
variable, and work status was a dummy variable (1 = work
Kongsberg Jazz Festival is one of the largest in Norway full-time; 0 = otherwise). Finally, weekend interview was
and has taken place annually at the beginning of July for coded 1 if the interview took place during Friday or Saturday
nearly 35 years. In 1997, about 10,000 tickets were sold for and 0 if on Wednesday or Thursday. The means, standard
the various concerts arranged during the 4-day period of the deviations, and ranges associated with the study variables are
festival (Wednesday to Saturday). In 1997, a visitor survey reported in Table 1.
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JOURNAL OF TRAVEL RESEARCH 283
TABLE 2
EFFECTS ON THE LOGARITHM OF PERSONAL EXPENDITURES: MULTIPLE REGRESSION RESULTS
from affluent households spent more money than less afflu- reported OLS analyses. Both of these strategies confirmed
ent visitors. Also, as household size increased by one unit (or the overall patterns described above, although some of the
one household member), expenditures decreased by 13% coefficients were slightly changed. Furthermore, no variance
[exp. (–.125) – 1 = –.133]. Furthermore, male visitors spent inflation scores exceeded 1.48, suggesting that collinearity
25% more money during the festival than females [exp. among the independent variables was not a problem (Chatterjee
(.226) – 1 = .253], older visitors spent more than younger and Price 1991).
ones, and visitors who worked full-time spent more than To shed some additional light on the factors determining
those who did not. Likewise, visitors who decided to attend the personal expenditures during the festival, the spending
the festival a long time in advance spent more money than variable was further dichotomized into big spenders and low
those who decided to attend more recently. Finally, the effect spenders and regressed (in a logistic fashion) on the factors in
of the jazz music motive index was reduced by 44% once model 3 in Table 2.4 The results appear in Table 3. As can be
adjusted for the all the factors in model 3 [1 – (.030/.054) = seen, the results by and large mirror the results in Table 2. For
.444]. Yet, this motive index still had a significant, direct example, the more important musical interest was as a motive
effect on personal expenditures. In other words, a 10-point for attending the festival, the more likely a respondent would
increase in the motive index was associated with a 30% be classified as a big spender. In a similar fashion, staying
increase in personal expenditures, ceteris paribus.2 longer at the festival, higher household income, and deciding
The reduced effect of the music motive when comparing to attend a long time in advance increased the likelihood of
model 1 with models 2 and 3 in Table 2 suggests that some of being a big spender. Finally, especially tourists, men, and
the motive’s effect on expenditures is mediated through the full-time workers, as opposed to their respective reference
other factors in the multivariate model. However, this effect categories, were more typically big spenders. Since logistic
reduction could also reflect that some of these factors were regression coefficients have no intuitive metric, the final col-
determinants of the motive index. To examine the latter pos- umn in Table 3 reports so-called first differences (King
sibility, the motive index was regressed on the remaining fac- 1989). This measure captures the greatest possible difference
tors in model 3 in Table 2 (results not shown). The results that each variable could make, that is, the change or differ-
here showed that, in particular, location, planning horizon, ence between the lowest and highest values for each inde-
and age had a significant (p < .00001) impact on the motive pendent variable, holding the other independent variables
index (bregionalists = 1.41, btourists = 1.33, bplanning horizon= .324, bage= constant at their means. In other words, respondents who
.033, adjusted R2 = .085). In sum, these findings suggested scored 15 on the jazz music motive index were 35% more
that about 44% of the bivariate association between jazz likely than those who scored 3 to be classified as big spend-
music interest as a motive for attending the festival and per- ers. Likewise, tourists reported a 36% higher probability than
sonal expenditures was attributable to whether visitors were locals of being big spenders.
locals, regionalists, or tourists and to planning horizon and
age.3
Like most expenditure data, the data considered here
were characterized by huge variations in personal expendi- SUMMARY AND CONCLUSIONS
tures. To examine whether the influence of outliers had any
distorting effects on the reported results, both median regres- The tourism literature has a long tradition of relating
sion and robust regression were performed in addition to the travel expenditures to various trip characteristics and socio-
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JOURNAL OF TRAVEL RESEARCH 285
TABLE 3
EFFECTS ON THE PROBABILITY OF BEING CLASSIFIED AS A BIG SPENDER:
MULTIPLE LOGISTIC REGRESSION RESULTS
demographic variables. This research extends previous work from the OLS procedures, as respondents very motivated by
by connecting spending behavior to another important field a jazz music interest were clearly more likely to be classified
of tourism research, that is, tourism motives. Using data from as big spenders than those less motivated. Further analyses
a survey conducted at a jazz music festival in Norway, this also revealed that, to some extent, the association between
study primarily has attempted to examine the relationship the jazz music motive index and spending behavior during
between jazz music interest as a motive for attending the fes- the festival was due to the higher scoring on the motive index
tival and subsequent personal expenditures during the festi- by regionalists, tourists, those who decided to attend the fes-
val. It was hypothesized that this relationship would be posi- tival a long time in advance, and older people.
tive (Hypothesis 1a), reflecting that visitors more interested
in jazz music would spend more money on admission fees to
concerts and other arrangements. The empirical results, using IMPLICATIONS AND LIMITATIONS
semilogarithmic OLS regression analysis, supported this claim,
as a one-unit increase in the index measuring jazz music
interest (a scale ranging from 3 to 15) was associated with an The above results have a number of implications. From a
overall 5% increase in personal expenditures. theoretical point of view, they illustrate that a subjective phe-
To get a more correct estimate of the direct effect of this nomenon such as a motive could be used as one of the predic-
motive index on expenditures, more complex regression mod- tors of the more “objective” phenomenon, expenditures. It
els adjusting for length of stay, geographical location, house- must be stressed, however, that more research is needed on
hold income, household size, gender, first visit, planning the possible links between motives and spending behavior
horizon, age, work status, and weekend interview were also before any more definite conclusions regarding the relation-
carried out. In sum, the results of these models revealed that ship between these variables can be drawn. Questions that
the effect of the jazz music motive index on personal expen- need to be addressed, and which also point to the limitations
ditures was reduced by 44% once adjusted for the factors in of the present study, concern for example, the “explanatory
the most comprehensive regression. That is, ceteris paribus, a status” of motives. Are they causal predictors, or are they just
one-unit increase in the jazz music motive index ranging reflections of nonmeasured behavior, such as, in the present
from 3 to 15 was associated with a 3% increase in personal context, number of tickets purchased? Furthermore, future
expenditures. Furthermore, this analysis showed that the research should also pay more direct attention to the mea-
regionalists and the tourists, as expected, spent more money surement of expenditures and perhaps distinguish between
than the locals during the festival and that length of stay and expenditures on different types of products and service cate-
household income, both as expected, affected personal expen- gories. Finally, other motives than the one investigated in
ditures in a positive way. Household size had a negative this research should be considered.
impact on personal expenditures. Finally, male visitors and In addition to the positive association between jazz music
visitors working full-time spent more money during the festi- interest and expenditures, the results of this study show that a
val than female visitors and visitors not working full-time, few independent variables can explain, in a statistical sense,
and aging and deciding to attend the festival a short time in a moderate amount of variance in spending behavior at a jazz
advance were associated with smaller expenditures. music festival. This may have important implications for fes-
As an alternative approach, the expenditures variable was tival managers trying to develop profitable marketing strate-
also dichotomized into big spenders and low spenders and gies. For example, to festival managers, some visitors are
logistically regressed on the above-mentioned factors. The probably more important than others in the sense that they
results here supported and strengthened the conclusions drawn spend more money—by using more money on accommo-
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286 FEBRUARY 2002
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