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Market segmentation of cheese consumers: An approach using consumer's


attitudes, purchase behaviour and sociodemographic variables

Article  in  International Journal of Dairy Technology · August 2003


DOI: 10.1046/j.1471-0307.2003.00092.x

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O RI GI NAL
RESEA RCH Market segmentation of cheese consumers: an approach
using consumer’s attitudes, purchase behaviour and
sociodemographic variables
FR ANC IS C O J MESÍAS ,1 M IGUE L E S C R IB ANO,2 ANT ONIO R ODR Í G U E Z
DE LEDES MA 2 and FR ANC IS C O P UL IDO 1 , *
1
Departments of Economics and 2Animal Production, Faculty of Agriculture, University of Extremadura, 06071
Badajoz, Spain

Market segmentation, as a technique to split a market up into segments in which consumers are as
homogeneous as possible, is of great importance for companies, as it allows objective markets to be
chosen for the application of differentiated marketing policies. The aim of the present work is the
segmentation of the cheese market in Extremadura (SW Spain), using cluster analysis.
The data are taken from a survey of cheese consumers in Extremadura; the items of the survey are
related to their cheese consumption habits, and their attitudes and preferences with respect to this
product. The analysis distinguished four homogeneous consumer groups with respect to several
sociodemographic and consumption behaviour variables that are of great interest for subsequent market
interventions.
Keywords Cheese, Cluster, Consumption.

Food R&D Program’ of the Ministry of Agricul-


INTRODUCTION
ture, Fisheries, and Food.
In commercial terminology, market segment- The objective of the project was to analyse in
ation involves splitting up an overall market into detail the marketing channels followed by (indus-
submarkets (segments) in which consumers are as trial and craft) cheeses of Extremadura, as well as
homogeneous as possible with respect to their consumers’ opinions and preferences concerning
patterns of consumption and/or perceptions and cheeses from Extremadura and other regions. The
preferences. This technique is of great import- different steps in the commercial process are studied
ance for companies, as it allows objective markets in detail, as are the agents intervening in the market-
to be chosen for the application of differentiated ing process from production to consumption.
marketing policies. One of the main targets of the research devel-
Here multivariate techniques were applied to oped for this project was the analysis of cheese
segmenting the population of cheese consumers of consumption in Extremadura, as in previous sur-
Extremadura. The technique applied is cluster veys it had been observed that consumption in this
analysis, and the calculation instrument is the region was higher than the Spanish average. More-
Cluster Module of the statistical package SPSS, over, the cheese production system in Extremadura
version 10. is very particular, because of the importance of
Cluster analysis is a widely used technique in the farm cheeses produced with milk from goats and
food and agriculture sector, as can be seen in ewes that are bred in an extensive way in mountain
studies on the segmentation of the wine market,1 and/or marginal areas.
segmentation of the market for table eggs,2 seg- Because of these singularities, the research team
mentation as a function of food safety attributes,3,4 considered it convenient to use a panel of experts
or applied to the market introduction of a novel for the determination of the items to be included in
meat product.5 More recent studies using this tech- the questionnaire. The panel comprised producers,
nique are those of Gil et al.,6 Sans,7 Traill,8 Poole9 researchers and representatives of consumer organi-
and Chetthamrongchai and Davies.10 Noteworthy zations. After several work sessions, the experts
among applications to the cheese sector are the identified those questions that should be put to the
*Author for works of Hughes et al.,11 Bogue et al.,12 Murray consumers.
correspondence. E-mail:
and Delahunty13 and Lawlor and Delahunty.14 In this research project, the average consump-
fpulido@unex.es
The data are from the research project entitled tion and price paid were determined for each type
© 2003 Society of ‘The Extremadura cheese market: commercializa- of cheese in Extremadura. It was seen that although
Dairy Technology tion and consumption’ of the ‘Agriculture and Spain has one of the lowest cheese consumption

Vol 56, No 3 August 2003 International Journal of Dairy Technology 149


Vol 56, No 3 August 2003

rates of all countries in the European Union (EU), considered in the literature as acceptable for a
with a national average below 7 kg/person/year, that study of the present characteristics.18,19
is well below that from countries such as Greece With these constraints, the sample size was
(25 kg) or France (22 kg/person/year),15 cheese 860 consumers, uniformly distributed throughout
consumption in Extremadura is much higher, Extremadura. The valid questionnaires were 812,
reaching 12.65 kg/person/year (of which 7.83 kg and the final error 3.44%. We adopted the criterion
are cured cheese and 4.82 kg fresh cheese).16 of considering only population centres of more
This fact is explained by the greater and more than 3000 inhabitants, distributing the surveys to
diversified production of goat and ewe cheeses in be performed proportionally to the population of
Extremadura, together with the higher regard that each town or village. The elimination of population
Extremaduran consumers have for the cheeses centres of less than 3000 inhabitants was based on
from their own region. Both species of mammal two fundamental motives:
are characteristic of a geographical Spanish terri- 1 It is considered that the consumption of com-
tory that does not allow the rearing of other live- mercially distributed cheeses is greater in medium-
stock or their use for agronomical alternatives; to large-sized towns than in rural zones, where
goats and sheep become the productive support the consumption of home-produced cheeses plays
in these less developed areas. For this reason, a major role.
cheese consumption has become a dietary habit in 2 Budget restrictions, as the eliminated townships
Extremadura, which is reflected in the high level of (some 300 with only 25% of the population of
consumption. the region) represent 77% of all the townships of
The price paid for the cheese also shows differ- Extremadura, and visiting all of them would
ences between Extremadura and the average of have required a far higher expenditure.
Spain. We found that the average price paid in
Extremadura for cured cheese was 9.25 euros/ kg, Development of the questionnaire
and 6.16 euros /kg for the fresh cheese, while the The questionnaire was developed according to
average prices in Spain as a whole are 7.01 and the methodology described in the previous para-
4.48 euros/kg, respectively.15 Cheese consumption graphs. Its final version is not included, as it is too
in Extremadura is mainly goat and ewe cheeses, as long.
stated earlier. However, in the rest of Spain the The questionnaire consists of 26 questions. The
most consumed cheeses are those made with cows’ first two questions were a filter to select only those
milk (alone or with low percentages of goats’ and people who ate cheese frequently and did the shop-
ewes’ milk). The milks needed for Extremadura ping for their households. Questions 3–6 describe
cheeses are more expensive than cows’ milk; on a the types of cheese eaten, together with the quanti-
scale where the price of cows’ milk would be 100, ties and the reasons for eating cheese. Questions 7–
goats’ milk would be 130–140 and ewes’ milk 12 focused on where the cheese was purchased and
250.17 Cheese prices in Extremadura are therefore the role of brand and designation of origin (DO).
higher than the national average price. Questions 13 and 14 aimed at obtaining the con-
These variables, together with others identify- sumers’ appraisal of several brands and types of
ing consumption habits, attitudes and preferences, cheese, with the aim of positioning Extremaduran
and classification variables from the responses cheeses. Questions 15–21 referred to the cheeses
to the survey (gender, family size, socioeconomic purchased most often, the reasons why they were
level and township size) were used to segment the purchased and the importance of the origin of the
market of cheese consumers of Extremadura. cheeses eaten in the purchasing decision. Finally,
questions 22–26 (classification data) concerned
consumer information regarding sex, age, family
MATERIALS AND METHODS
size and socioeconomic status.
The information used was taken from a survey of Because of the way in which the questionnaire
cheese consumers in Extremadura made in the first was developed, the consumers’ lifestyles were not
semester of 1999. The survey unit was taken to be taken into account, as the experts considered that
the family unit as represented by the respondent they were less important in Extremadura than the
who answered questions affecting the family as a cultural factors, the dietary habits or the town size.
whole. This choice of survey unit was made
because the survey respondents were restricted to Pretest of the questionnaire
persons responsible for the food purchases of the The questionnaire was tested by means of a pilot
family, including cheese. survey carried out among 20 cheese consumers
The object population was determined from from around the region. This pretest let us identify
the data of the National Statistics Institute. A 95% some questions that might be misunderstood by the
confidence level was taken, and a maximum consumers, or that might require too much effort
error in mean proportions of 3.5% was allowed, to be answered. These questionnaires were not

150 © 2003 Society of Dairy Technology


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included in the final sample, as they did not follow


RESULTS AND DISCUSSION
the final design.
Determination of the number of clusters
Data matrix Initially a hierarchical clustering was performed
The analysis was performed on a 762 × 32 data to determine the suitable number of clusters. For
matrix: 762 valid questionnaires and 32 variables the distance measure, the square of the Euclidean
analysed. The difference between the total number distance was used, and the Ward and centroid
of respondents and the number of valid question- methods were used for clustering.23 All the cases
naires for the cluster analysis is because cases and all the variables were used, as the dichotomi-
with some missing values are treated as null by the zation of the variables allowed the calculation
program. procedure to be completed in a reasonable time.
The variables were selected to allow the measure- The main result of the hierarchical cluster is
ment of the different aspects of cheese consump- the dendrogram, which shows the objects that
tion in Extremadura. They relate to the following have been joined and the distance between them
factors: before joining. The size of the sample means that
• Fresh and cured cheese consumption (kg per the dendrogram stretched over 15 pages, so that it
person per annum). is not shown here. The information it contains is
• Price paid for the cheese (euro/ kg). summarized, however, in a Gower plot, which
• Reasons for eating cheese: shows the distances at which the links have been
• good flavour; formed and is an aid in deciding the number of
• dietary habit; clusters.
• used to accompany other dishes; Figure 1 shows the results of the hierarchical
• used for cooking. cluster using both the Ward and the centroid meth-
• Types of cheese eaten: ods. The appropriate number of clusters is obtained
• fresh goat, cow and mixed cheeses; from the inflection point as the number of groups
• cured ewe, goat, cow and mixed cheeses. is increased. The Ward method gives four clusters,
• Attitudes of the consumer to the origin and form while the centroid method gives three. Different
of commercialization of the cheese: nonhierarchical clusterings were therefore performed
• importance that the cheese is covered by a DO; with three or four groups to finally decide which
• positive evaluation of the Extremaduran origin led to the best solution.
of the cheese;
• importance given to brand names on purchasing Nonhierarchical clustering
the cheese. Having determined the number of clusters, the
• Respondents’ sociodemographic factors: membership of each element to a given cluster was
• age; identified so as to subsequently interpret the clus-
• township size; ters that were obtained. Of the various trials that
• gender; were carried out, the most significant results were
• family size; for four clusters.
• socioeconomic level. The sizes of the final clusters are listed in
In accordance with the method developed by Table 2, together with the means corresponding to
Delgado and Caldentey,1 the noninterval (nonmetric) the different clusters.
variables were transformed into dichotomous The characteristics that differentiate the clusters,
variables. Thus, each response of this type was according to the results in Table 2, are described
considered as a variable and assigned the value 1 below.
if it possessed the attribute or responded to the
question, and 0 otherwise. The resulting 32 vari- Group 1: Major consumers of cured cheese
ables are listed in Table 1 with their corresponding This is made up of 21.26% of the individuals of
measurement scales. the sample. Their consumption of cured cheese is
As recommended in the literature,20–22 if the almost twice that of the regional average, while
variables used in the analysis are measured on non- of fresh cheese it is 60% of the regional average.
homogeneous scales, they must first be normalized They pay 89% of the regional price for the cured
to avoid those variables with a wider range of values cheese, and the average price for the fresh cheese.
on their measurement scales having a proportion- They eat cheese for its good flavour and because of
ally greater importance in the calculations of the dietary habit. Most individuals of the cluster eat
clusters. Therefore, the variables ‘Price paid for cured ewes’-milk cheese, followed by the mixed
fresh cheese’ and ‘Price paid for cured cheese’ cured cheese, and for the fresh cheeses, the cows’-
were normalized using the procedure Analyse- milk cheese. They give considerable importance
Descriptive statistics of the program SPSS, version to the fact that the cheese is covered by a DO,
10. and they also take account of brand names in their

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Table 1 Variables used in the calculation

Variable Concept Scale

V1 Consumption of cured cheese kg/person/annum


V2 Consumption of fresh cheese kg/person/annum
V3 Price paid for the cured cheese euro/ kg
V4 Price paid for the fresh cheese euro/kg
V5 Reasons for eating cheese: good flavour 0 = Disagree
2 = Completely agree
V6 Reasons for eating cheese: it is used to accompany other foods 0 = Disagree
2 = Completely agree
V7 Reasons for eating cheese: dietary habit 0 = Disagree
2 = Completely agree
V8 Reasons for eating cheese: used in cooking 0 = Disagree
2 = Completely agree
V9 Consume fresh cows’-milk cheese 0 = No; 1 = Yes
V10 Consume fresh goats’-milk cheese 0 = No; 1 = Yes
V11 Consume mixed fresh cheese 0 = No; 1 = Yes
V12 Consume cured ewes’-milk cheese 0 = No; 1 = Yes
V13 Consume cured goats’-milk cheese 0 = No; 1 = Yes
V14 Consume cured cows’-milk cheese 0 = No; 1 = Yes
V15 Consume mixed cured cheese 0 = No; 1 = Yes
V16 Importance that the cheese is covered by a Designation of Origin 0 = None; 2 = Much
V17 Value positively that the cheese eaten is from Extremadura 0 = No; 1 = Yes
V18 Give importance to brand name on purchasing cheese 0 = No; 1 = Yes
V19 Family size Continuous var.
V20 Township of less than 5000 inhabitants 0 = No; 1 = Yes
V21 Township of between 5001 and 15 000 inhabitants 0 = No; 1 = Yes
V22 Township of between 15 001 and 50 000 inhabitants 0 = No; 1 = Yes
V23 Township of more than 50 000 inhabitants 0 = No; 1 = Yes
V24 Gender of respondent 0 = Female; 1 = Male
V25 Younger than 35 years old 0 = No; 1 = Yes
V26 35– 49 years old 0 = No; 1 = Yes
V27 50 –64 years old 0 = No; 1 = Yes
V28 65 years old or more 0 = No; 1 = Yes
V29 Low socioeconomic level 0 = No; 1 = Yes
V30 Low-middle socioeconomic level 0 = No; 1 = Yes
V31 Middle socioeconomic level 0 = No; 1 = Yes
V32 High-middle and high socioeconomic levels 0 = No; 1 = Yes

purchasing. This group least values the Extrema-


duran origin of the cheese that they buy.
The group consists of families of three or four
members who live in more rural townships than the
average of the sample (increase in the weight of the
5001–15 000 inhabitant stratum). Their age dis-
tribution is similar to that of the sample, and there
is a greater weight of women in the group. In this
group the high-middle socioeconomic level has the
greatest weight.

Group 2: Medium consumers


This is the majority group, with 56.82% of the indi-
viduals surveyed. Their mean cheese consumption
is 6.74 kg/person/annum, a figure that is similar to
the national mean but only about half of the aver-
age Extremaduran consumption. The price they
pay for cured cheese is 2.6% more than the aver-
Figure 1 Gower plot for hierarchical clustering. age price, and 5.5% more for fresh cheese. As in

152 © 2003 Society of Dairy Technology


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Table 2 Centres and number of cases of the final clusters

Cluster

1 2 3 4
162 cases 433 cases 119 cases 48 cases
Variable (21.26%) (56.82%) (15.62%) (6.30%)

V1 = Consumption of cured cheese 15.97 4.56 6.43 20.86


V2 = Consumption of fresh cheese 2.97 2.18 13.02 20.39
V3 = Price paid for the cured cheese 8.27 9.49 9.81 8.93
V4 = Price paid for the fresh cheese 6.20 6.50 5.17 5.37
V5 = Reasons for eating cheese: good flavour 1.99 1.97 1.96 1.98
V6 = Reasons for eating cheese: it is used to 1.36 1.39 1.43 1.54
accompany other foods
V7 = Reasons for eating cheese: dietary habit 1.83 1.61 1.75 1.81
V8 = Reasons for eating cheese: used in cooking 0.96 0.94 1.00 1.06
V9 = Consume fresh cows’-milk cheese 0.46 0.42 0.58 0.65
V10 = Consume fresh goats’-milk cheese 0.14 0.16 0.29 0.33
V11 = Consume mixed fresh cheese 0.11 0.13 0.19 0.19
V12 = Consume cured ewes’-milk cheese 0.65 0.62 0.55 0.60
V13 = Consume cured goats’-milk cheese 0.17 0.21 0.18 0.13
V14 = Consume cured cows’-milk cheese 0.08 0.09 0.08 0.06
V15 = Consume mixed cured cheese 0.58 0.53 0.51 0.63
V16 = Importance that the cheese is covered by a DO 1.51 1.38 1.48 1.86
V17 = Value positively that the cheese eaten is from 0.62 0.63 0.69 0.71
Extremadura
V18 = Give importance to brand name on purchasing 0.72 0.69 0.68 0.77
cheese
V19 = Family size 3.68 4.16 3.58 2.63
V20 = Township of less than 5000 inhabitants 0.07 0.09 0.08 0.06
V21 = Township of between 5001 and 15 000 inhabitants 0.30 0.21 0.28 0.19
V22 = Township of between 15 001 and 50 000 inhabitants 0.25 0.26 0.26 0.23
V23 = Township of more than 50 000 inhabitants 0.38 0.44 0.39 0.52
V24 = Gender of respondent 0.15 0.20 0.18 0.31
V25 = Younger than 35 years old 0.35 0.38 0.31 0.42
V26 = 35– 49 years old 0.26 0.25 0.25 0.13
V27 = 50 –64 years old 0.24 0.25 0.24 0.19
V28 = 65 years old or more 0.15 0.12 0.20 0.27
V29 = Low socioeconomic level 0.11 0.16 0.14 0.13
V30 = Low-middle socioeconomic level 0.48 0.44 0.50 0.46
V31 = Middle socioeconomic level 0.22 0.24 0.20 0.29
V32 = High-middle and high socioeconomic levels 0.19 0.16 0.16 0.13

Group 1, they eat cheese for its good flavour and as old. The socioeconomic level is the average of the
a dietary habit, although the latter reason has lost sample.
considerable weight with respect to Group 1. The
types of cheese eaten by most individuals in this Group 3: Major consumers of fresh cheese
cluster are the cured mixed and ewes’-milk cheeses This segment contains 15.62% of the cheese
and fresh cows’-milk cheese, although it is also the consumers. Although their consumption of cured
group with the greatest weight in cured cows’-milk cheese is 20% less than the regional average, they
cheese. They are the least interested in the cheese almost triple the consumption of fresh cheese.
being covered by a DO, and are also the group that They pay 6% more than the average price for cured
takes the least notice of brands and gives the least cheese, and 84% of the regional price for fresh
value to the cheese being of Extremaduran origin. cheese. They eat cheese for its good flavour, as a
This cluster has the largest family size, with dietary habit, and, with a greater weight, to accom-
more than four members on average, and the pany other foodstuffs. The high consumption of
average township is eminently urban. The distribu- fresh cheese is seen in that the type of cheese
tion by gender is similar to that of the sample as eaten by most individuals of the group is fresh
a whole, with 80% women. By age, it is younger cows’-milk cheese, followed by cured mixed and
than the sample, being basically less than 35 years ewes’-milk cheeses, and with a major increase

© 2003 Society of Dairy Technology 153


Vol 56, No 3 August 2003

with respect to the two previous groups in fresh and 87% for fresh cheese. They eat cheese for its
mixed and goats’-milk cheeses. They give import- good flavour and as a dietary habit, but it is also the
ance to a DO in a cheese and to its being Extrema- group that most values the use of cheese to accom-
duran, although they do not take much notice of the pany other foodstuffs and for cooking. By types,
brand name. the first is fresh cows’-milk cheese, followed by
The family unit size is three or four members, cured mixed and ewes’-milk cheeses, although this
and they live in townships of 5000–50 000 inhab- is also the group with the greatest weight for fresh
itants. The gender distribution is similar to that of goats’-milk cheese. This group most values the DO
the sample as a whole. Their ages are between 35 coverage, the Extremaduran origin of the cheese
and 64 years, with a substantial increase in weight and the brand name.
of the stratum of more than 65 years. The socio- They have the smallest family unit size, less than
economic level is low-middle. three members, and they are eminently urban with
more than 50% of the members in cities of more
Group 4: Major consumers of fresh and than 50 000 inhabitants. This group has the great-
cured cheeses est weight of men, and the greatest proportion of
This is the smallest group of the four, as it only consumers under 35 and over 65 years in age. The
includes 6.3% of the consumers. Its cheese con- socioeconomic level is middle.
sumption is more than three times the regional The program SPSS computes individually for
mean, and is far above the mean consumption each variable an analysis of variance using the final
levels of the great consuming countries of Europe, clusters as groups, which allows the variability
such as France or Greece. The price they pay is between clusters to be checked. This analysis of
below the regional mean, 97% for cured cheese variance is presented in Table 3.

Table 3 Signification of each variable with respect to the analysis of variance

Variable F Sig.a

V1 = Consumption of cured cheese 447.554 ***


V2 = Consumption of fresh cheese 615.862 ***
V3 = Price paid for the cured cheese 5.480 **
V4 = Price paid for the fresh cheese 8.651 ***
V5 = Reasons for eating cheese: good flavour 0.543 NS
V6 = Reasons for eating cheese: it is used to accompany other foods 0.723 NS
V7 = Reasons for eating cheese: dietary habit 5.963 **
V8 = Reasons for eating cheese: used in cooking 0.332 NS
V9 = Consume fresh cows’-milk cheese 5.711 **
V10 = Consume fresh goats’-milk cheese 6.917 ***
V11 = Consume mixed fresh cheese 1.944 NS
V12 = Consume cured ewes’-milk cheese 1.176 NS
V13 = Consume cured goats’-milk cheese 0.865 NS
V14 = Consume cured cows’-milk cheese 0.126 NS
V15 = Consume mixed cured cheese 1.038 NS
V16 = Importance that the cheese is covered by a DO 3.151 *
V17 = Value positively that the cheese eaten is from Extremadura 1.064 NS
V18 = Give importance to brand name on purchasing cheese 0.671 NS
V19 = Family size 22.783 ***
V20 = Township of less than 5000 inhabitants 0.403 NS
V21 = Township of between 5001 and 15 000 inhabitants 2.202 NS
V22 = Township of between 15 001 and 50 000 inhabitants 0.072 NS
V23 = Township of more than 50 000 inhabitants 1.427 NS
V24 = Gender of respondent 2.107 NS
V25 = Younger than 35 years old 0.841 NS
V26 = 35– 49 years old 1.333 NS
V27 = 50 –64 years old 0.341 NS
V28 = 65 years old or more 3.741 *
V29 = Low socioeconomic level 0.871 NS
V30 = Low-middle socioeconomic level 0.463 NS
V31 = Middle socioeconomic level 0.579 NS
V32 = High-middle and high socioeconomic levels 0.402 NS

a
F-test significance levels: *P < 0.05; **P < 0.01; ***P < 0.001; NS nonsignificant

154 © 2003 Society of Dairy Technology


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