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INTERNATIONAL JOURNAL OF TOURISM RESEARCH

Int. J. Tourism Res. 7, 201–219 (2005)


Published online in Wiley InterScience (www.interscience.wiley.com). DOI: 10.1002/jtr.531

Seasonality Research: The State of the Art


Nicole Koenig-Lewis and Eberhard E. Bischoff*
European Business Management School, University of Wales Swansea, UK

ABSTRACT (1975). Since then a vast amount of articles,


research reports and case studies dealing with
The paper reviews progress in the area of various aspects of seasonality has been pub-
tourism seasonality research and is intended lished. These range from general concepts, def-
as a guide to the literature. The emphasis is initions and measurement of seasonal
on recent advances in this field. Amongst variations (BarOn, 1975; Sutcliffe and Sinclair,
the various aspects considered are the 1980; Hartmann, 1986; Butler, 1994; Grainger
definitions of seasonality, its causes and and Judge, 1996; Baum and Lundtorp, 2001;
impacts, policy-related issues, studies into Lundtorp, 2001) to topics such as sport and
consumer behaviour and approaches to seasonality (Higham and Hinch, 2002) or types
measuring seasonality. The paper concludes of seasonal visitors (Calantone and Johar, 1984;
that considerable gaps still exist in Bonn, et al., 1992). Even though the importance
published research in this area and it argues of seasonality in tourism is widely acknowl-
that the field lacks a sound theoretical edged, it has been argued that the phenome-
framework. It also suggests that adopting a non is, at the same time, one of the least
more exacting quantitative perspective understood (Higham and Hinch, 2002).
might facilitate and accelerate progress. This paper attempts to take stock of progress
Copyright © 2005 John Wiley & Sons, Ltd. in the area of seasonality research. It aims to
provide an overview of the different directions
Received 14 December 2004; Revised 12 May 2005; Accepted of research that have been pursued and seeks
16 May 2005 to highlight recent advances. The result thus
can be viewed as a guide to the literature and
it is hoped that it is of interest to both acade-
Keywords: seasonality; definitions; causes;
mic researchers and practitioners, particularly
impacts; policy implications; seasonality
those who are involved in the formulation of
measures.
tourism marketing and development policies.
It is important to define at the outset the
INTRODUCTION
precise scope of the review. Clearly, a substan-
tial part of research on tourism seasonality is

S
easonal demand variations represent a
concerned with demand forecasting and the
central theme not only in the academic lit-
merits and pitfalls of the various techniques
erature on tourism, but also in the
associated with this task. To include all of this
domains of policy making and practical
work would increase the amount of material to
tourism management. The phenomenon and
be covered beyond what is possible in a single
the issues arising from it are well documented
article. It would also necessitate the incorpora-
and a plethora of studies has been devoted to
tion of a degree of technical detail that would
the topic. The first comprehensive study of
be inappropriate for a report that is aimed at a
tourism seasonality was published by BarOn
general audience. The subject of demand fore-
casting, therefore, is not covered here. Re-
search that is concerned predominantly with
*Correspondence to: E. E. Bischoff, European Business methods of collecting tourism demand data is
Management School, University of Wales Swansea,
Singleton Park, Swansea SA2 8PP, UK. also regarded as falling outside the scope of the
Email: n.koenig-lewis@swansea.ac.uk review.
Copyright © 2005 John Wiley & Sons, Ltd.
202 N. Koenig-Lewis and E.E. Bischoff

The paper is divided into eight sections. The or indirectly through the production and con-
next section looks briefly at the definitions of sumption decisions made by the agents of the
seasonality that have been used in the litera- economy. These decisions are influenced by the
ture. This is followed by a review of work on endowments, the expectations and the prefer-
the causes underlying seasonal demand varia- ences of the agents, and the production tech-
tions. The fourth section examines research on niques available in the economy’ (Hylleberg,
the impacts of seasonality and subdivides this 1992, p. 4).
into strands dealing with economic, ecological, There is no generally accepted definition of
socio-cultural and employment impacts. Work seasonality with reference to tourism. Butler
that has looked at tourism policy aspects of (1994, p. 332) explains seasonality as ‘a tempo-
seasonal demand fluctuations is reviewed in ral imbalance in the phenomenon of tourism,
the fifth section. Subsequently the paper con- [which] may be expressed in terms of dimen-
siders the consumer behaviour perspective of sions of such elements as numbers of visitors,
seasonality and summarises case study work expenditure of visitors, traffic on highways
aimed at market segmentation. The penulti- and other forms of transportation, employ-
mate section is concerned with approaches to ment, and admissions to attractions’. In Alloc’s
measuring demand seasonality and the paper (1994) view the most significant aspect of sea-
concludes with a brief summary of its findings. sonality is that it involves the concentration of
Obviously, there are other possible ways of tourist flows in relatively short periods of the
classifying the work that has been done and no year. This annual peaking of tourism activity
claim is made that the structure chosen for this during a few hectic weeks or months is likely
review is necessarily the most appropriate for to result in inefficiency within the industry and
every purpose. However, it is hoped that it will is a great burden on the physical and social
render its contents easily accessible for most resources of the destination area and therefore
readers, including those not familiar with the an important contributor to the carrying capac-
topic. ity problem (Mitchell and Murphy, 1991).
Hartmann (1986) not only refers to the an-
DEFINITIONS OF SEASONALITY nual peaking, but emphasises the reliable
recurrence of the tourist phenomenon in the
Seasonality, of course, exists not only in course of a year, which also might change over
tourism but also occurs in a wide range the years. A similar view is taken by BarOn
of other industrial and agricultural sectors. (1975), who defines seasonality as the effects
Kuznets (1933), for instance, studied the eco- occurring each year with more or less the same
nomic problem of seasonal variations, and timing and magnitude. It should be noted that
their statistical measurement, for four groups all these definitions stress that ‘the systematic
of industries and trade. He describes seasonal intra-year movement’ is one of the crucial ele-
variations as recurring changes in the rate of ments of seasonality and it is suggested that
activity attributable to the influence of climatic seasonality can be described as some sort of
and conventional seasons. pattern in the visits that reoccur every year.
A general definition of seasonal variations Hartmann (1986) argues that this reliable and
in business enterprises characterises these as predictable recurrence of tourists has formed
recurring movements in a time series during the economic base for the development of the
a particular time of the year (Moore, 1989). tourist industry and that tourism, therefore, is
Hylleberg (1992) points out that only a few naturally seasonal.
authors have given explicit consideration to a Most definitions and general concepts of
more precise definition. He not only describes seasonality describe the phenomenon only in
the phenomenon, but also includes the main general terms or relate to its causes. There is a
causes for general seasonal variations in his lack of quantifiable definitions stating when
definition: ‘Seasonality is the systematic, al- tourism seasonality occurs, how tourism
though not necessarily regular, intra-year seasons can be differentiated, and how sea-
movement caused by changes in the weather, sonality can be compared between different
the calendar, and timing of decisions, directly regions or years. Kuznets (1933) points out that
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 203

Table 1. Classification of causes of tourism seasonality.


Author Categories of causes of tourism seasonality
BarOn (1975) Natural seasonality, institutionalised seasonality, calendar effects, sociological
and economic causes
Hartmann (1986) Natural seasonality, institutionalised seasonality
Butler (1994) Natural seasonality, institutionalised seasonality, social pressure and fashion;
sporting seasons; inertia and tradition
Butler/Mao (1997) Physical and socio/cultural factors in the tourism generating and receiving
areas
Frechtling (2001) Climate/weather, social customs/holidays, business customs, calendar effects
Baum and Hagen (1999) As Frechtling (2001) but supply side constraints added

the annual recurrence and the limited duration Seasonality in tourism is caused by similar
of the swing (e.g. tourism peak season) distin- conditions. Several attempts to identify and
guish seasonal variations clearly from other classify the different causes of seasonality in
changes in a time series, such as trend, cyclical tourism can be found in the literature. Table 1
and random movements. An example of a presents an overview. It can be seen that
quantifiable definition of the appearance of natural and institutionalised factors are gener-
tourist seasons is given by Lim and McAleer ally recognised as the two major causes for
(2001a, p. 72), who define tourist seasons as tourism seasonality. BarOn (1975, p. 2), for
‘months for which the corresponding average instance, states that natural seasonality is
indices exceed 1.0, which means that the sea- related to the ‘considerable variations in the
sonal factors increase tourist numbers above climate throughout each year, in the hours of
the trend and cyclical components’. Different daylight and of sunshine, the minimum and
measures of seasonality have been proposed maximum temperatures, rainfall, snow etc.’.
in the academic literature, with no single, Natural seasonality has an impact upon so-
widely accepted, method. As has already been ciety to varying degrees, as the seasonal dif-
indicated, these are reviewed later in this ferences increase with the distance from the
paper. Equator (Hartmann, 1986; Butler, 1994). Prob-
lems caused by seasonality are therefore most
CAUSES OF SEASONALITY difficult to overcome at high-latitude destina-
tions, particularly in the peripheral regions
Even though the broad causes of seasonality in the Northern or Southern Hemispheres
are well known, it is often stressed that they (Lundtorp et al., 1999).
are not well understood. Hylleberg (1992), in a As the majority of outdoor tourism activities
paper on seasonality in general, groups the rely on natural ‘climate-dependent’ attrac-
basic causes into the three different categoriess tions, the extent of tourist activity in a natural
weather (e.g. temperature, hours of sunshine), area is dependent on weather and climate
calendar effects (e.g. timing of religious festi- (Smith, 1990). Destinations relying on predom-
vals such as Christmas, Easter, Eid or Vesak) inantly outdoor facilities are thus most likely
and timing decisions (e.g. school vacations, to experience a pronounced influence of
industry vacations, tax years, accounting natural seasonality on their tourism busi-
periods, dates for dividend and bonus pay- nesses. Examples are coastal resorts and coun-
ments, etc.). He points out that some causes are tryside attractions, where the actual pattern of
stable over long periods (e.g. the timing of tourist activities is strongly weather dependent
Christmas), some change at discrete intervals (Smith, 1990; Grant et al., 1997). Higham and
(e.g. vacations, tax years), some vary continu- Hinch (2002) point out that, even though
ously but predictably (e.g. the timing of Easter climate is particularly important in attracting
and Eid), whereas others are unpredictable visitors to Canada, it is often considered as a
(e.g. the weather). constraint to tourist development.
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
204 N. Koenig-Lewis and E.E. Bischoff

Hartmann (1986) takes the view that sea- human decisions that are often enshrined in
sonal variations caused by these natural legislation (Butler, 1994). BarOn (1975) points
factors are predictable as they are relatively out that these variations exist due to holidays
stable in a particular destination, and recur and other events at specific times of the year,
with only small changes. However, climatic such as Christmas, summer vacations of
changes, such as global warming, will in- schools, universities and work places. They
evitably have an effect on the natural season- thus reflect the social norms and practices of a
ality of tourism (Butler and Mao, 1997). Agnew society (Hinch and Hickey, 1996). Public holi-
and Viner (2001) review the potential impacts days are one of the most common forms
of global warming for 10 international tourist of institutionalised seasonality. Butler (1994)
destinations and emphasise that the trend remarks that public holidays used to be single
towards warmer temperatures will have major days, but these have been expanded into week-
consequences for the tourism industry, espe- ends and have become longer breaks, with an
cially for regions where outdoor recreations increasing importance for the tourism indus-
are important. Examples of serious impacts try. It is important to point out that some
include rising sea levels, with a loss of sand on public holidays, such as Easter or Eid, have
beaches, disappearance of wetlands, with a variable dates and therefore may cause differ-
loss of ecological diversity, flooding, changed ing effects on certain months from year to year
migration patterns for animals and birds, an (BarOn, 1975). There are also certain events
increased risk of forest and heathland fires, that recur regularly over a period — such as
with the closure of large areas for summer vis- festivals, celebrations or sports events in spe-
itors or the shortening/loss of the skiing cific destinations (e.g. the Olympic Games) —
season, especially in low-level ski resorts which have an influence on the seasonality in
(Smith, 1990). Domestic holiday makers are particular years (Frechtling, 2001).
influenced by short-term weather fluctuations School and industrial holidays, however, are
(Agnew and Viner, 2001). Northern Hemi- of greater relevance for tourism seasonality
sphere tourist destinations may therefore than public holidays. The scheduling of school
benefit, in the short term, from warmer tem- holidays during the summer was originally
peratures during the summer months, as these based on the need for children and students to
encourage many visitors to favour domestic assist with busy agricultural periods (Butler,
tourism destinations over exotic or Mediter- 1994). Even though this is no longer a signifi-
ranean destinations. Giles and Perry (1998) cant factor in many countries, the tradition of
conclude that the unusually high summer tem- the summer family holiday, together with the
peratures in 1995 in the UK were a major con- pleasant weather during the summer months,
tributor to the high number of domestic are the main reasons for the regular peaking of
tourists, which provided a boost to British tourist activities during that season (Butler,
seaside resorts. They also point out that 1994; Hinch and Jackson, 2000). Butler (1994)
warmer temperatures in the UK will, in the argues that the traditional long summer school
long-term, not only mean a more favourable holidays remain the largest single impediment
climate for tourism in general, but also greater to reducing seasonality. Work holidays also
potentials for an extension of the holiday influence the acuteness of the seasonal peaking
season and for spontaneous out-of-season of the tourist activities, especially since the
short breaks, which are most affected by introduction of paid holidays and the closure
climate-related factors. The trend towards of some industrial sectors for one or two weeks
warmer weather might cause a shift in the during the summer months. This is particu-
attractiveness of tourist destinations around larly apparent in France, where 20% of the
the globe (Agnew and Viner, 2001). Smith population take to the roads during the first
(1990), therefore, argues that climatic change weekend of August (Murphy, 1985). The
will make some revision of tourist seasons ageing of the population may, in the long-term,
necessary. change seasonal patterns considerably because
The term institutionalised seasonality refers the elderly population is less constricted in the
to traditional temporal variations formed by timing of their holidays (Butler and Mao,
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 205

1997). BarOn (1975) also draws attention to the year. Leisure tourism is mostly concentrated
effects of sociological and economic events on on weekends, especially in the shoulder and
seasonality, such as the difference in the prices off-peak seasons. As weekends are not distrib-
for tourism services and air fares during dif- uted equally throughout the months or the
ferent seasons, or reduced price sales in shops years they can influence tourism statistics.
after Christmas. These events can either in- Frechtling (2001) points out that the normal
crease or decrease the seasonal concentration pattern is for a month to have four weekends
of tourist activities. and that two or three months in a year will
Butler (1994) suggests that social pressure have five weekends. The years 1995, 2003, 2005
or fashion, the sporting season, and and 2011 had, however, or will have, four
tradition/inertia are significant additional months with five weekends and the year 2000
causes of seasonality. More specifically, he was unique in having five months which had
refers to the social pressure to participate in five full weekends in a total of 53 complete
specific activities at certain destinations at par- weekends (Frechtling, 2001). These calendar
ticular times of the year. This includes socialis- effects would suggest that seasonality should
ing in some capitals at certain times, breaks at be evaluated on the basis of weekly rather than
spas or spending the winter season at certain monthly data.
fashionable destinations. Examples under the Table 2 presents the five main causes of sea-
heading of sports include the hunting season sonality, as identified by Frechtling (2001) and
and those involving skiing, surfing or golf. Baum (1998). As Butler and Mao (1997) empha-
These activities require a combination of cli- sise, however, tourism seasonality involves not
matic and physical factors, along with the nec- only a temporal variance, but also a spatial
essary infrastructure. The point about tradition component. Lundtorp et al. (1999) point out
and inertia is a reference to the fact that ‘. . . that little research has been done about which
many people take holidays at peak seasons is the more important, the desire to travel at
because they have always done so, and old certain times of the year or the restrictions, e.g.
habits tend to die hard.’ (Butler, 1994, p. 333f). that tourists have to travel in the peak season
Calendar effects have been identified as owing to the fixed school holidays of their chil-
another important aspect (Frechtling, 2001). dren. Even though the main vacation period
Such effects may, for instance, be due to the may still be fixed to some extent for the major-
variability of the number of days in a month ity of travellers today, the destination is mostly
— i.e. the fact that February usually has only optional (Hartmann, 1986). Therefore, the
28 days and therefore is often the ‘low month’ causes of seasonality can be differentiated into
in many tourism series — or to the number of push- and pull-factors (Lundtorp et al., 1999),
weekends in the month, quarter, season or as illustrated in Figure 1.

Table 2. Causes of seasonality in tourism demand. Source: Frechtling (2001), italicised material has been
added from Baum (1998)
Causes of seasonality Tourism examples
Climate/weather Summer vacations, snow skiing, fall foliage tours, popularity of tropical
destinations in the winter, cruise line departures, ocean resort demand,
transport access
Social customs/holidays Christmas/New Year holidays, school breaks, industrial holidays or ‘fortnights’,
travel to visit friends and relatives, fairs and festivals, religious observances,
pilgrimages
Business customs Conventions and trade shows, government assemblies, political campaign
tours, sports events
Calendar effects Number of days in the month; number of weekends in the month, quarter,
season or year, date of Easter
Supply side constraints Availability of labour (school holidays, competition from other sectors, i.e.
agriculture); alternative use of facilities (schools to hotels)

Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
206 N. Koenig-Lewis and E.E. Bischoff

Push-Factors
∑ institutional (holidays,…)
∑ calendar (Easter, public holidays) Receiving
∑ inertia and tradition Generating Area Area
∑ social pressure and fashion
∑ access (transport costs, time)
∑ climate in generating area

Pull-Factors
∑ climate in receiving area
Generating Receiving Area
∑ sporting season (hunting,
Area fishing, golfing, skiing)
∑ events

Figure 1. Push and pull factors causing seasonality in the tourist destination
(source: based on Lundtorp et al., 1999).

Butler and Mao (1997) stress that the push- preferences) and structural constraints (e.g.
and pull-factors are not independent of one institutional factors). It is assumed that these
another and that they interact. They also factors are taken into account in a hierarchical
emphasise that the physical factors and climate way as part of the decision-making process of
in the receiving area are the foundations for the an individual regarding the timing and desti-
‘true tourism seasons’ and that the temporal nation of the holiday. The non-hierarchical
distribution of religious, cultural, ethnic, and leisure constraints framework explores season-
social events and activities in a destination pro- ality using qualitative methods. Such models
foundly influence the number and characteris- can be helpful both in the design of question-
tics of visitors. In order to tackle the seasonality naires and in the development of guidelines
problem efficiently in a destination it is there- for in-depth interviews.
fore important to realise where seasonality is Rosello et al. (2003) analyse the causes of sea-
generated. As pointed out in many studies, sonality from a macroperspective at a nation-
however, even though the tourist industry has al level. They investigate the relationship
made considerable efforts to modify seasonal between the ‘Gini coefficient’, a common
patterns there has been much less effort placed measure of temporal variations, and a set of
on understanding the fundamental causes of economic indicators, i.e. GDP, relative prices,
seasonality (Hinch et al., 2001). national exchange rate and the consumer price
There are only a few case-oriented studies index using data of the Balearics and its most
that examine the causes of seasonality in any important markets, the UK and Germany. The
detail. Hinch and Jackson (2000) and Hinch study found evidence that, with increased
et al. (2001) explore attitudes towards visits to income and lower relative prices, people tend
Fort Edmonton Park, Canada. They adopt a to separate their holidays during the year, thus
‘theoretical leisure constraints’ research frame- reducing seasonal concentration, whilst a fa-
work. Two alternative leisure constraints vourable exchange rate tends to increase sea-
models are discussed — the hierarchical and sonality because tourists prefer to take their
the non-hierarchical models. The hierarchical holidays in the peak season.
model differentiates between general attitudes Butler and Mao (1997) put forward a model
and motivations, intrapersonal (seasonal travel of the interactions between different factors.
preferences, e.g. natural factors), interpersonal Figure 2 reproduces their model, which por-
(e.g. companions with similar seasonal travel trays that seasonal variations are a result of the
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 207

Modifying Process
Differential pricing
Create new attractions & events
Market diversification

Tourism
Seasonality

Demand Process Supply Process


Response to natural season Physical satisfaction
Institutionalised holidays Activity conditions
Vacation tradition Social/cultural attractions

Figure 2. The mechanism of tourism seasonality (source: Butler and Mao, 1997).

generating process, the receiving process, the sonal and that tourist destinations supported
modifying process and their interactions. It is by large urban centres, due to a more diversi-
claimed that these interactions have two policy fied demand, experience a less pronounced
implications: diversified multiple attractions degree of seasonality. As Murphy (1985) high-
and seasonalised pricing, both of which will be lights, however, this does not imply that urban
examined later. destinations face only negligible seasonal vari-
ations in demand. London, a destination with
IMPACTS OF SEASONALITY all-weather attractions and year-round events,
for example, still records a summer peaking
Just as the causes of seasonality are diverse and and a winter low, caused especially by the high
complex, so are its impacts. Research on the number of overseas visitors during the sum-
effects of seasonality represents a major focus mer months.
of the literature. According to Wall and Yan The majority of the academic literature
(2003) it is likely that the impacts have become dealing with the issue of seasonality identifies
greater with the growth of mass tourism. This these systematic demand fluctuations as a
is due to the fact that the number of enterprises problem, which has to be overcome or, at least,
depending on tourism has increased and modified and reduced in effect (Butler, 1994).
tourism businesses have expanded in size, and BarOn (1975) refers to the social and personal
thus the ability to adapt to changes in demand costs of seasonality, such as lower quality stan-
has been reduced. Wall and Yan (2003) point dards of service in the peak months and over-
out that a thorough analysis of demand fluc- crowding at beaches and airports, as ‘seasonal
tuations and their impacts can highlight profit loss’. There are, however, also voices arguing
opportunities, in addition to pinpointing ways that seasonality in tourism has advantages,
of minimising losses. especially when an ecological and socio-
The impacts of seasonality vary consider- cultural perspective is taken, as the off-peak
ably with the location of the destination and season provides a time to recover (Higham and
the location of the tourism enterprises within Hinch, 2002). Hartmann (1986, p. 31), at least
a destination, reflecting in part the variety of partially, supports this view by stating that ‘it
physical conditions and the nature of the would be wrong to evaluate tourist seasonal-
attractions (Baum and Hagen, 1999). The WTO ity in economic terms only and to isolate a
(1984), for instance, states that the most spe- regional tourist service system from its social
cialised destinations are usually the most sea- environment and its ecological base’.
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
208 N. Koenig-Lewis and E.E. Bischoff

Economic impacts ities with coach tours. In contrast, small guest-


houses and family owned B&Bs often have
The economic impacts of seasonality relate little or no motivation to generate business in
mostly to problems in the off-peak periods, the off-peak season (Murphy, 1985).
particularly the loss of profits due to the inef-
ficient use of resources and facilities (Sutcliffe
and Sinclair, 1980; Manning and Powers, 1984; Ecological impacts
Williams and Shaw, 1991). Murphy (1985)
Ecological impacts are largely synonymous
states that businesses and the community need
with the negative effects occurring due to
to attain sufficient revenues from a few hec-
the concentration of visitors during the peak
tic weeks in the summer in order to ensure
season at a destination. These include, for
success for the whole year. Owing to the con-
example, congested rural lanes, disturbance of
sequently low returns on capital it is also dif-
wildlife, physical erosion of footpaths and
ficult to attract investors or lenders from the
litter problems (Grant et al., 1997). Manning
private sectors, and investments from pub-
and Powers (1984) emphasise the strain of
lic authorities may thus prove necessary
tourism activities on the ecological carrying
(Mathieson and Wall, 1982).
capacity of a particular destination, due to the
In the accommodation sector the negative
heavy usage during the peak season. Butler
effects of seasonal fluctuations may lead to a
(1994) points out that the intensity of the pres-
shortage of hotel rooms in the peak season. On
sure on often fragile environments caused by
the other hand, the creation of excess capacity
overcrowding and overuse during the summer
can have economically disastrous effects.
is often cited as one of the main environmen-
Mathieson and Wall (1982) regard the conse-
tal problems of tourism seasonality. He also
quent underutilisation of facilities in the off-
argues, however, that areas with high peak
peak season — along with greatly reduced
usage may be in the long run better off
revenues — as inevitable, because the majority
than having the use spread more evenly
of the capital assets are inflexible as they have
throughout the year. A similar view is taken by
not many alternative uses. They point out that,
Hartmann (1986), who states that the lengthy
even though some enterprises in the serviced
‘dead’ season is the only chance for the eco-
accommodation sector close during the off-
logical and the social environment to recover
peak season, many must remain open to obtain
fully.
sufficient income in order to cover the fixed
costs, which represent a large proportion of the
total costs.
Socio-cultural impacts
Grant et al. (1997) argue that there are also
positive economic impacts of seasonality. Socio-cultural impacts include not only the
Maintenance work on buildings or attractions, effects of seasonal variations on the host com-
for example, is typically scheduled for the off- munity but also on the visitor. The academic
peak periods and supports construction jobs literature relating to these impacts focuses
and specialist trades. According to Murphy mainly on the local community. Problems for
(1985), up-market hotels in the serviced accom- local people include, for example, congestion,
modation sector have been very successful in crowded streets, slower traffic, lack of parking,
attaining usage efficiency. These hotels are queues for services, significant increases in the
generally committed to be open all year round costs of community services, due to dramatic
for business, in order to keep their highly increases in population during the summer
skilled staff. This is achieved by making con- months, which place a strain on regular in-
cessions to attract off-peak season trade, such frastructure and services (Murphy, 1985).
as reduced rates to the business sector to try to Mathieson and Wall (1982) draw attention to
attract business travellers during the week, the link between tourism and increased crime
and off-peak season rates and ‘get-away’ spe- owing to the higher number of people present
cials as incentives to the public to visit during during the peak season. Murphy (1985) argues
the weekends, as well as their continued activ- that extra facilities are required and extra
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 209

police, sanitary, health and park personnel Employment


have to be hired during the tourist peak season
so that levels of services may be maintained. Seasonal employment affects the economy, the
He further states that the amount raised from employees and the local community, and is
the local tax base and central government therefore considered separately from the other
grants is not always sufficient, as the amounts impacts. Seasonality and employment in
are usually calculated in relation to the resi- tourism is a well researched topic in the acad-
dent population. This funding gap will emic literature, even though there is a general
inevitably result in a decline in the quality of lack of theory (Ball, 1988, 1989; Baum, 1993;
services for visitors and residents alike. Ashworth and Thomas, 1999; Krakover, 2000;
Other seasonal impacts relate to higher Flognfeldt, 2001).
prices during the peak season, increased risks Krakover (2000) explores the factors respon-
of accidents and negative influences on the sible for the numerical flexibility in the hotel
quality of life (Fitzpatrick Associates, 1993). labour force and attempts to identify the ad-
Manning and Powers (1984) regard these prob- justment mechanism between employment
lems as a strain on the social carrying capacity and tourism demand by examining data from
of the destination, which might result in eight tourist centres in Israel. The variables
resentment from the local community towards examined include domestic and international
all tourism activities. demand, bed occupancy rates, indices of the
Positive impacts of tourism seasonality for expected monthly fluctuations and long-term
the local population are widely recognised. trend. Ashworth and Thomas (1999) analysed
Murphy (1985, p. 81) states that for some com- the effects of counter-seasonal strategies on
munities ‘the lull before and after the storm employment in the UK between 1982 and 1996.
helps to make the season more bearable and They found that seasonality in tourism em-
the industry tolerable’ (1985). Many residents ployment over this period decreased by
only make full use of local amenities and facil- 30% in the summer and 24% in the winter
ities in the off-peak periods (Murphy, 1985). quarter. Ball (1989), in another study carried
The ‘dead’ season allows the community relief out in the UK, investigates the job-motivated
from stress and helps preserve its identity, as ‘seasonal in-migration’ of staff from major
traditional social patterns in a community are urban centres to coastal resort areas, where the
sometimes disrupted during the summer peak demand for seasonal staff exceeds the capacity
(Mathieson and Wall, 1982; Hartmann, 1986). of the local labour markets.
Butler (1994) stresses, therefore, that strategies The most important issue in relation to sea-
to lengthen the main season or to attract more sonal employment is the difficulty in recruiting
visitors outside the season need the full sup- and retaining full-time staff (Yacoumis, 1980).
port of host communities if they are to be suc- Murphy (1985) emphasises that staff relations
cessful in all aspects. and skills remain minimal, because only little
Even though the concentration of visitor training is usually provided for temporary
activities during the peak season produces employees. This again makes it particularly
similar effects on the tourists themselves, these difficult to maintain product and quality stan-
impacts have been largely neglected by dards (Baum, 1999). Seasonal work is also
researchers. Visitor enjoyment might be re- often seen as less ‘meaningful’ and tends to
duced due to overcrowding at attraction sites attract those on the periphery of the labour
and the lack of capacities during the peak market, who are less educated and semi-
demand periods. In contrast, in the off-peak skilled or unskilled (Mill and Morrison, 1998;
season, many facilities might be closed and the Mathieson and Wall, 1982).
full range of services may not be available As already mentioned, ‘seasonality is not
(Butler, 1994). The closure of attractions during necessarily bad for everyone’ (Murphy, 1985,
the low season not only affects potential visi- p. 80). Mourdoukoutas (1988) stresses that
tors, but also lowers the reputation of the some people choose seasonal occupations to
overall image of a destination (Flognfeldt, suit their non-market activities during the off-
2001). peak periods, e.g. students, artists or house-
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
210 N. Koenig-Lewis and E.E. Bischoff

wives. Farmers, through seasonal involvement Canada as a ‘premier four-season destination’


in tourism (such as providing farmhouse (Wilton and Wirjanto, 1998). The Scottish
accommodation) might not only receive in- Tourist Board has also supported a number of
creased revenues, but also a higher status studies into the opportunities for reducing sea-
(Mill and Morrison, 1998). Ball (1989) empha- sonal concentration and the success rate of the
sises the possible long-term symbiotic rela- strategies adopted (Scottish Tourist Board,
tionships between tourism and other economic 1997, 1998, 2000a,b). Baum and Hagen (1999)
sectors. In a similar vein Flognfeldt (2001) emphasise in this regard that there is a lack of
argues that seasonal employment can comple- longitudinal studies to evaluate the impacts of
ment traditional patterns of employment and such strategies over an extended time period.
unemployment. He presents a number of busi- Butler (1994) highlights that seasonality is a
ness strategies applied in rural Norway, in- difficult problem to overcome and even argues
cluding mixed employment (e.g. tourism and that despite the efforts in reducing seasonal
teaching), use of student and migrant workers, peaks, the seasonal range has in fact increased
and moving away to work or study in the in many countries with the rapid growth of
off-peak periods. tourism, which seems to ‘swamp’ any efforts
Getz and Nilsson (2004) examine the impact to redirect visitation into quieter periods of the
of ‘extreme’ seasonality of demand on fam- year. BarOn (1975) also points out that tourism
ily businesses in the tourism industry in expansion often means an expansion of the
Bornholm, Denmark. They found that most main season. According to Butler (1994) atten-
responses to ‘extreme’ seasonality have pro- tion is more likely to be focused on the off-
found implications for family life as well as peak season and methods to spread tourism
business growth and viability. Implications are throughout the year when overall tourist
drawn not only for family businesses but also numbers are relatively stable. The most suc-
for the destination. The understanding of cessful attempts to reduce seasonality can thus
family business motives and needs is crucial be found in destinations with well-established
for the identification of those enterprises with tourism industries and declining visitation
the greatest potential in tackling seasonality. levels (Butler and Mao, 1997). Weaver and
This theme is further explored in the book by Oppermann (2000) identify six basic supply/
Getz et al. (2004), which looks in detail at the demand matching strategies: increase, reduce
dilemma of balancing the desire to relax after and redistribute demand, and increase, reduce
a demanding peak season against the need to and redistribute supply. This categorisation is
maintain a steady cash flow in order to keep used for the following overview.
the business viable.
Increase demand outside peak season
POLICY IMPLICATIONS
The ability to extend the season or to introduce
McEnnif (1992) highlights that even though a second season is largely dependent on the
seasonality will never be totally eliminated, location and competitiveness of the destina-
there are numerous ways to even out the peaks tion, e.g. remote and peripheral areas may
and troughs. Considerable research has been encounter difficulties when trying to develop
carried out on this topic. Yacoumis (1980), for an all-year season tourism product (Allock,
example, examines options for tackling the 1994). In order to implement counter-seasonal
seasonality problem in Sri Lanka. Several strategies successfully it is important that con-
studies analyse Canada’s potential as an all- sumers are aware of the advantages, and avail-
season tourism destination and the opportuni- ability, of off-peak season holidays (Fitzpatrick
ties for stretching their seasons by appealing to Associates, 1993). One strategy to attract addi-
multiple market segments with new product tional visitors to a destination when demand
developments (Owens, 1994; Winter Tourism levels are below capacity is the modification
Sub-Committee Members and Apropos Plan- and diversification of the product. Yacoumis
ning, 2002). The aim is to achieve the Canadian (1980) stresses the direct relationship between
Tourism Commission’s vision, which sees the product/market mix and the degree of sea-
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 211

sonality and points out that the wider the applied to examine the impact of any such
product/market mix of an area or sector, the events. It might therefore be of use in evaluat-
lower its seasonality. ing the potential effectiveness of introducing a
Events and festivals are, by far, the most new event. The development of wet-weather
common single strategy to combat seasonality facilities, diversified multiple attractions and
(Getz, 1991; Baum, 1998). These can either be resorts can also help to provide a strong year-
traditional or artificially created events, round offer. Butler (1994) stresses that these
designed specially to attract visitors in the off- product development strategies must be
peak season. Examples of the latter are the placed within the context of the overall devel-
Oktoberfest in Munich, Germany, which even opment strategy so that the new products com-
created a ‘mini-season’ of its own, and the plement and support one another.
famous illuminations provided at the seaside Baum and Hagen (1999) discuss the identifi-
resort Blackpool during the month of October cation of new market segments as another
(Murphy, 1985; Allock, 1994). Events and festi- strategy to increase demand outside the peak
vals can also be launched in the main season season. New or alternative sources of demand
and moved to shoulder or off-peak periods for existing products and facilities include, for
when they become more popular with a well- example, senior citizens, business travellers,
established clientele (Baum, 1998). Brännäs incentive and conference market travellers,
and Nordström (2002) present an approach for short break holidaymakers and affinity
evaluating the effects of festivals. Econometric groups, as these are most able and willing to
models are used to examine the impact of fes- travel in the shoulder or off-peak seasons
tivals and special events on tourist accommo- (McEnnif, 1992).
dation, for two large Swedish festivals held in Figure 3 provides a summary of the differ-
August. The models incorporate spare capaci- ent demand and supply strategies required to
ties, displacement effects and the costs to the attract visitors in the off-peak season, together
visitors. It was found that the festivals had a with the constraints which have a bearing on
positive net effect, as average visitors stayed the success of these strategies. As this illus-
longer during festival periods. Even though trates, alternative packaging, presentation,
the festivals were not used to lengthen the promotion, distribution and pricing all play an
season in this case, the approach can be important role in attracting off-peak season

Demand Supply
Clientele Products
households without children health-related
longhaul travellers sports/activity
senior citizens culture/heritage
affinity groups special interest
incentive travellers conference
conference delegates indoor resorts

Holiday Packages
reflecting consideration of pricing,
quality and promotional components

Constraints Constraints
school holidays weather
work holidays ‘buzz’ of crowded resorts
weather lower prices
tradition increased costs
insufficient information closure of other attractions
negative imagery

Figure 3. Demand and supply elements of tourism seasonality (source: Fitzpatrick Associates, 1993).
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
212 N. Koenig-Lewis and E.E. Bischoff

visitors. Examples include special interest Strategies can include an increase in prices or
weekends, getaway breaks, health, sport and the introduction of entrance fees to protected
activity based holidays, culture and heritage areas (Weaver and Oppermann, 2000).
tourism or educational tours. Grant et al. (1997)
emphasise in this connection that the costs of
Redistribute demand
special offers must not compromise the quality
or the product image. BarOn (1975) also high- Redistribution of demand includes, on the one
lights the dangers in promoting off-peak sea- hand, the transfer of demand from time of
son tourism on the basis of the image of a excess use to times of low demand and, on the
destination, as some travellers might be disap- other hand, the spatial spreading of demand at
pointed as a result of poor weather, insufficient peak times. Seasonalised pricing is practised
entertainment, closed attractions and facilities, widely to improve the temporal spreading of
inadequate food or unsatisfactory service in tourism demand and off-peak season perfor-
hotels as a result of cost cutting. mance (Butler and Mao, 1997). The degree of
Baum (1998) points out that close co- success of these pricing policies, however, has
ordination between all public and private been drawn into question, as price cuts cannot
sector bodies and operators, working together be very large if profitability is to be maintained
at all levels, is essential to overcome some of (Mathieson and Wall, 1982).
the effects of seasonality. The following poli- Batchelor (2000) discusses the positive and
cies, directed towards the commercial sector, negative effects of the staggering of school hol-
have been suggested at a national level: ‘incen- idays over a longer period, such as a change in
tives for development of off-peak season the UK from the traditional three-term year
products; marketing subsidies for all-season to a five-term year. He also analyses already
products or for all-season client markets; pro- successful implementations of geographical
viding information to operators on products, staggering of holidays in other European
potential off-season clientele groups or on pro- countries. It is interesting to note that the
motional strategies; co-ordinating co-operation spreading of domestic holidays into off-peak
across tourism sub-sectors to facilitate the season and shoulder periods is most evident in
development and marketing of attractive those EU countries where school holidays are
off-season packages; and encouraging attrac- staggered or where other flexibilities are intro-
tions and other tourism products to remain duced into the system (Fitzpatrick Associates,
open during the shoulder and off-season’ 1993).
(Fitzpatrick Associates, 1993, p. 49). Spatial redistribution of demand at peak
It should be noted that the effects of strate- times can also reduce the negative impacts of
gies to increase the number of tourists in the overcrowding. Strategies include better visitor
off-peak periods, even where they have suc- management techniques and more efficient
ceeded in doing so, have not always been pos- transport arrangements, including developing
itive. At some destinations this has actually led and publishing of alternative routes to holiday
to an increased acuteness of seasonal concen- destinations or the promotion of alternative
tration, as the efforts made to attract tourists in transport possibilities (Fitzpatrick Associates,
the off-peak season also increased the number 1993). Allock (1994) suggests the development
of peak season visitors (Netherlands Ministerie of ‘circuits’ of attractions, twin attractions or
van Economische Zaken, 1991). two-centre holidays, e.g. one week spent at the
seaside and one week in the countryside to
spread tourists away from congested or eco-
Reduce demand in the peak season
logically sensitive areas.
Reductions in demand can be necessary if the
number of tourists exceeds the capacities,
Increase supply in the peak season
resulting in reduced visitor satisfaction and
low-quality services. Such measures are re- Weaver and Oppermann (2000) comment on
quired especially when the negative impacts ways of expanding the current capacity as a
considerably outweigh the positive effects. means for dealing with high peak-season
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 213

demand. This might, for instance, take the modation and facilities to the requirements of
form of creating new facilities or utilising business tourists.
external resources on a temporary basis. There
are obvious dangers if such measures are con- CASE STUDIES OF TOURIST ATTITUDES
sidered in isolation from other developments,
as the increased supply might result in A considerable number of studies are available
an overloading at other existing facilities which examine the motivations and behaviour
(Mathieson and Wall, 1982). It also has to be of tourists in different seasons of the year. Most
borne in mind that, if the capacity is expanded of these focus on a particular tourist attraction
on a permanent basis, this strategy can lead to or region, and the results are based primarily
an increased problem of underutilisation of on data gathered from questionnaires, per-
facilities in the off-peak periods. sonal interviews or focus groups. Insights into
Grant et al. (1997) note that destinations with the seasonal behaviour of tourists, e.g. motiva-
a flexible and cost-effective infrastructure are tions, as well as the types of attractions and
able to cope with peaks without requir- activities in which they are interested, are
ing expensive year-round maintenance. For essential for successful product modifications
example, temporary coach parking areas and and market diversifications aimed at increas-
the alternative utilisation of tourist facilities ing the length of the season.
outside the main season, such as the use O’Driscoll (1985) studies the possibilities of
of tourist information centres as business in- increasing off-peak holiday travel from the
formation centres, enables costs to be cut USA to Europe by examining data from ap-
considerably. proximately 1000 telephone interviews. The
products and marketing strategies that could
maximise such off-peak travel are discussed.
Reduce supply
Calantone and Johar (1984) analyse the influ-
Another strategy to reduce the underutilisa- ence of different factors in the choice of activi-
tion of resources and facilities is the closure of ties in different seasons. The data came from a
parts of the tourism enterprise in the low questionnaire survey involving 1500 respon-
season. This radical measure for reducing costs dents, which was conducted in Massachusetts,
is generally employed only when it is not pos- USA. A factor/cluster analysis was used to
sible to increase demand outside the peak segment the visitor market according to the
season substantially (Weaver and Oppermann, benefits sought (e.g. nature, attractions). It was
2000). Restricted supply of tourist facilities, or found that travellers seek different benefits at
services, can help to reduce overcrowding at different times of the year. The implications of
peak times and to redistribute excess demand these results for product development and
throughout the season. However, Yacoumis marketing the destination are discussed.
(1980) points out that restrictions of supply, Several other case studies deal with destina-
e.g. limited room capacity, entail a slower rate tions in the USA. Manning and Powers (1984)
of growth for the whole industry. Mathieson study the visitor reactions to specific manage-
and Wall (1982) state that even though this ment strategies aimed at redistributing
strategy may cause dissatisfaction for those demand through the year, such as differential
tourists unable to use facilities, it ensures that fees or the altering of opening and closing
those tourists whose demands are met receive dates. A survey of 617 campers in Vermont
high quality products. State Park formed the basis for the analysis. It
was found that a variety of strategies could be
effective and that individual groups of visitors
Redistribute or restructure supply
could be targeted. The potential value of price
If the existing product is no longer suited to the reductions in attracting visitors during the low
original demand, product diversification can season is emphasised and potential target
help to attract different consumer segments markets are identified. Bonn et al. (1992) ex-
(Weaver and Oppermann, 2000). This includes, amine seasonal differences in coastal resort
for example, the adaptation of hotel accom- visitors to Hilton Head Island in South
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
214 N. Koenig-Lewis and E.E. Bischoff

Carolina. The length of stay in conjunction tify a range of products which visitors seek
with the accommodation type, the trip origin during different times of the year. It was found
and factors influencing the decision to visit are that, for example, packaging of accommoda-
identified as the most useful factors for a seg- tion offers are critical, especially for the short
mentation of the visitor market by seasonality. break market. Value for money was also high-
Spotts and Mahoney (1993) investigate differ- lighted as an important aspect. Furthermore,
ences in the characteristics between autumn the work suggested that simple short-term
and summer tourists in Michigan’s Upper promotion of off-peak season products might
Peninsula on the basis of approximately 3800 not always be enough and that investments
interviews carried out during 1984. A cluster in new facilities might be needed to attract
analysis is applied to segment the autumn different markets (Scottish Tourist Board,
tourists, based on their participation in recre- 2000a).
ation activities, and possible marketing strate- Some studies found that the destinations
gies are discussed. examined had little potential for a successful
Owens (1994) examines the all-season resort lengthening of the summer season. Lundtorp
sector in Canada in order to determine its et al. (1999), for example, analyse the possibil-
overall competitive position. A survey of ities of expanding the season in the Danish
Canadian and comparable USA all-season Baltic Island of Bornholm. Over 3000 depart-
resorts, as well as a survey of a small sample ing visitors were interviewed in 1995 and 1996.
of visitors in Canadian ski resorts, were carried It is concluded that there are no realistic possi-
out for the study. The guest profiles for the bilities for increasing the off-peak season,
Canadian resorts are compared and associated or indeed the shoulder season, market by
marketing opportunities discussed. In another developing more activities and attractions.
study conducted in Canada, Hickey et al. Campbell (1995) looks at the perceived barri-
(2001) explore attitudes towards visiting Fort ers to off-peak season development in the
Edmonton. In a survey of 118 park visitors and Highlands and Islands of Scotland. He exam-
follow-up interviews with a small subset of ines the attitudes of hoteliers in particular and
these they attempt to identify how natural and concludes that climatic factors and low foreign
institutional variables are related to the visit in holiday prices are regarded as substantial
a particular season. impediments.
Commons and Page (2001) examine the pro-
blem of seasonality in peripheral destinations MEASURING SEASONALITY
in Northland, New Zealand. The issues affect- IN TOURISM DEMAND
ing tourism development in the region are dis-
cussed and the characteristics of Northland’s The ability to quantify the degree of seasonal-
main domestic market are analysed using the ity and other seasonality-related characteristics
results of a postal survey of 516 Auckland res- of an observed demand pattern is clearly an
idents. The implications for the tourism indus- important prerequisite for much of the applied
try in addressing the seasonality problem in work in this area. However, relatively few
the domestic market are discussed. authors have closely examined ways of quan-
A number of studies have also been con- tifying and comparing empirical patterns.
ducted in Scotland, where a ‘Seasonality Most of the research has been focused on lon-
Working Group’ was established by the tourist gitudinal studies involving time-series decom-
board as long ago as 1984. This group devel- position, with the modelling effort being
oped, for example, an ‘Autumn Gold’ cam- aimed primarily at obtaining seasonally ad-
paign in 1996 to try to encourage visitors justed data. In general, seasonal factors are
to come to Scotland in the quieter months computed in the first step of the analysis and
of October and November (Scottish Tourist these are then compared using a variety of
Board, 2000b). Studies initiated by the group measures for the acuteness of the seasonal
examine the motivations of visitors to Scotland variations.
at different times of the year, analyse the pos- Of these studies, the majority have been con-
sibilities for lengthening the season and iden- ducted in the context of international tourism.
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 215

The most well-known example is the compre- measure seasonality, changes in the pattern, or
hensive study by BarOn (1975), which analy- the causal factors involved are affected by the
ses the seasonal pattern of tourist arrivals at way in which the seasonal factors are mod-
borders for 16 different countries over a 17- elled. Thus, in addition to the traditional
year time frame. Average monthly seasonal analysis of seasonal factors outlined above,
factors are estimated using the moving several decomposition models incorporating
average approach. Several static measures, either deterministic or stochastic seasonal
such as the ‘Seasonal Range’ (difference be- effects are presented and compared. A similar
tween highest and lowest monthly indices), approach is taken by Sørensen (1999) who
the ‘Seasonality Ratio’ (highest seasonal value examines regional differences in the seasonal
divided by lowest) and the ‘Peak Seasonal concentration of tourists in the hotel sector in
Factor’ (highest monthly seasonal factor), are Denmark. He tests the hypothesis that the
then applied to compare the seasonal factors nature of the seasonal process has become
obtained. A similar approach is taken by more stochastic and uses a univariate stochas-
Yacoumis (1980), who examines the seasonal tic econometric approach to model the season-
pattern of foreign tourist arrivals in Sri Lanka. ality of hotel nights in Denmark, by county
Sutcliffe and Sinclair (1980) further develop the and nationality, between 1970 and 1996. Other
seasonal decomposition approach to identify approaches include that of Coenders et al.
‘changes in the pattern’ and ‘pure changes in (2001), who examine the effects of differ-
the level of seasonality’ (i.e. amplification of ent characteristics of holiday hotels on the
the existing seasonal pattern) in tourist arrivals monthly price in the sun and beach segment
in Spain over the period 1951 to 1976. Other for the Spanish continental Mediterranean
examples are the studies by Drakatos (1987) coast. Random-effect models are used to study
and by Donatos and Zairis (1991) who derive the peak level and seasonality of hotel prices
seasonal factors for different nationalities of and their predictors. Several other studies have
visitors to Greece from 12-month moving focused on hotel capacity utilisation levels and
averages. Various statistical notions, such as the factors which may explain the observed
the ‘Coefficients of Variability’, ‘Coefficient of variations in occupancy levels (Jeffrey and
Variation’, ‘Concentration Indices’, ‘Ampli- Barden, 1999; Campbell, 1995). The majority
tude Ratios’ and ‘Similarity Indices’, are of these are based on variants of principal
applied to compare the acuteness of seasonal- components analysis. Koenig and Bischoff
ity for different regions. Wall and Yan (2003) (2004a,b) provide recent reviews of this
use a classic time-series approach to identify work as well as some extensions to the basic
the structure, characteristics and intensity of methodology.
temporal fluctuations in China’s international As highlighted at the beginning, this paper
visitor arrivals from 1980 to 1998. Seasonal does not attempt to review progress in the area
variations are examined using monthly ratios of demand forecasting. The boundary between
(number of visitors for each month in a year forecasting approaches and quantitative
divided by the average monthly numbers of models and methods aimed at analysing sea-
visitors for that year) along with their devia- sonality, however, is not a clear-cut one.
tions and the ‘Seasonal Index’. Some studies Several papers have put forward sophisticated
using a similar approach have been conducted methods for modelling tourism seasonality
at a national level. Wilton and Wirjanto (1998), with the aim of improving forecasting models.
for example, estimate the magnitude of the Goh and Law (2002), Gustavsson and
seasonal factors for 113 national tourism indi- Nordström (2001) and Kim and Moosa (2001),
cators over the period 1986 to 1997. for instance, examine the effect of different
At a sectoral level, such work has largely specifications of seasonality on forecasting per-
focused on the accommodation sector. formance. Kulendran (1996) and Kulendran
Grainger and Judge (1996), for example, and King (1997) compare a number of fore-
analyse the changing patterns of seasonality in casting models in the context of predicting
hotel arrivals in Portsmouth for the period quarterly international tourist flows into
1987 to 1994. They stress that attempts to Australia from major tourist markets. They
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
216 N. Koenig-Lewis and E.E. Bischoff

emphasise the importance of seasonality and SUMMARY AND CONCLUSIONS


point out that this requires careful handling.
Lim and McAleer (2000, 2001a,b, 2002, 2003) As has been illustrated on the preceding pages,
also have published a number of studies relat- tourism seasonality is an extensive, multifac-
ing to seasonal modelling, with the aim of eted subject area which has received a great
forecasting tourism demand from Asia to deal of attention, especially in recent years. The
Australia. review also clearly shows, however, that there
Although a wide variety of approaches for are many gaps in the published research and
measuring aspects of seasonal variations in that many of the issues arising in this field are,
tourism demand data are used in the literature, at best, only partially understood. There is a
only a few studies make the attempt of com- distinct lack of in-depth and longitudinal
paring these measures regarding their merits research to underpin the tentative findings that
and limitations and thus provide some have emerged. Moreover, and perhaps even
guidelines for analysing seasonal variations. more importantly, tourism seasonality research
Wanhill’s (1980) study is the first that compares has been dominated by a focus on practice,
different seasonality measures. He points out rather than being based on theoretical models.
serious deficiencies of the ‘Seasonality Ratio’ This also has been highlighted by Hinch and
and the ‘Coefficient of Variation’ concept used Jackson (2000) and Lundtorp (2001), who
by Yacoumis (1980) and argues for the advan- points out explicitly that there is no scientific
tages of using the ‘Gini Coefficient’, a measure theory on tourism seasonality.
that takes account of the skewness of the dis- The phenomenon can be looked at from
tribution and is less influenced by extreme many different perspectives and most allow
values than the other two. Lundtorp (2001) pre- for a negative or a positive angle to be taken.
sents a comprehensive summary of the differ- For example, although the majority of the lit-
ent seasonality measures. They are illustrated erature considers seasonality as a problem
through an analysis of the seasonal pattern for from an employment perspective, the fact that
Danish hotel nights from 1989 to 1998, both for it leads to a casualisation of labour also can
the whole country and the 15 regions. Koenig be viewed as a positive aspect, owing to the
and Bischoff (2003), in addition to presenting a opportunities that are created for sections of
comparative analysis of demand seasonality in society which do not seek permanent work.
different regions of the UK, also provide an Similarly, extreme seasonality might cause
overview of different approaches to measuring heavy environmental damage due to the
seasonality. The merits and limitations of the overuse of resources and facilities, but on the
various approaches are discussed. It is high- positive side will provide extended opportu-
lighted that the decision about which measure nities for the recuperation of these resources.
is to be used depends on the research question The question of what constitutes an ‘optimal’
and the degree of detail required. A combina- degree of seasonality for a destination is a per-
tion of different approaches is suggested as the tinent and important one, but also one that
best way for analysing seasonal demand vari- remains largely unanswered in the present
ations at a national level. literature.
No general guidelines exist of how seasonal- It is hoped that, by summarising progress to
ity or demand fluctuations in the wider sense date, the present paper will make a contribu-
can and should be measured and which avail- tion to advancing the field. Various concrete
able data sources should be used. The resulting pointers towards potentially fruitful directions
lack of standards in quantification methods, in for further research would appear to emerge
turn, makes comparisons of demand fluctua- from it. For instance, most of the work reported
tions between different regions or sectors par- has been carried out in the socio-cultural
ticularly difficult. The number of in-depth context of Western industrial countries and
studies of measures of seasonality and associ- little is known about seasonality-related issues
ated conceptual models, which allow tourism in other parts of the world. Considering the
managers and policy-makers to translate enormous growth rates observed and forecast
theory into practice, is still very limited. for outbound Chinese tourism, the potential
Copyright © 2005 John Wiley & Sons, Ltd. Int. J. Tourism Res. 7, 201–219 (2005)
Seasonality Research 217

implications for Northern Hemisphere desti- Baum T. 1998. Responding to seasonality in periph-
nations of festivals such as the Chinese New eral destinations. In Insights — Tourism Intelli-
Year would seem to represent a particularly gence Papers. British Tourist Authority, English
interesting area of future research. Developing Tourist Board: London; A107–115.
more satisfactory models of the interaction Baum T. 1999. Seasonality in tourism: understand-
ing the challenges — Introduction. Tourism Eco-
between the push and pull factors that govern
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possibly very rewarding, avenue for research. Baum T, Hagen L. 1999. Responses to seasonality:
A concrete example of a worthwhile topic in the experiences of peripheral destinations. Inter-
this area are the effects that recent changes to national Journal of Tourism Research 1(5): 299–312.
the patterns of school vacations in several Baum T, Lundtorp S. 2001. Seasonality in tourism:
countries have had on the intensity of seasonal an introduction. In Seasonality in Tourism, Baum T,
demand variations. Moreover, the concepts Lundtorp S, (eds). Pergamon: Oxford; 1–4.
and methods used for quantifying seasonality Bonn MA, Furr HL, Uysal M. 1992. Seasonal varia-
deserve closer attention — indeed there are tions of coastal resort visitors: Hilton Head
many aspects of the subject where adopting a Island. Journal of Travel Research 31(1): 50–56.
Brännäs K, Nordström J. 2002. Tourist Accommoda-
more quantitative perspective might lead to
tion Effects of Festivals. Umea Economic Studies
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