Abstract
Tourist destinations have evolved throughout the world because governments invest on developing a tourist sector. The ultimate goal is to improve the quality of life of the local residents. For this reason, the impacts of tourism, both positive and negative, need to be measured from the local residents’ perspective. This study segments local residents according to their perception on tourism. A hybrid fuzzy segmentation method was applied to a sample of 504 local residents in Gran Canaria. Three representative profiles are obtained for two scenarios: (1) extreme tourist lovers, extreme tourist haters and ambivalents and (2) lovers, haters and ambivalents. Contributions to the body of knowledge and policy implications are discussed. A future research agenda is given.
Introduction
There is certainly a plethora of tourism research devoted to examine the impacts on host communities and local residents. Tourism for some destinations like Gran Canaria is an important driver of socio-economic development as the industry has a central role in creating jobs. Accordingly, Uysal et al. (2012) contend that …increases in tourism jobs within the destination area should play a significant role in increasing the economic and consumer well-being of the destination residents. Increases in jobs and sales should also generate more tax revenues for the destination, which in turn allows increases in public sector spending. Public sector spending enhances residents’ economic, consumer, social, health, and environmental well-being. (p. 2)
Ap (1992) highlights the issue of monitoring the attitudes and perceptions of local residents to anticipate antagonistic behaviour towards tourism. In an ideal world, Vargas-Sánchez et al. (2009) contend that tourism planning should be guided by the participation of local residents in what is termed as community-driven planning. If planners ignore the local residents’ perception in the decision-making, it is likely that some antagonistic tourism attitudes and behaviour appear (Olya and Gavilyan, 2017). Nowadays, the finding by Doxey (1975), regarding that antagonistic behaviour towards tourist and tourism is not supported by the literature, seems history. Zerva et al. (2018) find that extreme hate positions are enduring in time analysing the hosts’ public narratives over time in the case of Barcelona.
Tourism is a remarkable industry for the sustained growth, the internationalization and for the economic significance for some regions. The arrivals of international tourists registered a remarkable increase of 7% in 2017 until reaching a total of 1.322 million, according to the last World Tourism Barometer (UNWTO, 2018). Gran Canaria is a well-known mature mass tourism destination in the European Union. In 2017, the island set a new historical record for tourist arrivals with more than 4.5 million visitors, representing an increase of 8.6% over the previous year (ISTAC, 2017). The Nordic countries together, Sweden, Norway, Finland and Denmark, were the primary market with more than 1 million visitors. German and British are the next markets in importance. Undoubtedly, tourism is an important economic sector in the island, so the knowledge of the local residents’ perception seems to be a priority as the perception does not only influence the attitude towards tourism but also tourists (Martín et al., 2017). A balance situation between tourists and local residents can only be achieved managing adequately the local residents’ perceptions (Zhang et al., 2006). Sharpley (2014) concludes that despite the scale, scope and significance of the nowadays Tourism industry, the residents’ perception research is not still reflected.
In this context, the aim of this article is to contribute to the extant literature in the field by applying a hybrid fuzzy segmentation method to segment the residents into three representative profiles for two scenarios: (1) extreme tourist lovers, extreme tourist haters and ambivalents and (2) lovers, haters and ambivalents. This article sheds some light in a topic in which qualitative scales have not been converted into fuzzy numbers before applying any segmentation method, and the fuzzy hybrid method to find the segments seems also an adequate technique of segmentation in which the local residents are not forced to belong to one particular cluster (Zhang et al., 2013).
The remainder of the article is organized as follows: The second section offers some insights from the literature; the third section describes the data section; the fourth section details the methodology; the fifth section presents and discusses the results; and the final section offers some concluding remarks.
Literature review
The main positive and negative impacts of tourism have been analysed by different scholars from different perspectives and angles. Sharpley (2014) finds that there are 1070 published articles in three journals (Tourism Management, Annals of Tourism Research and Journal of Travel Research) dealing with ‘residents’, ‘attitudes’, ‘perceptions’ and ‘tourism’ and that the academic research has been focused in the social, economic and environmental impacts. The author concludes that ‘the roots of the now considerable body of research into resident perceptions of tourism lie, of course, in the early recognition of tourism’s negative consequences’ (p. 39). Jafari (2005) is one of the most cited studies, in which the two following broad positive impacts are found: (1) economic benefits, such as employment creation, generation of currencies, infrastructures, consumption of local products, economic development, multiplier effects in other economic activities; and (2) sociocultural benefits, such as the improvement of education for employment, the reductions of important sociocultural barriers like racial, religious, political or linguistic; the increase of the awareness or the self-perception of the own culture and identity that ultimately favours the local heritage within a global trend of cosmopolitanism and international understanding. The negative impacts are also based on these two global categories: (1) economic costs such as inflation, increase of superfluous imports, seasonality and contribution to unemployment, unbalanced development, external dependence, destruction of natural resources and pollution; (2) sociocultural costs like growth of stereotypes and prejudices, xenophobia, commercialization of communities and local cultures, weakening of the family structure, crime and conflicts.
Harrill (2004) emphasizes the importance of the support of the local communities in the success of tourist development, and therefore the investigations that aim to know the opinions and attitudes of the residents in this topic are fundamental. He classifies the factors that influence the attitude towards the tourist development into three large groups: (1) socio-economic factors, (2) spatial factors and (3) economic dependence. The discourse on the socio-economic factors that have been commonly employed to explain the attitudes of the residents towards tourism has been to a certain extent dominated by variables like income, ethnicity and the social structure of residents. Regarding spatial factors, the author concludes that the closeness of residential areas to the core of tourist activities in the destinations increases the negative residents’ perception on tourism. On the economic dependency, the author concludes that there exists a positive relationship between this dependency and the residents’ perception. The author uses the ‘Irridex Model’ as an explanatory model on the perception of the residents according to the different stages of the life cycle of a destination. Thus, the residents’ perception changes along with the different stages of the life cycle of the tourist destination. A virtuous circle is usually observed from the initial stage of euphoria, to the subsequent stages of apathy and indifference, discomfort and inconvenience and a final stage of antagonism or incompatibility.
A series of residents’ typology according to the different feelings of acceptance or rejection of the tourism has been suggested. The extreme and first classification is based on haters and lovers, with more intermediate classes between these two who love or hate tourism for a motive or a reason.
Sharpley (2014) finds that quantitative methods are by far more employed than qualitative or mixed methods in the majority of the research dealing with residents’ perceptions of tourism, but, in turn, the author points to one of the main limitations of this type of studies, the value–action gap. This limitation is related to what respondents say they will do and what at the end they finally do. Some residents can answer very negatively towards tourism development but at the end can demonstrate a sort of soft-tolerance as they do not participate in any public demonstration against it. Thus, some authors consider that the field would benefit from moving from the first layer of residents’ perceptions to a second layer of actions or responses (Carmichael, 2000).
Regarding the methodological approach, Nunkoo et al. (2013) analyse 140 articles dealing with the topic and find that the more frequent quantitative methods are (1) descriptive statistics, (2) factor analysis (exploratory factor analysis (EFA) and principal component analysis (PCA)), (3) regression analysis, (4) analysis of variance, (5) t-tests, (6) confirmatory factor analysis, (7) structural equation models, (8) χ 2 test, (9) correlation analysis and (10) cluster analysis. Typically, the research is based on the administration of a questionnaire to a sample of residents containing different questions and answer formats that measure specific constructs of research interest. Sharpley (2014) finds ‘that the use of quantitative methods is understandable, the objective of most studies being to identify and test the relationship between variables that influence resident perceptions of tourism or, in some cases, to segment residents through cluster analysis’ (p. 42)
Theoretical approaches
The theoretical perspectives have also been analysed by different theories like, for example, the community attachment, the social exchange or the growth machine. The community attachment theory is based on the degree, the model, the intensity and the type of social participation and integration in the life of the community. The social exchange theory analyses how the resources and services between the individuals and the social groups are shared and exchanged so it is assumed that tourism development entails not only economic benefits but also involve some environmental and social costs. The net exchange needs to be positive valued to have a positive residents’ perception. The social exchange theory was proposed by Morales (1978) as a general interaction theory. The social behaviour is based on an exchange of views in which individuals are rewarded by the interactions, and the conformity is achieved by the continuous interaction flow between all the individuals of the community. Rational choice and utilitarianism are based on these mutual and beneficial interactions. Thus, Ap (1992) considers that the reciprocity of the expected benefits in the tourism exchange is crucial to observe a continuous relationship of mutual interdependence. The benefits and costs must be balanced and permeated through different social classes, and it is well known that those sectors directly involved in tourism tend to be a lover typo. The rationality in the relationship of mutual benefit between ‘host and guest’ or ‘tourists and residents’ needs to exist without tension and antagonism between both parties. If this is the case, the positive impacts of tourism in the resident population (employment generation, infrastructure maintenance, greater supply of leisure and more cosmopolitan atmosphere) outweigh all the negative impacts (overcrowding, inflation, spatial segregation, gentrification, conflicts and pollution).
The growth machine theory is based on the factors and allies that support the economic growth. This theory has been particularly useful to understand the attitude differences that exist between the residents and the local economic elites. If the tourism development is controlled by a minority of powerful elites rather than by the majority of residents, then the rationality of a higher growth and tourist development is going to be fiercely stressed (Martin, 1999). The author adopts a systemic perspective in which tourist development should happen in harmony between all types of capital: financial, social, human, infrastructural, environmental, patrimonial and symbolic. There are numerous studies that find empirical evidence between tourism and economic growth (Brida et al., 2010; Jayaraman et al., 2014; Kumar and Kumar, 2012). Recently, Kumar et al. (2020) find, analysing the effects in the Cook Islands, that the relationship between tourism arrivals and economic growth presents asymmetries.
Another series of studies can be classified according to the perspective of ‘Other Social Theories’: (1) the ethnicity marginality theory, whose focus is on investigating the influence of differences in perceptions according to ethnic and racial groups; (2) The host–guest paradigm has its origin in anthropology and considers that the phenomenon of the interaction between residents and tourists needs to be analysed under more complex theories; (3) people’s quality of life highlights the role of the influence of tourism and the perception of the quality of life and the support of the community to the tourist activity, as well as the participation in tourism planning and standard of living. The quality of life and the level of development of tourism in the destination are studied in a comprehensive manner with the general level of satisfaction in life; (4) place identity theory analyses the influence of the senses of distinctiveness, continuity, self-esteem and self-efficacy in the views of the residents; (5) the resident’s place image affects the views of residents on the support towards tourism development plans, considering therefore that this image could benefit the community; and (6) the social conflict theory studies the external implementation of the tourist business in a small and traditional communities where ethnic conflicts between businessmen, residents and tourists need to be analysed.
Empirical analysis
With the objective to have a more accurate idea of the recent studies on social perception of tourism and focusing on empirical cases, a recent selection shows that the case studies are from different countries and analyse diverse types of tourist products: cruise, mountain and beach tourism. As in the theoretical part, it was observed that a common model or a general theory has not been applied. However, the most used explanatory theories are the social exchange theory, the community attachment theory and the quality of life theory. The conclusions cannot be generalizable and depend very much on the tourist product, the type of destination and the stage in the life cycle.
Regarding cruise tourism, three studies are summarized. First, McCaughey et al. (2018) analyse the case of local residents in Esperance, Western Australia, and find that, in general, residents are supportive towards the presence of cruise tourists in the city. Nevertheless, they also find that some residents show a dissent attitude with the management of the visits to the city and the treatment given by the cruise liners to the local businesses. Second, Del Chiappa et al. (2018) analyse a sample of residents in the Spanish city of Valencia, and, applying a cluster analysis method, the authors find three distinct groups: ‘pessimists’, ‘cautious supporters’ and ‘optimists’. The clusters show differences according to the age, the proximity to the port and the tourist zone. One of the main concerns of the residents is that a large part of the profits goes to non-local companies, so this should be corrected or reverted to induce a more favourable perception towards these tourists. The authors also find some contradictory conclusions with respect to other studies and conclude that local residents’ perceptions towards cruise tourism depend on the specific destination and generalizations of results are not possible. Finally, Brida et al. (2014a), through a survey in two Italian ports of the Mediterranean Sea (Messina in Sicily and Olbia in Sardinia), find that both residents have very similar opinions: a general positive attitude about the development of cruise tourism. However, the authors also highlight the negative impact on the environment, as well as the congestion and some crime.
Regarding mountain tourism, we refer to four case studies. First, Peters et al. (2018) analyse an Austrian mountain destination (Urlaubsregion Murtal) and find a positive attitude towards tourism development, highlighting that the advantages overcome the disadvantages. The authors consider the interest of studying local community involvement through theories such as community attachment theory or quality of life theory. Second, Šegota et al. (2017) study the case of the city of Bled, a Slovenian mountain and lake destination. The authors find that highly informed and highly involved residents have better perceptions of the positive impacts of tourism than all other groups. While those residents poorly informed and little involved have more negative perceptions of the impacts. Third, Muresan et al. (2016) analyse the factors that influence the support to the development of sustainable tourism in the region of Nord-Vest (Romania). The authors find that rural residents perceive tourism development in a positive way and that the environmental component of sustainable development is the most important. The tourist activity is perceived as beneficial for the diversification of recreational activities and the improvement of the general infrastructure. The local community is ready to support the development of sustainable tourism if the perceived personal benefits are important. The higher the perception of the economic and sociocultural benefits, the greater will be the support of the local community to build future tourism strategies. Finally, Brida et al. (2014b) analyse the mountainous area of Folgaria, Italy. The authors identify groups of residents concerned about or opposing to planning and developing tourism in their communities. The development of winter tourism would only be supported by the community if the environmental and sociocultural impacts are kept to the minimum.
To end this section, two case studies related to sun and beach destinations will be commented. First, Franzidis and Yau (2018) analyse the relationship between hosts and guests in the case of a small beach community in the United States (Wilmington, North Carolina). Using focus groups, the authors find that the majority of the residents support tourism in the community and recognize their economic dependence on the sector. Residents recognize improvements in recreational activities, infrastructure and various events. In exchange for the benefits, residents are ready to tolerate certain negative impacts, such as increased traffic, crowds and trash. The study finds that the attitudes are closely aligned with the social exchange theory and that residents’ attitudes are not static and can change over time, being unique in each destination and community. Finally, Cardona et al. (2019) study the overall attitude towards tourism in the case of Punta del Este, a well-known sun and beach tourism destination in Uruguay. The authors, through a partial least squares regression method, find that the perceived benefits and costs do not have a direct effect on the support to more arrival tourists, but the positive economic and the negative sociocultural impacts have a significant effect on the overall attitude towards tourism.
The questionnaire and data
Nunkoo et al. (2013) recognize that residents’ perceptions on tourism have been analysed by different constructs according to positive and negative impacts mainly over economic, social, cultural and environmental aspects. There are a number of factors that influence the residents’ perceptions of these impacts. There are a number of studies that have developed in the past years scales to measure residents’ perceptions on tourism (e.g. Ap and Crompton, 1998; Delamere, 1998; Godfrey, 1998; Gursoy et al., 2002; Lankford and Howard, 1994; Lindberg and Johnson, 1997; Sirakaya et al., 2001; Yu et al., 2011). Based on this earlier research, it can be seen that there are a number of factors and attributes that appear more frequently like the economic growth, the creation of jobs, the improvement of Infrastructures, the generation of wealth, the conservation of the environment, among others.
The research instrument of this study was a structured questionnaire comprising three sections to measure different constructs. Section A was about the importance of tourism in Gran Canaria and the residents’ perception on 10 items (Table 1) using a semantic five-point Likert-type scale (1 = very negatively; 2 = negatively; 3 = neutral; 4 = positively; and 5 = very positively) (Bujosa and Rosselló, 2007). The 10 items selected cover the four dimensions proposed by Jafari (2005). Section B covered the measures of other constructs and variables like, for example, the interaction with the tourists, whether the residents work directly in the industry, the perceptions on the tourists regarding the expenditure, the general behaviour and the behaviour towards the environment or whether they have a particular preference for some type of tourist segments. Section C included questions that measured the residents’ perceptions on 12 items using some positive or negative statement regarding the impacts of tourism using a semantic five-point Likert-type scale that ranges from 1 (totally disagree) to 5 (totally agree). The section also included additional questions that measure other constructs more related to public policy and controversial issues like the possibility of oil extraction in front of the coast of Fuerteventura. Finally, some basic socio-demographic variables, like gender, age and residential place, were also included. The survey was administered between 6 and 29 of June 2012 to 504 residents in the island of Gran Canaria. The face-to-face interviews were first preferred by the research team, but this option was finally discarded by the costs. At the end, the researchers selected one of the three companies that are specialized in administering social and economic surveys by telephone that presented the best alternative in terms of price, time and experience. The questionnaire was finally administered telephonically by instructed interviewers using a computer-assisted telephone instrument to record the answers. To reduce the non-response behaviour, interviewers were instructed to present the research as part of an investigation carried out by the University of Las Palmas de Gran Canaria. Thus, the respondents’ motivation was increased, and the non-response rate was almost insignificant (less than 2%). The sample was stratified according to the municipality of residence (tourist and not tourist) and gender. Confidence level was determined at 95%, with the more unfavourable assumption in the distribution P = Q = 0.5. An English translation of the questionnaire can be consulted in Online Appendix 1.
List of RPAs.
Note: RPA: residents’ perception attribute.
Gran Canaria was chosen as the case destination for the study as it is one of the leading destinations in the European Union and can also be considered a paradigm for the mature destinations of mass tourism based on sun, sand and sea. Thus, there is an interesting issue to highlight as destinations with major tourist developments, the closer it is to the final stages in the life cycle model of a destination (Butler, 1980), the more defined is the perception of the impacts of tourism. Almeida García et al. (2015) contend that the consequences of living with daily tourism cause residents to better evaluate the positive and negative impacts of tourism.
Table 2 shows some descriptive statistics of the distribution for some demographic variables of the respondents. It can be seen that (1) there are more females (51.98%) in the sample than males; (2) the two more numerous groups regarding the age are those whose age is between 46 years and 55 years (28.17%) and over 56 (25%); (3) the sample is also characterized by workers (47.42%) and unemployed people who have worked before (21.43%); (4) the two largest segments regarding the birthplace are the province of Las Palmas (82%) and those who have born in Spain out of the Canary Islands (9%); and (5) the respondents have as representative educational degrees primary school (34.72%) and upper secondary school or professional formation II (26.79%).
Socio-demographic characteristics of the interviewees (N and %).
Methodology
This section presents a brief description of the proposed hybrid-fuzzy method that calculates the residents’ perception on tourism development (RPTD). Interested readers can consult Saayman et al. (2016) to have a further explanation of the model. The semantic Likert-type scale for the answers and the scale based on 10 items to measure RPTD in Gran Canaria are used as the primary information that nurtures the model. As previously explained, the questionnaire uses a five-point bipolar semantic scale, and RPTD is based on a list of 10 attributes that contains information about three important dimensions that measure the impacts of tourism: economic, social and cultural. The questionnaire measures the potential impacts very vaguely as it is difficult to determine what the residents try to mean when they answer to some specific attribute that they consider that the impact of tourism is neutral. Objectively, neutral can be considered an adequate answer when the residents consider that the social costs are equal to the social revenues, making the social benefits equal to zero. Nevertheless, the social preferences of the society are not homogeneous; therefore, this is a highly subjective information. In Gran Canaria, as in any other destination, there are segments of residents who see more or less social benefits depending on the values given to some social and cultural attributes. For example, the acculturation, the loss of local traditions and the mercantilism over the cultural heritage fostered by some tourist activities can be seen by some residents very negatively (Osagie and Buzinde, 2011).
Zadeh (1965) is considered the father of the pillars of the fuzzy set theory which was developed as a way to deal with the vagueness of the information provided by the semantic Likert-type scales, which are by far the most common methods employed to gather information in the field (Sharpley, 2014). Researchers usually convert the semantic term into a real value figure to represent the information provided by the respondents. Bhat and Dubey (2014) contend that the latent constructs (or variables) themselves are viewed as being manifested through the attitudinal and perception indicator variables in a latent measurement equation model, which recognizes the presence of measurement error in capturing the intrinsic latent constructs. In the event that one of more of the indicators are not observed on a continuous scale, but observed on an ordinal or nominal scale, the measurement equation also serves the role of mapping the continuous latent constructs to the ordinal or nominal scale of the observed attitudinal indicator variables. (p. 69) …consisting of adjectives and phrases which seem appropriate or relevant to the specific concept being studied without really testing the new scales to insure that they meet the various underlying assumptions which are critical for proper use of semantic differential instruments. (p. 87)
Triangular fuzzy numbers
This section presents how the information vagueness provided by the residents is conveniently converted to a popular fuzzy logic set, the triangular fuzzy numbers (TFNs). Following Zadeh (1975, 1984) and Mamdani and Assilian (1975), the universe of discourse X can be described as the subset of real numbers R,
In this article, the TFNs
Thus, for example, very negatively and the rest of the semantic answers provided by the residents is then translated to a TFN that represents a relative value in a range between 0 and 100. Researchers are now in the position of determining a set of TFNs that represent the vagueness associated with the information obtained from the survey instrument. Table 3 shows the selected TFNs used in the study. The relative strength can be calculated according to equation (1) that represents the membership function.
Triangular fuzzy numbers: Default values of linguistic terms.
The aggregation of TFNs through different segments, like, for example, do or do not work directly in the tourism sector, is based on the algebra of TFNs, in which the average fuzzy number of n TFNs
The • operator denotes the external multiplication of a scalar and a TFN, and ⊕ is the internal addition of TFNs. The properties of the algebra of the fuzzy sets serve to show that the aggregated value for each of the segments can also be seen as a new TFN (Buckley, 1985).
Crisp information matrix
The aggregate TFN can be obtained for each of the segments of interest in the study, and it normally depends on the extension of the instrument. In this study, there are 150 different segments that can be analysed. Thus, a matrix (10, 150) of TFNs is obtained straightforward by applying equation (2). This matrix, known as the information matrix, contains a lot of information and it is difficult to analyse. Thus, the information matrix is processed through a clarification or defuzzification method to synthesize the information before applying other type of analysis, like, for example, the Technique for Order Preference by Similarity to Ideal Solution (TOPSIS) or the segment-attribute analysis. A good overview of the different existing defuzzification techniques that exist can be consulted in Kumar (2017). In essence, the idea is to convert the fuzzy information into a plausible or credible real number – crisp information. Some methods are more neutral than others, meanwhile others tend to favour more extreme opinions.
The defuzzification method in this study is based on Chen (1996), and it is calculated as a weighted average of the interval defined by the TFN
Similarity to ideal solutions
The step to obtain a synthetic RPTD index for each of the segments is based on the TOPSIS (Hwang and Yoon, 1981; Zeleny, 1982). Behzadian et al. (2012) find that TOPSIS is still one of the most popular MCDM methods. The method is computed as follows:
where J and J´ divide the different attributes included in the RPTD scale according to the benefit or cost characteristic. In our case, it is clear that all the 10 attributes included in the RPTD scale are considered as a benefit.
Once the ideal solutions are calculated, the relative RPTD index for each segment can be calculated through the distances of each segment to these obtained ideal solutions observed in the data set as follows:
where
Hybrid fuzzy clustering
D’Urso et al. (2016) justify this method for profiling postmodern consumers by adapting the fuzzy set theory to the classical consumer theory. In our case, this can also be extended for the more general construction of social preferences in the community of local residents. As the authors contend, it is not always a plausible assumption that consumers can only belong to only one cluster (Kotler, 1988; Li et al., 2013). In fact, researchers lose some important information when they assign consumers to one cluster and the probabilities of belonging to two or more clusters do not differ significantly (Chaturvedi et al., 1997; Chiang, 2011; Li et al., 2013). Thus, the adoption of a fuzzy hybrid segmentation methods presents as one of the main advantages that the requirement of the segmentation of consumers in only one segment is dropped. Thus, a membership function is assigned to each consumer, in which the strength of belonging can determine whether there are pure or more ambivalent consumers (Kruse et al., 2007).
The basics of the hybrid fuzzy cluster algorithm are presented below. The method is an extension of the Bagged Cluster algorithm introduced by Leisch (1999). Interested readers are referred to D’Urso et al. (2013, 2015, 2016) to get more information. The fuzzy C-means algorithm for fuzzy data is adopted and can be expressed as follows:
where
Results and discussion
Table 4 shows the TFNs and defuzzified values that correspond to the total, the residents who do and do not work directly on tourism. It can be seen that the TFN matrix contains a lot of information that cannot be easily interpreted, and this is usually a source for tension and stress of the readers who are not familiar with the fuzzy set theory. Looking at the values of the respective TFNs, it can be seen that the majority of the TFNs overlap, showing the essence of the fuzzy set theory when the information is extracted from the uncertainty generated by the Likert-type scales. Nevertheless, analysing the crisp information provided in the table, it can be inferred that for the average resident, the more positive impacts are observed in the generation of wealth and economic growth and the creation of jobs. On the other hand, the more negative impacts are observed in the containment of prices and the availability of affordable housing. A similar pattern is also observed for each of the segments.
TFNs and crisp values: Total and work in tourism.
Note: TFN: triangular fuzzy number.
The results are clearly concordant with those obtained by Aguiló and Rosselló (2005). The authors, analysing the residents’ perception in the Balearic Islands, find that the economic impact of tourism is positively evaluated as 91%, 83% and 86% of the sample agrees that it generates employment, attracts investment and generates business opportunities for local residents, respectively. On the other hand, they also find that there is a general perception that tourist development is also responsible for high price levels. Akis et al. (1996) find that the creation of jobs is not the only positive economic impact that matters, as, in Cyprus, the authors find that the local residents show a negative perception on tourism development because the local wage distribution changes replacing high-wage with low-wage jobs, and the tax liabilities increase.
The positive and negative ideal solutions are now calculated according to equations (3) and (4). Table 5 shows the ideal solutions, and for the sake of exposition, the segment of local residents which is more aligned with the most positive and negative perception towards tourism development is omitted. Nevertheless, it is observed that the more supportive segment is characterized for those who do not have ever an encounter with tourists. On the other hand, the negative ideal solution is more characterized by those residents who totally disagree about the excessive dependence of air transport and the excessive tourist construction that exists in the south of the island. It is not easy to find a plausible conjecture for these comments, especially the last one. On one hand, regarding the encounters between tourists and local residents, it seems evident that the first observation explains in part the right part of the continuum of tourist–host encounters (Sharpley, 2014). In this part, the contact between local residents and tourists does never exist, and the author concludes that the tourist experience is not affected contrarily to the host perception. On the other hand, the observed segments for the negative ideal solution cannot be easily explained.
RPTD: Ideal solutions.
Note: RPTD: residents’ perception on tourism development.
The analysis of the vectors of these extreme observations gives very valuable information. First, it can be observed that there is only one attribute that is valued by some segment with the highest positive impact, that is, all the local residents of a particular segment have answered very positively the impacts of tourism on ‘generation of wealth and economic growth’. However, on the negative ideal solution, there are always some residents whose perception is higher than very negatively, as all the attributes show figures higher than 7.5. Another interesting result to highlight is that the positive ideal solution is characterized because all the attributes show figures higher than 50 (positive impacts), and the negative solution only has one attribute, the ‘generation of wealth and economic growth’, which shows positive impacts. The rest of the attributes shows negative impacts. Analysing the fourth column of the table, it can be seen that, again, ‘the generation of wealth and economic growth’ shows more homogeneity and that ‘the improvement of public services’ is seen as more heterogeneous. This last observation can be handled by introducing a tourist tax earmarked for improving public services. Earmarking tourist taxes, normally named eco-taxes, is a frequent practice (Dwyer et al., 2010). Nevertheless, the eco-taxes are not easily traced and sometimes they are used for very diverse policies: (1) to fund tourism promotion, (2) to renovate some public or private facilities, (3) to improve the environment and (4) to be part of the general regional or national budget. Do Valle et al. (2012) contend that, despite the use of the taxes, the introduction usually creates conflicting perceptions among local residents, the local tourist stakeholders and tourists, as the agents usually have very different objectives and preferences. Normally, taxes usually face strong opposition from the direct taxpayers.
The fuzzy clusters
In this study, the three-cluster solution is going to be considered for two different scenarios: (1) extreme and (2) real. The first scenario is characterized by using non-real observations obtained from the ideal solutions of the TOPSIS method as the prototypes of the profiles of each of the clusters, and the ambivalent prototype is the average of the positive and negative ideal solutions. The second scenario is characterized by real observations in which the prototypes are selected according to the minimum, the maximum and the median of the synthetic RPTD index. D’Urso et al. (2016) contend that the three-cluster solution usually permits researchers to obtain a better image of the market segment independently of the best solution obtained by some statistical indicator based on the within-clusters variability. Table 6 shows the three profiles or prototypes for the two scenarios, and for the sake of exposition, the fuzzy conversion is reversed to present the crisp information. Thus, the table shows a vector of 10 values instead of the respective representative TFN vector. It can be seen that the names of the prototypes are as follows: (1) lovers, (2) haters and (3) ambivalent. The meaning of the names is clear as the first cluster is characterized by those residents whose RPTD synthetic indicator is closer to 1. The second cluster, on the other hand, is characterized by those residents who observe more negative impacts than positive impacts. Finally, the third cluster is an intermediate cluster characterized by some positive and negative impacts at the same time. The difference between the two scenarios is based on the selection of the positive and negative individual ideal solutions for the first scenario, meanwhile the second scenario is characterized by real observations in the sample of residents. This difference will be more clear in the discussion of the membership function.
RPTD: Three-cluster profiles.
Note: RPTD: residents’ perception on tourism development.
It can be observed that the profile for the extreme lovers is characterized for perceiving nine attributes of the scale as very positive. The unique exception is the availability of affordable housing which is perceived by the prototype as positive. Regarding the extreme haters, the prototype is characterized by perceiving the impacts of tourism as negative or very negative. There is an apparent duality between the impacts on the economy which are perceived as negative from the other two dimensions, sociocultural and the environment, which are perceived as very negative. Analysing now the real scenario, it is observed that the lovers have less love than the extreme case, as there are four additional impacts that are perceived as only positive: (1) creation of jobs, (2) improvement of infrastructures, (3) conservation of the environment and (4) improvement of cultural offer and leisure. There is a balance between the positive (5) and the very positive impacts (5). Similarly, the haters do not hate tourism development as much as the extreme haters. Now, the distribution of the residents’ perception for the hater prototype shows only two very negative impacts for the conservation of the environment and the containment of prices; and the impact for the generation of wealth and economic growth is perceived as neutral; for the rest of the seven impacts of the scale, the perception of the prototype is negative. The ambivalent prototype for the real scenario is characterized by (1) three neutral impacts for generation of wealth and economic growth, improvement of cultural offer and leisure and availability of affordable housing; (2) two negative impacts for containment of prices and improvement of public services; and (3) five positive impacts for the rest of the impacts not mentioned above.
It is out of the scope of the current article to compare statistically the fuzzy clustering method with other more conventional cluster methods such as k-means or hierarchical. Nevertheless, unlike these conventional methods, the fuzzy clustering technique does not partition data into mutually exclusive clusters, which is an advantage for the purpose of our study, and the profiles for each of the representative clusters are primarily selected. Table 6 shows that applying the k-means cluster method for three clusters, the obtained solution is very different from the one obtained by the fuzzy clustering method, as the clusters are now characterized by lovers, cautious lovers and haters. The main change is produced in the intermediate cluster in which the fuzzy clustering does not select any particular attribute as the main direction for showing ambivalence. Meanwhile, in the k-means method, the cautious lovers are characterized by seeing as positive all the attributes included in the scale except those related to the conservation of the environment, the availability of affordable housing and the containment of prices. Interestingly, the profiles of the prototypes of the real-case scenario are correctly included in the plausible clusters, that is, the fuzzy lover prototype is included in the lovers cluster, the ambivalent prototype is included in the cautious lovers cluster and the haters prototype is included in the haters cluster.
Figure 1 shows the ternary plot for the two scenarios. The ternary plots are an adequate tool to represent graphically the distribution of the residents according to the membership degree when the analysis is based on the three-cluster solution. The graph permits a better understanding on how the residents are distributed among the three clusters. Analysing the left graph (extreme case scenario), it is observed that there is a considerable group of residents who belong to the ‘ambivalent perception’ with a high membership degree (between 80% and 100%). The majority of the residents are situated in the small triangle of the right vertex where the pure ambivalent prototype is situated. This triangle is characterized because the complementarity probability is split between the other two clusters, ‘lovers’ and ‘haters’. There is also a small group of ‘lovers’ and ‘ambivalents’ characterized by laying in the line that joins both vertices. Similarly, there is also a more numerous group of residents characterized by being ‘haters’ and ‘ambivalents’. It is not a surprise that there are no residents laying in the line that joins ‘haters’ and ‘lovers’. Calculating the average probability of the membership degree, it is obtained that ‘lovers’ are in average represented by 9%, ‘haters’ by 7% and ‘ambivalents’ by 84%. Thus, it can be concluded that in Gran Canaria, the residents are aware of the positive and negative impacts of tourism as they have been living with the sector for more than 60 years.

Ternary graphs. RPTD fuzzy clustering. (a) Extreme scenario graph and (b) real scenario graph. RPTD: residents’ perception on tourism development.
The right graph represents the second scenario (real) in which the prototypes are chosen from the sample as observed residents. Thus, it can be seen that there are three pure cases which correspond to these real observations and lay in the vertices of the triangle. Interestingly, it can be seen that this scenario presents a higher heterogeneity, but the same pattern is still observed regarding the most representative group of residents which lays still in the small triangle nearest to the vertex of ‘ambivalents’. The mixed groups of ‘lovers’ and ‘ambivalents’ and ‘haters’ and ‘ambivalents’ are still present but with a higher degree of dispersion than in the first scenario. A small new mixed group of ‘lovers’, ‘haters’ and ‘ambivalents’ exists as there are some residents who lay in the central small triangles characterized by more balanced membership degrees among the three clusters. In this case, the distribution of the membership degree is more balanced than in the first scenario, as ‘lovers’, ‘haters’ and ‘ambivalents’ are represented now by 19.6%, 21.8% and 58.6%, respectively. It is interesting to remark that the average distribution of ‘lovers’ and ‘haters’ has now increased and that the magnitude between them has been reversed as now there are more ‘haters’ than ‘lovers’. A very preliminary analysis of some factors that can affect the cluster membership as the gender or residing in a tourist municipality shows that the clusters are not highly differentiated for these factors. For example, for residents in a tourist municipality, the clusters are represented by 19.1%, 19.2% and 61.7%, respectively; meanwhile for those who do not reside in a tourist area, the percentages are very similar: 20%, 23.9% and 56.1%. Any test to compare the means for the clusters according to the two variables allow to determine that clusters do not have significant different means according to the gender or the tourist residential area.
In summary, the real-case scenario seems to discriminate less than the extreme case scenario, but in both cases, it is clear that the residents of Gran Canaria seem to be really aware of the benefits and the costs associated with tourism development. The results can also be used by destination marketing organization (DMO) managers or other industrial stakeholders, like hoteliers and chamber of commerce, to analyse with other research studies whether the more negative impacts seen for each cluster, especially for the group of ‘haters’, are or not real. Thus, it would be necessary to analyse the environmental costs and degradation produced by the tourist activities. Similarly, an analysis of the containment of prices would also be necessary. Thus, residents could be better informed and the perception towards tourism development would be better decided.
Conclusions
The analysis of the host communities’ support for tourism development is crucial for the own success of tourism development. The scale to measure the residents’ perception towards tourism is still debatable. Our study, after an extensive literature review, develops a RPTD scale based on 10 attributes that contains the main positive and negative impacts studied in previous research. The study does not develop or refine a residents’ perception scale as this is not the main objective of the article.
The article applies for the first time a fuzzy hybrid clustering method to analyse the residents’ perception towards tourism development in Gran Canaria, Spain. Gran Canaria is seen as a remarkable case study to analyse the topic from two well-established theories used in the field: (1) the social exchange theory and (2) the tourism area life cycle. The article proposes a fuzzy hybrid method to calculate a synthetic RPTD index and a fuzzy hybrid clustering method to obtain three clusters named as ‘lovers’, ‘haters’ and ‘ambivalents’. Important insights from the results have been discussed and might be of interest for different for different stakeholders, mainly politicians, residents, policymakers and the main tourist associations. Specifically, our findings show that the main benefits of the tourism development are associated with economic benefits and that, on the other hand, the negative impacts are more related to the environment. The Butler’s Tourism Area Life Cycle in Gran Canaria makes that the majority of the residents can be considered ‘ambivalents’. Nevertheless, a word of caution is given to the authorities, as the group of ‘haters’ is not negligible in the second scenario. The negative residents’ perception may decrease the tourist competitiveness of the area (Diedrich and García-Buades, 2009).
The four key generic strategic objectives that should be addressed by DMOs (Buhalis, 2000) (1) enhance the long-term prosperity of local people, (2) delight visitors by maximizing their satisfaction, (3) maximise profitability of local enterprises and maximise multiplier effects and (4) optimise tourism impacts by ensuring a sustainable balance between economic benefits and sociocultural and environmental costs (p. 100). The results of our study can help DMOs in the first and fourth objectives.
In this regard, politicians and policymakers need to envisage strategies leading to have happy hosts (Snaith and Haley, 1999), as these are crucial for the destination to be competitive in this global industry. The research agenda also needs to incorporate more quantitative analysis to evaluate the impacts of the sector, as part of the discourse that prevails in the formation of residents’ perception is more grounded in ideological positions. Similarly, Harrill (2004) contends that those in charge of tourism planning and development need to focus more in the well-being of the local communities minimizing the negative impacts.
The study is not exempt from some limitations. First, the study does not analyse other scenarios considering more clusters. ‘Ambivalents’ is a wide cluster that can include other important segments that have been analysed in other studies like, for example, ‘cynics’, ‘prudents’ or ‘romantics’ (Sharpley, 2014). Similarly, the cautious lovers found by applying the k-means method is also a hybrid of this ambivalent situation. Second, RPTD can be affected by the instrumental scale used in the study, and for this reason, a further analysis regarding different scales is urgently needed. It would be difficult, if not possible, to find a unique universal scale that measures RPTD in all the contexts. Third, the study finds that the residents are not homogenous regarding RPTD, but knowing the relationship between the membership degree for each cluster and other socio-demographic variables would also be a promising area for future research, especially now, that some tourism phobia is appearing as a reaction in areas where the implementation of the sharing economy apartments is very strong. Fourth, the analysis could also be improved with a longitudinal vision considering, for example, the administration of the survey before and after giving the results of the benefits and costs of the tourist industry.
Supplemental material
Supplemental Material, CUESTIONARIO_080619 - A hybrid-fuzzy segmentation analysis of residents’ perception towards tourism in Gran Canaria
Supplemental Material, CUESTIONARIO_080619 for A hybrid-fuzzy segmentation analysis of residents’ perception towards tourism in Gran Canaria by Juan Carlos Martín, Pedro Moreira and Concepción Román in Tourism Economics
Footnotes
Authors' note
All the authors are affiliated with Institute of Tourism and Sustainable Economic Development, Universidad de Las Palmas de Gran Canaria, Spain.
Acknowledgements
The authors sincerely thank the Editor of Tourism Economics, Professor Raffaele Scuderi, and the anonymous reviewers for their comments and suggestions.
Declaration of conflicting interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The author(s) received no financial support for the research, authorship, and/or publication of this article.
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References
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