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Tourism Review International, Vol. 13, pp. 31–49 1544-2721/09 $60.00 + .

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LIFE-CYCLE STAGES IN WINE TOURISM DEVELOPMENT:


A COMPARISON OF WINE REGIONS IN CROATIA

RENATA TOMLJENOVIĆ* and DONALD GETZ†‡§

*Institute for Tourism, Zagreb, Croatia


†School of Tourism, The University of Queensland, Australia
‡Haskayne School of Business, University of Calgary, Canada
§Centre for Tourism, University of Gothenburg, Sweden

Wine tourism has emerged as a strategic development option for many destinations, including two
regions in Croatia. It requires the emergence of a tourism and hospitality orientation, significant
private and public capital investment, and a willingness on the part of winery owners to adapt to
visitor needs and demands. The aim of this article is to critically examine the emergence of wine
tourism in two Croatian wine regions and assess related life-cycle implications. Winery owners’
perceptions of and attitudes toward wine tourism are specifically examined, employing interviews
and a questionnaire. Recommendations are made for developing the potential of the Croatian wine
regions, and for advancement of the wine tourism destination life-cycle concept.

Key words: Wine tourism development; Destination life cycle; Croatia

Introduction tourism has emerged in many regions as one of the


important rural tourism products in both contexts
Faced with economic stagnation and a desire (Marques, 2006).
to prevent out-migration, tourism development has Development of wine tourism brings a number
become popular among rural policy makers. The of benefits to rural destinations at individual and
European Union’s Common Agricultural Policy collective levels, including increased cellar door
highly recommended the introduction of alterna- sales for wineries, an enhanced destination image,
tive and/or complementary activities in the ag- and increased numbers of tourists (Brunori & Rossi,
ricultural sector (Commission of the European 2000; Getz, 2000; Hall, Sharples, Cambourne, &
Union, 1985, 1988). The EU’s “Objective 5b” and Macionis, 2000). However, it also entails signifi-
LEADER programs pointed out the crucial role of cant costs not only for individual wineries embark-
tourism in agricultural policy, either by creation of ing on tourism development but also for develop-
tourism products based on rural resources or by ment of supporting infrastructure and appropriate
encouraging leisure-oriented production. Wine marketing actions. Accordingly, wine tourism de-

Address correspondence to Renata Tomljenović, Institute for Tourism, Vrhovec 5, 10000 Zagreb, Croatia. Tel: 385 1 3909 666; Fax:
385 1 3909 667; E-mail: renata.tomljenovic@iztzg.hr

31
32 TOMLJENOVIĆ AND GETZ

velopment is generally dependent on policies and attention is given to cooperative actions that could
programs by governmental agencies, marketing by be taken by Croatian wineries in terms of sharing
destination or tourism organizations, and indepen- investment, resources, and knowledge to improve
dent actions by many entrepreneurs. In some coun- wine tourism development in the two destinations
tries, especially Canada and the United States, that can be characterized as being in the incipient
most wine tourism development has been gener- stage of development.
ated by independent, entrepreneurial decisions (Getz,
2000).
Although there is a growing body of literature Wine Tourism
relating to wine tourism, few studies have com- Definitions
pared wine destinations for purposes of bench-
marking or developing life-cycle theory. The ex- Most early definitions of wine tourism concen-
amination of wine tourism development in the trated on visitor motives, such as that by Hall et al.
Okanagan Valley of British Columbia, Canada, by (2000) who defined it as “visitation to vineyards,
Getz and Brown (2006a) provided a starting point, wineries, wine-festivals and wine shows for which
and many of their questions were replicated in grape wine tasting and/or experiencing the attri-
Croatia. This enabled a degree of cross-case analy- butes of a grape wine growing region are the
sis that is not possible without directly comparable prime motivating factors for visitors” (p. 3). It ap-
data. The Okanagan Valley is also at a more ad- pears, as in other forms of special-interest tourism,
vanced stage of development for tourism in gen- that visitors to wine regions differ in the extent to
eral and wine tourism in particular, so it offers a which wine and winery visits are central to their
broader base for theoretical development of the
travel decision (Charters & Ali-Knight, 2002;
life-cycle model.
Gatti & Maroni, 2004). Research on a sample of
Supply-side research is hampered by the great
wine consumers in Canada led Getz and Brown
differences in location between New and Old
(2006b) to conclude that they are cultural tourists,
World wine growing regions and, within these re-
strongly motivated and very experienced in visit-
gions, destinations that vary greatly in terms of
ing wine regions. The essential elements in the
winery size and proximity to major tourism gen-
wine tourism experience as revealed in that re-
erators or routes. The stage of wine tourism de-
search are an amalgam of core wine products (vis-
velopment is influenced by a variety of factors,
itor-friendly wineries, knowledgeable winery staff,
including government policy, changing economic
familiar wineries, wine festivals), core destination
paradigms (i.e., from communism to capitalism)
and supply–demand interactions. Furthermore, appeal (attractive scenery and climate, moderately
this growing body of research has mainly been priced accommodations, easy to obtain informa-
conducted in the New World wine regions, so its tion, well-marked wine trails), and cultural prod-
applicability is somewhat limited (Charters & Ali- uct (unique accommodation with regional charac-
Knight, 2002). ter, fine dining and gourmet restaurants, traditional
The overall purpose of this article to fill several wine villages).
gaps in the literature by means of a comparison A prerequisite to development is the existence
within Croatia of two wine regions that are similar of a wine industry, including wineries to visit, but
in terms of being in the early stage of wine tour- development of wine tourism also necessitates ac-
ism development but different in terms of location. tion by tourism organizations and communities.
Research first established the context of wine tour- Accordingly, we have a combined demand and
ism development in the two Croatian regions, then supply-side definition offered by Getz (2000):
employed a questionnaire to profile wineries. “Wine tourism is travel related to the appeal of
Overall conclusions are drawn on the life-cycle wineries and wine country, a form of niche mar-
model as applied to wine tourism destinations, and keting and destination development, and an oppor-
specific measures are recommended to increase tunity for direct sales and marketing on the part of
competitiveness in the Croatian regions. Specific the wine industry” (p. 5)
WINE TOURISM DEVELOPMENT 33

Development and Benefits of Wine Tourism of wine tourism destinations, factors of location,
accessibility, and market potential should be con-
Although there is not a universally accepted sidered. Tefler (2001) outlined wine tourism de-
definition of wine tourism, opinion comes closer velopment in the Niagara region, specifically fo-
to consensus regarding the benefits of wine tour- cusing on the strategic alliances formed by winery
ism for all its stakeholders (starting with the re- owners and compatible products and services, con-
search of Dodd, 1995). Wineries can achieve cluding that even better awareness should be cre-
higher and more profitable cellar door sales and ated of the potential benefits of partnership and
build brand loyalty in increasingly competitive alliances while individual winery owners have to
wine markets. For example, it has been reported start considering their unique market positioning
that wineries in France sell 19% to 23% of their to deal more effectively with the increased compe-
total yearly wine production at the cellar door, tition.
whereas in South Africa it is about 20% (Bruwer, Wineries and wine routes of South Africa were
2003); this proportion raises to 35% in Australia, at the focus of Bruwer’s (2003) study, which ex-
and a large number of wineries in North America amined the structure of winery products and ef-
rely almost completely on cellar door sales (Wil- fects generated from tourist demand. He con-
liams & Dossa, 2003). For newly emerging wine cluded that the wine routes offer a well-developed
regions, where a reputation for quality wines is yet range of wine-related products resulting in about
to be made, wine tourism is both an opportunity to 8 million visitors or, on average, about 14,000 vis-
initiate sales in the absence of a wider distribution its per winery per year. Most of the wineries are
system and create destination (or appellation) loy- located within a 45-minute drive of Cape Town,
alty by offering unique experiences, such as meet- which has a large population interested in wine
ing face to face with consumers (Lockshin & Hall, tourism and is itself the main tourist gateway to
2003). An improved destination image and spin- South Africa.
off benefits to hospitality services and agriculture A study of interest in the context of this re-
are likely to follow. search, as it deals with an emerging wine tourism
Brunori and Rossi (2000), investigating one of destination, was by Aloysius and Lee (2001) who
the Tuscany’s wine routes, found benefits at both surveyed winery owners in the emerging region
individual and regional levels. At the level of indi- called Geographe, in Western Australia, where
vidual enterprises, farmers were able to diversify they found that a lack of capital and marketing
products offered to visitors and achieve higher knowledge prevented many winery owners from
price ranges while they improved quality of their becoming serious about tourism.
service and facilities. At the regional level, apart
from increased numbers of tourists, improved con-
Life Cycles
sumer awareness and reputation enabled regional
differentiation and resulted in the increased de- The basic concept of the life cycle in tourism
mand for local produce and services. studies, attributed to Butler (1980), is that resorts
The Winemakers’ Federation of Australia with and destinations typically display an evolutionary
the Commonwealth of Australia Department of In- path in stages defined as exploration, involvement,
dustry, Tourism and Resources (n.d.) prepared an development, consolidation, stagnation, and either
advisory document for wineries called “Wine Tour- decline or rejuvenation. The tourism area life cy-
ism Uncorked: A Guide to making Wine Tourism cle (TALC) model is not a predictive or explana-
Work for You.” Based on a considerable amount tory theory; it is a generalization based on obser-
of Australian and global benchmarking, this docu- vation that holds value for strategic tourism planning.
ment provides advice on doing research, creating When applying the TALC model to wine tour-
attractive experiences, staffing and customer ser- ism, a wine tourism destination can be said to be
vice, special events, merchandising, accommoda- dependent on the attractiveness of wine, vine-
tion, networking and alliances, and marketing. yards, wineries, and related attractions or events,
When evaluating the development and structure so that as these elements evolve, so will the desti-
34 TOMLJENOVIĆ AND GETZ

nation. It is conceivable, however, that other at- sidered in any application of a life-cycle model are
tractions not related to wine will also affect the temporal metrics (i.e., what is it that changes over
destination’s evolution. time—is it tourist volumes, number of wineries,
As argued by Butler (2006a), there are a num- wine sales?) and the spatial dimension (are we
ber of reasons the model remains popular and use- talking about a political region or one defined by
ful in both theoretical and practical terms. First, it its grape and wine production?). A wine region
is clear that specific touristic areas are dynamic. might be clearly demarcated to the producers (es-
Change is usually induced by a combination of pecially if it has an official appellation status) but
triggers, either externalities (especially competi- not perceived to be a destination by wine consum-
tion or chaos) or deliberate entrepreneurial and ers and tourists in general.
policy initiatives. We can conclude from the perti- The life-cycle concept has been both used and
nent literature (e.g., Carlsen & Charters, 2006; critiqued frequently in the tourism literature. In-
Getz, 2000; Hall et al., 2000) that wine tourism deed, two volumes of papers concerning the tour-
regions are being strategically branded and pro- ism area life cycle have been published in book
moted by destination and country-level tourist or- form (Butler, 2006a, 2006b). There was no men-
ganizations, yet it is usually private, entrepreneur- tion of wine tourism or wine regions in these vol-
ial action that initiates and sustains the development umes, including Lagiewski’s (2006) review of the
process. related literature (up to 2002), which records ap-
There are often readily discernible stages in a plications to countries, regions, counties, islands,
destination’s change process, so that wine tourism resorts, protected natural areas, cities, and even
destinations such as those being studied in Croatia travel by individuals.
can be seen to have a recent start-up, whereas oth- In wine tourism destinations, the winery is the
ers (for example, Napa Valley) can be observed to core attraction (Getz, 2000). Though wine tourism
be in a mature state. According to Butler (2006b), can exist without vineyards and wineries—for ex-
the ultimate capacity of a tourist area must be con- ample, in response to wine-themed festivals and
sidered, especially within a sustainable develop- events—a wine tourism destination must certainly
ment context, and therefore natural and/or imposed possess them. In this context, a theoretical frame-
limits on growth must be assessed. Although little work for comparing wine tourism destinations was
attention has been given to the capacity of wine provided by Dodd and Beverland (2001), who
regions to absorb tourism, it has been noted how used empirical evidence to argue that wineries go
the Napa Valley developed to the point where de- through several stages. In the first stage, “winery
marketing efforts were required (Carlsen & Ali- establishment,” the focus is on production and
Knight, 2004). Sustainable wine tourism has also sales, initially locally and to passersby. Visitor
been addressed in the context of issues arising in facilities are rather basic, such as reception at the
Canada’s Okanagan Valley (Poitras & Getz, 2006). cellar, tastings, and sales; there is little networking
Decline, however, is only inevitable if planning between wineries and tourism-related business
and management are absent (Butler, 2006a). (who often do not understand benefits of partner-
The spatial components of the TALC model ship with wineries), and community leaders do not
have not been studied in any depth, but Butler ar- consider wineries as part of the tourism attraction
gued that tourism spreads geographically over system.
time. Within a wine tourism region, this could re- The second stage, “winery growth,” is charac-
late directly to winery and vineyard expansion, the terized by more sophisticated reception of visitors
influence of designated wine routes on tourist traf- and attention paid to interpretation and presenta-
fic, and the location of services to visitors—such tion of the wine-making process. This is accompa-
as those found in traditional or created wine vil- nied by greater attention given to the region’s
lages. Also, as studied in this Croatian research, wines in wine and tourism publications and other
location relative to the origin of wine tourists is a media, which helps create desire to visit the re-
vital consideration. gion. Tasting rooms are added or redecorated with
Two measurement issues that have to be con- style, wine is sold through retail shops and restau-
WINE TOURISM DEVELOPMENT 35

rants, and more wine is sold at the cellar door. relatively small, owners might have similar needs
Travel agents show some interest for the region, that could be addressed through joint actions.
and the first organized guided groups visit selected
wineries.
Methods
In the next stage of “gaining regional promi-
nence,” the wine destination has built a favorable Multiple methods were employed to undertake
reputation and the number of visitors is increasing, the Croatian research. Profiles of the two Croatian
prompting more investment in tourism attractions wine regions immediately follow this section,
and facilities. The number of wineries is increas- based on in-depth document reviews, field visits,
ing, and they are attracting a wide spectrum of interviews with key informants, and questionnaires
wine-motivated visitors for which they offer a administered to winery owners/operators. To ob-
range of merchandise, accommodation, and func- tain a valid picture a winery survey alone would
tional facilities. As wineries become more profes- probably have been inadequate, given the undevel-
sionally managed, there is a risk of generating a oped nature of the industry.
more sterile visitor environment. Finally, Dodd Cross-case analysis is a means of grouping to-
and Beverland hypothesized the stages of “matu- gether common responses to interviews as well as
rity” and potentially “decline.” analyzing different perspectives on central issues
This life-cycle model shares problems faced by (Patton, 1990). By directly comparing two incipi-
other evolutionary theories. First, it is difficult to ent wine tourism regions with somewhat different
test empirically. Second, there are no clear indica- locational and developmental profiles, a cross-case
tors that would mark transition from one stage to analysis was enabled. In addition, comparison
the next. Also, strategic interventions could move with the Okanagan Valley in Canada was facili-
a winery into an advanced stage (i.e., wine tasting tated by using a similar set of questions for winery
facilities) while it remains at an earlier stage in operators. This approach added strength to the
other respects. Nevertheless, this model is useful analysis by revealing similarities and differences
in conceptualizing development as a growth pro- within and between nations.
cess, especially if development is demand-driven, As noted by Eisenhardt (1989), the case study
and in warning of potential decline. method has two major theory-building functions
In increasingly competitive economic and tour- that are present in this research. The first is to test
ism environments, it is nowadays more often the for congruence with a priori constructs and hypoth-
case that tourism, especially special-interest tour- eses that have been derived from existing the-
ism, is product rather then demand driven. Drivers ory—in particular, to determine if the case study
can be either entrepreneurs or development agen- refutes existing theory or stands as an anomaly.
cies. In both cases, destinations where wine tour- To do this we have the generic TALC model and
ism initiatives are tourism-driven need to ensure the Dodd and Beverland (2001) winery-specific
that wineries are willing and prepared to become model as starting points.
a part of destination tourism product and thus need Case studies and cross-case comparisons are
to identify those able to grow and invest in visitor also valuable to generate new hypotheses or mod-
facilities. In the regions where winery owners are els. This is inductive theory-building, as in the tra-
driving wine tourism initiatives, the tourism and dition of grounded theory, and there is always the
public sector have the responsibility to assist in prospect of learning something completely new—
these endeavors. To ascertain the feasibility of this especially in fields like wine tourism where there
investment, they need quality information on win- has been a paucity of theoretically-oriented re-
eries and their tourism-related activities. In both search. Subsequent and comparative case studies
cases, the needs of winery owners in terms of as- can determine if the results of early studies (which
sistance with product development and marketing develop an archetype) are generalizable. In this
are crucial inputs for strategic programs and activ- way, we use the Croatian cases and comparison
ities. Furthermore, in cases where wine regions are with the Okanagan Valley to develop our hypo-
36 TOMLJENOVIĆ AND GETZ

thetical wine tourism destination life-cycle stages of Winegrowers and Winemakers. It currently has
in the conclusions. 109 members and, in cooperation with the regional
tourism development agencies, has set up four
Profile of Two Croatian Wine Regions wine routes (Bojnec, Jurinc̆ić, & Tomljenović,
2006). The proximity of Istria to the affluent mar-
In Croatia, tourism is an important economic kets of north Italy and southern parts of Austria
activity, although the bulk of supply and demand ensures year-around, short-trip demand, as well as
is concentrated along the long and narrow Adriatic longer holidays in the coastal resorts.
coastal strip. With tourist numbers exceeding Other parts of Croatia are at the incipient stage
those of the late 1990s along the coast, the chal- of tourism development in general, and here tour-
lenge is now to extend the summer season by di- ism initiatives are mostly driven by local entrepre-
versifying the product and spreading demand into neurs and local/regional tourism boards. With few
the rural, continental regions. Faced with serious exceptions, tourism in the continental part of
economic difficulties, policy makers and local en- Croatia has received a low priority from national,
trepreneurs increasingly consider tourism to be an regional, and local policy makers. But there are
attractive development option. Rural wine-grow- two exceptions, namely, the regions of Medimurje
ing regions are, in particular, keen to embrace pro- at the north end of Croatia, and Ples̆ivica, just 30
tourism policies. km west of the capital city of Zagreb.
In terms of wine production, Croatia has a long
tradition of wine making, but only with its recent
Medimurje and Ples̆ivica Wine Regions
independence and full adoption of market eco-
nomics had the production of quality wines been These two inland wine regions are at slightly
stressed. In the post–World War II period, wine different stages of tourism development. The re-
production was concentrated in a few corporate gion of Medimurje occupies the north corner of
wineries producing large quantities of table wine, Croatia, bordering on Slovenia, Austria, and Hun-
and farmers were customarily producing small gary. It is about a 2-hour drive from Zagreb, the
quantities mostly for their own use. With gradual nation’s capital and major population center (ap-
introduction of the market-led economy since the proximately 1 million inhabitants) and the major
early 1980s, a number of small, family-owned source of domestic tourism. Across the border, in
commercial wineries started to grow, and this Austria, there are well-developed wine routes, and
trend accelerated after the major political and eco- in neighboring Slovenia, wine routes complement
nomic changes of the 1990s. Currently, Croatian five thermal spa resorts. Although hampered by its
wineries produce about 1,768,000 hl of wine (Cro- location and strong competitors close by, Medi-
atian Bureau of Statistics, 2004) of which 91.7% is murje has a reputation for entrepreneurial resi-
produced in the small, privately owned wineries, dents and is one of the Croatian counties with a
which usually focus on high-quality wine. strong economy, high per capita income, and a
Privately owned wineries simultaneously re- well-educated young population. Traditionally an
quire several capital investments—land to expand agricultural county, this region is recognized for
vineyards, planting new vineyards, winery equip- its beautiful scenery of rolling hills covered by
ment, and, more recently, the introduction of visi- vineyards and its thermal waters.
tor facilities. The extent to which they are able to Medimurje was not traditionally regarded as a
invest adequately to capitalize on tourism’s poten- tourism destination. In 2005, it recorded just over
tial is critical. 10,000 overnight visits in 800 registered beds, and
Croatia is divided into two main wine re- its regional government had not considered tour-
gions—coastal and continental—with a total of 13 ism to be a development priority. However, several
official wine appellations. The most developed factors were critical turning points in this respect.
and best promoted wine region is Istria, a penin- First, the wine-making tradition of Medimurje was
sula at the north end of the Adriatic, where wine revived by mid-1990 in small, family-owned en-
tourism development is driven by the Association terprises, and soon wine makers set up an associa-
WINE TOURISM DEVELOPMENT 37

tion to improve the market recognition of Medi- marked and mountain lodges built. Now there are
murje wines and promote wineries as places to four mountain lodges, about seven registered rural
visit. Second, following these early private ven- tourism operators offering food and some rooms,
tures, the regional government finally recognized a number of interesting religious heritage sites,
the potential of tourism as an additional source of and a couple of restaurants with good reputations.
income for its farming population (specifically a In contrast to Medimurje, where tourism is a more
market for their produce). Accordingly, they draf- recent initiative, the region of Ples̆ivica has a de-
ted a regional tourism development plan, which veloped rural tourism product, albeit mostly as a
was followed by creation of a formal regional day-trip destination.
tourism board. This new organization was given The county of Zagreb was for a long time very
the task of coordinating marketing activities and active in creating and supporting environment for
improving regional tourism product. rural entrepreneurs, which helped the growth of
Third, capitalizing on the thermal waters, a new wineries. Strategic development plans for agricul-
spa resort was built with 255 beds in four-star ture stimulated grape growing, orchards, and
apartments. This privately financed resort attracts strawberry farms, followed by financial assistance
visitors from neighboring Hungary and Austria; to wine makers to plant new vineyards and expand
recently a number of smaller private accommoda- wine-making capacities. A strategic tourism devel-
tion establishments were built in response to de- opment plan was drafted (Institute for Tourism,
mand by spa visitors who want cheaper or more 1997) and implemented by the county’s tourism
friendly accommodation. Fourth, to make wineries board; similar to Medimurje, a wine road was cre-
as well as other tertiary tourism attractions of the ated (featuring 25 wineries) and a tourism signage
region more accessible, the region implemented an policy was developed and implemented in 2003
ambitious tourism signage policy (Institute for (Institute for Tourism, 2003a). The Tourism Board
Tourism, 2003b). As an outcome of these activi- aggressively markets this region utilizing mostly a
ties, a wine road was established with clearly
public relations strategy, relying on tourism fairs
marked entrance points, consistent signage of win-
and trips by journalists to reach foreign markets.
eries, and associated attractions accompanied by
However, the exact number of visitors is difficult
a map of the route. The wine route now has 22
to ascertain because Ples̆ivica is part of several ad-
members.
ministrative regions and, furthermore, official sta-
Some of the wineries along the route are very
tistics do not record day visitors.
ambitious regarding tourism. One winery con-
In terms of wine production and tourism devel-
verted an old manor house into a historical hotel
with 40 rooms, a restaurant, a cellar, and a tasting opment, these two regions are similar. In both,
room (where all wines from the region can be pur- wine making was encouraged through legislation
chased), plus small conference facilities in con- and financial assistance, wine makers are orga-
verted stables. A number of other winery owners nized to create brand image and market their wines,
have built tasting rooms and accommodation facil- and tourism is strategically developed. However,
ities. However, these are of questionable quality, the two regions differ in terms of proximity to
consisting of small rooms without much character, sources of demand, with Ples̆ivica being close to
as they aimed to accommodate bus tour groups Zagreb and, in response to day trippers, having a
(about 40 rooms). longer tradition of tourism and hospitality (albeit
In contrast, the region of Ples̆ivica is only about with less demand for accommodation, given its
30 km west of Zagreb, and it is primarily an excur- proximity to Zagreb). In contrast, being away from
sion spot for the nearby urban population. Re- the major residential centers that would create ini-
sponding to this demand, the region has developed tial tourism demand and surrounded by strong
an array of small attractions, especially after the competitors across the border in Slovenia and
1990s when private entrepreneurship was encour- Austria, tourism in the region of Medimurje is
aged. A tradition of visiting Ples̆ivica goes back to mostly product-driven, and the challenge now is
the 19th century, when hiking trails were first how to attract more visitors.
38 TOMLJENOVIĆ AND GETZ

The Winery Survey Because these numbers are relatively small, results
have to be used with caution. To strengthen the
Results reported here are derived from a com-
research, therefore, interviews and study trips
prehensive survey of all Croatian wineries. The
were conducted in both regions. During these ex-
three main aims were to ascertain attitudes of win-
cursions, selected winemakers were asked to com-
ery owners/managers toward wine tourism devel-
ment on the results obtained from the survey,
opment; determine the kinds of assistance and
thereby shedding more light on the state of wine
support they need to get involved in tourism; and
tourism development and related issues.
obtain a profile of wineries in terms of their pro-
duction, tourism operation, number of visitors, ex-
Winery Profile
penditures, services offered, and promotions used.
The mail-back questionnaire was largely a rep- The long tradition of winemaking in Croatia is
lication of one previously used in Canada (Getz & reflected in the fact that two wineries were estab-
Brown, 2006a) in the Okanagan Valley of British lished before World War II (Table 1). The more
Columbia. It consisted of a combination of closed entrepreneurial spirit of Medimurje resulted in
and open-ended questions divided into four sec- seven wineries (41.2%) being set up over the 35
tions: (1) about the winery (location, tradition, years of the socialist era, in spite of the restriction
number of employees, number of visitors, propor- on private wine production during that time (al-
tion of cellar door sales); (2) the winery’s involve- though these were mostly producing wine for per-
ment in tourism (opening hours, linkages with sonal consumption). In contrast, this activity was
other tourism operators, products and services of- almost halted in Ples̆ivica region over that same
fered, promotions); (3) reasons for the winery’s period. Rapid growth in winery numbers has been
involvement in tourism and plans relating to tour- occurring in both regions over the past 15 years,
ism development; and (4) basic sociodemograph- since Croatia fully embraced a market-driven
ics of winery owners. economy; a new winery has been established, on
The survey was conducted over December average, every 2 years.
2005 and January 2006, the time of year when However, production is relatively small with a
Croatian wine makers are least busy in the cellar large majority (83%) of participating wineries pro-
and vineyard. However, it was the holiday season, ducing less then 50,000 L per year, and most of
and that probably affected the response rate. Ques-
tionnaires were mailed to every one of the 490
registered wineries in Croatia, using the official Table 1
winery registry. In total, 115 surveys were re- Profile of Responding Medimurje and Ples̆ivica Wineries
turned, of which 107 provided useful responses,
and 30 were returned as undelivered. The response % %
Winery Profile Medximurje Ples̆ivica
rate is considered satisfactory given that the topic
of the survey was very novel to winery owners Year established
and that wine tourism is, at best, at the incipient Before 1945 5.9 37.5
1945–1980 41.2 6.3
stage of development in Croatia. Also, the winery 1981–1990 17.6 12.5
register might have contained some enterprises 1991– 35.3 43.7
that are not fully involved in wine making, and Production in liters
0–9,999 22.2 37.5
contact details were not given. 10,000–24,999 27.8 50.0
25,000–49,999 33.3 12.5
Nonresponse Bias 50,000–99,999 11.1 0.0
100,000 and more 5.6 0.0
Of 80 registered wineries in Ples̆ivica, 17 use- Ownership type
Sole ownership 11.1 23.5
ful responses were obtained, of which 10 wineries Family ownership 77.8 76.5
were along the official wine route. From Medi- Partnership with extended family 5.6 0.0
murje, of 79 wineries, 18 completed the survey, Partnership with others 5.6 0.0
N 18 17
of which 16 were located along their wine route.
WINE TOURISM DEVELOPMENT 39

these (77%) are family owned. Both regions have Table 2


one large corporate winery left over from the so- Estimated Number of Winery Visitors
cialist era, and since being privatized they are now
Medimurje Ples̆ivica
striving to improve the quality of their wines and
build brand image. Their existence in the post– Number of visitors 2004 2005 2004 2005
World War II period, regardless of quality and
Mean 358 614 525 865
reputation, has helped create awareness of Medi- Minimum 15 50 50 50
murje and Ples̆ivica as wine regions. Examining Maximum 1,000 2,000 1,000 4,000
the visitor facilities at the formerly state-owned Number of reporting
wineries 12 11 11 12
winery in Medimurje (the one in Ples̆ivica did not
respond), one can be see that its tourism orienta-
tion, promotional strategies, and visitor experience
are not very different from the smaller, family- Growth in Medimurje can be attributed to the offi-
owned wineries. cial opening of the spa resort and the wine road.
Winery owners reported an increase in the number
Tourism Orientation of individual visitors following opening of the spa.
Judging by their opening hours for visitors,
The benefits of attracting tourists were recog- wineries participating in the survey are rather
nized relatively late in both Ples̆ivica and Medi- poorly prepared for individual visits (Table 3).
murje, as most responding wineries started to re- Most wineries are opening on request only, mean-
ceive visitors only after 2001, at about the time ing that potential customers are required to ar-
when tourism and wine production gained promi- range their visit in advance, by phone. More win-
nence among the regional policy makers. It can eries in Medimurje practice this procedure over
be expected that new wineries will enter the wine weekends, with only two of the responding winer-
tourism market given that 15 out of 18 the winer- ies being open all day. One winery reported that
ies in Medimurje were open for visitors and a fur- they are open every day, all day, if someone is at
ther 3 were planning to open within the next 2 or home. The situation is slightly better in Ples̆ivica,
3 years. Similarly in Ples̆ivica, 12 out of 17 winer- where more wineries open on weekends than
ies were already open to visitors, and 4 planned to weekdays, even if in the afternoon only. Compari-
do it within the next 5 years. son with the officially published wine route leaflet
There was no extreme seasonality in demand shows that this pattern is dominant for all wineries
reported by the wineries of both regions, so most on this route. They are responding to weekend de-
are open to visitors all year. Four slow months mand, but a large number of wineries still have
were identified, however—the two summer months not adjusted their opening hours to suit individual
when tourism demand is diverted toward the coast, weekend visitors.
and the two winter months of January and Febru- Furthermore, none of the wineries employ staff
ary when, typically, snow and cold halt most to deal with tourists. Visitors are received by a
travel to the countryside. person who is available at the moment they arrive,
With only one winery keeping an official re- or by the winemaker when a group is announced.
cord in Medimurje, visitor numbers are only esti- More recently the younger generation in family-
mates. Visitation numbers are low in both regions owned wineries, typically students in secondary
(Table 2), but proximity to urban areas plays an school or university, are given the job to care for
important role in attracting visitors, as revealed by visitors. Through interviews it was detected that
the fact that wineries in Ples̆ivica recorded larger some wine tourism operations are in fact set up to
volumes. Regardless of location, wine tourism is provide employment for children.
growing: both regions reported about a 40% in- Products and services offered by wineries are
crease in visitor numbers over 4 years. In Ples̆ivica rather basic (Table 4). Most wineries of Medi-
this increase was mostly due to one winery setting murje have a tasting room (72%), followed by in-
up a restaurant, resulting in a fourfold increase. formation brochure (39%), and sales of locally
40 TOMLJENOVIĆ AND GETZ

Table 3
Wineries’ Opening Hours

Medimurje (%) Ples̆ivica (%)

Opening Hours Weekday Saturday Sunday Weekday Saturday Sunday

Closed 6.66 8.33 27.27 0 0 0


Whole day 53.33 25.00 18.18 25.0 36.4 36.4
Morning only 0.00 8.33 9.09 0 0 0
Afternoon only 0.00 0.00 0.00 0 9.1 9.1
Only on request 40.00 58.33 45.45 75.0 54.5 54.5
Total N 15 12 11 11 11 12

produced food (27.8%). Accommodation is of- commodation facilities in Medimurje, winery


fered by four wineries, although apart from one owners consider accommodation to be a lucrative
already mentioned, these are rather cheaply deco- business option, whereas this is of a lower priority
rated rooms in modern houses aimed to accommo- in Ples̆ivica, given its proximity to Zagreb. Also,
date a group of 40 to 45 visitors; their match with in Medimurje there appears to be greater synergy
the rural and/or wine country ambience is rather with other producers, as a larger proportion sell
poor. Four wineries are planning to expand their local food in an attempt to add value. This is not
tourism products: two plan to add wine-tasting of crucial importance to those in Ples̆ivica, given
rooms, one accommodation, and another is plan- its existing array of activities and attractions.
ning to organize grape-picking events. By compar-
ison, wineries of the Ples̆ivica region have margin- Cellar Door Sales
ally better product, with a larger proportion having The proportion of wine sold within the re-
tasting rooms, restaurants, and some functional sponding wineries is relatively low, reflecting the
facilities, picnic areas, and printed information; 10 small number of visitors. In Medimurje, 64% of
stated that they plan to introduce new products, wineries sell between 10% and 20% directly to
including their own farm food, accommodation, visitors, and the rest reported less than 10%. A
and sport facilities. higher proportion of wine is sold directly to visi-
Products offered by the wineries of the two re- tors in Ples̆ivica, reflecting both the higher number
gions reflect the different nature of their tourism of visitors, a larger local population purchasing
development. Due to the distance and lack of ac- wine directly from winemakers, and more restau-
rants selling their own wines. Half of the partici-
pating wineries in Ples̆ivica reported about 50% in
Table 4
cellar door sales, and a further third reported about
Products and Services Offered at Wineries
30%. As the number of visitors increases, the
Medimurje Ples̆ivica trend is clearly upward. Over the past 3 years, half
the wineries reported a gradual increase in cellar
Products/Service N % N %
door sales, whereas about 80% in both regions ex-
Information brochure 7 38.90 6 50.0 pect this proportion to increase over the next 3
Restaurant 1 5.60 3 25.0 years.
Picnic area 3 16.70 4 33.3
Workshops 1 5.60 1 8.3 Respondents were asked to estimate the aver-
Tasting room 13 72.20 11 91.7 age expenditure per visitor for the most common
Functions 1 5.60 2 16.7 services/goods offered. Because most were reluc-
Wine museum/collection 1 5.60 0 0
Special events 0 0.00 0 0 tant or unable to give detailed information, these
Sales of locally produced food 5 27.80 2 16.7 figures (Table 5) have to be used with caution.
Sales of locally produced arts/crafts 2 11.10 1 8.3 Wine-tasting fees for groups were nominal, with
Accommodation 4 22.20 2 16.7
most wineries charging about 10 kuna ( 1 = 7.3
WINE TOURISM DEVELOPMENT 41

Table 5 These owners ignore the fact that entrance signs


Structure of Winery Visitors’ Expenditures are also positioning statements, signify a welcom-
(Mean in Euros) ing attitude, and potentially communicate some-
Expenditure per Visit Medimurje Ples̆ivica thing of the likely experiences available to visi-
tors. Certainly this oversight reflects their relative
Cask wine purchases 3.79 1.87 inexperience with wine tourism.
Bottled wine purchases 5.48 6.66
Wine tasting fees 1.26 1.37 In other respects, marketing differs between the
Food/meals 1.53 3.98 two regions, again indicating their different mar-
Souveniers 0.00 0.25 ket orientations. In Medimurje, winery participa-
Other 0.00 0.37
N 13 11 tion in tourism fairs is much higher, and for this
they need their own brochures. They need the
travel trade to bring visitors to their more remote
locations. However, in Ples̆ivica they rely less on
kuna) per visitor when visits are organized through
group tours and therefore employ a wider range of
travel agents. In terms of individual visits, winer-
promotional methods, including paid advertise-
ies do not have a clear policy on tasting fees, and
ments in specialty magazines and their own In-
it appears that a decision to charge for tasting is
ternet sites.
made on an ad hoc basis. If the reported expendi-
In terms of linkages with the travel trade, nine
tures on bottled wine sales is correct, it would
wineries in Medimurje and seven in Ples̆ivica re-
mean that visitors leave the wineries with one or,
ported being part of a travel package, most often
at most, two bottles of wine (given that, on aver-
partnering with travel agents and regional hotels.
age, the wine is sold at about 4 to 5 per bottle).
Wineries in Ples̆ivica, more often then their Medi-
murje counterparts, reported partnering with wine,
Tourism Marketing
food, cultural, and sport events.
In terms of marketing wineries to individual
visitors and the travel trade, the majority of re- Goals
sponding wineries indicated that the rely on road
and entrance signs. Surprisingly, not all of those When asked why their winery got involved in
receiving visitors even had an entrance and road wine tourism, the most important reasons in both
sign, because when they primarily cater to orga- regions were to increase brand recognition of their
nized tour groups they reason that bus drivers and/ region’s wines and of Croatia’s wines abroad
or guides will know how to reach them (Table 6). (mean value 4.65, on a scale from 1–5, with 5

Table 6
Promotion Methods Employed by Wineries

Medimurje Ples̆ivica

Promotion Method N % N %

Road sign 12 66.70 8 66.7


Entrance sign 11 61.70 8 66.7
Tourism fairs/exhibitions 11 73.30 5 41.7
Own brochures/leaflets 9 60.00 4 33.3
Ads in tourism-association publications 4 26.70 5 41.7
Ads in wine publications 4 26.70 3 25.0
Own Web site 3 16.70 5 41.7
Ads in wine association publications 3 16.70 6 50.0
Ads on the Web site of tourism board 2 11.10 4 33.3
Ads in travel guides 2 11.10 2 16.7
Ads in daily newspapers 0 0.00 1 8.3
Ads in tourism/hospitality publications 0 0.00 3 25.0
42 TOMLJENOVIĆ AND GETZ

being “very important”). This was followed by im- Critical Success Factors for Wine Tourism
proving the status of wineries in Croatia (4.60).
Respondents also aimed to improve brand aware- In terms of actions desired at the destination
ness of their own wines (4.56), improve cellar level that would support their tourism develop-
door sales (4.50), and create a customer mailing ment plans, most respondents agreed that their ar-
list (4.06). eas need more tourism attractions and accommo-
The different nature of wine tourism in these dation facilities (Table 8). Among the least important
two regions is also reflected in their preferred type success factors were camping, sport facilities, and
of visitors (Table 7). Wineries in Medimurje things to do for children. Apparently, these are not
showed clear preference to organized tour groups thought to be desired by the type of visitors at-
and, given the small population base, visitors from tracted by wineries.
nearby counties and neighboring countries; in Again, remoteness and the overall level of tour-
principle, all markets were considered very impor- ism development play a part. Winery owners in
tant to important. In Ples̆ivica, they were aware of Medimurje have focused on accommodation, com-
the value of area residents, with organized visitors plemented by conference facilities, and count on
ranking second in terms of importance. organized tour groups that can be steered to their
These results indicate a rather unsophisticated wineries. Fine restaurants, arts and crafts shops,
view of marketing, at least for Medimurje. It pos- and specialty shops selling local goods and pro-
sesses few major attractions and is remote from duce were considered to be of medium impor-
major tourist generating regions. Accordingly, tance, although these products are highly compati-
rather than concentrate on group tours, regional ble with winery experiences. However, they might
visitors will be much more easily targeted and po- also see these businesses as being their competi-
tentially will provide year-round demand. The re- tors. In contrast, Ples̆ivica’s wineries considered
gional market does not have much experience with wine and special events to be of slightly greater
winery visits and thus might be less demanding. importance, reflecting their orientation to regional
In contrast, nearby regions in Austria have a long visitors who, without events, might have little in-
tradition of wine tourism, with well-developed centive for return visits. In this respect, they also
wineries and related wine tourism products, mak- put slightly more emphasis on gourmet dining and
ing it difficult for Medimurje to compete. Also, specialty shops.
with foreign visitors there is often a language bar- Table 9 indicates a preference for destination-
rier that may influence the quality of presentation wide promotional activities that would support the
and interpretation. Wineries wishing to reach in- tourism plans of wineries. Notice that Medimurje’s
ternational markets have to ensure that a knowl- winery owners strongly supported investment in
edgeable person with good foreign-language skills promotion, improvement of the legislative envi-
is available when guests arrive. ronment, as well as financial incentives. However,

Table 7
Desired Market Orientation of Wineries

Medimurje Ples̆ivica

Winery Goal N Mean* N Mean*

Increase number of organized tour groups 17 3.00 16 2.69


Increased number of visitors from nearby counties 16 2.81 15 2.53
Increase number of visitors from neighboring countries 14 2.71 15 2.27
Increase number of visitors from rest of Croatia 15 2.67 14 2.43
Increase number of regional (county) visitors 16 2.63 15 2.80
Increase number of visitors from other countries 14 2.43 15 2.33
Increase number of individual visitors 14 2.36 16 2.56
Increase number of local visitors 16 2.19 16 2.06

*Scale from 1 (no importance) to 3 (major importance).


WINE TOURISM DEVELOPMENT 43

Table 8
The Importance of Destination-Wide Actions to Support Tourism-Related
Plans of Wineries

Medimurje Ples̆ivica

Destination Activities to Support Winery N Mean* N Mean*

Tourism attractions near the winery 16 2.81 14 2.79


Private accommodation facilities 15 2.60 14 2.36
Accommodation reflecting region’s character 15 2.60 13 2.62
Wine festival 17 2.59 14 2.79
Conference facilities 13 2.54 13 2.08
Specialty shops for local produce 14 2.50 14 2.36
Arts and crafts shops 12 2.50 12 2.08
Hotels 15 2.47 12 2.25
Fine dining/gourmet restaurants 15 2.47 14 2.36
Sport facilities 13 2.46 14 2.21
Special events 13 2.38 12 2.67
Things for children to see and do 13 2.31 13 2.15
Camping grounds 11 1.73 13 1.69

*Scale from 1 (no importance) to 3 (major importance).

the lowest rankings were given to provision of ed- thought they would benefit more if the region is
ucation related to tourism and promotion of their specifically promoted as a wine-tourism destina-
own wineries, as these are activities in which they tion and their own winery is better promoted to
have to be active participants. visitors. Importantly, they also recognised the
It seems obvious that wine tourism is impossi- need for better education on a winery’s operation
ble to develop without wineries offering quality as a tourism attraction.
and unique visitor experiences. If owners are re-
luctant to participate in activities that would im- Comparison With the Okanagan Research
prove their abilities to deliver such experiences,
and to better promote their individual wineries, it There are some obvious and important differ-
calls into doubt the feasibility of destination-wide ences between the two Croatian wine regions and
partnerships and marketing initiatives. Winery the previously studied Okanagan Valley in Canada
owners in Ples̆ivica, who have better wine-tourism (Table 10). Ples̆ivica is a traditional, near-urban
products and are more active in self-promotion, excursion destination, while the Okanagan is re-

Table 9
The Importance of Promotional Activities to Support Wineries’ Tourism-Related Goals

Medimurje Ples̆ivica

Promotional Activities to Support Winery N Mean* N Mean*

Better promotion of the region as tourism destination 18 2.94 15 2.73


Legislation supportive of business development 16 2.94 15 2.67
Better promotion of wineries as tourism attraction 17 2.88 15 2.67
Financial incentives that support business development 16 2.88 15 2.81
Better promotion of the region as wine tourism destination 18 2.83 15 3.00
Education about tourism and tourism marketing 16 2.81 15 2.73
Education about winery as tourism attraction 16 2.81 14 2.86
Better community cooperation and support 16 2.75 15 2.60
Better promotion of your winery 17 2.71 15 2.87

*Scale from 1 (no importance) to 3 (major importance).


44 TOMLJENOVIĆ AND GETZ

Table 10
Comparison of the Okanagan Valley and Two Croatian Wine Regions

Points of
Comparison Okanagan Ples̆ivica Medimurje

Location Remote from large cities; tradi- 30 km from Zagreb; traditional Remote from large cities; not a
tional summer resort area excursion zone traditional destination
Number of wineries Approximately 50 80 registered 79 registered
Ownership 70% sole or family owned; 1 89% sole or family owned 100% sole or family owned
large corporate
Winery age Mostly new: 77% opened since A mix of old and new: 56% A mix of old and new: 53%
1990 founded since 1980 founded since 1980
Winery production Many small; some medium and Very small: 100% produced un- Very small: 83% produced un-
large; 65% produced under der 50,000 L der 50,000 L
100,000 L
Opening to visitors, Most opened 7 days, when 75% open only on request 40% open only on request
seasonality open, but 56% were not open (weekdays); low-visit months: (weekdays); low-visit months:
all year 2 in summer and 2 in winter 2 in summer and 2 in winter
Cellar door sales Substantial: over half sold at Low % Very low %
least 50% at cellar door
Tourism products 61% offered guided tours No tours No tours
and services at Tasting: 100% Tasting room: 72% Tasting room: 92%
wineries Restaurant or café: 22% Restaurant: 25% Restaurant: 6%
Special events: 44% Special events: 0 Special events: 0
Accommodation: 2% Accommodation: 22% Accommodation: 17%
Retail shop: 74% Retail shop: 8% Retail shop: 6%
Staffing 65% employed staff for visitors None for visitors None for visitors
Marketing Most had Web sites; 78% pack- Used a wider range of promo- Clear preference for organized
aged with wine festivals; few tions, but little paid adverti- tour groups
packaged with tour compa- sing
nies; substantial use of paid
ads; oriented mostly to inde-
pendent travelers
Visitor numbers and Half did not know: ranged from Very few: 865 visitors (mean) Very few: 614 visitors (mean)
origins under 10,000 to over 30,000
visitors

mote from large cities but has a well-established the income that wineries can generate; conse-
summer holiday season—and recently has experi- quently, the financial capital that could be invested
enced a fast-growing urban population of its own. in tourism-related developments is also fairly
Medimurje is a remote, rural region with no tradi- scarce. This issue is especially critical for the re-
tion of attracting tourists. From their basic geogra- gion of Medimurje, where it is locally hoped that
phy alone, one would expect divergence in wine wine tourism will be one of the important drivers
tourism evolution. But the main difference be- of tourism demand.
tween the Canadian and Croatian wine industry, A number of corporate wineries with well-
and hence wine tourism, is the relative newness known brands exist in the Okanagan, and several
of private-sector winery initiatives in Croatia. In landmark wineries had been constructed that act
contrast, most of the Okanagan wineries were con- as key tourist attractions. Both Croatian regions
structed with tourism in mind. might hope that their large, corporate wine estates
Although sole and family-owned wineries are will create landmark wineries, as that could cer-
predominant in all three regions, the Okanagan tainly assist in generating overall regional demand.
wineries had, on average, much larger wine pro- The Okanagan had a more acute seasonality
duction. Furthermore, with limited land availabil- problem, being a summer destination, but as wine
ity, the Croatian wineries are not likely to substan- tourism develops, including seasonal festivals, and
tially increase their yearly production. This limits as the local population and resort infrastructure in-
WINE TOURISM DEVELOPMENT 45

creases, it is likely that wineries will see a better terms of paid advertising. Differences between the
spread of demand. Existing wine tourism numbers two Croatian regions primarily relate to their loca-
in Croatia are so small that it remains to be seen tion and level of overall tourism development. The
whether seasonality of demand will be different region of Ples̆ivica has a favorable location close
from mainstream tourism. to the capital city and a long tradition of catering
The Okanagan Valley was also much further to weekend excursionists. Medimurje is at the in-
advanced in wine tourism development in terms cipient stage of tourism development where wine
of investment in services for visitors at wineries tourism is not responding to existing demand but
and related staffing. Cellar door sales were sub- is supply driven. It is hoped by the industry that
stantial in the Okanagan but are low in Croatia. In wine tourism in Medimurje will become a main
terms of accommodation provision, however, Cro- attraction of the region in addition to the spa re-
atian entrepreneurs have recognized a supply gap sort.
and are providing accommodation at the winery,
whereas there was a well-established accommoda- Development and Marketing Implications
tion sector in the Okanagan Valley and only a few
wineries had ventured into accommodation provi- Potential to grow wine tourism in the two Cro-
sion. atian regions might be limited by land and capital
A relatively unexplored area of wine tourism is resources. One indicator was the fact that very few
that of packaging and cooperative marketing. The of the responding wineries were planning to ex-
Okanagan wineries were spending more on paid pand their visitor services and facilities (although
advertising, and there are well-established wine they were a little more ambitious in Ples̆ivica).
festivals that promote both the entire wine region Likewise, their preference for organized tour groups,
and specific towns like Oliver. Most wineries in especially in Medimurje, coupled with the preva-
the Okanagan Valley prefer individual travelers, lence of wineries opening on request only and a
whereas in Medimurje there was a clear preference reluctance to dedicate staff to deal with visitors,
for organized group tours. indicate that wine tourism is being viewed mostly
as a side business. Owners felt they can adjust for
prearranged groups but were less flexible when it
Conclusions
comes to hosting individual visitors.
This research adds to a growing body of re- Winery owners preferred to direct their energy
search on the development, or supply side, of wine toward production and improvement of the quality
tourism, especially to the understanding of wine of their wines, and this is typical of the early stage
tourism in an evolutionary context. Direct destina- of wine tourism development (Aloysius & Lee,
tion comparisons are very useful, with the caveats 2001; Macionis, 1996). Clearly, few winery own-
that differences between destinations can be great, ers had knowledge of tourism, and winery owners
and comparable information very difficult to ob- in Ples̆ivica considered education about how win-
tain. Specifically, this article compares the devel- eries can be tourism attractions to be one of the
opment and evolution of two wine tourism regions three most important destination-wide actions.
in Croatia, with reference to the Okanagan Valley However, in Medimurje education was not consid-
in Canada. It also fills a gap in the existing re- ered important; they focused on legislation and fi-
search by focusing on an Old World country nancial incentives that would support their tourism
where, in spite of a long tradition of wine grow- operations.
ing, wine tourism is relatively new and little re- The growth and sophistication of wine tourism
search has been conducted. is also in part a function of market potential. With
The Croatian regions were found to be similar a small population base, and remoteness from Zag-
to each other in the extent that wine-tourism is still reb or other large cities and resorts, wineries in
in its infancy and characterized by a low number Medimurje recorded very low visitor numbers. At
of visitors, restricted range of visitor facilities and the same time, being closer to the capital city, pos-
services, and limited marketing—especially in sessing a well-organized tourism board, and being
46 TOMLJENOVIĆ AND GETZ

in a county where agriculture is supported by vari- well as enhanced accessibility. Instead of encour-
ous incentives, the wineries of Ples̆ivica were per- aging all wineries to enter wine tourism, destina-
forming better. However, the number of visitors tion development agencies might be wiser to iden-
was not nearly as high as one would expect given tify and lend support to those owners who are
the location and taking into consideration that a most able to invest and provide high-quality visi-
certain level of tourism activity existed well be- tor services.
fore wine tourism was introduced. A hypothetical wine tourism destination model
In the more remote Medimurje region, the chal- with four stages is offered in Table 11. Individual
lenge is how to achieve tourism growth through wineries might find themselves at different stages
wine tourism development. Potential appears to be than the destination as a whole, which makes the
limited by the predominance of small-capacity, Dodd and Beverland model equally applicable for
sole and family-owned wineries, with limited visi- the industry. The incipient stage, typified by the
tor infrastructure and few plans to make improve- two Croatian regions profiled in this article, pre-
ments. The owners were severely restricted by sents both opportunities and challenges. Without
their focus on wine production and a lack of capi- many individual entrepreneurial decisions and the
tal. Wineries could become supplementary attrac- capital necessary for development, little can hap-
tions to the spa experience. In the Ples̆ivica region, pen. Policies to foster tourism are needed, and po-
which is close to Zagreb and is traditionally a day- litical complacency will be detrimental to wine
trip destination, wine tourism might not be desired tourism.
by the existing markets segments, so it will have In the development and maturity stages, repre-
to build demand from new segments. sented by Okanagan (it shows elements of both),
the scale and importance of wine tourism will be
Life-Cycle Implications apparent, including wineries that are dependent on
cellar door sales and landmark wineries that are
Dodd and Beverland (2001) proposed a 5-stage built as tourist attractions and/or brand symbols.
model (winery establishment, winery recognition, A mix of visitor types will likely be apparent, but
regional prominence, maturity, and tourism decline) the many small wineries prefer to cater to individ-
and 11 factors to be considered for each stage. It ual, dedicated wine tourists rather than mass tour-
is a winery-focused framework, derived from stud- ism. Policy, planning, and marketing initiatives
ies of winery evolution rather than destination are being taken to develop and sustain the sector.
evolution, with the logical implication that winer- There could be seasonal and subregional varia-
ies within the same region can be in different tions in development and visitor flows, resulting
stages of development. Overall destination factors in the need to spread demand. Some of the costs
will always affect individual business units, but it and problems associated with tourism and wine
is also likely that the cumulative strategies and ac- tourism in particular are likely to become political
tions of many wineries will shape the evolution of issues. Any threat of mass tourism supplanting
the destination—assuming that wine tourism is an niche markets should be resisted, following the ex-
important element in its attractiveness. ample of Napa Valley (Carlsen & Ali-Knight, 2004).
The two Croatian regions are at the incipient Conflicts among stakeholders have to be resolved.
stage of wine tourism development. Although they Decline is not inevitable, but in a state of matu-
both show potential for growth, there are obvious rity a destination can experience both growth in
constraints. It is critical for the regional tourism decline in different sectors. Signs of decline could
boards to release the entrepreneurial potential of include overdevelopment that generates extremely
winery owners and give support to those that are high levels of competition; declining numbers of
able to grow and prosper. Although owners are tourists, or at least of dedicated wine tourists; and
optimistic when forecasting increases in the num- declining cellar door sales among the wineries
ber of visitors and the volume of cellar door sales, most dependent on this distribution mode. Higher
this growth might not be realized without substan- dependence on other distribution modes (e.g., ex-
tial investment in both services and facilities, as ports) could indicate that the wine industry has
WINE TOURISM DEVELOPMENT 47

Table 11
Hypothetical Wine Tourism Destination Life Cycle

Characteristics 1: Incipient 2: Developing 3: Maturity 4: Declining

Scale of wine Wineries were mostly Growth in wine tourist High levels of wine Decline in volume of
tourism established without volume; new winer- tourism development visitors; some winer-
regard for tourism; ies designed for tour- and competition ies might become un-
very few wine tour- ism; landmark winer- profitable and disap-
ists ies established pear
Types of tourism None, or the established Growth in dedicated A broad mix of visitor Loss of dedicated wine
visitor segments are wine tourists; some segments; tensions tourists; lower yield
not interested in wine mass tourism at land- between niche seg- per visitor
mark wineries ments and mass
tourism
Importance of wine Tourism is strictly a A mix of tourist-ori- Almost all wineries are Declining cellar door
tourism to win- sideline to most; ented and export-ori- involved; some are and other retail sales;
eries many are not in- ented wineries heavily dependent on higher dependence
volved cellar door sales on other distribution
modes
Importance of wine Perceived to be minor; Recognition of poten- Employment and eco- Declining economic im-
tourism to the re- some visionaries see tial, based on visible nomic impact of portance of wine
gion the potential trends; general desire wine tourism is rec- tourism might be
to grow wine tourism ognized and might be seen as a regional
the dominant activity crisis
Strategies Encourage and aid en- Branding of the wine Focus on sustainability; Repositioning is
trepreneurship; at- tourism destination; possibly demarket- needed; create new
tract investment; set focus on high-yield ing to reduce mass selling proposition
a vision wine tourists; inte- tourism (uniqueness stressed);
grate wine and other quality of wines
policy domains stressed
Political issues Complacency might im- Policy is required, and Growing costs of tour- Can the causes be recti-
pede or kill wine resolution of conflict- ism present ongoing fied? At what cost?
tourism development ing interests will be a political challenges
challenge

less need for and interest in tourism, although this set their own course, and might not even be able to
has to be weighed against branding and position- achieve success, but benchmarking against more
ing considerations (i.e., the winery as brand sym- developed regions and consideration of the life cy-
bol). If decline is viewed as a crisis, then a major cle will help them formulate vision and strategic
issue will be to determine the root problems and planning.
how to rectify them.
More comparisons across many regions will be Research Priorities
required to advance this model and determine how
it can be applied to wine tourism development and There has been a great deal of published re-
sustainability. search and debate concerning the TALC, so one
Comparisons and benchmarking need standard- priority for wine tourism researchers is to deter-
ized measures and data collection, shared publicly mine any wine-specific factors that shape a desti-
and systematically evaluated. Debate is also needed nation’s evolution. For example, as noted by Be-
on the relevance of life-cycle models applied to verland and Dodd (2001), the ways in which
wineries, wine tourism, and wine destinations. wineries develop and decide to promote them-
The life-cycle model is not intended to be pre- selves as tourist attractions (or not) have crucial
dictive or prescriptive, and there is no particular implications for tourism. Accordingly, it is neces-
reason that the Croatian wine regions should want sary to constantly examine the value of direct cel-
to become more like the Okanagan or Napa Val- lar door sales to tourists and how tourist visits
leys. Incipient wine tourism destinations have to shape future consumption and brand-related deci-
48 TOMLJENOVIĆ AND GETZ

sions to predict how winery strategies might affect Butler, R. (ed.). (2006a). The tourism area life cycle, vol.
the overall destination. It might also become nec- 1: Applications and modifications. Clevedon, UK:
Channel View Publications.
essary in certain places to determine if destination Butler, R. (ed.). (2006b). The tourism area life cycle, vol.
marketing organizations can successfully promote 2: Conceptual and theoretical issues. Clevedon, UK:
or sustain wine tourism without the active cooper- Channel View Publications.
ation of the grape and wine sectors. Carlsen , J., & Ali-Knight, J. (2004). Managing wine tour-
Another priority is to encourage systematic ism through demarketing: The case of Napa Valley,
benchmarking between wine tourism regions, as California. In International Wine Tourism Research,
2004, Proceedings of the Margaret River, Australia, In-
advocated by Getz and Brown (2006a). This is a ternational Wine Tourism Conferece. CD produced by
process that requires some level of standardized Vineyard Publishing, Guildford, Western Australia.
measurement and data collection to make compar- Carlsen, J., & Charters, S. (2006). Global wine tourism:
isons accurate and meaningful. When researchers Research, management and marketing. Wallingford,
describe wine regions, both the demand and sup- UK: CABI.
ply sides of wine tourism have to be consistently Charters, S., & Ali-Knight, J. (2002). Who is the wine tour-
ist? Tourism Management, 23, 311–319.
measured. Both industries, wine and tourism, will
Commission of the European Union. (1985). Tourism in the
have to support formal benchmarking or it will not European Community. European file 11/85. Brussels:
happen. Within the life-cycle construct, we want Commission of the EU.
to determine if there are evolutionary similarities Commission of the European Union. (1988). The future of
between wine tourism destinations and what fac- the rural society. Document COM 7957788. Brussels:
tors result in differences. Commission of the EU.
Croatian Bureau of Statistics. (2004). Statistical yearbook
Longitudinal research is also necessary to eval-
of the Republic of Croatia. Zagreb: Croatian Bureau of
uate evolutionary processes. Looking back, as with Statitistics.
the two Croatian cases in this article, we can iden- Dodd, T. (1995). Opportunites and pitfalls of tourism in a
tify changes up to a point in time, but this can only developing wine industry. International Journal of
lead to speculation about the future. In particular, Wine Marketing, 7(1), 5–16.
researchers should monitor and evaluate the im- Dodd, T., & Beverland, M. (2001). Winery tourism life-
cycle development: A proposed model. Tourism Recre-
pacts of various strategies and actions by wine and
ation Research, 26(2), 77–80.
tourism organizations as well as by individual Eisenhardt, K. (1989). Building theories from case study
businesses. Ongoing consumer research is a neces- research. Academy of Management Review, 14(4), 522–
sary complementary activity, so that changes in 550.
preferences and demand forecasts can be factored Gatti, S., & Maroni, F. (2004). A profile of wine tourists
into the evaluation of destination change. in some Italian region vineyards: An application of the
multiple correspondence analysis. Colloque Econome-
trie XI, 21–22 May, Dijon.
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