Emulation, Imitation, and Global Consumerism March, 1996 Richard Wilk Department of Anthropology Indiana University Bloomington, IN 47405 Introduction There are good reasons for concern about the environmental impacts of five to ten billion people consuming at the presently high levels of the developed countries of Europe, Japan, and North America. With high economic growth rates in many parts of the developing world, and the rapid spread of electronic media, advertising, and marketing, the next two decades are likely to see a major transformation in the consumption styles of the majority of the world's population. The global environmental consequences will be dramatic; comparable to the impact of the industrial revolution, which affected a much smaller part of the globe. The direction and magnitude of the impact of new levels of global consumerism depends on choices the people of the developing world will make about what constitutes the "good life," and on the kinds of resources they have available to pursue it. This will shape their priorities in purchasing different kinds of goods and services, their consequent demands for more energy, water, and raw materials, and the resulting emissions, waste, and pollution. If world income levels rise rapidly, and if that income is spent pursuing the western high-consumption life-style, the consequences may be severe. This paper will not address directly the first "if," the economic future of the areas where consumption is constrained by poverty. World Bank statistics show that growth rates in different parts of the developing world are extremely uneven, with stagnation and recession in many areas, and rapid growth in others (1994). Even in countries with rapid growth rates, the increased income is not distributed evenly; small cosmopolitan elites may accumulate great wealth while urban underemployed and rural people lag far behind. In general, however, the prospect seems to be a gradual rise in disposable income among a huge number of people who have until recently been isolated, who have produced basic commodities for the global marketplace for hundreds of years while consuming mostly basic goods they produce themselves or buy in local markets.1 Their change in lifestyle is being promoted by improving infrastructure, including roads, water systems, energy, communication and electrification, declining prices for many mass-market commodities (due to more open markets, more widespread manufacturing, greater competition, and advancing technology), higher levels of literacy and education, and the breakdown in autonomous subsistence economies and self-sufficient rural communities. At the same time, huge increases in travel, tourism, and international labor migration, and in the consequent (and largely unrecorded) flow of remittances and personal goods, brings sophisticated technologies, tastes, and practices to even the most remote corners of the globe (Lyer 1989). Prognostication about the second "if," which concerns just how increased incomes in the developing world will be spent can be summarized with three different basic scenarios for the consumer future of the developing world.2 The first could be called Modernization; developing countries go through the same stages of development of consumer demand in the same order that the Northern developed countries went through over the last century. We would expect a sequence of waves of consumer innovations which typically start among an urban upper middleclass, and then spread rapidly through all sectors, starting with major consumer durable household goods like refrigerators and stoves, then vehicles, and finally elaborate services, luxuries, tourism, and fashion items. Environmentally, we would expect energy and material consumption to increase rapidly and dramatically, but then to level off with the growth of a service economy and an increased demand for a cleaner environment (Hammond 1995). A Shortcut scenario says that developing countries do not have to follow a narrow historical path, but can reach the same end as the highly developed economies by different routes that skip intermediate stages. Instead of massive investments in communication infrastructure, for
example, they could jump straight into satellite dishes and cellular phones. Rather than build a service economy on top of declining heavy industries, they could leapfrog right into low-impact decentralized information services. The environmental impact of this scenario would be much more gradual and benign than modernization. The "dirtiest" phases of development and wasteful consumption would be skipped in many areas, and people would move directly to the more stable and sustainable levels of consumption, based on clean technologies, which seem to be the future of the developed countries. According to some optimistic projections, rapid improvement in technology could make dramatic improvements possible in living standards, with very low environmental impact (Ausubel 1996). Note that both modernization and shortcut scenarios depict convergence, that consumer behavior in different areas, like their productive sectors and economic structures, will become more and more alike, that developed and developing worlds will eventually achieve some stable similarities. Whether this convergence is based on emulation, on evolution, diffusion, or any other theoretical premise or mechanism, this convergence on a single point should be questioned and tested with empirical data. The alternatives are much more complex. The third possibility can be called Divergence. Each country, region, or ethnic group will develop different and diverse aspirations, definitions of living-standards, and consumer goals, and different levels of income with which to pursue them. The complex mosaic of different paths would be responsive to a variety of factors, including cultural difference, access to technology and capital, political policies and ideologies, and the structure and development of international markets, commodity, and capital flows. Under this scenario, it is quite possible that a large part of the developing world will never achieve the threshold income levels necessary to consume large amounts of durables, luxuries, or services. While the concept of convergence has an appealing simplicity, what are it's theoretical underpinnings? The strongest theory of convergence is often labeled the cultural imperialism hypothesis. This contends that the combination of western control of mass media and improved advertising, along with human "natural impulses" to improve their lives by seeking leisure and luxury, will lead new consumers to emulate or directly imitate those of the developed North (Tomlinson 1991). There are various moral positions on cultural imperialism and the global expansion of consumer society; some see it leading to economic freedom and the realization of human potentials (Lebergott 1993), while others consider it a malign and socially destructive form of brainwashing that destroys authentic values and the social fabric of civil society (Ewen 1976, 1988, Lasch 1979). Whether stressing the coercive power of the North, or the imitative desires of the South, those who predict cultural imperialism see the homogenization and convergence of global culture as a consequence. The new global culture will be consumer culture, mass-mediated through advertising by large multinational corporations who will promote the same goods in every market, changing only the language of the labels and advertisements (Barnett & Muller 1974). The alternatives to cultural imperialism are less clear cut. Many social scientists who reject cultural imperialism, contend that instead of increasing centralization and homogenization, the next century will be dominated by new and revitalized forms of nationalism, localism, and cultural fundamentalism that will challenge both the economic and cultural hegemony of the developed North (Foster 1991). Some suggest that resistance to and rebellion against Northern models of consumer culture, and the values they express, will be the major force shaping new national cultures in the South (Kahn 1995). Some recent debates over the issue of global homogenization or fragmentation and diversification have tended to see them as non-exclusive trends that may even be linked to each other. Some forms of localization may be concurrent with other kinds of globalization; heterogeneity and homogeneity both seem to be increasing in different sectors and at different scales (Friedman 1990, Hannerz 1992, Featherstone 1990, Wilk 1995). One possible scenario is Hannerz' concept of global "creolization," where instead of all cultures emulating a Northern model, there is instead an intercultural process of mixing and hybridization, which leads to many local adaptations and translations of international and global models, which may then be reincorporated or reappropriated in the Northern Metropolitan centers (Hannerz 1987, 1990, Appadurai 1990). It is very hard to predict what kinds of levels of consumption, emissions, and waste we would find in such a hybridized, fragmented, yet interconnected world. The clearest and simplest alternative to cultural imperialism and homogeneity is that each country, region, or ethnic group will develop along its own unique path. In other words, there
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would be a world of many different consumer and on-consumer cultures. We would then expect a high degree of diversity in consumer demand, and perhaps much more moderate long-term levels of consumption, though it is also possible that some of the new consumer cultures would be even more wasteful of energy and materials than those of the present Northern societies. Certainly there is already a good deal of diversity among Northern high-consumption societies, both in the way they spend money, and the resulting levels of consumption, emission, and waste (e.g. KrebillPrather and Rosa, Lutzenhiser, this volume), though others detect converging trends (Schipper, this volume). Our choice of different scenarios for the consumption trajectories of the developing world is therefore complex and difficult, but the ramifications are enormous. The alternative paths in the development of global consumer culture (or cultures) will make the difference between a sustainable long-term future, or one with continually declining stocks of renewable and nonrenewable resources, runaway pollution, and potentially disastrous global climatic change, regardless of the trajectory of population growth. Imitation and Emulation The cultural imperialism hypothesis and other theories of convergence depend on the idea of emulation or imitation of the North by the South, of the rich by the poor, whether through coercion or other ideological means. The appeal of such a theory is quite clear-cut; we can use data on the historical development of the North as a quantitative guide for predicting growth in the developing South. Furthermore, there are social science theories that provide justification for treating western consumerism as an easily transferable set of practices, values, and knowledge. These range from sociological theories of acculturation (Desieux 1981, Hoffman 1964), to geographic models of diffusion (Rogers 1983, Gatignon and Robertson 1985), and then to Dawkin's recent concept of cultural practices as a set of transmissible self-replicating particles or "memes" which is grounded ultimately in epidemiology and evolutionary genetics (199X). There are a number of reasons for great caution, however, in choosing an imitation or emulation model to predict the future of global consumerism. The concepts of emulation and cultural imperialism are too broad; they are not precise enough to specify exactly what aspects of Northern developed country lifestyles are going to be copied, implanted, or emulated. From an environmental standpoint, there is a tremendous difference between Javanese seeking to emulate "the west" by listening to Michael Jackson CDs, and those same Javanese following the American custom of air-conditioning the whole house. Any kind of copying, emulation, diffusion or marketing is going to be selective; the entire corpus of Northern culture and consumption cannot be copied entirely, because that corpus is itself so richly varied and changeable. Emulation models also make many untested assumptions about human culture; they do not explain the relationship between culture and consumption, and fail to explain or account for many historical developments and current trends. For a number of reasons, as I will argue below, we are not yet in a position to either provisionally accept, or completely reject the imperialism/emulation model, or the alternatives that have been offered. It is also quite possible that the developing world could change to resemble the developed countries because of as yet undefined phenomena completely different from emulation or imitation. The goal of this paper is to assess the areas where knowledge is more complete, and to point to other critical problems in theory and empirical data where more work is urgently required. Restating the Problem The problem of predicting and understanding the future trajectory of consumption in developing countries has many aspects. The broadest and most fundamental are the ethical issues raised by the way the issue is defined and framed. Then there are theoretical problems that stem from the many different approaches to understanding consumer behavior in different disciplines and research traditions. Finally there are a series of practical problems that arise in conducting cross-cultural and cross-national research on consumption, including problems of measurement and data collection. Ethical Issues. When the many nations of the developing world began to achieve political independence
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from colonial powers in the twentieth centuries, they often sought to abolish vestiges of what they saw as the most negative sides of colonial culture. A common criticism was that colonial peoples had been turned into "mimic men" (to use V. S. Naipaul's label), who slavishly copied and imitated the behavior, religion, and consumption styles of the European colonial masters. A major thrust of the anticolonial movement was to develop local alternative national cultures built on precolonial native models, though in practice this usually involved a good deal of "invention of tradition." (Hobsbawm and Ranger 1983, Ranger 1993). The development of nationalism in the postcolonial world was therefore built on the idea that local culture, rather than Northern metropolitan models, was to be the basis for the future. National governments in many areas remain hostile to what they see as foreign neo-colonailism, which makes the issue of consumer emulation or imitation offensive (Chatterjee 1986). Yet in the guise of "modernization" and "development" many forms of Northern ex-colonial culture are pursued at great expense by the same governments. So while American clothing, or Arnold Schwartzenegger films may be seen as evidence of decadence and loss of local identity, huge dams, nuclear plants,, automobile factories, and pulp mills may be seen as evidence of genuine progress and even the success of national culture against Northern opposition. These controversies about the relationship between consumerism and nationalism are not unique to developing countries; recent historical work on post W.W.II Japan (Tobin 1992), France (Kuisel 1993), and Austria (Wagnleitner 1994) find similar developments. These political developments give any discussion of consumption in developing countries an inherent moral and ethical component (Camacho1995). When Northern scientists, environmentalists, or policy makers begin to talk about restraining consumption or restricting emissions in developing countries, they are liable to be accused of a neocolonial agenda. As with the movement for "appropriate technology" in the 1970s, many people in the South feel like they are being told to accept second-class technology, which will ensure that they always stay "behind" the North. On one hand the North seduces local people and raises their expectations all the time, but then it turns around and tells them that they have to make sacrifices for the global environment, which may mean they never approach the standard of living which is commonplace in the North. This ethical and moral element is never absent in discussions of consumption and consumerism even in developed countries. Many critics have noted the deep concern of most major world religions with issues of wealth and over-consumption (Belk 1983), and countervailing efforts to blame poverty on wasteful, improvident, and immoral spending by certain classes or ethnic groups (Horowitz 1988). The dividing line between "luxuries" and "necessities" has proven elusive, as the social definition of a "standard of living" changes over time and between classes. There is not even an agreed-upon minimum standard of living among multinational development organizations; even a seemingly clear goal like "universal access to clean water" is mired in controversy and contending definitions of "access" and "clean." Economists avoid stating their positions in moral terms, but some of the same ideas emerge in debates over whether consumer demand is a positive or negative force in economic growth. Some market-mediated demand for consumer goods as the basic engine that drives economic growth, while others see certain kinds of consumption as an obstacle to development, diverting resources from investment, and draining foreign exchange (Belk 1995). Some economists have begun to question whether increases in consumption really lead to increased welfare, and ask if there are better ways to measure the performance of economic systems than income or consumption (Schor 1995, The Economist 1995). The morality of consumption, and of societies built on the assumption that all citizens have a right to spend their resources freely on goods of their choice, priced by market mechanisms and bargaining, is widely debated by political scientists, theologians and philosophers. Ethicists and historians argue that the free market has placed consumer values above all others (Leiss 1978, Lasch 1979). Within the US Environmental and conservation communities there is a strong divergence of opinion about the morality of consumption too, from "green capitalists" to neopuritan militant vegetarians (Kempton et al. 1995). My point is that the yardsticks for measuring different levels of consumption have no objective fixed starting point or units; evaluating consumption standards always raises political, ethical, and moral issues.
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Theoretical/ Conceptual Issues In a recent survey, Berger found six basic theories of consumption based on different assumptions about human nature, motivations, and the connection between values and behavior (1992); here I condense them into three groups. Psychological approaches seek desire and need within the process of personality formation, early family interactions, and the actualization of the individual. Consumption may be cast as either a pathological aberration or a healthy means of objectification and individuation. Social approaches find a basic motive for acquisition in social interactions, especially competition and group affiliation (Burrows and Marsh 1992). Many social theories can be traced back to Thorstein Veblen, who proposed in The Theory of the Leisure Class (1899) that consumption was motivated by social competition and emulation; people use goods for display in modern society because their social roles are no longer strictly prescribed by birth, class, and social standing. In traditional society people knew their place, and the currency of social relations were rights, duties and obligations, not material wealth. Free of ascribed social positions, people now consume in order to obtain it anew, endlessly trying to acquire status by emulating those with more wealth and power. Marx also had a social theory of consumer desire. He said that in capitalism, workers no longer have a social identification with the things they produce, and become alienated, since they work for a wage instead of producing what they consume (Preteceille and Terrail 1985). Capitalist wage labor therefore turns people into commodities, purveyors of labor power that can be bought and sold like goods which breaks down the boundary between the social world and the economic world. Goods come to substitute for lost social solidarity, but they can never satisfy because they are empty of fundamental social meaning. The endless insatiable desire for goods is really then a search for human wholeness, and it leads people to attach human characteristics to goods, what Marx called commodity fetishism . Cultural theorists instead see consumption as an inherently communicative act, a form of symbolic behavior that creates and expresses meaning (Holbrook 1993, McCracken 1988, Douglas and Isherwood 1979). Cultural systems embody values, and provide scripts and rules that guide people in the choices they make. A cultural theory of values is often combined with rational choice utility-maximization theory from economics. Culture provides the conventional meanings and values of goods which form the underpinnings for consumers' utilities, which form the basis for rational allocation decisions (this is the general model of most consumer-behavior studies, e.g.. Zaltman & Wallendorf 1979). Because most empirical research tends to be conducted within one of these theoretical traditions, their basic epistemological assumptions are rarely questioned directly, or brought into contention with each other. The differences reflect philosophical controversies about human nature, free will, and rationality, and very different ideas about motivation and values (D'Andrade and Strauss 1992). A major division concerns the autonomy of the individual consumer; are their choices expressing reasoned, consistent wishes and desires, irrational urges, or the manipulation and influence of powerful voices? Each set of assumptions leads to contrary models of causation in seeking to understand increasing global consumerism, and leads to very different predictions for the future directions of change, and points to distinct solutions. Economic models of consumer demand have tended to be less concerned with explanation, but have sought direct law like relationships between a limited number of economic variables and some aggregate measure of consumer spending (Lluch et al. 1977, Mayer 1972). Proponents of "permanent income theory" have argued for a direct linkage between aggregate income levels and consumer expenditure, though they do not specify a mechanism for the linkage (Caroll 1989). Combined with studies of how increased income has been apportioned to different sectors (housing, food, transport, etc.) by consumers in developing countries, the income relationship can be used to generate straight-line projections of future consumer demand using projected income growth rates (Whitley 1995). Nevertheless, the causal mechanism beneath the correlations on which this method is based have not been adequately specified or tested, so the predictions must be treated with great caution. The form and even the existence of an economic "consumption function" that relates income to consumption, is still in dispute (Hall 1987). There is continuing debate, for instance, about the causes of high international variation in savings rates and preferences for different kinds of investment. The general assumption of the economic predictive model is that the future
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of the developing world will be the same as the historical past of the developed countries (see below), which does not account for technological change. Another problem is that the expenditure categories that are used are far too general to predict future consumption of specific commodities. Even if the predictions prove accurate, as Stern (this volume) points out, consumer spending is not necessarily a good proxy measure of the consumption of materials, or of the environmental impact of consumption. A second serious theoretical dilemma in understanding the future of consumption is posed by widely divergent models of global economic and social development proposed by historians, economists, and political theorists. The "modernization" theories of the 1950s and '60s proposed that there was one single "track" of development from traditional to modern societies (Arndt 1987). A series of stages of development were defined, based on European and North American history, and all other countries were placed on a time line, marking how many years each one was behind the wealthy, open consumer society of the west (Myrdal 1957). They assumed that each country had to go through each stage, and that no other paths were possible. The implication is that each country would "naturally" evolve into a modern high-consumption democratic republic, not through emulation, but through an autonomous evolutionary process founded in rational choice. Modernization theory was widely challenged and criticized beginning in the late 1960s, partially because the promised "take off" of large parts of the developing world never took place. "World Systems" and "Dependency" theorists argued that the growth of the Northern economies had been based on the exploitation and "underdevelopment" of the South (Wallerstein 1976, Frank 1967). They argued for a division of the world into "core" and "peripheral" zones that had different economic and political trajectories rooted in their unequal power, and their different historical positions in world trade. Models of economic development based on the Northern economies could not be applied to the underdeveloped world, because of their different structural positions in the world economic system. Modernization theory was also attacked as an ethnocentric ideology (Hobart 1993). The last decade has seen renewed controversy about the directions of economic change. A revived form of modernization theory claims that the global division of labor no longer exists because of competition and the globalization of capital. Others argue that though national boundaries are no longer as important to the global flow of capital, inequalities between areas and classes, between low-skill low-wage and highly educated wealthy, are increasing rather than decreasing (Gereffi and Korzeniewicz 1994). The recent group often identified with the "International Political Economy" school, tends to recognize much more diversity in different regions, and a multiplicity of possible development paths (Black 1991). This controversy is important because it poses the question of consumer society in another form; is there one path, or are there a number of different historical trajectories? Does the future of the developing South necessarily follow the same narrow tracks of the developed North, making the same sequence of environmental and economic mistakes? It is also important to recognize that even if linear modernization theory has been discredited in some academic fields, it is still widely taught and used, and continues to shape many sorts of policy (some have argued that uniformitarian modernization theory underpins the current round of 'structural adjustment' that is being enforced around the world by the IMF and World Bank). The idea that all societies start out "primitive" and end "modern" has proven extremely seductive and powerful, despite more than twenty years of counter-rhetoric about the third waves, soft paths, alternative development, sustainable development, and multiculturalism. Practical Issues One of the most serious obstacles in dealing with the complex theoretical problems raised by global consumer trajectories is the simple lack of good comparative data. The ratio of theorizing to empirical fieldwork and data gathering has been badly skewed in many disciplines. Many of the theories discussed above have clear implications that could be tested using good comparative and/or historical data on consumption levels of different goods. But even in the most developed countries, actual data on consumer behavior is spotty and poorly recorded. The most detailed and comprehensive studies are done by commercial market researchers; they are usually confined to a few product categories, and the data is proprietary (Albaum and Peterson 1984).
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The quality and nature of household budget data that could be used to study long-term and cross-national trends, varies widely between countries and over time. Data is rarely disaggregated by region, ethnicity, or other social variables, or even standard income levels, and is often listed in categories like "entertainment" or "travel" that are defined differently for each survey. Even in developed countries like the United States, partial consumption data is gathered intermittently by many different departments in censuses and surveys that do not completely overlap or produce a consistent time series. As Duchin and Lutzenhiser (this volume) point out, there is still a great deal of basic disaggregation and analysis to be done with current consumption data in the United States. National measurements of consumption and waste of basic commodities and manufactures are usually aggregated into large categories and averaged for an entire nation or region, which can be highly deceptive when actual consumption is highly heterogeneous. Market distortions in pricing and availability due to government price controls or import restrictions, duties, and monopolies, make comparative budget studies very hard to work with, especially when varying and changeable inflation, interest rates, and currency exchange are taken into account. Cross-national and cross-cultural studies of consumer values, aspirations, and tastes are bedeviled by difficult questions of translatability and equivalence in basic measures, sampling, and methodology (Douglas and Craig 1983, van Herk and Verhallen 1996). Rating scales, for example, are interpreted differently by people of different cultural backgrounds (Hibbert 1993). Attempts to develop comparative measures of consumer values based on personality or psychological traits have not produced statistically powerful results, and are based on controversial assumptions about the relationship between psychology and consumer behavior (Holt 1994). The contending theorists in different disciplines each work within their own methodological traditions, select different sets of data, and use various often-incompatible analytical tools and techniques. They communicate their results in disciplinary languages that are often specialized and narrow, in journals and books that are rarely read by scholars working on the same problems in other disciplines. It is rare, for example, that economic and psychological or social data are used in the same analysis. since they are often gathered by incompatible means using different samples, by different groups of social scientists. Interdisciplinary work on consumption, using a variety of data on different variables, is the rare exception. Assessing Available Data Social scientists in a number of different fields have collected data pertaining to the various hypotheses about global consumerism discussed above. It would be difficult to conduct and exhaustive literature review in so many disciplines, but here I will present a quick survey of some of the more important research findings from selected areas. This will be rounded out with a short discussion of my own research. Macroeconomics. On an international level, Engels law (per capita expenditure on food declines as a proportion of income as income rises) seems to hold fairly well, and general expenditure on consumer durables also increases proportionately with income (World Bank 1994). The price elasticities of demand for other basic necessities appears to be quite low, below a minimum subsistence level (which is not clearly defined). Above this level elasticities are much greater, and rural/urban differences, and cross-national differences are quite large. The share of increased income spent on major consumption categories such as food, durables, and housing, varies widely, as does the savings rate, though there is debate over the cause of this variation, and some evidence that it may be decreasing (Lluch et al. 1977, James 1993). Empirical analysis of national consumption figures does not produce results consistent with linear modernization theory. In China consumer aspirations have changed several times during the last 20 years. Rates of consumption of major durables are much higher in China than in other Asian countries when they had the same per capita income, and the mix of goods is also different (Sklair 1994). Studies of Nigerian food preferences during the oil boom show that government policies, advertising, and the distortion of market channels had a decisive effect on gross consumption (Andrae and Beckman 1985). Geographic disaggregation often shows that rural/urban differences in consumption are high, independent of income levels, and there is also
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pronounced regional variation in large countries like China which is difficult to account for with economic data. Psychology/Consumer Research. Technocratic, urban, highly educated groups in many parts of the world show some increasing commonalties in aspirations and cultural values (e.g.. Hofstede 1980). But are these people the leaders of a new wave of consumerism, or western cultural enclaves of technocratic and academic "cosmopolitans" isolated from the mainstream in their countries? Even if there are growing common values in many countries, it is not at all clear that convergence in values will indeed lead to convergence in consumption behavior (Holt 1994, Belk and Zhou 1987). Baker's comparative study of urban teenagers in twelve countries finds the similarities superficial (1989). While there was a widespread appreciation and recognition of western media stars, movies, and the symbols of multinational businesses and brands. Though they like some of the same drinks, admired some of the same musicians and movie stars, and recognized Disney characters, their concerns and ambitions were overwhelmingly local. Their daily choices were made entirely in the contexts of their own families, their own religions, and their own nation. Cross-cultural studies of actual purchasing behavior and tastes for specific items tend to find high levels of diversity, though the data does not have enough time depth to identify trends (Wallendorf and Arnould 1988). Similarities between areas are often attributed to the effects of marketing and advertising. The spread of consumer demand is also attributed to increasing materialism, a decline in religious and other non-materialist values, and the emulation of western models (Belk 1988, Nwachukwu and Dant 1990, Cocanougher and Bruce 1972). Nevertheless, this emulation is often partial, symbolic, or incomplete. "Incoherent" emulation pushed by advertising may lead consumers, for example, to sacrifice an adequate diet in order to buy a refrigerator. Some interesting work has also been done on market segmentation in developing countries, and surveys have defined some "standard packages" or "constellations" of desired consumer durables in particular regions, though not on a global basis (Schultz et al 1994. Hogg and Mitchell 1995, Kehret-Ward 1987). Media Studies. Issues of consumerism are implicit in many studies of the effects of television, improved communication technology, film, and other media on diverse cultures. A "media imperialism" debate parallels the controversy about cultural imperialism discussed above. Comparative studies do show that western media can change local values, which may increase aspirations for western goods (Oliveira 1986). A meta-analysis of a number of media influence studies found, however, that demonstrable effects are small and difficult to measure (Ware and Dupagne 1994). Each country has a unique history of exposure to media, and impact studies are difficult to compare (Kottak 1990). There is also now evidence of resurgence in locally produced media in many countries, and in some areas Indian, Arabic, and Chinese media challenge the dominance of Hollywood (Silj et al. 1985, Drummond and Patterson 1988). In each country, local media productions are now offering alternative models for emulation and imitation, which are often more popular than Western imports. The underlying model of how advertising and media affect consumer behavior is still hotly debated, and cross-national studies show considerable variation in the acceptance of and meaning ascribed to western media productions (e.g.. Liebes and Katz 1990, Moore 1993). Existing cultures and social institutions have a powerful influence on the ways that foreign media images are understood and assimilated; while cultural convergence may still be taking place, it is not as rapid or direct as the emulation or imitation hypothesis would predict. History. Extensive recent research on the origins of consumer society in the West has generated many diverse explanatory models and little consensus (Schama 1988, Brewer & Porter 1993, Cross 1993, Richards 1991, Benson 1994, McKendrick et al. 1982, Tiersten 1993). Historians do not agree on when modern consumer culture was first established, or where it first emerged. They do mostly accept that the growth in western consumer demand resulted from breakdown of rigid class hierarchies, the rise of the middle classes, and relaxation of religious inhibitions on conspicuous consumption. Others have singled out the "romantic ethic" (Campbell 1987), and the trend towards cultivating health and self-improvement (Lears 1989). Recent work has shifted
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away from "social emulation" or class-based models of consumer demand, towards a focus on communication, nationalism, and the growth of markets and retailing (Mukerji 1983). Since all of these trends are taking place in developing countries, we might therefore expect a similar growth of consumer culture, even in the absence of any specific form of emulation. Convergence and western styles of mass consumption can spread even without emulation. On the other hand, while consumer culture evolved slowly in the west and in Japan, it is developing rapidly in a very different cultural and economic environment in newly developing countries. This may cause much greater and sharper tensions between persistent long-standing cultural and religious values and those of modern consumerism (Belk 1988). Anthropology/Cultural Studies. There has been a large increase in interpretive studies of consumption both in the west and in developing countries, but not a great deal of quantitative analysis (e.g. Sherry 1995, Miller 1995). A major point is that the symbolic meanings of consumer goods vary widely among cultures, so demand for goods also varies. These disciplines emphasize the key role of western goods in building and maintaining social hierarchies and social boundaries (Bourdieu 1984). They show how western goods are often absorbed, refashioned, and reinterpreted in local cultural systems, so that what looks like imitation or copying is really much more complex. There is discussion of how unique local cultural configurations increase consumer spending on religion, ritual, and ceremonies, on funerals and other conspicuous consumption, as incomes rise in developing countries (e.g.. Appadurai 1986). Some scholars discuss the reverse flows from South to North, as materials, objects, fashions, music and art from developing countries become more widely desirable in metropolitan Europe and North America, and as cultural tourism becomes a huge global business (Foster 1991). Some work has been done on patterns of consumption that result from migration and flows of remittances in "transnational" pathways, including high rates of investment in housing and education (Basch et al. 1994). There is also a growing literature on fashion which emphasizes the importance of consumption in gender ideology, imagery, and behavior (Craik 1994). If consumption patterns are indeed closely linked to gender roles, the future convergence or divergence of consumer behavior may depend on global directions of change in gender relations. Scholars who once predicted a steady trend towards "westernized" gender-equality now find that cultural ideals of gender are quite resistant to change, and there may be no convergence on a single ideal (Folbre 1994, Kabeer 1995). Anthropologists tend to support a diversification model. They find continuing vitality in local and ethnic cultures that provide alternatives to western consumerism (Friedman 1994, Tambiah 1984). Some "Globalization" theories predict increasing cultural diversification and the use of selected western consumer goods to signal local difference, rather than as a means of emulating a metropolitan standard (Featherstone 1990). The implication is that adoption of western consumer goods and styles will be selective, gradual, and predictable only at a local level. Sociology / Household Decision-Making. Research in a number of disciplines suggests that the household, rather than the individual is the best unit of analysis for understanding allocation and consumption decision making (Duchin, this volume, also Davis 1976, Roberts and Wortzel 1984, Netting et al. 1984, Smith et al. 1984). Work on this topic discloses unexpected complexity in consumption decision making, and the internal dynamics of the unit are still being explored using different research assumptions and methods (Wilk 1989, 1994). There is considerable debate on models of intra-household bargaining and power that have direct implications for consumption, spending, and savings behavior (e.g.. Phipps and Burton 1995). These internal allocation decisions may be responsible for differences in the ways cultural groups spend or save income and choose products. Household dynamics based on gender roles has also been implicated in economic studies that find that increases in household income are rarely divided in equitable ways, with women and children often receiving little benefit (Kabeer 1995). At one time it was assumed that household organization was also subject to convergence, and that with modernization the western nuclear family household based on companionate monogamy would come to predominate everywhere (e.g. Goode 1963). From the time of Veblen, scholars have hypothesized that the dynamics of western consumption are closely linked to this family institution (Parsons 1953). Crosscultural research on family and household organization produces only equivocal and ambiguous evidence for a global convergence on the western model,
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which has itself turned out to be heterogeneous, changeable, and variable by region and class (Coontz 1992). Many studies suggest that cultural distinctiveness in domestic organization persists even in very modern industrial settings (e.g. Singer 1968, Wolf 1992), suggesting continuing divergence in consequent consumer behavior. Case Study The existing comparative evidence from several disciplines is clearly equivocal, and basic theoretical issues remain unresolved. Detailed case studies are an important complement to comparative work, which is often based on inconsistent and unreliable data. My own research program over the last eight years, in the small central American country of Belize, was prompted by a highly visible increase in the demand for imported consumer goods in that country during the 1970s and 80s. Though incomes have risen into the middle-rank of developing countries, dependence on imported goods of all kinds, both luxuries and necessities, has now led to serious economic problems. A survey in 1980 found that more than 60% of the average household budget was spent on imported goods, mostly from the United States and Europe. My research has used a mixture of historical, ethnographic, and survey methods to track patterns of expenditure, taste, and consumption, relating them to a variety of possible independent variables including foreign travel, exposure to media and advertising, education, income, age, and sex. I conducted a long survey of tastes in music, food, leisure pastimes, interior decorating, television and reading, in both urban and rural areas. An open-ended survey was used among 1240 high school students in four schools, complemented by focus group interviews, individual interviews and life histories. I also collected historical material on consumption from customs records, newspaper archives, and other government reports and sources. My analysis of this material was intended to test alternative hypotheses to explain the growing taste for foreign products. A class-competition model would show distinctive tastes among the educated and wealthy elite, diffusing downward to middle and working classes. Mediaimperialism would be supported if tastes for foreign goods were higher among those with more exposure to international media (US cable channels are available in much of Belize). Given high rates of migration and tourism in Belize (34% of adults have lived abroad for more than 1 month), it was also possible to ask if visits to or residence in developed countries had a major effect. A set of opinion questions on nationalist issues were used to find out if political and cultural positions or party politics influenced tastes for foreign goods, music, or food (Wilk 1995a, 1995b). The results are complex, but in general they provide little support for any single hypothesis, and suggest that emulation has little explanatory power. The richest and most highly educated segment of the population has a strong proclivity for western "high culture," including classical music, Italian food, and literature. But the same group also had the highest levels of preference for local ethnic foods, Caribbean and local music, and local handicrafts and art. In fact, taste for foreign goods and preference for US music and entertainment was widely and relatively evenly distributed throughout the social scale, even in remote rural areas (though which foreign items were preferred varied quite a bit). The measures of political and nationalist sentiment provided similarly mixed results; the strongest nationalist sentiments were found at both the top and bottom of the social hierarchy, among rural farmers, urban workers, and top civil servants, professionals, and educators. Nationalism had a strong effect on tastes for music and food among the elite, but not among the working class. Foreign travel and residence did make a difference in some kinds of taste, particularly in preferences for television programs, interior decorating, and clothing. But in other areas of taste those who had lived and traveled abroad were more likely to prefer local products, particularly local food and music. The effects of media exposure were equally mixed. Among teenage highschool students, exposure to US media and foreign travel are strongly correlated with aspirations to buy and own American consumer goods and fashions. But even among teenagers, some tastes, particularly for food, remain strongly local, regardless of media exposure. And the media effect also proves temporary and transient; it is very strong among 15 and 16 year olds, but then fades as students near graduation. Belize provides very little support for direct single-cause emulation models, though comparative work in other countries and settings is urgently needed. The evidence suggests that the example of Northern developed countries, and their media, is powerful and has profound
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effects on consumption patterns in developing countries. Historical evidence shows that during colonial times, almost all elite consumption in places like Belize did mimic or follow the models of the colonial powers. Today this is no longer the case, and copying is highly selective, and sometimes the Western model provokes strong counter-reactions. Western media and consumption patterns often provoke resistance and a search for alternatives. In Belize I find growing diversification in consumer aspirations, along with increasing sophistication and serious political debate of the consequences of mass consumerism. At the same time a particular suite of energy-using consumer durables, including refrigerators, gas stoves, telephone, and television, has become an almost universal aspiration among all classes. Summary The literature and theoretical survey, as well as my case study, lead to a series of conclusions, mostly concerning the limitations of our knowledge. • There is still no generally accepted model of consumer behavior. • The database for cross-cultural comparison of consumption is inconsistent in quality. • No single academic discipline has adequate tools or data for the study of cross-cultural consumer behavior. • The development of consumer culture in developing countries is probably following a different trajectory from the historical path of the west, though they may eventually converge. • There is good reason to expect consumption in the developing world to increase dramatically as incomes rise, but we cannot yet predict how that increase will be apportioned to various goods or sectors. • Simple emulation or cultural imperialism remains an empirically weak model for prediction. This essay has sacrificed some depth in an effort to bring together theory and results from many diverse fields. The last decade has seen a resurgence of interest in the study of consumer culture and consumption behavior in many different fields, but the lack of coordination and articulation between scholars in diverse research traditions is discouraging, and suggests that there is much duplication of effort and little constructive collaboration. On the other hand, all this scholarship has produced a massive amount of raw, and partially processed information, which could be effectively exploited by a multidisciplinary team that was willing to work with both qualitative and quantitative material, with case studies and comparative statistics. With the right collection of specialists and generalists, it should be possible to convincingly discard some of the theories and hypotheses about the direction of consumer culture in the developing world. Given the global importance of that direction, such an effort would be well worthwhile. Notes 1. I would argue that the developing world is presently in the midst of a second consumer revolution. The first began at the end of the last century, when some basic western technologies diffused rapidly throughout even the most distant rural hinterlands; this was a package that included kerosene lamps, bicycles, radios, cheap metal cooking pots, flashlights, sewing machines, soaps, and a few processed foods like baking powder, wheat flour, refined sugar, bottled beer, and canned meat. During this first consumer revolution, small elites within each country managed to reproduce the entire European middle-class consumer lifestyle in urban enclaves, with little impact on the majority. The present second revolution brings a much broader array of manufactured goods, fuels, and processed foods to a much larger proportion of the population which is more widely distributed on the landscape. Common elements include cassette players, polyester clothing, gas cookstoves, mopeds, concrete block houses with metal roofing, soft drinks, and PVC pipe. It may considerably simplify projections of future consumption if we can specify sets of goods, practices, and infrastructure that tend to be adopted together. McCracken (1988) calls such logically-connected groups of good "Diderot Unities" (after the French novelist who first described how purchasing one object forces one to purchase others). Home furnishings are a good example; they often come in culturally-defined sets, though they may not be purchased all at once.
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