IDEAS home Printed from https://ideas.repec.org/a/bla/annpce/v95y2024i2p505-526.html
   My bibliography  Save this article

Cooperatives and sustainability drivers in the Spanish wine sector. What differences do we find with investor owner firms?

Author

Listed:
  • Juan Ramón Ferrer
  • María‐Carmen García‐Cortijo
  • Juan‐Sebastián Castillo Valero
  • Vicente Pinilla
  • Raúl Serrano

Abstract

The fight against climate change has become a basic vector for agri‐food business strategies. In Spain, commercial wineries (Investor Owner Firms, IOFs) and cooperatives are facing major challenges in adapting to the most stringent environmental requirements and in becoming sustainable and environmentally responsible companies. The European winemaking model, unlike its “new world” competitors, has a very distinct configuration with the predominance of the social economy in parallel with capitalist enterprises. However, these two forms of business organization are different in terms of objectives, position in the value chain, type of organization and form of management. The purpose of this paper is to determine whether these two types of companies have a different orientation towards sustainability, and which are the drivers that facilitate a greater approach to sustainability in each group. With a sample of 411 wineries, the results of the study show a lower orientation towards sustainability among the cooperatives, without a relevant alignment of their resources towards this objective. However, IOFs orient their resources towards sustainability in a consistent and strategic way. This may infer that the European model, with a clear advantage in the social component, could be somewhat more limited in the environmental aspect.

Suggested Citation

  • Juan Ramón Ferrer & María‐Carmen García‐Cortijo & Juan‐Sebastián Castillo Valero & Vicente Pinilla & Raúl Serrano, 2024. "Cooperatives and sustainability drivers in the Spanish wine sector. What differences do we find with investor owner firms?," Annals of Public and Cooperative Economics, Wiley Blackwell, vol. 95(2), pages 505-526, June.
    • Handle: RePEc:bla:annpce:v:95:y:2024:i:2:p:505-526
    DOI: 10.1111/apce.12432
    as

    Download full text from publisher

    File URL: https://doi.org/10.1111/apce.12432
    Download Restriction: no
    File URL: https://libkey.io/10.1111/apce.12432?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Iliopoulos, Constantine & Valentinov, Vladislav, 2018. "Cooperative longevity: Why are so many cooperatives so successful?," EconStor Open Access Articles and Book Chapters, ZBW - Leibniz Information Centre for Economics, vol. 10(10), pages 1-8.
    2. Paul Amadieu & Jean-Laurent Viviani, 2010. "Intangible effort and performance: the case of the French wine industry," Agribusiness, John Wiley & Sons, Ltd., vol. 26(2), pages 280-306.
    3. Samuel Garrido, 2022. "Cooperatives, opportunism and quality product: Why the early Spanish cooperative wineries produced ordinary wine," Business History, Taylor & Francis Journals, vol. 64(1), pages 118-133, January.
    4. repec:bla:annpce:v:85:y:2014:i:4:p:683-684 is not listed on IDEAS
    5. Jean-Marc Touzard & Yuna Chiffoleau & Camille Maffezzoli, 2016. "What Is Local or Global about Wine? An Attempt to Objectivize a Social Construction," Sustainability, MDPI, vol. 8(5), pages 1-20, April.
    6. Chiara Corbo & Lucrezia Lamastra & Ettore Capri, 2014. "From Environmental to Sustainability Programs: A Review of Sustainability Initiatives in the Italian Wine Sector," Sustainability, MDPI, vol. 6(4), pages 1-27, April.
    7. Fabio Chaddad & Constantine Iliopoulos, 2013. "Control Rights, Governance, and the Costs of Ownership in Agricultural Cooperatives," Agribusiness, John Wiley & Sons, Ltd., vol. 29(1), pages 3-22, January.
    8. Barbara Richter & Jon H. Hanf, 2021. "Cooperatives in the Wine Industry: Sustainable Management Practices and Digitalisation," Sustainability, MDPI, vol. 13(10), pages 1-20, May.
    9. Aiassa, Paolo & Baltes, Matthias & Danner, Stephan & Frischengruber, Heinz & Horvath, Roman & Klotz, Wolfgang & Vacca, Aldo, 2018. "Successful Wine Cooperatives: Field Reports from Cooperative Managers in Austria, Italy, and Germany," Journal of Wine Economics, Cambridge University Press, vol. 13(3), pages 243-259, August.
    10. Félix Calle & Ángela González-Moreno & Inmaculada Carrasco & Manuel Vargas-Vargas, 2020. "Social Economy, Environmental Proactivity, Eco-Innovation and Performance in the Spanish Wine Sector," Sustainability, MDPI, vol. 12(15), pages 1-26, July.
    11. Yiannis E. Spanos & Spyros Lioukas, 2001. "An examination into the causal logic of rent generation: contrasting Porter's competitive strategy framework and the resource‐based perspective," Strategic Management Journal, Wiley Blackwell, vol. 22(10), pages 907-934, October.
    12. María Carmen García-Cortijo & Juan R. Ferrer & Juan Sebastián Castillo-Valero & Vicente Pinilla, 2021. "The Drivers of the Sustainability of Spanish Wineries: Resources and Capabilities," Sustainability, MDPI, vol. 13(18), pages 1-12, September.
    13. Michael L. Cook, 2018. "A Life Cycle Explanation of Cooperative Longevity," Sustainability, MDPI, vol. 10(5), pages 1-20, May.
    14. Ahmet Candemir & Sabine Duvaleix & Laure Latruffe, 2021. "Agricultural Cooperatives And Farm Sustainability – A Literature Review," Journal of Economic Surveys, Wiley Blackwell, vol. 35(4), pages 1118-1144, September.
    15. Altman, Morris, 2014. "Cooperative organizations as an engine of equitable rural economic development," Working Paper Series 18854, Victoria University of Wellington, School of Economics and Finance.
    16. Ortega, María José Ruiz, 2010. "Competitive strategies and firm performance: Technological capabilities' moderating roles," Journal of Business Research, Elsevier, vol. 63(12), pages 1273-1281, December.
    17. Francesca Varia & Dario Macaluso & Ida Agosta & Francesco Spatafora & Giovanni Dara Guccione, 2021. "Transitioning towards Organic Farming: Perspectives for the Future of the Italian Organic Wine Sector," Sustainability, MDPI, vol. 13(5), pages 1-15, March.
    18. Barbara Richter & Jon H. Hanf, 2021. "Sustainability as “Value of Cooperatives”—Can (Wine) Cooperatives Use Sustainability as a Driver for a Brand Concept?," Sustainability, MDPI, vol. 13(22), pages 1-14, November.
    19. Santos-Arteaga, Francisco J. & Schamel, Günter, 2018. "Organizational Form and Payoff Imbalances in an Aggrievement Model: Cooperatives versus Privately Owned Wineries," Journal of Wine Economics, Cambridge University Press, vol. 13(3), pages 263-281, August.
    20. Sexton, Richard J. & Iskow, Julie, 1993. "What Do We Know About the Economic Efficiency of Cooperatives: An Evaluative Survey," Journal of Agricultural Cooperation, National Council of Farmer Cooperatives, vol. 8, pages 1-13.
    21. Valette, Justine & Amadieu, Paul & Sentis, Patrick, 2018. "Cooperatives versus Corporations: Survival in the French Wine Industry," Journal of Wine Economics, Cambridge University Press, vol. 13(3), pages 328-354, August.
    22. Fanasch, Patrizia & Frick, Bernd, 2018. "What Makes Cooperatives Successful? Identifying the Determinants of Their Organizational Performance," Journal of Wine Economics, Cambridge University Press, vol. 13(3), pages 282-308, August.
    23. Cristina Santini & Alessio Cavicchi & Leonardo Casini, 2013. "Sustainability in the wine industry: key questions and research trends a," Agricultural and Food Economics, Springer;Italian Society of Agricultural Economics (SIDEA), vol. 1(1), pages 1-14, December.
    24. Ferrer, Juan-Ramón & Abella-Garcés, Silvia & Maza, María-Teresa, 2019. "Spanish Wine Cooperatives’ Business Performance: Innovation Capabilities and Miles and Snow Strategies," Journal of Wine Economics, Cambridge University Press, vol. 14(4), pages 409-416, November.
    25. Le, Vo Phuong Mai & Minford, Patrick & Nowell, Eric, 2009. "Economic Policy: protectionism as an elite strategy," Cardiff Economics Working Papers E2009/1, Cardiff University, Cardiff Business School, Economics Section.
    26. John Overton & Warwick E. Murray & Kelle Howson, 2019. "Doing good by drinking wine? Ethical value networks and upscaling of wine production in Australia, New Zealand and South Africa," European Planning Studies, Taylor & Francis Journals, vol. 27(12), pages 2431-2449, December.
    27. Theo Benos & Nikos Kalogeras & Frans J.H.M. Verhees & Panagiota Sergaki & Joost M.E. Pennings, 2016. "Cooperatives’ Organizational Restructuring, Strategic Attributes, and Performance: The Case of Agribusiness Cooperatives in Greece," Agribusiness, John Wiley & Sons, Ltd., vol. 32(1), pages 127-150, January.
    28. Schultz, Hans R., 2016. "Global Climate Change, Sustainability, and Some Challenges for Grape and Wine Production," Journal of Wine Economics, Cambridge University Press, vol. 11(1), pages 181-200, May.
    29. Jos Bijman & Constantine Iliopoulos, 2014. "Farmers' Cooperatives in the Eu: Policies, Strategies, and Organization," Annals of Public and Cooperative Economics, Wiley Blackwell, vol. 85(4), pages 497-508, December.
    30. Sergi Maicas & José Juan Mateo, 2020. "Sustainability of Wine Production," Sustainability, MDPI, vol. 12(2), pages 1-10, January.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. María Carmen García-Cortijo & Juan R. Ferrer & Juan Sebastián Castillo-Valero & Vicente Pinilla, 2021. "The Drivers of the Sustainability of Spanish Wineries: Resources and Capabilities," Sustainability, MDPI, vol. 13(18), pages 1-12, September.
    2. Theo Benos & Nikos Kalogeras & Martin Wetzels & Ko De Ruyter & Joost M. E. Pennings, 2018. "Harnessing a ‘Currency Matrix’ for Performance Measurement in Cooperatives: A Multi-Phased Study," Sustainability, MDPI, vol. 10(12), pages 1-38, December.
    3. Jiayi Wang & Yongping Wang, 2024. "Economic performance of rural collective‐owned cooperatives: Determinants and influence mechanism," Annals of Public and Cooperative Economics, Wiley Blackwell, vol. 95(3), pages 629-653, September.
    4. Aristotelis Batzios & Achilleas Kontogeorgos & Fotios Chatzitheodoridis & Panagiota Sergaki, 2021. "What Makes Producers Participate in Marketing Cooperatives? The Northern Greece Case," Sustainability, MDPI, vol. 13(4), pages 1-15, February.
    5. Paola Masotti & Andrea Zattera & Mario Malagoli & Paolo Bogoni, 2022. "Environmental Impacts of Organic and Biodynamic Wine Produced in Northeast Italy," Sustainability, MDPI, vol. 14(10), pages 1-16, May.
    6. Timothy Waring & Taylor Lange & Sujan Chakraborty, 2022. "Institutional adaptation in the evolution of the ‘co-operative principles’," Journal of Evolutionary Economics, Springer, vol. 32(1), pages 333-365, January.
    7. Donald M. Houessou & Ben G. J. S. Sonneveld & Augustin K. N. Aoudji & Frejus S. Thoto & Smith A. R. Dossou & Denyse J. R. M. Snelder & Anselme A. Adegbidi & Tjard De Cock Buning, 2019. "How to Transition from Cooperations to Cooperatives: A Case Study of the Factors Impacting the Organization of Urban Gardeners in Benin," Sustainability, MDPI, vol. 11(17), pages 1-25, August.
    8. Jasper Grashuis & Florentin Bercu & Andrei‐Mirel Florea & Riana Iren Radu, 2024. "The commercial growth of farmer cooperatives in Romania: A double‐hurdle model analysis," Annals of Public and Cooperative Economics, Wiley Blackwell, vol. 95(1), pages 113-127, March.
    9. Sonja Novkovic, 2022. "Cooperative identity as a yardstick for transformative change," Annals of Public and Cooperative Economics, Wiley Blackwell, vol. 93(2), pages 313-336, June.
    10. Samuel Garrido, 2022. "The Fruit of Regulation: Wine, Regulations, Subsidies, Quality and Cooperatives in Franco's Spain and Beyond," Documentos de Trabajo (DT-AEHE) 2204, Asociación Española de Historia Económica.
    11. Damien Rousselière, 2019. "A Flexible Approach to Age Dependence in Organizational Mortality: Comparing the Life Duration for Cooperative and Non-Cooperative Enterprises Using a Bayesian Generalized Additive Discrete Time Survi," Journal of Quantitative Economics, Springer;The Indian Econometric Society (TIES), vol. 17(4), pages 829-855, December.
    12. Asma Zgarni & Gharbi Lamia, 2019. "The Impact of Competition Intensity and Strategic Capabilities on Competitive Strategic Business Choices: The Case of Tunisian Manufacturing Industries," International Review of Management and Marketing, Econjournals, vol. 9(1), pages 144-151.
    13. Yaffa Moskovich, 2020. "Business Sustainability Strategy in a Cooperative Kibbutz Industry," Sustainability, MDPI, vol. 12(21), pages 1-23, November.
    14. Julen Castillo‐Apraiz & Jesus Matey, 2020. "Customizing competitive strategy to entry timing: Implications for firm performance in the pharmaceutical industry," Managerial and Decision Economics, John Wiley & Sons, Ltd., vol. 41(6), pages 976-985, September.
    15. Jasper GRASHUIS & Ye SU, 2019. "A Review Of The Empirical Literature On Farmer Cooperatives: Performance, Ownership And Governance, Finance, And Member Attitude," Annals of Public and Cooperative Economics, Wiley Blackwell, vol. 90(1), pages 77-102, March.
    16. Inmaculada Carrasco & Juan Sebastián Castillo-Valero & Carmen Córcoles & Marcos Carchano, 2021. "Greening Wine Exports? Changes in the Carbon Footprint of Spanish Wine Exports," IJERPH, MDPI, vol. 18(17), pages 1-13, August.
    17. Franken, Jason & Cook, Michael L., 2022. "Cooperatives’ Role in Farm Risk Management," 2022 Annual Meeting, July 31-August 2, Anaheim, California 322116, Agricultural and Applied Economics Association.
    18. Félix Calle & Ángela González-Moreno & Inmaculada Carrasco & Manuel Vargas-Vargas, 2020. "Social Economy, Environmental Proactivity, Eco-Innovation and Performance in the Spanish Wine Sector," Sustainability, MDPI, vol. 12(15), pages 1-26, July.
    19. Thomas Kopp & Ashok K. Mishra, 2022. "Perishability and market power in Nepalese food crop production," Journal of Agricultural Economics, Wiley Blackwell, vol. 73(2), pages 518-540, June.
    20. Miguel Hernández‐Espallardo & Narciso Arcas‐Lario & Jorge L. Sánchez‐Navarro & Gustavo Marcos‐Matás, 2022. "Curbing members' opportunism in first‐tier and federated agricultural marketing cooperatives," Agribusiness, John Wiley & Sons, Ltd., vol. 38(1), pages 195-219, January.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:bla:annpce:v:95:y:2024:i:2:p:505-526. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Wiley Content Delivery (email available below). General contact details of provider: http://www.blackwellpublishing.com/journal.asp?ref=1370-4788 .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.