Due to the demographic situation in nowadays societies, physical activity, and sport expenditure have to be analysed from a demographic as well as socio-economical perspective. This means that determinants such as age, gender, nationality/ethnicity, income, time, educational level, profession, and social status have to be taken into account. However, when comparing the various studies, the different methods of analysis and different operationalisation of variables have to be considered. This is in particular vital investigating age. Whilst cross-sectional studies point out that physical activity generally decreases with increasing age, longitudinal analyses come to different results. Previous studies indicate that pertaining to gender more men take part in sports than women. However, considering period and cohort effects, recent longitudinal studies showed that women participate more in sport than in the past. Besides, it was found out that men generally tend to spend more money on sports than women do. A further finding is that the educational level influences physical activity positively. Research revealed that income had a positive impact on both, physical activity and sport expenditure.
The demand for sport has a dynamic character which can be observed in the demand for different sports (e.g. mountain biking or ski cross became more and more popular in recent years) and taking part in sport over the lifespan. Age, in particular, plays a crucial role investigating physical activity and sport expenditure considering the demographic shift and the ageing society nowadays. For instance, in the past, physical activity decreased substantially when people started working professionally. In contrast, in recent years, evidence for an increasing number of older people and more women taking part in sport has been found [3, 12]. Sport participation and physical activity in general can, inter alia, be explained from a demo-economical perspective [11, 25]. This means that demographic (e.g. age and gender) as well as economic factors (e.g. income) are considered as determinants of physical activity. Furthermore, socio-economic factors can have an impact on physical activity. In this regard, the socio-economic perspective includes factors such as education, profession, employment, income, property, and culture. In contrast to the pure sociological perspective, the socio-economical perspective is an interdisciplinary field which uses economical factors to explain the social reality in societies .
The purpose of this paper is to give an overview about the main socio-economic indicators of physical activity and sport expenditure thereby focusing on age effects. The structure of this contribution is as follows: first, a short overview about the understanding of physical activity and meanings of age, period, and cohort effects will be shown in the theoretical background. Second, the current state of literature regarding a socio-economic perspective on physical activity will be discussed. Third, the socio-economic perspective will be applied to sport expenditure. In both parts, a focus will be laid on variables which are most commonly used in studies reviewed in this paper, however especially emphasizing age effects. Those are demographic variables such as age, gender, and nationality/ethnic background/migration background, e.g. , as well as economic determinants, e.g. . Regarding the latter, especially income, time, and education (i.e. in some studies human capital) are presented. Human capital in this regard refers to the Beckerian approach .
However, before coming to the review parts, it is necessary to clarify and define some terminology which is used throughout this review paper. Physical activity is defined dissimilar in different studies. Some researchers include sports and further activities such as gardening, home exercise, and walking the dog [30, 32], whilst other studies define physical activity as leisure time activities with an increase of the heart rate . Therefore, with all these different definitions, it is hard to find a way to compare this heterogeneous amount of research. However, a useful description of physical activity for this research is the one by Sport England  which defines that sport is a moderate intensity activity of at least 30-min duration at least once in a week. They further adapt the description of sport from the Council of Europe . It states that sport comprises all forms of physical activity which aim at expressing or improving physical fitness and mental well-being as well as forming social relationships or obtaining results in competition at all levels . Therefore, sport participation can be considered as physical activity. This definition given, a wide range of physical activities can be covered for this review.
Age, period, and cohort effects
Furthermore, to understand the different conducted studies, it is vital to understand the meaning of age, period, and cohort effects. Age is considered to have no explanatory power although it is a central scientific category. Therefore, age is a proxy variable for the totality of all possible age-based influences on physical activity [10, 12]. In this respect, four factors of age with regards to physical activity can be differentiated: (1) the physical factor, meaning that increasing age is associated with decreasing health and physical performance; (2) the mental factor, meaning changes in motivation and attitude towards physical activity with increasing age; (3) the social factor, meaning age norms which convey the image of active or inactive elderly people as socially acceptable and different perceptions of body images; and (4) the economic factor, meaning changes in individual time and money depending on age.
Period effects are the influences of historical events and social changes on physical activity and they are responsible for an unstable development of sport and physical activity over time. Age and cohort are affected by period effects. As age, period is a proxy variable which needs further social and economical factors to gain explanatory power. (1) The social period factor includes changes in social norms and values, e.g. new ideals for body mass and slimness. (2) The economic period factor takes into account changes in infrastructural, financial, and temporal resources for sport activity (e.g. changes in sport supply, retirement, unemployment, etc.).
Cohort effects can be described as the influences of historical events and social changes on physical activity, similar to period effects. However, the difference is that cohort effects are cohort-specific, meaning that only a few cohorts (age groups) are really affected by the historical events taking place in a certain period and other age groups are not. Like age and period, cohort is a proxy variable with no explanatory power itself. Also in this case, the same social and economic factors apply as in period effects with the difference that they affect the preferences and resources of physical activity only in certain age groups.
Socio-economic perspective on physical activity
Regarding the research in sport science, there are only few studies which deal integratively and methodologically consistent with effects of demographic and economical changes on physical activity . The determinants of sport participation in general have been investigated in numerous previous studies [e.g. 2, 5, 19, 22, 35]. Moreover, studies have also been conducted which deal with physical activity and ageing [14, 50, 52]. Dishman , for example, explores determinants of physical activity and exercise for persons of 65 years and older. However, precise discussions on age effects alone have been neglected as age is in most studies used as a proxy variable that is always investigated together with other variables as it has no explanatory power alone . Furthermore, some studies rather deal with the physical activity level of the elderly with regards to health and biological functioning than with economical factors [20, 43]. Mechling and Netz  for example investigate physical activity in terms of increasing positive aspects and decreasing risks regarding life expectancy, fitness, and well-being. Pertaining to Germany, data sets on sport participation of people aged over 70 years are scarce. Nonetheless, few studies include specific aspects such as what kind of activities have been performed, in which frequency, intensity, and duration as well as what reasons are there for non-participation of the elderly . However, one could assume that a reason for the decline in participation with increasing age can be ascribed to the fact that general health and physical fitness level decline with increasing age, as pointed out for example by Mechling and Netz  and Hinrichs et al. .
In the following, studies with demographic variables such as age, gender, and nationality will be reviewed to show which effects these variables have on sport participation. Second, the focus will be on economic indicators like income, time, and human capital (i.e. level of education) to detect how these indicators influence physical activity (Table 1).
Demographic determinants: age, period, cohort, gender, and nationality
Reviewing studies with regards to physical activity and ageing, or in other words, lifespan research, different results were obtained regarding sport participation. Those variations refer to the method of analysis which was used. The different methods employed to analyse physical activity over a life-span include cross-sectional analysis, longitudinal analysis, cohort–sequence analysis, and multipoint cross-sectional studies . As a consequence, it is vital to take into account the different analytical tools which have been applied in the various studies when comparing the results, as pointed out by Breuer and Wicker .
Researchers who used cross-sectional studies, e.g. [28, 37] generally assume that sports activity and participation decrease with increasing age. This is confirmed by several findings in different studies, e.g. [5, 32, 61] and it applies also to different countries, for example Greece,  the USA , Switzerland , and further countries such as Italy, Spain, Ireland, Great Britain, the Netherlands, Sweden, and Finland . The conclusion that physical activity decreases with increasing age cannot be drawn as the result might be for instance due to a mixture of age, period, and cohort effects. It has to be taken into consideration that age represents in this context a proxy variable indicating age-based influences on the physical, mental, social, or economic level.
Nonetheless, most studies in this area use a cross-sectional design. Breuer and Wicker  argue that cross-sectional analysis tend to be inadequate with regards to age effects as age and cohort effects are combined and only period effects can be controlled. Therefore, cross-sectional studies are not useful to give information about the development and stability of physical activity in a lifecycle. This represents however not only a deficit within sport science research but within social science in general. For instance, in demographic research, the focus lied until recently on cohort effects only whilst sociology investigated primarily period effects due to the general interest in social changes . To overcome the shortcomings of cross-sectional analysis, other researchers used longitudinal analysis with regards to the ageing population  for example examined how physical exercise habits change during retirement years and how these changes can be assigned to health and socio-economic status. Further longitudinal studies found opposite results to the cross-sectional studies regarding the development of physical activity over a lifespan, e.g. . Moreover, longitudinal analyses revealed that not age but cohort effects are responsible for decreasing sport participation . Additionally, although longitudinal studies control for cohort effects, they mix age and period effects.
The most appropriate form to use in lifespan research is the cohort sequence analysis or a multipoint cross-sectional study . In the cohort sequence analysis, the same population of different cohorts is analysed several times. Regarding the multipoint cross-sectional studies, different people of different years of birth are questioned on at least two measuring points.
In their study about the question if sports activity decreases with increasing age, Breuer and Wicker  used a longitudinal and cohort sequence analysis. The data was drawn from the German Socio-Economic Panel and with a data record of about 20 years, the development of sports activity could be analysed over a lifespan. The authors defined sports activity for their study as all forms of physical activity that aim at expressing or improving physical fitness or mental health, form social relationships or take part in sporting competitions (which goes along with the definition mentioned above in the introduction). They conducted the study on the above mentioned background that cross-sectional studies tend to be inadequate with regards to the control of age and cohort effects. In contrast to the findings of many cross-sectional studies, the longitudinal analysis revealed that sports activity actually increases with increasing age. Furthermore, they found through cohort sequence analysis that next to age, also cohort and period effects influence sports activity.
Pertaining to age also with regards to sport participation, Humphreys and Ruseski  found that each additional year of age reduces the probability that an individual participates in sport by 0.3%. The probability of participation in physical activity increases with educational level and further, females are less likely to participate in sport than males. The effect of gender is similar in general studies on sport participation which reveal that males are considerably more likely to take part in sports than females [5, 25, 30, 31, 40, 49, 59].
This is also found by Taks and Scheerder  who state that age and gender among young people are strong determinants of active involvement in sports activities. To similar findings come Farrell and Shields  who state that men are significantly more likely to participate in any kind of sport activity. They also find that men and women have different preferences regarding the type of sporting activity they perform. Women, for example, tend to enjoy aerobics and swimming more than men do. Nonetheless, longitudinal studies reveal that women are participating more in sport which can be shown using period and cohort effects .
Investigating migration background, it has to be noted that this variable is treated differently throughout the academic world. Whilst the ethnicity is investigated, e.g. in Northern America and the UK [e.g. 46, 56], the migration background or the nationality is analysed in continental Europe [e.g. 51, 63]. Thus, comparisons should be treated with care. Previous studies indicate in unison that persons with a white ethnic background are more likely to participate in sports [25, 46, 56], and that people without a migration background tend to take part in sports more often than people with a migration background . A reason among others for this finding is that people with a migration background experience cultural barriers . Those encompass having family commitments; cultural norms of behaviour which are not appropriate to women and older people; sportswear considered immodest; use of fixed gender facilities not possible; instructors and other participants have to be female, the same ethnicity and speaking the same language . Blacks and Hispanics, as found by Humphreys and Ruseski , are less likely to participate in physical activity than whites. A broad overview about this topic gives the review by Long et al.  which deals with the participation in sport and physical recreation of black and minority ethnic communities in the UK.
A qualitative study  with recently retired people investigated internal and external motivators of taking part in sport. Concerning motivators, there are no big differences with regards to gender. Internal motivators came out to be physical benefits, meaning to get fit and healthier as well as controlling weight, social benefits, mental as well as emotional benefits (self esteem and enjoyment of activity), and retaining independence. External motivators to participate in sport were the media and families telling the elderly to be active to stay fit. This relates to the dynamics of sport in today’s society and changing social norms and emphasised the treatment of age as a proxy variable (i.e. the social factor is related to it). However, in contrast to the motivators, there are also a number of barriers. Those include costs, health, and physical limitations due to the increasing age.
Economic determinants: income, time, human capital
Concerning economic indicators, several general tendencies can be observed. First of all, income plays a significant role with regards to sport participation, meaning that individuals with higher income are more likely to participate in sports [5, 25, 30, 32, 33]. However, Lera-López and Rapún-Gárate find that the income level has no influence on sport participation . Secondly, it was shown that time for care of children and relatives impacts regular sport activity negatively [22, 35]. In contrast, working time (respectively school time) had a positive effect on sport participation . Thirdly, a good educational background was found to have a positive impact on sport participation [25, 30, 33, 40, 47, 62] which is also true for children and adolescents whose parents have a higher educational level . This can be explained by the fact that through a higher educational level, there might be a better understanding of the importance of physical activity and sport .
Going more into detail with several studies, Breuer  for example conducted a study with the design of a cohort sequence analysis combining demographic and economic factors as determinants for sport participation in Germany. The model contained various demo-economical variables to explain sport participation. As economic variables, income, time, and human capital were chosen. Furthermore, a demo-economical extension was added by choosing the variables age and nationality. Cohort and period effects served as control factors. The results showed that the demographic change and the ageing society have only a small impact on sport participation and that negative age effects could be compensated by positive cohort and period effects. Furthermore, the findings showed that sport participation is significantly influenced by the economic variables income, time, and human capital.
Also with regards to economic factors, Humphreys and Ruseski  developed a model regarding economic determinants influencing sport participation and physical activity. They centred their research on two decisions which the consumer has to make: firstly, whether to participate in sport and second, how much time to spend participating in sport. They found that higher income is associated with a higher probability of participating in physical activity. However, time spent in physical activity declines with income, meaning that the economic factors which influence the two decisions to be made are working in opposite directions: factors that lead to an increase in the likelihood of participating in sport generally decrease with the amount of time spent participating in sports. This can be explained by the income-leisure trade off [21, 22] and the given time restriction, meaning that a higher income is associated with more working hours and consequently, less leisure time. Furthermore, their results showed that employed persons are slightly less likely to participate in sport than unemployed. This might also be explained by the fact that unemployed people have more leisure time than working people and thereby, can participate more in physical activity. To the same results regarding employment status come Farrell and Shields . Also in this regard, Lera-López and Rapún-Gárate found that being employed is negatively related to the frequency of sport participation. This applies especially to persons who are self-employed, entrepreneurs, middle managers, farmers, or skilled workers. In contrast, unskilled or semiskilled workers participate less in sports .
With regards to social and personal capital determining sport participation, Downward and Riordan  conducted a study with the aim of examining social interactions that affect sports participation which was to be measured by the accumulation of social capital. The research design was twofold as they first undertook a cluster analysis to recognise subsamples of individuals with a similar lifestyle (measured inter alia by socio-economic characteristics). The second step was to run a Heckman regression model to examine the decision to participate in sport with the membership of the clusters as a dummy variable. Summarising, they find that investment in personal consumption capital and social capital can increase sport participation as well as frequency of participation. However, there are work-related income–time constraints as for example increasing incomes reduce the frequency of participation. This can again be explained by the income–leisure trade-off model where leisure time decreases with increasing working time .
Socio-economic perspective on sport expenditure
Sport consumption is described and modelled by Downward, Dawson, and Dejonghe  as the process of allocating time to participation in activities (meaning frequency and intensity) and then expenditure (meaning equipment, facilities, travel, and clothing). Therefore, after having reviewed studies dealing with sport participation, it seems to be consistent to apply the socio-economic perspective also to sport expenditure of consumers (Table 2). Within this perspective, especially consumers of older age groups are interesting for this review as differences compared to other age groups due to demographic or socio-economic factors can be investigated. However, according to Downward et al. , empirical analyses of sport expenditure are not that extensive as within the participation literature. Furthermore, the methodologies used in this field of research also stand back in comparison to sport participation, meaning that mostly cross-sectional analyses have been conducted. Consequently, there is a lack of longitudinal studies and more appropriate forms of analyses. Thus, adequate forms of measuring age, period, and cohort effects are missing.
Demographic determinants: age and gender
Regarding elderly people, Jost  found that the general consumption behaviour depends on several factors, namely the demographic variables age, gender, and health situation, as well as economic determinants such as income. Here again, education can be classified as an indicator as well. As stated by Jost, the general expenditure for service products of the age group over 64 years increased by eight times compared to the equivalent value of 20 years before. Furthermore, the expenditure is higher than those of any other age group . Applying these results to the sport context and the demand for sport consumption, sport expenditure, similar to sport participation, can also be explained from a socio-economical perspective. This is due to the fact that factors such as income as well as educational level are significantly related to increasing expenditure for sporting goods and services [9, 13].
In general, with regards to age and consumer behaviour concerning sport expenditure, different studies have shown different findings. Especially cross-sectional studies as well as studies from the 1990s reach the conclusion that due to age, there is a significant decrease in sport engagement and with this, also in sport expenditure [13, 64]. On the other side, it was shown that there is no linear relationship between age and the amount of sport expenditure [8–10].
Regarding gender differences, generally speaking, men tend to spend more money on sports than women [9, 36, 38–40, 57]. This can be explained by the fact that women are also less active in sports than men . As mentioned, the effects of age and education cannot be described that consistently as there are different findings from several authors. Lamb et al.  found that in the UK, younger people spend more on sport whereas Taks  and Oga  reported the opposite for Belgium and Japan, respectively. Furthermore, Taks also found that spending on sporting goods might decrease with educational level  which again is contradictory to findings of other authors [9, 13]. In this regard, Breuer and Schlesinger came to know that educational level does have a significant influence on demand for sporting goods; however, a continuous increase of expenditure with higher educational level cannot be proved. A higher level of education was found to be related to higher spending on sports by Lera-López and Rapún-Gárate . Further, Breuer and Schlesinger  detected that there are interaction effects between age and gender, especially for the age group of the over 70 years old. Here, expenditure for men increased distinctly whereas demand for sporting goods decreased for women in this age group.
Spending on sports appears to be related to income, meaning that with a rising income, also the sport expenditure goes up . This is also found by Breuer and Schlesinger  who state that the relation between sport expenditure and net income is significant. Persons with a higher income and by this more financial potential can spend more money on sport. This has already been found in previous research by Weber  and also by Lera-López and Rapún-Gárate whose results of ordered probit models show that the influence of income on sport consumption is statistically significant . Furthermore, they find that being employed is positively related to sport consumption but negatively related to sport participation. Also, sport expenditure is lower among unskilled or semiskilled workers in comparison to managers or skilled workers.
Having reviewed different research papers with regard to the determinants of sport participation and sport expenditure, both demographic variables such as age, gender, nationality, and ethnic background, respectively, as well as socio-economical variables such as income, time, human capital, profession, social status, and family status play an important role. It was shown that the demand for sport has a dynamic character with regards to different sports and over a lifespan and that especially age plays a crucial role investigating physical activity and sport expenditure.
A comparative study of determinants of sport participation and consumer expenditure  shows pertaining to sport participation that mainly the demographic determinants age and gender as well as occupation influence the frequency in sport participation (decreasing for females and employed, increasing with age), whereas consumer expenditure on sports is mainly determined by gender, education, and income level (spending decreases for females but increases with education and income). There is thus a direct relationship between sport participation and expenditure which is, however, facilitated by the access to money in the form of income.
Nonetheless, the amount of research which has been conducted with regards to sport participation is much larger than the research on sport expenditure. Also, the different methods applied throughout the studies and the choice of different variables makes it hard to compare the results. Nevertheless, certain general similarities can be detected, e.g. that for physical activity, men are more likely to participate in sports than women. The same is the case for sport expenditure, meaning that men spend more on sports than women.
However, next to the reviewed and mentioned studies and variables, future research could additionally include the motivational factors for sport participation as well as barriers which might be reasons for non-participation. These aspects have already been researched by Sport England  for recently retired people and then used for policy implications. Consequently, this field of research should be expanded to get to know what the motives for sport participation or non-participation, respectively, are. As a lack of longitudinal studies was observed, it is suggested to focus on this type of studies, as they have methodological advantages over cross-sectional studies concerning age, period, and cohort effect, notwithstanding the application of cohort–sequence analyses or multi-point cross-section analyses. Future research should go beyond mere descriptive results but use multivariate analysis tools like regressions as they can portray the impact of the different indicators best.
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Breuer, C., Hallmann, K., Wicker, P. et al. Socio-economic patterns of sport demand and ageing. Eur Rev Aging Phys Act 7, 61–70 (2010). https://doi.org/10.1007/s11556-010-0066-5
- Sport participation
- Physical activity
- Leisure economics