Obesity is a major public health problem that contributes to an increased prevalence of chronic diseases(Reference de Onis and Blossner1, Reference Prentice2). For countries undergoing rapid socio-economic transitions, changes in food marketing or economic structuring may contribute to an increased prevalence of obesity(Reference Popkin3–Reference Jahns, Baturin and Popkin5). Bulgaria, a transitional country recently admitted into the European Union (EU), faces such changes following economic crises and nutritional challenges after the fall of the Soviet Union and a shift from a centralized to a market economy(Reference Vatralova, Petrova, Angelova, Ivanova, Duleva, Baikova, Iordanov, Ovcharova, Vukov and Duneva6, Reference Rangelova7). While these changes have been slow and difficult to measure, the exact result on health and diet is important because the country underwent significant crises in terms of inflation and income and rapid structural shifts in food production and distribution.
Recently, we reported that the dietary trends following the shift from a centralized to a market economy in Bulgaria showed a general downward intake of reported energy consumption(Reference Ivanova, Dimitrov, Ovcharova, Dellava and Hoffman8). At the same time, it is important to note that Bulgaria has had a rather unique history in terms of diet and disease patterns, one that is not paralleled by other countries in the former Eastern Bloc. For example, in Poland, following the shift to a market economy, there was a shift from a diet high in vegetables and low in protein to a diet high in sugar, protein and fat(Reference Parizkova9). The former Soviet Union suffered an opposite fate in that the diet of average persons became worse as the economy faltered during the early 1990s(Reference Jahns, Baturin and Popkin5). However, Bulgaria maintained a productive dairy and livestock industry and a generally healthful diet through the 1980s. Still, the collapse of the Soviet Union, accompanied by structural change, economics crises and labour shifts in the 1990s, may have prompted a downturn in terms of dietary intake and quality that could promote disease and poor health.
However, few longitudinal data are available on the prevalence of overweight and obesity in Bulgaria, especially with respect to income(Reference Koleva, Nacheva and Boev10). Moreover, the only reports on adult BMI in Bulgaria come from clinical studies limited in size and scope(Reference Vatralova, Petrova, Angelova, Ivanova, Duleva, Baikova, Iordanov, Ovcharova, Vukov and Duneva6, Reference Rangelova7). This is a particularly important point given that Bulgaria is on the verge of significant economic development and may begin to experience the emergence of dietary shifts associated with obesity. Therefore, the objective of the present study was to determine the prevalence of overweight and obesity, relative to income, in adults living in Sofia, Bulgaria.
Methods
A cross-sectional survey of adults was conducted in Sofia in 2004–2006 as part of a comprehensive survey on diet and food shopping preferences. From the twenty-five voting districts in the city of Sofia, six voting districts were randomly selected from which various retail sites – public markets, small stores (with one cashier), small grocery stores (with two to five cashiers) and large supermarkets (with ten or more cashiers) – were randomly selected. A trained research assistant approached every third customer exiting the store, inviting him/her to participate in the study (refusal rate was estimated at 10 %). A total of 1006 adults, 453 males and 553 females, volunteered for the study and all signed a written informed consent, but only 871 reported their income.
Each participant was weighed in minimal clothing, without sweaters, jackets or shoes, using a digital scale (TAURUS Inx., range of 5–130 kg, precision ±0·5 kg) and height was measured using a fixed measuring tape with resolution 0·5 cm. Volunteers were classified as overweight or obese based on BMI: BMI ≥ 25·0–29·9 kg/m2 as overweight and BMI ≥ 30·0 kg/m2 as obese. Waist circumference was measured using a flexible measuring tape placed firmly and evenly around the abdomen directly above the hip bone. None of the volunteers had a chronic disease that would influence BMI, such as cancer or diabetes. A brief questionnaire on diet and income was provided to determine monthly income and monthly food expenditures. Income groups were created by dividing the sample into income quartiles and monthly incomes are presented in $US using the mean exchange rate for the year in which the particular subject was interviewed.
Statistical methods
Differences between groups were analysed using Student’s t test and all data were found to be normally distributed. Differences between income groups were tested using one-way ANOVA. Statistical analyses were conducted using the SPSS for Windows statistical software package version 13·0 (SPSS, Inc., Chicago, IL, USA) and statistical significance was set at P < 0·05.
Results
Physical and income characteristics of the sample studied are presented in Table 1. The prevalence of overweight and obesity in the total sample was 38·3 % and 5·3 %, respectively, with a greater proportion of overweight and obesity among men than women (44·8 % v. 32·4 % and 6·0 % v. 4·7 %, respectively). The prevalence of both overweight and obesity increased with age. The reported mean monthly income ($US 645) was slightly higher than the per capita income for Sofia ($US 572) and nationally ($US 288)(11), but the fact that we were sampling adults who were frequenting food retail sites could explain this observation because we were not able to capture the lower-income households that may rely on other sources for food.
Overweight defined as BMI = 25·0–29·9 kg/m2; obesity defined as BMI ≥ 30·0 kg/m2.
Prevalence data on overweight and obesity by gender and income are presented in Table 2. In the total sample, the lowest income quartile had significantly higher BMI compared with the upper three quartiles, but BMI was not significantly different between the third and fourth quartiles. As gender is related to both income and BMI, we split the data by gender to see if the same patterns persisted. For men, there appeared to be a U-shaped relationship between income and BMI with the lower two and highest income groups having a higher BMI than the third quartile. A similar pattern was observed for waist circumference. For women, BMI decreased as income increased except for the highest two quartiles, which were not significantly different. The waist circumference of women was largest for the lowest income quartile, but was not different between the highest three quartiles.
a,b,c,dFor each group, mean values within a column with unlike superscript letters were significantly different (P < 0·05).
Discussion
As Bulgaria continues to develop, the need to monitor chronic metabolic conditions such as obesity is great given the costs of these diseases in both medical and economic terms and their potential to threaten continued development(Reference Wang and Dietz12). The present data, the first to report BMI and income for adults in Bulgaria, suggest that persons of lower income and older adults are more likely to have higher BMI compared with those with higher income and younger adults. Unfortunately, without comparable data from the 1980s, we are unable to describe any real trend in obesity following the economic transition of 1991. Still, we are able to discuss potential factors that may explain some of our observations, such as the role of food marketing or unemployment on diet and activity.
In terms of diet and food marketing following the transition of 1991, Bulgaria is undergoing rapid changes as the number of large supermarkets has increased over the past 10–15 years. Food availability at the neighbourhood level is one possible environmental determinant of diet as differences exist by retail site and location in the cost and availability of healthful foods(Reference Wechsler, Basch, Zybert, Lantigua and Shea13, Reference Winkler, Turrell and Patterson14). There is also an association between the availability of retail sites with healthful foods and obesity(Reference Morland, Wing, Diez Roux and Poole15). Thus, for countries only now being exposed to such changes, it may be expected that obesity will increase as cheaper, energy-dense foods are introduced and marketed. However, a key challenge to deciphering this mechanism rests with the economic status of persons shopping at different retail sites.
Given that income and urbanization are two significant predictors of obesity for many countries, it is of particular importance to compare the present results with other national data. First, income appears to be a stronger predictor of both under- and overnutrition in middle-income countries(Reference Pomerleau, McKee, McKee, Robertson, Vaask, Pudule, Grinberga, Abaravicius and Bartkeviciute16–Reference Popkin and Doak18). In Bulgaria, where the average household spending for food is 41 % of monthly income, the highest prevalence of inadequate nutritional status was estimated among the poorest study group(19). Thus, the data on overweight/obesity from the present survey are similar to those reported from the national survey of 2004, where the proportion adults aged 30–60 years who were overweight was 43 % and 34 % for men and women, respectively. However, income may simply act as a proxy for dietary intake and few studies in Bulgaria, including the national household survey, assessed both BMI and diet, a void filled with the present study on diet and economics in Bulgaria.
In terms of economics, the shift from centralized to market economies creates economic turmoil and subsequent changes in diet and health. In Poland, the BMI of young men did not change during the early period of the economic transition, but the BMI of all adults did increase between 1995 and 2001(Reference Koziel, Welon, Bielicki, Szklarska and Ulijaszek20). In Russia, the prevalence of obesity increased from 13 % to 16 % among adults during their period of transition(Reference Jahns, Baturin and Popkin5). For Bulgaria, only a few studies have reported BMI. The mean BMI of adults living in Sofia and Veliko Tournovo in the late 1990s was estimated at 26 kg/m2 for men and 27 kg/m2 for women(Reference Georgieva21, Reference Vasilevski, Tulevski, Vukov, Ilieva, Marinova and Iordaiov22), but these values are based on a random sample of adults who participated in a clinical trial for which only 64 % of all subjects invited actually participated. Unfortunately, we have not found data on BMI in the 1980s to which these values and the ones from the present study could be compared.
While the potential explanations for our observations may be valid and plausible, there are inherent challenges to the data we collected, challenges that could either mediate or attenuate these relationships. First, the data we collected could be biased as we relied on participant compliance to collect data and subject bias could result in an over- or underestimation of income. However, it is unlikely that subject bias would result in a systematic bias by both income and body weight. Second, our measurements were conducted in a field setting using available infrastructure and minimal clothing for weight measurements. Such factors would perhaps increase or decrease a subject’s BMI to a small degree, but not produce a differential increase or decrease in the prevalence of overweight or obesity based on BMI. Finally, our data are based on a cross-sectional survey and do not permit us to delve into causal pathways or trends associated with economic and dietary changes. Nevertheless, these data are valuable given the general lack of data on obesity among adults in Bulgaria and provide a fairly clear ‘snapshot’ of the current status of adults living in this transitional country.
In conclusion, on the basis of the present data, obesity does not appear to be a serious public health problem among adults living in Sofia, Bulgaria. However, our data do suggest that persons of lower income may be more likely to be overweight and obese and contribute to the burden of chronic metabolic diseases in the EU. Therefore, it is of utmost priority for nutrition and development experts to better understand those forces acting on the citizens of Bulgaria at this economically and nutritionally vulnerable period of time and as a new member of the EU.
Acknowledgements
We would first like to thank the many persons who volunteered to participate in this study and also the numerous staff members without whom the data collection would not have been possible. This work was supported by a cooperative agreement with the US Department of Agriculture Foreign Agricultural Service, Washington, DC.
This study was funded by the US Department of Agriculture and there are no conflicts of interest for any of the authors listed on this manuscript. All authors contributed to the study design, data collection and manuscript preparation under the direction of the corresponding author.