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Can hybrid strategy improve SME performance?Introduction Recent global events, such as the global health pandemic alert and the new war conflicts, have led to a decline in global wealth (He and Harris, 2020) and have resulted in "the new normal" Can hybrid strategy improve SME performance? 173 The current issue and full text archive of this journal is available on Emerald Insight at: https://www.emerald.com/insight/1460-1060.htm Received 13 July 2023 Revised 4 October 2023 8 December 2023 Accepted 16 January 2024 European Journal of Innovation Management Vol. 27 No. 9, 2024 pp. 173-197 Emerald Publishing Limited 1460-1060 DOI10.1108/EJIM-07-2023-0566 (Clau?et al., 2022). This new context is characterised by hypercompetition, high demand instability, disruptive changes in industry structure, unpredictable customer behaviour and instability of economic, social and technological factors (Lapersonne, 2013), with traditional competitive strategies proving ineffective (Anwar and Hasnu, 2017). The literature highlights that a pure differentiation or cost leadership strategy can cause firms to stagnate, especially when faced with new challenges, thereby encouraging the emergence of new types of competitive strategies that are better adapted to the new normal. Historically, during global crises, firms have tended to combine pure strategies for higher profits and reduced risk because hybrid competitive strategies alleviate pressures from the external environment (Alnooret al., 2023). Many large companies (e.g. Ikea, Tesco, Honda, and Mercadona) are simultaneously applying such combined strategies and finding success (Barotoet al., 2012;Blanco and Guti  errez, 2008). Such hybrid strategy enables them to innovate in response to the turbulent environment, achieve competitive advantage, and obtain superior performance (Fatonah and Haryantoa, 2022). Innovation is strategic in firms that build competitive advantages (Hutomo and Pudjiarti, 2021). However, because innovation in small and medium-sized enterprises (SMEs) is lower due to their lower resource capacity (AlQershiet al., 2020;Varis and Littunen, 2010), they are more constrained than large firms in achieving superior performance (Linet al., 2014;Zamani, 2022). Hybrid strategies are difficult to imitate because they reduce costs and increase quality, thereby enabling the development of unique capabilities that outperform generic ones (Anwar and Hasnu, 2017). In addition, a hybrid strategy gives rise to multiple sources of competitive advantage such as economies of scale, brand loyalty, and improved product quality (Baroto et al.,2012). Therefore, hybrid strategies have been recognised as a particularly interesting avenue of research (Gabrielssonet al.,2016). However, studies have mainly focussed on large companies such as United States multinationals (Gabrielssonet al.,2016) and large European companies (Acquaah and Yasai-Ardekani, 2008;Claver-Corteset al.,2012)oremergingmarkets such as China (Liet al.,2009;Li and Li, 2008), with few studies focussing on SMEs (Sof  iaand Agustine, 2019). Therefore, there is currently a demand for studies that analyse the effect of a hybrid strategy in such companies and incorporate new influential variables relevant to the implementation of the hybrid strategy (Alnooret al., 2023). Based on these premises, the first objective of this study is to analyse the impact of implementing a hybrid strategy on SME firm performance. With this aim, our work helps to fill the gap in the literature on the implementation of hybrid strategies and their impact on firm performance, while simultaneously providing results specific to SMEs, regarding which research is scarce. The second objective of the research is to examine the mediating role of product and process innovation in the relationship between hybrid strategy and firm performance. In this way, we gain a better understanding of the functioning of hybrid strategies and increase existing knowledge on implementing hybrid strategies in SMEs. Finally, the third objective is to examine adaptive capacity as a potential moderator in the relationships of hybrid strategy with product and process innovation, as this in an organisational process that depends not only on business strategy but also on the capabilities of the firm (cf.Akg EUR unet al., 2012). Thus, although we expect hybrid strategy have a generally positive impact on fostering higher levels of product and process innovation, a firm's adaptive capacity may be a boundary condition. We argue that the presence of higher levels of adaptive capacity in SMEs can strengthen the relationships of hybrid strategy with product and process innovation. This will help advance the literature by incorporating new influential moderating variables into the hybrid strategy in SMEs. Therefore, SME managers will benefit from this research as it will help them make strategic decisions that enable them to compete in turbulent environments. In response to these objectives, this study makes several contributions to the literature on SMEs, given their importance as drivers of economic development in the current environment (Kharubet al., 2022;Rubio-Andr  eset al., 2022a). First, we help alleviate the dearth of literature EJIM 27,9 174 on hybrid strategies and their impact on value-generating variables (i.e. innovation and firm performance;Alnooret al., 2023). Specifically, our study reflects on and develops a unified model that has not been previously analysed in the literature and integrates several constructs such as hybrid strategies, innovation, adaptive capacity, and firm performance. Second, it analyses the mechanisms (product and process innovation) through which hybrid strategies can achieve firm performance. Third, we examine the active role that adaptive capacity can play in strengthening or minimising the positive influence of hybrid strategies on (product and process) innovation. Finally, through a survey of 1,842 CEOs of small and medium-sized Spanish firms in the leading sectors (industry, construction, commerce, and services), we contribute to the literature by a developing quantitative study whose empirical findings shed light on the disparate results of previous studies. The remainder of this paper is organised as follows. The second section reviews the extant literature on the theoretical background of our research variables, and hypotheses are developed in the third section. The fourth section describes the research method, including the sample, procedures, measures, and data analyses. In the fifthsection, we present the main results. Finally, the sixth and seventh sections present the discussion and conclusions, incorporating implications for theory and practice, along with the limitations and future research directions. 2. Theoretical background 2.1 Hybrid strategy Hybrid strategy emerged as an evolution of Porter's generic strategic framework (Lapersone et al., 2015) as a source of gaining advantage over rival firms, enabling them to compete in turbulent environments (Alnooret al., 2023). According toAnwaret al.(2021), detailed research on hybrid strategy has emerged as a key challenge in competitive strategy research. AlthoughPorter (1980,1985)opposes the simultaneous pursuit of low-cost and differentiation strategies, to avoid being"stuck in the middle", some authors defend the compatibility of this approach and establish the possibility of implementing hybrid, mixed, integrated, or combined strategies (Acquaah and Yasai-Ardekani, 2008;Claver-Corteset al., 2012;Spanoset al., 2004).First, our results confirmed the positive relationship between hybrid strategy adoption and business performance (H1), thus differentiating hybrid or combined strategies from the stagnant or"stuck in the middle"strategies described byPorter (1980,1985). Owing to their small size and high flexibility (Gubitta and Gianecchini, 2002), SMEs can effectively design their competitive strategy to adapt to the changing environment. Second, our research has shown that SMEs that implement hybrid strategies can improve their product and process innovation (H2aandH2b). These results are in line with recent studies such asAlbers and Rundshagen (2020), who established that a hybrid strategy improves innovation and enables better crisis management. In a similar study,Claver-Cort  es et al.(2012)report that their empirical results confirm that a hybrid competitive strategy enhances innovation such that the more hybrid the strategy, the more innovative the firm. Similarly,Alnooret al.(2023)suggest that the use of hybrid strategies in different sectors leads a firm to obtain higher market share, improve quality, increase flexibility, strengthen innovation, improve lead times, and reduce costs. Third, we examined the relationship between each type of innovation (product and process) and its impact on firm performance. This study found no empirical evidence of a positive relationship between product innovation and company performance (H3a), confirming only a positive relationship between process innovation and performance (H3b). These findings confirm previous empirical studies (i.e.Cheahet al., 2022), which find a positive relationship between process innovation and performance in SMEs. Therefore, our study contributes to the literature by identifying how a particular type of innovation (process innovation in our case) is key to maintaining in SMEs performance. This may be because SMEs managers consider their competitive advantage is, to a greater extent, a result of internal (process) innovation rather than product innovation, since SMEs have fewer resources than large companies to communicate their results (Baumann-Paulyet al., 2013). Fourth, we analysed the mediating role of both types of innovation in the positive relationship between hybrid strategy and firm performance (H4aandH4b). We confirmed that only process innovation mediates this relationship. Therefore, we advance the notion that a particular type of innovation, process innovation, is key to SMEs sustaining their entrepreneurial businesses (Singhet al., 2022). Finally, the implementation of a hybrid strategy requires more flexible and organic structures (Claver-Corteset al., 2012) that allow for high adaptability. This study empirically demonstrated that SMEs with higher adaptive capacity achieve better innovation outcomes from their hybrid strategies than those with lower adaptive capacity (H5aandH5b). Therefore, we confirmed the findings ofOktemgil and Greenley (1997)on how highly adaptive firms perform better than low-adaptive firms despite the impacts of higher costs, Can hybrid strategy improve SME performance? 187 because high adaptive capacity involves a market orientation that allows firms to operate in more turbulent external environments. 7. Conclusions 7.1 Theoretical implications Our findings advance the existing literature in several ways. First, this study expands the current theoretical knowledge on how firm performance is formed from a strategic point of view. In doing so, we developed a unified model that has not been previously analysed. Our model integrates several constructs: hybrid strategy, innovation (processes and products), adaptive capacity, and firm performance. Thus, the study provides a better understanding of what happens in the first stages of the process that leads to improved firm performance. When considering a hybrid strategy, this study helps researchers understand that process innovation plays a specific mediating role between hybrid strategy and firm performance and that higher levels of a company's adaptative capacity enhances innovation development (in processes and products). Second, over time, many publications, empirical works, and case studies onPorter's (1980, 1985)competitive strategies have served to guide many companies to improve their competitive positions in the market. However, this theory perceives competitive strategies as dichotomous and does not focus on their potential to be understood as simultaneous strategies, that is, as combined or hybrid strategies that are of interest in the turbulent environments in which SMEs compete. Thus, SMEs that develop a hybrid strategy can overcome the weaknesses of a pure competitive strategy (cost leadership or differentiation) because they combine the advantages of both strategies (Leitner and G EUR uldenberg, 2010). Hence, achieving a cost-leadership strategy drives SMEs to achieve differentiation strategies, and vice versa. This finding implies that a dual strategy, although derived from highly divergent organisational philosophies, is not prohibitively difficult to implement successfully in SMEs if the company has adequate resources and competencies to do so. However, contrary to our prediction that a hybrid strategy would allow the development of process and product innovation and, in turn, improve firm performance, this is only possible through process innovation. This may be because SME managers consider their competitive advantage to be, to a greater extent, the result of internal (process) innovation rather than product innovation as SMEs have fewer resources than large companies to communicate any product-innovation results (Baumann-Paulyet al., 2013). Finally, while research on hybrid strategies reveals significant benefits in terms of higher levels of product and process innovation (Kaya, 2015), it has not examined the active role of dynamic capabilities in increasing or minimising the positive influence of hybrid strategies on innovation. Our results show that adaptive capacity moderates the effects of hybrid strategy on product and service innovation. Thus, under conditions of high adaptive capacity, the relationships of hybrid strategy-product innovation and hybrid strategy- process innovation are strengthened, whereas under conditions of low adaptive capacity, these relationships are weakened. In summary, our study helps advance the knowledge of the application of hybrid strategies in SMEs in the current times of high uncertainty, thus opening the door to new theories that complement previous ones. 7.2 Practical implications Beyond theory, our empirical findings have significant implications for both practice and policymaking. The finding that hybrid strategies should be recommended for any manager facing of the difficulty that always exists in decision-making: based on their initial EJIM 27,9 188 competitive strategy, our advice would be to invest resources and capabilities to achieve innovation, allowing the competitive strategy to be improved. For example, according to our findings, if a strategy is based on differentiation to compete in a turbulent environment, the focus should be on process innovation, which allows cost improvement. In contrast, in the case of a cost strategy, the focus should be on innovation, allowing the firm to achieve differentiation. The results of this study offer interesting ideas for both managers and professionals, especially for managers of SMEs. First, this study highlights that SMEs need to establish strategies that capitalise on all types of resources and capabilities and not limit themselves to generating competitive advantages in a single direction, such as differentiation or cost leadership. In situations of dramatic change such as the current scenario, SME managers must be aware that applying hybrid or combined strategies may be the best way to ensure their company's survival. Second, implementing a hybrid strategy requires agile and flexible systems for greater and faster adaptation to changes. It also requires a combination of efficiency and innovation in both products and processes to deliver better business results than competitors that implement pure strategies (focussing solely on differentiation or cost reduction), thereby limiting their use of resources. Third, organisations exist for a purpose: to continually improve their firm performance. Our results suggest that SME managers and leaders can improve performance through process innovation. This can be a key weapon in fighting competition through the design of sustainable and innovative processes. Fourth, managers and leaders need to invest a significant amount of time and organisational resources to develop high levels of adaptive capacity because adaptive capacity significantly facilitates product and process innovation when a company uses a hybrid strategy. In other words, firm innovation largely depends on a firm's intention to improve its adaptive capacity. As companies develop and implement these types of capabilities in their routines, systems, and organisational processes, innovation becomes a reality and helps companies remain competitive. Finally, managers can use hybrid strategies to generate process innovation, making it more difficult for competitors to imitate them. 7.3 Limitations and future research directions Although our study has numerous implications for theory and practice, it is not without limitations, which offer possibilities for future research. First, one of the limitations of the study is the use of a database, which limits the study to variables that are part of the survey; therefore, we lack information about how the culture or beliefs of the company affect the implementation of a hybrid strategy. Determining the contingency factors in the implementation of this type of strategy would be much more enriching. As a line of future research, we propose identifying both internal (e.g. organisational culture) and external factors (e.g. sector dynamism) that favour the hybridisation of competitive strategy to improve both innovation and business performance. Second, our study focussed on SMEs, and we thus suggest that future researchers use our framework to undertake a comparative study between SMEs and large companies to determine the differences in terms of the direct and indirect effects between hybrid strategy, innovation, adaptive capacity, and firm performance. Finally, the results of this study are based exclusively on quantitative information. Therefore, to arrive at solid implications for both theory and practice, we suggest that future research use a mixed-research design that combines quantitative and qualitative information to compensate for the weaknesses of each data source. Can hybrid strategy improve SME performance? 189 Despite the aforementioned limitations, the results of this study provide several vital insights for theory, researchers, organisations on hybrid strategies, and innovation and firm performance in the context of SMEs. References Acquaah, M. and Yasai-Ardekani, M. (2008),"Does the implementation of a combination competitive strategy yield incremental performance benefits?Burdon, S., Mooney, G.R. and Al-Kilidar, H. (2015),"Navigating service sector innovation using co- creation partnerships",Journal of Service Theory and Practice, Vol. 25 No. 3, pp. 285-303, doi:10. 1108/jstp-08-2013-0164. Cegarra-Navarro, J.G., Soto-Acosta, P. and Wensley, A.K. (2016),"Structured knowledge processes and firm performance: the role of organizational agility",Journal of Business Research, Vol.Launching innovative products with new or Author (year)Type of study Data and sampleRelevant findings Alnooret al.(2023)Bibliometric analysis A total of 92 studies from the Scopus and Web of Science database The hybrid strategy based on the strategies of Miles, Snow and Porter is of global interest because such an approach to an emerging strategy can lead to outstanding performance Pertusa-Ortega et al.(2009) QuantitativeMultisectoral sample of 164 Spanish firms Hybrid strategies are associated with higher levels of business performance, particularly those that emphasise more on strategic dimensions, such as innovation Acquaah and Yasai-Ardekani (2008) QuantitativeA total of 200 large and medium-sized companies in Ghana Positive performance implications of implementing a combined competitive strategy over singular or generic strategies Claver-Cort  eset al. (2012) QuantitativeA total of 164 large Spanish companies from different sectors Hybrid strategies are associated with higher levels of performance.Study of organisational design variables associated with the development of hybrid strategies Salavou and Manolopoulos (2021) QuantitativeA total of 63 Greek social enterprises Compared to purely strategic ones, hybrid options are more influentially linked to impact in terms of positive environmental, social, and economic contributions Gabrielsonet al. (2016) QuantitativeA total of 145 Finnish and 114 Swedish companies The realisation of a hybrid competitive strategy depends on the internationalisation phase and key resources Anwaret al.(2021)Bibliometric analysis A total of 196 selected articles to identify trends of the most influential journals and papers Systematic review of the Miles and Snow typology and future strategies.The role of innovation and adaptive capacity Santiago Guti  errez-Broncano Faculty of Social Sciences and Information Technologies, University of Castilla-La Mancha, Talavera de la Reina, Spain Jorge Linuesa-Langreo Department of Business Administration, Faculty of Social Sciences, University of Castilla-La Mancha, Cuenca, Spain, and Mercedes Rubio-Andr  es and Miguel  Angel Sastre-Castillo Department of Business Organisation, Faculty of Commerce and Tourism, Complutense University of Madrid, Madrid, Spain 1.Agyapong, A., Ellis, F. and Domeher, D. (2016),"Competitive strategy and performance of family businesses: moderating effect of managerial and innovative capabilities",Journal of Small Business and Entrepreneurship, Vol. 28 No. 6, pp. 449-477, doi:10.1080/08276331.2016.1217727. Aiken, L.S., West, S.G. and Reno, R.R. (1991),Multiple Regression: Testing and Interpreting Interactions, Sage, London. Akg EUR un, A.E., Keskin, H. and Byrne, J. (2012),"Antecedents and contingent effects of organizational adaptive capability on firm product innovativeness",Journal of Product Innovation Management, Vol.Several studies have corroborated this finding (Acquaah and Yasai-Ardekani, 2008;Claver-Corteset al., 2012;Kaliappenet al., 2019;Pertusa- Ortegaet al., 2009;Spanoset al., 2004). According to these studies, hybrid strategies increase learning and efficiency in multiple firm areas and require a combination of effectiveness and Can hybrid strategy improve SME performance? Considering the above, we formulate the following hypothesis: H1.There is a positive relationship between hybrid strategy and firm performance. 3.2 Hybrid strategy and innovation Companies that integrate generic strategies into their business vision can position themselves appropriately, improve their innovation capacity, and learn new skills and technologies (Sofia and Augustine, 2019).Thus, to achieve and maintain a sustainable competitive advantage, it is particularly important for firms to decipher signals from the changing environment, make predictions about volatile consumer preferences and government policies, reconfigure resources and coordinate processes, and respond to environmental changes quickly and flexibly by developing innovations (Chen and Wu, 2011;Pundzieneet al., 2022).Biedenbach and M EUR uller (2012)emphasise that adaptive capacity in the early stages of a project has a positive effect on short-term success and firm performance.Biedenbach, T. and M EUR uller, R. (2012),"Absorptive, innovative and adaptive capabilities and their impact on project and project portfolio performance",International Journal of Project Management, Vol. 30 No. 5, pp. 621-635, doi:10.1016/j.ijproman.2012.01.016. Blanco, M. and Gutierrez, S. (2008),"El empleo del modelo de gesti  on de la calidad total en el sector de la distribuci  on comercial en Espa ~ na: el caso de Mercadona",Universia Business Review, Vol.Alnoor, A., Khaw, K.W., Chew, X., Abbas, S. and Khattak, Z.Z. (2023),"The influence of the barriers of hybrid strategy on strategic competitive priorities: evidence from oil companies",Global Journal of Flexible Systems Management, Vol. 24 No. 2, pp. 179-198, doi:10.1007/s40171-022-00335-8. AlQershi, N.A., Diah, M.L.B.M., Latiffi, A.B.A. and Ahmad, W.N.K.W. (2020),"Strategic innovation and competitive advantage of manufacturing SMEs: the mediating role of human capital", Quality Innovation Prosperity, Vol.Through adaptive capacity, firms can: (1) recognise technical and market opportunities in their environment and decide to explore them, (2) identify new customer needs and seek new products and services to diversify offers or enter new markets, and (3) continuously evaluate competitors'products to exploit their weaknesses and develop improved products to meet customer needs (Akg EUR unet al., 2012;Rubio-Andr  eset al., 2021;Ruizet al.,2014).Finally, discriminant validity was Construct Item/first order constructLoading Construct reliability AVE Cronbach's alpha Dillon- Goldstein (?c) Dijkstra- Henseler (?A) Hybrid strategy (HS) 1111 HS11 Product innovation (PTI) 0.830.880.830.65 PTI10.81 PTI20.80 PTI30.81 PTI40.84 Process innovation (PSI) 0.740.830.760.66 PSI10.87 PSI20.73 PSI30.84 Firm performance (FP) 0.710.810.710.59 FP10.78 FP20.78 FP30.74 Adaptive capacity (AC) 1111 AC11 Source(s):Authors'own elaboration Table 3.29 No. 1, pp. 171-189, doi:10.1111/j.1540-5885.2012.00949.x. Albers, S. and Rundshagen, V. (2020),"European airlines'strategic responses to the COVID-19 pandemic", Journal of Air Transport Management, Vol. 87, 101863, doi:10.1016/j.jairtraman.2020.101863. Ali, S., Wu, W. and Ali, S. (2022),"Adaptive marketing capability and product innovations: the role of market ambidexterity and transformational leadership (evidence from Pakistani manufacturing industry)",European Journal of Innovation Management, Vol.Centobelli, P., Cerchione, R. and Singh, R. (2019),"The impact of leanness and innovativeness on environmental and financial performance: insights from Indian SMEs",International Journal of Production Economics, Vol. 212, pp. 111-124, doi:10.1016/j.ijpe.2019.02.011. Cheah, J., Leong, S.Y. and Fernando, Y. (2022),"Innovation strategies and organisational performance: the moderating role of company size among small-and medium-sized companies", Benchmarking: An International Journal, Vol.On the other hand, there are certain business practices that improve both competitive positions, such as quality improvement (Grant, 2002) and digital transformation (Bayo-Moriones and Lera-L  opez, 2007); these help to enhance differentiation by improving responsiveness to market changes and achieve cost reductions as the decision-making process is improved and streamlined (Pertusa-Ortegaet al., 2009).EJIM 27,9 190 Baumann-Pauly, D., Wickert, C., Spence, L.J. and Scherer, A.G. (2013),"Organizing corporate social responsibility in small and large firms: size matters",Journal of Business Ethics, Vol. 115 No. 4, pp. 693-705, doi:10.1007/s10551-013-1827-7. Bayo-Moriones, A. and Lera-L  opez, F. (2007),"A firm-level analysis of determinants of ICT adoption in Spain",Technovation, Vol.Bayraktar, C.A., Hancerliogullari, G., Cetinguc, B. and Calisir, F. (2017),"Competitive strategies, innovation, and firm performance: an empirical study in a developing economy environment", Technology Analysis and Strategic Management, Vol. 29 No. 1, pp. 38-52, doi:10.1080/09537325. 2016.1194973. Bernerth, J.B. and Aguinis, H. (2016),"A critical review and best-practice recommendations for control variable usage",Personnel Psychology, Vol.Discussion Studies over the past decades have not conclusively determined the specific conditions under which it is preferable for a firm to pursue a combined or hybrid competitive strategy, rather Indirect effect Variance explained Size of the mediation effect R 2 included R 2 excluded R 2 variance explained(f 2 ) Hybrid Strategy->Process Innovation->Firm Performance 0.370.340.030.05 (small effect) Note(s):f 2 5(R 2 included-R 2 excluded)/(1-R 2 included); effect sizes off 2

=0.02,>=0.15, and>=0.35 are small, medium and large, respectively (Cohen, 1988) Source(s):Authors'own elaboration Table 5.Anwar, J. and Hasnu, S.A.F. (2017),"Strategy-performance relationships: a comparative analysis of pure, hybrid, and reactor strategies",Journal of Advances in Management Research , Vol. 14 No. 4, pp. 446-465, doi:10.1108/jamr-07-2016-0056. Anwar, J., Hasnu, S.A.F., Butt, I. and Ahmed, N. (2021),"Miles and Snow Typology: most influential journals, articles, authors and subject areas",Journal of Organizational Change Management, Vol.The indicators to measure this construct were profitability (Delaney and Huselid, 1996;Pinheiroet al., 2021;Richard et al., 2009), business growth (Christensenet al., 2003;Piperopoulos and Scase, 2009;Szczygielskiet al., 2017;Vaccaroet al., 2010), and customer satisfaction (Rasoulzadehet al., 2013;Saeidiet al., 2015;Clark, 2000; Pekovic and Vogt, 2021;Rasoulzadehet al.,2013;Saeidiet al., 2015;Sridhar and Mehta, 2018).These premises deviate fromPorter's (1980)thinking, because the author advocates a categorical approach by defining cost leadership and differentiation strategies as two alternative, inconsistent, and incompatible methods to achieve competitive advantage.177 innovation (Alnooret al., 2023), thereby allowing firms greater agility and flexibility.3.Figure 1.5.6.


Original text

Can hybrid strategy improve SME
performance? The role of
innovation and adaptive capacity
Santiago Guti

errez-Broncano
Faculty of Social Sciences and Information Technologies,
University of Castilla-La Mancha, Talavera de la Reina, Spain
Jorge Linuesa-Langreo
Department of Business Administration, Faculty of Social Sciences,
University of Castilla-La Mancha, Cuenca, Spain, and
Mercedes Rubio-Andr

es and Miguel

Angel Sastre-Castillo
Department of Business Organisation, Faculty of Commerce and Tourism,
Complutense University of Madrid, Madrid, Spain



  1. Introduction
    Recent global events, such as the global health pandemic alert and the new war conflicts, have
    led to a decline in global wealth (He and Harris, 2020) and have resulted in “the new normal” Can hybrid
    strategy
    improve SME
    performance?
    173 The current issue and full text archive of this journal is available on Emerald Insight at:
    https://www.emerald.com/insight/1460-1060.htm
    Received 13 July 2023
    Revised 4 October 2023
    8 December 2023
    Accepted 16 January 2024
    European Journal of Innovation
    Management
    Vol. 27 No. 9, 2024
    pp. 173-197
    Emerald Publishing Limited
    1460-1060
    DOI10.1108/EJIM-07-2023-0566 (Clauβet al., 2022). This new context is characterised by hypercompetition, high demand
    instability, disruptive changes in industry structure, unpredictable customer behaviour and
    instability of economic, social and technological factors (Lapersonne, 2013), with traditional
    competitive strategies proving ineffective (Anwar and Hasnu, 2017).
    The literature highlights that a pure differentiation or cost leadership strategy can cause
    firms to stagnate, especially when faced with new challenges, thereby encouraging the
    emergence of new types of competitive strategies that are better adapted to the new normal.
    Historically, during global crises, firms have tended to combine pure strategies for higher
    profits and reduced risk because hybrid competitive strategies alleviate pressures from the
    external environment (Alnooret al., 2023). Many large companies (e.g. Ikea, Tesco, Honda,
    and Mercadona) are simultaneously applying such combined strategies and finding success
    (Barotoet al., 2012;Blanco and Guti  errez, 2008). Such hybrid strategy enables them to
    innovate in response to the turbulent environment, achieve competitive advantage, and
    obtain superior performance (Fatonah and Haryantoa, 2022). Innovation is strategic in firms
    that build competitive advantages (Hutomo and Pudjiarti, 2021). However, because
    innovation in small and medium-sized enterprises (SMEs) is lower due to their lower
    resource capacity (AlQershiet al., 2020;Varis and Littunen, 2010), they are more constrained
    than large firms in achieving superior performance (Linet al., 2014;Zamani, 2022).
    Hybrid strategies are difficult to imitate because they reduce costs and increase quality,
    thereby enabling the development of unique capabilities that outperform generic ones (Anwar
    and Hasnu, 2017). In addition, a hybrid strategy gives rise to multiple sources of competitive
    advantage such as economies of scale, brand loyalty, and improved product quality (Baroto
    et al.,2012). Therefore, hybrid strategies have been recognised as a particularly interesting
    avenue of research (Gabrielssonet al.,2016). However, studies have mainly focussed on large
    companies such as United States multinationals (Gabrielssonet al.,2016) and large European
    companies (Acquaah and Yasai-Ardekani, 2008;Claver-Corteset al.,2012)oremergingmarkets
    such as China (Liet al.,2009;Li and Li, 2008), with few studies focussing on SMEs (Sof  ıaand
    Agustine, 2019). Therefore, there is currently a demand for studies that analyse the effect of a
    hybrid strategy in such companies and incorporate new influential variables relevant to the
    implementation of the hybrid strategy (Alnooret al., 2023).
    Based on these premises, the first objective of this study is to analyse the impact of
    implementing a hybrid strategy on SME firm performance. With this aim, our work helps to fill
    the gap in the literature on the implementation of hybrid strategies and their impact on firm
    performance, while simultaneously providing results specific to SMEs, regarding which
    research is scarce. The second objective of the research is to examine the mediating role of
    product and process innovation in the relationship between hybrid strategy and firm
    performance. In this way, we gain a better understanding of the functioning of hybrid strategies
    and increase existing knowledge on implementing hybrid strategies in SMEs. Finally, the third
    objective is to examine adaptive capacity as a potential moderator in the relationships of hybrid
    strategy with product and process innovation, as this in an organisational process that depends
    not only on business strategy but also on the capabilities of the firm (cf.Akg € unet al., 2012).
    Thus, although we expect hybrid strategy have a generally positive impact on fostering higher
    levels of product and process innovation, a firm’s adaptive capacity may be a boundary
    condition. We argue that the presence of higher levels of adaptive capacity in SMEs can
    strengthen the relationships of hybrid strategy with product and process innovation. This will
    help advance the literature by incorporating new influential moderating variables into the
    hybrid strategy in SMEs. Therefore, SME managers will benefit from this research as it will
    help them make strategic decisions that enable them to compete in turbulent environments.
    In response to these objectives, this study makes several contributions to the literature on
    SMEs, given their importance as drivers of economic development in the current environment
    (Kharubet al., 2022;Rubio-Andr  eset al., 2022a). First, we help alleviate the dearth of literature EJIM
    27,9
    174 on hybrid strategies and their impact on value-generating variables (i.e. innovation and firm
    performance;Alnooret al., 2023). Specifically, our study reflects on and develops a unified
    model that has not been previously analysed in the literature and integrates several
    constructs such as hybrid strategies, innovation, adaptive capacity, and firm performance.
    Second, it analyses the mechanisms (product and process innovation) through which hybrid
    strategies can achieve firm performance. Third, we examine the active role that adaptive
    capacity can play in strengthening or minimising the positive influence of hybrid strategies
    on (product and process) innovation. Finally, through a survey of 1,842 CEOs of small and
    medium-sized Spanish firms in the leading sectors (industry, construction, commerce, and
    services), we contribute to the literature by a developing quantitative study whose empirical
    findings shed light on the disparate results of previous studies.
    The remainder of this paper is organised as follows. The second section reviews the extant
    literature on the theoretical background of our research variables, and hypotheses are developed
    in the third section. The fourth section describes the research method, including the sample,
    procedures, measures, and data analyses. In the fifthsection, we present the main results. Finally,
    the sixth and seventh sections present the discussion and conclusions, incorporating implications
    for theory and practice, along with the limitations and future research directions.

  2. Theoretical background
    2.1 Hybrid strategy
    Hybrid strategy emerged as an evolution of Porter’s generic strategic framework (Lapersone
    et al., 2015) as a source of gaining advantage over rival firms, enabling them to compete in
    turbulent environments (Alnooret al., 2023). According toAnwaret al.(2021), detailed
    research on hybrid strategy has emerged as a key challenge in competitive strategy research.
    AlthoughPorter (1980,1985)opposes the simultaneous pursuit of low-cost and
    differentiation strategies, to avoid being“stuck in the middle”, some authors defend the
    compatibility of this approach and establish the possibility of implementing hybrid, mixed,
    integrated, or combined strategies (Acquaah and Yasai-Ardekani, 2008;Claver-Corteset al.,
    2012;Spanoset al., 2004). Hybrid strategy is an emerging and novel concept that simultaneously
    emphasises differentiation and cost leadership (Sofia and Augustine, 2019;Spanoset al., 2004).
    To understand the concept of hybrid strategy,Pertusa-Ortegaet al.(2009)distinguish
    between taxonomic and dimensional approaches (Miller and Dess, 1993). These premises
    deviate fromPorter’s (1980)thinking, because the author advocates a categorical approach by
    defining cost leadership and differentiation strategies as two alternative, inconsistent, and
    incompatible methods to achieve competitive advantage. In fact, several authors (Spanos
    et al., 2004) argue that generic competitive strategies should not be understood as single
    strategies but as two dimensions in which each firm must choose the position that best suits
    it. Althougha priorigeneric strategies require different competences and resources, two
    arguments in the literature defend the compatibility between cost leadership and
    differentiation. On the one hand, achieving a strong competitive position with one strategy
    can improve the position in the other. On the other hand, there are certain business practices
    that improve both competitive positions, such as quality improvement (Grant, 2002) and
    digital transformation (Bayo-Moriones and Lera-L  opez, 2007); these help to enhance
    differentiation by improving responsiveness to market changes and achieve cost reductions
    as the decision-making process is improved and streamlined (Pertusa-Ortegaet al., 2009).
    A hybrid strategy is a strategic choice whose long-term implementation in firms requires
    management effort (Leitner and G € uldenberg, 2010). It aims to provide more value to customers
    by combining low costs and high differentiation rates, and improves the performance of SMEs
    (Alnooret al.,2023). The literature on the hybrid strategy of SMEs is summarised inTable 1,
    where the main articles selected are described considering the variables mentioned. Can hybrid
    strategy
    improve SME
    performance?
    175 2.2 Product and process innovation
    Innovation is an important strategic tool that enables entrepreneurs to create competitive
    advantages and market opportunities to achieve higher business growth driven by changes
    that allow them to differentiate their businesses from competitors (Febrianti and Herbert,
    2022). Thus, innovation is essential to improve the performance of SMEs, especially in
    complex and volatile business environments (Centobelliet al., 2019).
    In the organisational context, innovation is primarily classified into two categories:
    product innovation and process innovation (Bayraktar, 2017;Murat Ar and Baki, 2011).
    Process innovation improves business efficiency and effectiveness from an internal point of
    view (Centobelliet al., 2019). According toDas (2018), process innovation involves eliminating
    non-value-adding activities, reducing costs, and boosting business competitiveness.
    Product innovation results in the introduction of new or improved products into the
    market, which requires the prior identification of new customer needs and the improvement
    of product quality (Febrianti and Herbert, 2022). Launching innovative products with new or Author (year)Type of study Data and sampleRelevant findings
    Alnooret al.(2023)Bibliometric
    analysis
    A total of 92 studies from the
    Scopus and Web of Science
    database
    The hybrid strategy based on the
    strategies of Miles, Snow and Porter
    is of global interest because such an
    approach to an emerging strategy can
    lead to outstanding performance
    Pertusa-Ortega
    et al.(2009)
    QuantitativeMultisectoral sample of 164
    Spanish firms
    Hybrid strategies are associated with
    higher levels of business
    performance, particularly those that
    emphasise more on strategic
    dimensions, such as innovation
    Acquaah and
    Yasai-Ardekani
    (2008)
    QuantitativeA total of 200 large and
    medium-sized companies in
    Ghana
    Positive performance implications of
    implementing a combined
    competitive strategy over singular or
    generic strategies
    Claver-Cort
    
    eset al.
    (2012)
    QuantitativeA total of 164 large Spanish
    companies from different
    sectors
    Hybrid strategies are associated with
    higher levels of performance. Study of
    organisational design variables
    associated with the development of
    hybrid strategies
    Salavou and
    Manolopoulos
    (2021)
    QuantitativeA total of 63 Greek social
    enterprises
    Compared to purely strategic ones,
    hybrid options are more influentially
    linked to impact in terms of positive
    environmental, social, and economic
    contributions
    Gabrielsonet al.
    (2016)
    QuantitativeA total of 145 Finnish and
    114 Swedish companies
    The realisation of a hybrid
    competitive strategy depends on the
    internationalisation phase and key
    resources
    Anwaret al.(2021)Bibliometric
    analysis
    A total of 196 selected
    articles to identify trends of
    the most influential journals
    and papers
    Systematic review of the Miles and
    Snow typology and future strategies.
    The complexity and constantly
    evolving global market challenges
    suggest that a hybrid strategic
    perspective can produce better
    results
    Source(s):Authors’own elaboration
    Table 1.
    Prior studies on hybrid
    strategies in SMEs
    EJIM
    27,9
    176 improved features and functions enables firms to create a competitive advantage for market
    survival (Muncket al., 2020).
    Therefore, based on the literature review and the nature of the research, this study selected
    process innovation and product innovation, as potential predictors contributing to the SME
    firm performance.
    2.3 Adaptive capacity
    Adaptive capacity refers to a firm’s ability to identify and capitalise on emerging
    opportunities in the environment and is critical for its evolution and survival in different
    industries (Wang and Ahmed, 2007).Tuominenet al.(2004)point out that this capability is
    essential as a source of innovation and for the successful development and commercialisation
    of new products. Therefore, we focus on adaptive capacity which refers to a more effective
    search for information and superior firm flexibility to respond quickly to market changes and
    to adopt strategic changes according to business priorities (Heubeck and Meckl, 2022;
    Rodrigo-Alarc  onet al., 2018).
    Thus, to achieve and maintain a sustainable competitive advantage, it is particularly
    important for firms to decipher signals from the changing environment, make predictions
    about volatile consumer preferences and government policies, reconfigure resources and
    coordinate processes, and respond to environmental changes quickly and flexibly by
    developing innovations (Chen and Wu, 2011;Pundzieneet al., 2022).Biedenbach and M € uller
    (2012)emphasise that adaptive capacity in the early stages of a project has a positive effect on
    short-term success and firm performance.
    2.4 Firm performance
    Firm performance has emerged as a key concept in management research and is frequently
    used as a dependent variable (Taouab and Issor, 2019;Tavolettiet al., 2022). Firm
    performance is defined as the capability of an organisation to efficiently exploit available
    resources to make achievements consistent with the objectives of the firm (Petersonet al.,
    2003). Firm performance refers to a company achieving better results than its competitors
    (Homburg and Jensen, 2007;Liu and Wang, 2022), considering metrics such as
    competitiveness, efficiency and effectiveness in management, economics, and marketing
    (Taouab and Issor, 2019).

  3. Hypothesis development
    3.1 Hybrid strategy and firm performance
    The impact of hybrid strategy on firm performance has also been studied in the literature.
    Initially, we identified two distinct lines of research. Porter’s proponents found empirical
    evidence that firms implementing hybrid strategies perform worse than their competitors
    following a pure cost leadership or differentiation strategy (Aulakhet al., 2000). However,
    other researchers argue that a combination of differentiation and low cost can lead to higher
    levels of performance (Pertusa-Ortegaet al., 2009;Spanoset al., 2004). However, the first line
    of research is blurred, as evenPorter (1985)acknowledges that firms can simultaneously
    achieve cost leadership and differentiation advantages under specific conditions: primarily
    with highly competitive firms in highly changing environments (Gabrielssonet al., 2016).
    A recent bibliometric literature review concludes that hybrid strategy is closely related to
    strategic performance (Alnooret al., 2023). Several studies have corroborated this finding
    (Acquaah and Yasai-Ardekani, 2008;Claver-Corteset al., 2012;Kaliappenet al., 2019;Pertusa-
    Ortegaet al., 2009;Spanoset al., 2004). According to these studies, hybrid strategies increase
    learning and efficiency in multiple firm areas and require a combination of effectiveness and Can hybrid
    strategy
    improve SME
    performance?
    177 innovation (Alnooret al., 2023), thereby allowing firms greater agility and flexibility. In
    contrast, strategic specialisation can lead firms to run the risk of not considering all their
    customer needs, making them more easily imitated by competitors and more vulnerable to the
    challenges posed by a much more dynamic environment (Claver-Corteset al., 2012).
    Considering the above, we formulate the following hypothesis:
    H1.There is a positive relationship between hybrid strategy and firm performance.
    3.2 Hybrid strategy and innovation
    Companies that integrate generic strategies into their business vision can position themselves
    appropriately, improve their innovation capacity, and learn new skills and technologies (Sofia
    and Augustine, 2019). The main reason to use hybrid strategy in SMEs is the simultaneous
    focus on costs and quality. Studies such as those byEspino-Rodriguez and Lai (2014)andKaya
    (2015)provide empirical evidence that hybrid strategy has cost efficiency and innovation
    advantages. Therefore, the right combination of efficiency and innovation is a prerequisite for
    SMEs to design a hybrid strategy (Rodr  ıguez-Escobar and Gonz  alez-Benito, 2017).
    Consequently, the choice of strategy by SMEs impacts the development of their innovations,
    which is a vital determinant of competitive advantage (Wronka-Pospiech and Fraczkiewicz-
    Wronka, 2016). Understanding that hybrid strategy refers to how a company creates value vis-
     a-vis competitors, based on lower costs and higher differentiation (Batistaet al., 2016), will
    directly affect SMEs’innovation. If SMEs try to gain a competitive advantage through cost
    leadership, they will focus on reducing internal processes; however, if the strategy pursued is
    differentiation, they will use an external approach to develop innovation (Suoniemiet al., 2020).
    In the hybrid strategy, the SME attempts to maximise both competitive advantages to
    overcome competitors’attacks; thus, the firm can achieve competitive advantage by providing
    value to customers based on both product features and low prices (Barotoet al.,2012).
    When firms achieve higher performance by implementing their individual strategy, they
    can use the accumulated gains to focus on the gaps and weaknesses in their strategic
    operations in the market (Leitner and G € uldenberg, 2010), with the aim of consolidating and
    sustaining their competitive advantage (Agyaponget al., 2016). Innovative strategies must be
    implemented to achieve this goal. By relying on innovation, firms would be engaging in a
    hybrid strategy that emerged from the prior success of a pure strategy, that is, from the cost
    leadership or differentiation. Accordingly, we propose the following hypotheses:
    H2a.There is a positive relationship between hybrid strategy and product innovation.
    H2b.There is a positive relationship between hybrid strategy and process innovation.
    3.3 Innovation and firm performance
    The relationship between innovation and performance has been studied extensively (Jaruzelski
    et al., 2011;Yeh-Yun Lin and Yi-Ching Chen, 2007). Innovation is a key predictor of future firm
    performance (Hirshleiferet al., 2013;Sancho-Zamoraet al.,2021 ) and positively and significantly
    influences the business value of SMEs (Rubio-Andr  eset al., 2022b;Wanget al.,2023).
    According to theOECD (2005), innovation can come from several sources, such as the
    introduction of products, incorporation of new processes, use of other marketing or
    organisational methods, and relationships with the outside world, whether new or
    significantly improved. This typology allows us to study the relationship between a
    particular type of innovation (product or process) and the extent of its performance.
    However, studies that exclusively use product innovation to analyse the impact of
    innovation on firm performance are limited. The most outstanding amongst these is the study
    byRamadiniet al.(2019), which determined the positive impact of product innovation on firm EJIM
    27,9
    178 performance and identified a significant effect of firm size as a control variable.Agustiaet al.
    (2022)provide evidence that firms that create product innovations improve their performance.
    Several authors have come to the same conclusion and point to the performance variables used
    in our study, finding, for example, a positive relationship between product innovation and sales
    growth (Piening and Salge, 2015). This may be because when firms choose to allocate resources
    to product innovation, they achieve greater leverage in terms of competitiveness and
    performance. Continuous product innovation increases the firm’s ability to satisfy consumer
    needs, thus sustaining their loyalty (Tung, 2012) and achieving sales that are transformed into
    revenue. Considering these premises, we formulated the following hypothesis:
    H3a.There is a positive relationship between product innovation and firm performance.
    Although process innovation is a growth strategy for SMEs and a source of competitive
    advantage, it is under-researched (Herv  as-Oliveret al., 2014;Ramos-Gonz  alezet al., 2022).
    Process innovation has sometimes been coupled with product innovation, although, alone
    and independently, it can be studied for its impact on efficiency improvement (Reichstein and
    Salter, 2006). However, for some authors, process innovation most often comes from the direct
    incorporation of technology and sometimes from investment in R&D (Rouvinen, 2002).
    Barney (1991)links process innovation to the resource-based view because of its internal
    character and relationship with performance achievement ensuing from good resource
    management and improvements in organisational routines. Traditionally, the impact of
    process innovation has been measured using performance variables, such as sales achieved
    and return on investment (Ramadaniet al., 2019), as proposed in our study. Nonetheless,
    Herv  as-Oliveret al.(2014)prefer to replace such variables with the performance of the
    production process despite it being more complex to measure.
    According toSuwignjoet al.(2022), the main objective of process innovation is to achieve
    greater process effectiveness by reducing costs and improving productivity and
    competitiveness; subsequently, there is a positive effect on performance. Occasionally, the
    source of cost reduction is the achievement of economies of scale (Qin, 2007) due to the
    introduction of new production methods and technology (Wang and Ahmed, 2007).
    Furthermore,Hilman and Kaliappen (2014)empirically demonstrate that process innovation
    is positively associated with organisational performance. Considering these premises, we
    propose the following hypothesis:
    H3b.There is a positive relationship between process innovation and firm performance.
    3.4 The mediation of innovation on the relationship between hybrid strategy and firm
    performance
    The arguments above suggest that firms that develop a hybrid strategy can increase their
    likelihood of higher firm performance by improving their processes and product innovation.
    By establishing a hybrid strategy, firms improve their ability to adapt to environmental
    changes (Sofia and Augustine, 2019), which naturally moves them to develop product and
    process innovation (Suoniemiet al., 2020). Innovation (in processes and products) is a resource
    that a company can utilise to grow, develop, and successfully adapt to market changes
    (Jaruzelskiet al., 2011), all of which are essential elements for improving firm performance
    (Rubio-Andr  eset al., 2022b). Thus, we argue that in SMEs that develop hybrid strategies,
    process and product innovation mediate the relationship between hybrid strategies and firm
    performance. Hence, we propose the following hypotheses:
    H4a.Product innovation mediates the relationship between hybrid strategy and firm
    performance in such a way that hybrid strategy will have a positive indirect effect
    on firm performance through product innovation. Can hybrid
    strategy
    improve SME
    performance?
    179 H4b.Process innovation mediates the relationship between hybrid strategy and firm
    performance in such a way that hybrid strategy will have a positive indirect effect
    on firm performance through process innovation.
    3.5 The moderating role of adaptive capacity
    Although the above hypotheses indicate that, in most contexts, all the above-described
    relationships are valid, the intensity of the relationship between hybrid strategy and innovation
    (process and product) may differ according to the capabilities of the firm (cf.,Teece, 2018).
    Adaptive capacity is defined as a firm’s ability to identify and capitalise on emerging
    opportunities in the environment and is critical for its evolution and survival (Wang and
    Ahmed, 2007). Given this, we believe that the relationships considered in the hypotheses may
    differ depending on a firm’s adaptive capacity (Aliet al., 2022;Oktemgil and Greenley, 1997).
    Adaptive capacity is necessary to overcome environmental changes (Teeceet al., 1997)asit
    provides the necessary sensitivity in a firm’s strategy to focus on the development of further
    innovation (Akg € unet al., 2012). Through adaptive capacity, firms can: (1) recognise technical and
    market opportunities in their environment and decide to explore them, (2) identify new customer
    needs and seek new products and services to diversify offers or enter new markets, and (3)
    continuously evaluate competitors’products to exploit their weaknesses and develop improved
    products to meet customer needs (Akg € unet al., 2012;Rubio-Andr  eset al., 2021;Ruizet al.,2014).
    Thus, hybrid strategy can be oriented towards readjusting a firm’s internal and external
    knowledge to respond quickly and appropriatelyto market changes through the development of
    processes and product innovation. Therefore, we propose the following hypotheses:
    H5a.Adaptive capacity will moderate the relationship between hybrid strategy and
    product innovation, in such a way that hybrid strategy will have a more positive
    effect on product innovation when the level of adaptive capacity increases.
    H5b.Adaptive capacity will moderate the relationship between hybrid strategy and
    process innovation, in such a way that hybrid strategy will have a more positive
    effect on process innovation when the level of adaptive capacity increases.
    Figure 1shows the conceptual model we intend to test.
    Figure 1.
    Theoretical model EJIM
    27,9
    180 4. Method
    4.1 Sample and procedure
    We randomly selected SMEs operating in Spain from theSpanish Central Business Directory
    (2021)database. The selection framework was the SABI (Iberian Balance Sheet Analysis
    System) database accessed through the FAEDPYME (Foundationfor Strategic Analysis and
    Development in SMEs). The sampling was conducted by stratifying the population (stratified
    sampling). We established the stratification criteria in accordance with the aims of the study
    and the information available concerning the population structure. Within each stratum, the
    selection was made using simple random sampling of up to 2,000 questionnaires.
    Subsequently, incomplete questionnaires were eliminated. A total of 1,842 completed
    surveys were returned and used for further analysis (response rate: 29.48%, sampling error:
    2.9%, for a confidence level of 95% and the least favourable situation of p5q50.5).
    The largest group of participating firms was from the service sector (34.8%), followed by
    industry (32.6%), retail (18.9%), and construction (13.7%). Additionally, most firms were
    small, with 10–49 employees (52.4%), followed by micro-SMEs with 6–9 employees (34.9%),
    medium-sized SMEs with 50–249 employees (12.1%), and those without employees (0.7%).
    By company type, 29.5% were non-family SMEs and 70.5% were family SMEs. With regard
    to the age of the companies, 8.7% had been competing in the market for less than 9 years,
    19.5% for 10–19 years, 50.4% for 20–40 years, and 21.4% for more than 40 years. Finally, in
    terms of CEO education, 54.3% of the CEOs had completed higher education (seeTable 2).
    As the research design was cross-sectional and involved various self-report measures,
    common method variance (CMV) and social desirability bias (SDB) were potential concerns,
    Number%
    Age (years)
    0–91608.7
    10–1935919.5
    20–2951828.1
    30–3941022.3



4039521.4
Sector
Industry60032.6
Construction25313.7
Retail34818.9
Service64134.8
Number of employees
No employees120.7
Micro-sized (1–9)64334.9
Small-sized (10–49)96552.4
Medium-sized (50–250)22212.1
CEO qualification
Higher education1,00154.3
Basic education84145.7
Family business
Yes1,29970.5
No54329.5
Total1,842100
Note(s):Sampling error: 2.9%. Confidence level 95%
Source(s):Authors’own elaboration Table 2.
Sample of SMEs
in Spain Can hybrid
strategy
improve SME
performance?
181 and several recommended procedural remedies were used (cf.Podsakoffet al.,2003,2012). For
example, to reduce SDB, anonymity was guaranteed as the survey asked for vague
demographic information. Additionally, to mitigate CMV, (1) the survey included a
psychological separation between predictors and criterion variables to make them appear
unrelated; (2) the study variables were intermingled with other variables related to
entrepreneurial intention, which acted as distractors; and (3) all items were kept simple,
specific, and concise. Additionally, findings using the marker test (e.g.Khosraviet al., 2020)
showed that our efforts concerning method variance were successful. Specifically, one marker
item (i.e. the gender of the CEO) was unrelated to any of the target constructs. The mean
correlation between the marker item and each study variable was 0.04, which was below the
recommended 0.05 threshold (R € onkk € o and Ylitalo, 2011). Moreover, there were no significant
changes in the parameter estimates in the model in which the marker was free to relate to the
study variables. Thus, common method variance is unlikely to be a concern in our data.
4.2 Measures
When measures are used to examine a latent construct, the researcher can design reflective or
formative indicators (MacKenzieet al., 2005). While reflective measurements are highly
correlated indicators that may be caused by the latent construct, formative measures involve
indicators that determine the construct without necessarily being correlated (Hairet al., 2017).
Following the four criteria proposed byMacKenzieet al.(2005)to distinguish between these
two types, all the variables in our survey were reflective.
We adapted all the measures linguistically, semantically, and culturally. Mode A
composites (linear combinations of reflective indicators) were used for all the major variables
(Hairet al., 2017), together with a five-point Likert response format.
Hybrid strategy. This construct was measured through the interaction between two
indicators: differentiation strategy, measured through one item capturing the production of
the product or provision of the service under quality criteria, and cost leadership strategy,
measured through one item capturing the efficiency of internal processes.
Product innovation. We used indicators that assess the degree of importance of product
innovations in SMEs, such as product innovation as changes or improvements in existing
products or services, substantial improvements in products or services, and launching new
products in the market with or without a direct relation to the core product. The indicators
used in this construct have been validated byBurdonet al.(2015),Cegarra-Navarroet al.
(2016),Okeet al.(2007).
Process innovation. We used three indicators to assess the degree of importance of process
innovation in SMEs. Process innovation considers indicators of changes or improvements in
the production process, acquisition of new capital goods, and changes in procurement
management. The indicators used in this construct have been validated byLichtenthaler
(2017)andHarelet al.(2021).
Firm performance. This was the main endogenous variable; all the latent variables of the
model converged on this variable. The indicators to measure this construct were profitability
(Delaney and Huselid, 1996;Pinheiroet al., 2021;Richard et al., 2009), business growth
(Christensenet al., 2003;Piperopoulos and Scase, 2009;Szczygielskiet al., 2017;Vaccaroet al.,
2010), and customer satisfaction (Rasoulzadehet al., 2013;Saeidiet al., 2015;Clark, 2000;
Pekovic and Vogt, 2021;Rasoulzadehet al.,2013;Saeidiet al., 2015;Sridhar and Mehta, 2018).
Adaptive capacity. This variable was measured using an indicator to assess the SME’s
adaptability to changes in the market, defined as the firm’s increased understanding of new
opportunities in the environment (Eshima and Anderson, 2017;Oktemgil and Greenley, 1997).
Control variables. In our initial analysis, we controlled for firm size (number of employees),
sector (service, industry, retail, or construction), and type of company (family or non-family). EJIM
27,9
182 Our analysis was reported without these controls as they did not affect our findings (cf.
Bernerth and Aguinis, 2016).
4.3 Data analysis
To test our hypotheses, we used partial least squares (PLS) with Smart PLS 3.2.7 (Ringleet al.,
2015). The PLS is a distribution-free approach that allows for non-interval-scaled data and
both reflective and formative measures (Hairet al., 2017). Thus, it was suitable for testing our
model, which included different measurement scales (nominal, ordinal, and interval-scaled
variables) and approaches (formative and reflective constructs). In addition, like other
structural equation modelling techniques, PLS is especially suitable for testing the mediation
and moderation hypotheses included in our study (Jameset al., 2006). Bootstrapping (5,000
resamples) was used to generate standard errors, andt-statistics were used to test the
hypotheses (Hairet al., 2017) and whether the indirect effects were significant (an important
criterion for establishing mediation).




  1. Results
    5.1 Evaluation of the measurement model
    Item reliability was satisfactory as the values were above the recommended 0.707 threshold
    (Hairet al., 2017,Table 3). Additionally, the internal consistencies, composite reliability
    indices, and Cronbach’s alphas all exceeded the 0.70 cut-off (Hairet al., 2017,Table 3).
    Convergent validity was supported as the average variance extracted (AVE) for the
    constructs was above 0.50 (Hairet al., 2017,Table 3). Finally, discriminant validity was
    Construct Item/first order
    constructLoading Construct reliability
    AVE Cronbach’s
    alpha Dillon-
    Goldstein (ρc) Dijkstra-
    Henseler (ρA)
    Hybrid strategy
    (HS) 1111
    HS11
    Product
    innovation (PTI) 0.830.880.830.65
    PTI10.81
    PTI20.80
    PTI30.81
    PTI40.84
    Process
    innovation (PSI) 0.740.830.760.66
    PSI10.87
    PSI20.73
    PSI30.84
    Firm performance
    (FP) 0.710.810.710.59
    FP10.78
    FP20.78
    FP30.74
    Adaptive
    capacity (AC) 1111
    AC11
    Source(s):Authors’own elaboration Table 3.
    Item loadings and
    weights, construct
    reliability and
    convergent validity Can hybrid
    strategy
    improve SME
    performance?
    183 supported, with the AVE exceeding the square correlations between the composites in all
    cases (Hairet al., 2017,Table 3). Moreover, heterotrait-monotrait ratio of correlations (HTMT)
    indices were below 0.85, as recommended (Hairet al., 2018;Henseleret al., 2015,Table 4).
    5.2 Evaluation of the structural model
    We used two models to test the hypotheses described above.H1was supported since, in an
    unmediated model, hybrid strategy was positively associated with firm performance
    (β50.58,p< 0.001; seeFigure 2a). As anticipated, hybrid strategy was also positively linked
    to product innovation (β50.13,p< 0.01; seeFigure 2b) and process innovation (β50.11,
    p< 0.01; seeFigure 2b), supportingH2aandH2b. However, the relationships of product and
    process innovations to firm performance yielded different results. While product innovation
    had no significant effect on firm performance (β50.03, not significant; seeFigure 2b),
    meaningH3awas rejected, process innovation did have positive effects on firm performance
    (β50.07,p< 0.05; seeFigure 2b), leading us to acceptH3b. Finally, the mediating effect of
    product innovation on the positive relationship between hybrid strategy and firm
    performance was not significant (indirect effect50.004, not significant; seeFigure 2b),
    thus invalidatingH4a. In contrast, process innovation significantly mediated the relationship
    between hybrid strategy and firm performance (indirect effect50.008,p< 0.05; see
    Figure 2b), supportingH4b. Although the size of the individual betas was substantial, the
    mediation linked to process innovation in the relationship between hybrid strategy and firm
    performance had only a small effect size (f 2
    50.05;Table 5).
    The findings also supportH5aandH5bregarding the moderating role of adaptive
    capacity in the relationships of hybrid strategy with product and process innovation. The
    results revealed that, after mean-centring the independent variables and the moderator
    (Aikenet al., 1991), the resulting interaction term was positive and significant in both cases:
    product innovation (β50.14,p< 0.01;Figure 2b) and process innovation (β50.19,p< 0.05;
    Figure 2b). The graph of the high versus low adaptive capacity regression lines (þ1 SD and
    1 SD;Aikenet al., 1991) showed that, in the case of product innovation, the positive impact
    of the hybrid strategy was stronger (the slope is more pronounced) in high than in low
    adaptive capacity conditions (Figure 3). Thus,H5awas confirmed.
    Similarly, in the case of process innovation, the graph of the high versus low adaptive
    capacity regression lines showed that the positive impact of the hybrid strategy was stronger
    ConstructsMean SD12345

  2. Hybrid
    strategy 13.83 5.28 10.23
    [0.18, 0.29] 0.24
    [0.16, 0.32] 0.68
    [0.57, 0.79] 0.47
    [0.39, 0.56]

  3. Product
    innovation 1.99 1.37 0.20** 0.800.78
    [0.,67, 0.89] 0.18
    [0.12, 0.25] 0.21
    [0.12, 0.31]

  4. Process
    innovation 2.20 1.44 0.21** 0.69** 0.810.24
    [0.18, 0.31] 0.27
    [0.19, 0.35]

  5. Firm
    performance 3.68 0.85 0.58** 0.17**0.14* 0.770.71
    [0.63, 0.80]

  6. Adaptive
    capacity 3.77 0.86 0.47** 0.200.240.59** 1
    Note(s):*p< 0.05 **p< 0.01 or better (two-tailed test). SD5standard deviation. Underline values on the
    diagonal are the square roots of the AVE. Off-diagonal elements below the diagonal are correlations between
    the constructs. Off-diagonal elements in italics and above the diagonal are the HTMTs and their 95%
    confidence intervals (CI). As the HTMTs are below 0.85 and CIs do not include 1, there is discriminant validity
    (Hairet al., 2017)
    Source(s):Authors’own elaboration Table 4.
    Descriptive statistics,
    correlation matrix and
    discriminant validity EJIM
    27,9
    184 in high adaptive capacity conditions than in low adaptive capacity conditions (Figure 4).H5a
    can therefore be confirmed.

  7. Discussion
    Studies over the past decades have not conclusively determined the specific conditions under
    which it is preferable for a firm to pursue a combined or hybrid competitive strategy, rather
    Indirect effect
    Variance explained
    Size of the mediation
    effect
    R
    2
    included
    R
    2
    excluded
    R
    2
    variance
    explained(f
    2
    )
    Hybrid Strategy→Process
    Innovation→Firm
    Performance
    0.370.340.030.05 (small effect)
    Note(s):f
    2
    5(R
    2
    included–R
    2
    excluded)/(1–R
    2
    included); effect sizes off
    2
    ≥0.02,≥0.15, and≥0.35 are small,
    medium and large, respectively (Cohen, 1988)
    Source(s):Authors’own elaboration
    Table 5.
    Mediation effect size of
    process innovation
    Figure 2.
    Result model
    Can hybrid
    strategy
    improve SME
    performance?
    185 than a single (or pure or generic) competitive strategy of differentiation or cost leadership
    (Gabrielssonet al., 2016). Studies such as those byHe and Wong (2004)argue that the skillset
    needed to achieve the cost leadership strategy differs from that of the differentiation strategy,
    Figure 3.
    Interactive effect of
    hybrid strategy and
    adaptive capacity on
    product innovation
    Figure 4.
    Interactive effect of
    hybrid strategy and
    adaptive capacity on
    process innovation
    EJIM
    27,9
    186 such that maintaining both skill sets is often not feasible, especially for smaller firms with
    fewer resources.
    However, recent studies show that firms that adopt strategies based solely on cost
    leadership or differentiation (pure strategies) are not effective in today’s environment, where
    change is unpredictable, competition is fierce, and decision-making is increasingly complex
    (Anwar and Hasnu, 2017). Along these lines,Alnooret al.(2023)emphasise that a pure
    strategy may mean that companies are unable to compete in the new scenarios resulting from
    the changes that have occurred in recent years. It is highly likely that these turbulent and
    uncertain environments, characterised by the unstable economic, social, and political factors
    (Lapersonneet al., 2015), have been decisive in forcing SMEs to adapt in order to survive.
    They do so by adopting hybrid strategies that optimise all their available resources and
    capabilities, thus outperforming generic strategies and obtaining better results than those
    based solely on differentiation. Therefore, more studies are required to analyse the effects of
    developing a hybrid strategy (Alnooret al., 2023). Thus, our study seeks to shed light on the
    results obtained by SMEs after applying hybrid strategies.
    First, our results confirmed the positive relationship between hybrid strategy adoption
    and business performance (H1), thus differentiating hybrid or combined strategies from the
    stagnant or“stuck in the middle”strategies described byPorter (1980,1985). Owing to their
    small size and high flexibility (Gubitta and Gianecchini, 2002), SMEs can effectively design
    their competitive strategy to adapt to the changing environment.
    Second, our research has shown that SMEs that implement hybrid strategies can improve
    their product and process innovation (H2aandH2b). These results are in line with recent
    studies such asAlbers and Rundshagen (2020), who established that a hybrid strategy
    improves innovation and enables better crisis management. In a similar study,Claver-Cort  es
    et al.(2012)report that their empirical results confirm that a hybrid competitive strategy
    enhances innovation such that the more hybrid the strategy, the more innovative the firm.
    Similarly,Alnooret al.(2023)suggest that the use of hybrid strategies in different sectors
    leads a firm to obtain higher market share, improve quality, increase flexibility, strengthen
    innovation, improve lead times, and reduce costs.
    Third, we examined the relationship between each type of innovation (product and
    process) and its impact on firm performance. This study found no empirical evidence of a
    positive relationship between product innovation and company performance (H3a),
    confirming only a positive relationship between process innovation and performance
    (H3b). These findings confirm previous empirical studies (i.e.Cheahet al., 2022), which find a
    positive relationship between process innovation and performance in SMEs. Therefore, our
    study contributes to the literature by identifying how a particular type of innovation (process
    innovation in our case) is key to maintaining in SMEs performance. This may be because
    SMEs managers consider their competitive advantage is, to a greater extent, a result of
    internal (process) innovation rather than product innovation, since SMEs have fewer
    resources than large companies to communicate their results (Baumann-Paulyet al., 2013).
    Fourth, we analysed the mediating role of both types of innovation in the positive
    relationship between hybrid strategy and firm performance (H4aandH4b). We confirmed
    that only process innovation mediates this relationship. Therefore, we advance the notion
    that a particular type of innovation, process innovation, is key to SMEs sustaining their
    entrepreneurial businesses (Singhet al., 2022).
    Finally, the implementation of a hybrid strategy requires more flexible and organic
    structures (Claver-Corteset al., 2012) that allow for high adaptability. This study empirically
    demonstrated that SMEs with higher adaptive capacity achieve better innovation outcomes
    from their hybrid strategies than those with lower adaptive capacity (H5aandH5b).
    Therefore, we confirmed the findings ofOktemgil and Greenley (1997)on how highly
    adaptive firms perform better than low-adaptive firms despite the impacts of higher costs, Can hybrid
    strategy
    improve SME
    performance?
    187 because high adaptive capacity involves a market orientation that allows firms to operate in
    more turbulent external environments.

  8. Conclusions
    7.1 Theoretical implications
    Our findings advance the existing literature in several ways. First, this study expands the
    current theoretical knowledge on how firm performance is formed from a strategic point of
    view. In doing so, we developed a unified model that has not been previously analysed. Our
    model integrates several constructs: hybrid strategy, innovation (processes and products),
    adaptive capacity, and firm performance. Thus, the study provides a better understanding of
    what happens in the first stages of the process that leads to improved firm performance.
    When considering a hybrid strategy, this study helps researchers understand that process
    innovation plays a specific mediating role between hybrid strategy and firm performance and
    that higher levels of a company’s adaptative capacity enhances innovation development (in
    processes and products).
    Second, over time, many publications, empirical works, and case studies onPorter’s (1980,
    1985)competitive strategies have served to guide many companies to improve their
    competitive positions in the market. However, this theory perceives competitive strategies as
    dichotomous and does not focus on their potential to be understood as simultaneous
    strategies, that is, as combined or hybrid strategies that are of interest in the turbulent
    environments in which SMEs compete. Thus, SMEs that develop a hybrid strategy can
    overcome the weaknesses of a pure competitive strategy (cost leadership or differentiation)
    because they combine the advantages of both strategies (Leitner and G € uldenberg, 2010).
    Hence, achieving a cost-leadership strategy drives SMEs to achieve differentiation strategies,
    and vice versa. This finding implies that a dual strategy, although derived from highly
    divergent organisational philosophies, is not prohibitively difficult to implement successfully
    in SMEs if the company has adequate resources and competencies to do so. However,
    contrary to our prediction that a hybrid strategy would allow the development of process and
    product innovation and, in turn, improve firm performance, this is only possible through
    process innovation. This may be because SME managers consider their competitive
    advantage to be, to a greater extent, the result of internal (process) innovation rather than
    product innovation as SMEs have fewer resources than large companies to communicate any
    product-innovation results (Baumann-Paulyet al., 2013).
    Finally, while research on hybrid strategies reveals significant benefits in terms of higher
    levels of product and process innovation (Kaya, 2015), it has not examined the active role of
    dynamic capabilities in increasing or minimising the positive influence of hybrid strategies
    on innovation. Our results show that adaptive capacity moderates the effects of hybrid
    strategy on product and service innovation. Thus, under conditions of high adaptive
    capacity, the relationships of hybrid strategy–product innovation and hybrid strategy–
    process innovation are strengthened, whereas under conditions of low adaptive capacity,
    these relationships are weakened.
    In summary, our study helps advance the knowledge of the application of hybrid
    strategies in SMEs in the current times of high uncertainty, thus opening the door to new
    theories that complement previous ones.
    7.2 Practical implications
    Beyond theory, our empirical findings have significant implications for both practice and
    policymaking. The finding that hybrid strategies should be recommended for any manager
    facing of the difficulty that always exists in decision-making: based on their initial EJIM
    27,9
    188 competitive strategy, our advice would be to invest resources and capabilities to achieve
    innovation, allowing the competitive strategy to be improved. For example, according to our
    findings, if a strategy is based on differentiation to compete in a turbulent environment, the
    focus should be on process innovation, which allows cost improvement. In contrast, in the
    case of a cost strategy, the focus should be on innovation, allowing the firm to achieve
    differentiation.
    The results of this study offer interesting ideas for both managers and professionals,
    especially for managers of SMEs. First, this study highlights that SMEs need to establish
    strategies that capitalise on all types of resources and capabilities and not limit themselves to
    generating competitive advantages in a single direction, such as differentiation or cost
    leadership. In situations of dramatic change such as the current scenario, SME managers
    must be aware that applying hybrid or combined strategies may be the best way to ensure
    their company’s survival.
    Second, implementing a hybrid strategy requires agile and flexible systems for greater
    and faster adaptation to changes. It also requires a combination of efficiency and innovation
    in both products and processes to deliver better business results than competitors that
    implement pure strategies (focussing solely on differentiation or cost reduction), thereby
    limiting their use of resources.
    Third, organisations exist for a purpose: to continually improve their firm performance.
    Our results suggest that SME managers and leaders can improve performance through
    process innovation. This can be a key weapon in fighting competition through the design of
    sustainable and innovative processes.
    Fourth, managers and leaders need to invest a significant amount of time and
    organisational resources to develop high levels of adaptive capacity because adaptive
    capacity significantly facilitates product and process innovation when a company uses a
    hybrid strategy. In other words, firm innovation largely depends on a firm’s intention to
    improve its adaptive capacity. As companies develop and implement these types of
    capabilities in their routines, systems, and organisational processes, innovation becomes a
    reality and helps companies remain competitive.
    Finally, managers can use hybrid strategies to generate process innovation, making it
    more difficult for competitors to imitate them.
    7.3 Limitations and future research directions
    Although our study has numerous implications for theory and practice, it is not without
    limitations, which offer possibilities for future research. First, one of the limitations of the
    study is the use of a database, which limits the study to variables that are part of the survey;
    therefore, we lack information about how the culture or beliefs of the company affect the
    implementation of a hybrid strategy. Determining the contingency factors in the
    implementation of this type of strategy would be much more enriching. As a line of future
    research, we propose identifying both internal (e.g. organisational culture) and external
    factors (e.g. sector dynamism) that favour the hybridisation of competitive strategy to
    improve both innovation and business performance.
    Second, our study focussed on SMEs, and we thus suggest that future researchers use our
    framework to undertake a comparative study between SMEs and large companies to
    determine the differences in terms of the direct and indirect effects between hybrid strategy,
    innovation, adaptive capacity, and firm performance.
    Finally, the results of this study are based exclusively on quantitative information.
    Therefore, to arrive at solid implications for both theory and practice, we suggest that future
    research use a mixed-research design that combines quantitative and qualitative information
    to compensate for the weaknesses of each data source. Can hybrid
    strategy
    improve SME
    performance?
    189 Despite the aforementioned limitations, the results of this study provide several vital
    insights for theory, researchers, organisations on hybrid strategies, and innovation and firm
    performance in the context of SMEs.
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