Estimating industry conduct using promotion data.

We estimate the evolution of competition in the ready‐to‐eat cereal industry. To separately identify detailed patterns of industry conduct from unobserved marginal cost shocks, we construct novel instruments that interact data on rival firms' promotions with measures of products' relative isolation...

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Publicado en:RAND Journal of Economics (Wiley-Blackwell) Vol. 55; no. 4; pp. 658 - 684
Autores principales: Michel, Christian, Paz y Miño, Jose Manuel, Weiergraeber, Stefan
Formato: Artículo
Publicado: Wiley-Blackwell Dec2024
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Acceso en línea:Ver este registro en EBSCOhost
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        atl: Estimating industry conduct using promotion data.
      aug:
        au:
          Michel, Christian
          Paz y Miño, Jose Manuel
          Weiergraeber, Stefan
        affil:
          Charles River Associates and Barcelona School of Economics
          Department of Economics, Universidad de Chile
          Indiana University
      su:
        Prices
        Product differentiation
        Direct costing
        Market power
        Electricity markets
      sug:
        subj:
          Prices
          Product differentiation
          Direct costing
          Market power
          Electricity markets
      keyword:
        conduct estimation
        differentiated products markets
        market power
        markups
        conduct estimation
        differentiated products markets
        market power
        markups
      ab: We estimate the evolution of competition in the ready‐to‐eat cereal industry. To separately identify detailed patterns of industry conduct from unobserved marginal cost shocks, we construct novel instruments that interact data on rival firms' promotions with measures of products' relative isolation in the characteristics space. We find strong evidence for partial price coordination among cereal manufacturers in the beginning of our sample. After a merger in 1993 conduct becomes more competitive and on average consistent with multiproduct Nash pricing. The last part of our sample is characterized by even more aggressive pricing, implying median wholesale margins of less than 5%.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
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