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Sales and Consumer Inventory

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Author Info
Igal Hendel
Aviv Nevo

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Abstract

Temporary price reductions (sales) are common for many goods and naturally result in large increase in the quantity sold. We explore whether the data support the hypothesis that these increases are, at least partly, due to dynamic consumer behavior: at low prices consumers stockpile for future consumption. This effect, if present, renders standard static demand estimates misleading, which has broad economic implications. We construct a dynamic model of consumer choice, use it to derive testable predictions and test these predictions using two years of scanner data on the purchasing behavior of a panel of households. The results support the existence of household stockpiling behavior and suggest that static demand estimates, which neglect dynamics, may overestimate price sensitiveness by up to a factor of 2 to 6.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 9048.

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Date of creation: Jul 2002
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Handle: RePEc:nbr:nberwo:9048

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Find related papers by JEL classification:
L0 - Industrial Organization - - General
L4 - Industrial Organization - - Antitrust Issues and Policies

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:

  1. Aguirregabiria, Victor, 1999. "The Dynamics of Markups and Inventories in Retailing Firms," Review of Economic Studies, Blackwell Publishing, vol. 66(2), pages 275-308, April. [Downloadable!] (restricted)
  2. Boizot, Christine & Robin, Jean-Marc & Visser, Michael, 2001. "The Demand for Food Products: An Analysis of Interpurchase Times and Purchased Quantities," Economic Journal, Royal Economic Society, vol. 111(470), pages 391-419, April. [Downloadable!] (restricted)
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  3. Conlisk, John & Gerstner, Eitan & Sobel, Joel, 1984. "Cyclic Pricing by a Durable Goods Monopolist," The Quarterly Journal of Economics, MIT Press, vol. 99(3), pages 489-505, August. [Downloadable!] (restricted)
  4. Peter E. Rossi & Judith A. Chevalier & Anil K. Kashyap, 2002. "Why Don't Prices Rise During Periods of Peak Demand? Evidence from Scanner Data," Yale School of Management Working Papers ysm291, Yale School of Management. [Downloadable!]
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(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. David R. Bell & Christian A.L. Hilber, 2004. "An Empirical Test of the Theory of Sales: Do Household Storage Costs Affect Consumer and Store Behavior?," Working Papers 05-23, Utrecht School of Economics. [Downloadable!]
  2. Christopher T. Conlon & Julie Holland Mortimer, 2008. "Demand Estimation Under Incomplete Product Availability," NBER Working Papers 14315, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  3. Peter Berck & Jennifer Brown & Jeffrey Perloff & Sofia Villas-Boas, 2007. "Sales: Tests of Theories on Causality and Timing," Department of Agricultural & Resource Economics, UC Berkeley, Working Paper Series 1031, Department of Agricultural & Resource Economics, UC Berkeley. [Downloadable!]
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  4. Junmin Wan, 2005. "Rational Addiction with Optimal Inventories: Theory and Evidence from Cigarette Purchases in Japan," ISER Discussion Paper 0641, Institute of Social and Economic Research, Osaka University. [Downloadable!]
  5. Pinelopi K. Goldberg & Rebecca Hellerstein, 2007. "A framework for identifying the sources of local currency price stability with an empirical application," Staff Reports 287, Federal Reserve Bank of New York. [Downloadable!]
    Other versions:
  6. Mitraille, Sébastien & Moreaux, Michel, 2007. "Inventories and Endogenous Stackelberg Hierarchy in Two-Period Cournot Oligopoly," IDEI Working Papers 428, Institut d'Économie Industrielle (IDEI), Toulouse. [Downloadable!]
    Other versions:
  7. Michael Noel, 2004. "Edgeworth Price Cycles, Cost-based Pricing and Sticky Pricing in Retail Gasoline Markets," University of California at San Diego, Economics Working Paper Series 2004-04, Department of Economics, UC San Diego. [Downloadable!]
  8. Wesley Hartmann, 2006. "Intertemporal effects of consumption and their implications for demand elasticity estimates," Quantitative Marketing and Economics, Springer, vol. 4(4), pages 325-349, December. [Downloadable!] (restricted)
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