The Cyclical Behavior of Strategic Inventories

S-Tier
Journal: Quarterly Journal of Economics
Year: 1989
Volume: 104
Issue: 1
Pages: 73-97

Authors (2)

Julio J. Rotemberg Garth Saloner (not in RePEc)

Score contribution per author:

4.022 = (α=2.01 / 2 authors) × 4.0x S-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

This paper presents a model in which inventories are used by a duopoly to deter deviations from an implicitly collusive arrangement. Higher inventories allow firms to punish cheaters more strongly and can thus help to maintain collusion. We show that when demand is high, the incentive to deviate increases so that increases in inventories may be optimal for the duopoly. This rationalizes the observed positive correlation between inventories and sales. In our empirical section we show that, as our model predicts, this correlation is more important in concentrated industries. We also provide several examples where inventories have been a factor in cartel behavior.

Technical Details

RePEc Handle
repec:oup:qjecon:v:104:y:1989:i:1:p:73-97.
Journal Field
General
Author Count
2
Added to Database
2026-01-29