The Network Origins of Entry

S-Tier
Journal: Journal of Political Economy
Year: 2024
Volume: 132
Issue: 11
Pages: 3867 - 3916

Authors (3)

Arthur Campbell (not in RePEc) Philip Ushchev (Université Libre de Bruxelles) Yves Zenou (not in RePEc)

Score contribution per author:

2.681 = (α=2.01 / 3 authors) × 4.0x S-tier

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

Abstract

We develop a model of market entry under social learning through word of mouth (WOM). The success of an entrant depends on consumer awareness generated via WOM, modeled as a percolation process on a random graph. The likelihood of an entrant gaining significant awareness depends on network structure, characterized by the first three factorial moments of the degree distribution. We identify three pricing equilibria: blockaded, deterred, and accommodated entry. The model demonstrates that increased network density can shift equilibria from blockaded to deterred and eventually to accommodated entry. Numerical simulations suggest that consumer surplus may be nonmonotonic with respect to network density. Additionally, if incumbents can charge personalized prices based on consumers' connectivity, they may optimally set lower prices for highly connected consumers.

Technical Details

RePEc Handle
repec:ucp:jpolec:doi:10.1086/730550
Journal Field
General
Author Count
3
Added to Database
2026-01-29