Эмпирическая оценка пространственной конкуренции между розничными сетями продуктов питания в Москве и Санкт-Петербурге
DOI:
https://doi.org/10.22394/1993-7601-2026-81-92-116Ключевые слова:
пространственная конкуренция, вход на рынок, продовольственный ритейл, розничные сети, пространственная эконометрикаАннотация
В работе представлен эмпирический анализ пространственной конкуренции крупных розничных сетей на рынке продуктового ритейла Москвы и Санкт-Петербурга. На основе пробит модели упорядоченного выбора и пространственных данных исследуются детерминанты принятия решений о входе на локальные рынки и выходе с них. В результате было выявлено преобладание мотива избегания каннибализации: вероятность входа отрицательно связана с числом собственных магазинов сети на рынке. При этом рост числа магазинов конкурентов, напротив, положительно связан с вероятностью входа. Исследование также подтверждает значимость пространственных эффектов и гетерогенность поведения сетей разных форматов.Организации
Исследование осуществлено в рамках Программы фундаментальных исследований НИУ ВШЭ.Скачивания
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Arel-Bundock V., Greifer N., Heiss A. (2024). How to interpret statistical models using marginal effects for R and Python. Journal of Statistical Software, 111 (9), 1–32. DOI: 10.18637/jss.v111.i09.
Avdasheva S., Shastitko A. (2011). Russian anti-trust policy: Power of enforcement versus quality of rules. Post-Communist Economies, 23 (4), 493–505. DOI: 10.1080/14631377.2011.622571.
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Case A.C. (1991). Spatial patterns in household demand. Econometrica, 59 (4), 953–965. DOI: 10.2307/2938168.
Ellickson P.B., Grieco P.L.E., Khvastunov O. (2020). Measuring competition in spatial retail. The RAND Journal of Economics, 51 (1), 189–232. DOI: 10.1111/1756-2171.12310.
Holmes T.J. (2011). The diffusion of Wal-Mart and economies of density. Econometrica, 79 (1), 253–302. DOI: 10.3982/ECTA7699.
Hunneman A., Bijmolt T.H.A., Elhorst J.P. (2023). Evaluating store location and department composition based on spatial heterogeneity in sales potential. Journal of Retailing and Consumer Services, 73, 103355. DOI: 10.1016/j.jretconser.2023.103355.
Hunneman A., Elhorst J.P., Bijmolt T.H.A. (2022). Store sales evaluation and prediction using spatial panel data models of sales components. Spatial Economic Analysis, 17 (1), 127–150. DOI: 10.1080/17421772.2021.1916574.
Igami M., Yang N. (2016). Unobserved heterogeneity in dynamic games: Cannibalization and preemptive entry of hamburger chains in Canada: Unobserved heterogeneity in dynamic games. Quantitative Economics, 7 (2), 483–521. DOI: 10.3982/QE478.
Jia P. (2008). What happens when Wal-Mart comes to town: An empirical analysis of the discount retailing industry. Econometrica, 76 (6), 1263–1316.
Lábaj M., Morvay K., Silanič P., Weiss C., Yontcheva B. (2018). Market structure and competition in transition: Results from a spatial analysis. Applied Economics, 50 (15), 1694–1715. DOI: 10.1080/00036846.2017.1374535.
Lee M.-L., Pace R.K. (2005). Spatial distribution of retail sales. The Journal of Real Estate Finance and Economics, 31 (1), 53–69. DOI: 10.1007/s11146-005-0993-5.
Nishida M. (2015). Estimating a model of strategic network choice: The convenience-store industry in Okinawa. Marketing Science, 34 (1), 20–38. DOI: 10.1287/mksc.2014.0871.
Orhun A.Y. (2013). Spatial differentiation in the supermarket industry: The role of common information. Quantitative Marketing and Economics, 11 (1), 3–37. DOI: 10.1007/s11129-012-9123-x.
Pancras J., Sriram S., Kumar V. (2012). Empirical investigation of retail expansion and cannibalization in a dynamic environment. Management Science, 58 (11), 2001–2018. DOI: 10.1287/mnsc.1120.1540.
Pennerstorfer D., Yontcheva B. (2021). Local market definition in competition analysis: An application to entry models. Economics Letters, 198, 109678. DOI: 10.1016/j.econlet.2020.109678.
Radaev V. (2018). A rise of state activism in a competitive industry: The case of Russian retail trade law of 2009. Communist and Post-Communist Studies, 51 (1), 27–37. DOI: 10.1016/j.postcomstud.2018.01.001.
Sung H. (2022). Estimating the spatial impact of neighboring physical environments on retail sales. Cities, 123, 103579. DOI: 10.1016/j.cities.2022.103579.
Toivanen O., Waterson M. (2005). Market structure and entry: Where's the beef? The RAND Journal of Economics, 36 (3), 680–699.
Venables W.N., Ripley B.D. (2002). Modern applied statistics with S. Fourth Edition. Springer, New York.
Zhu T., Singh V. (2009). Spatial competition with endogenous location choices: An application to discount retailing. Quantitative Marketing and Economics, 7 (1), 1–35. DOI: 10.1007/s11129-008-9048-6.
Zhu T., Singh V., Manuszak M.D. (2009). Market structure and competition in the retail discount industry. Journal of Marketing Research, 46 (4), 453–466. DOI: 10.1509/jmkr.46.4.453.
