Dynamic Explanations of Industry Structure and Performance



Contents

Tables and Figures............................................................................................................................................ ii

Acknowledgement ............................................................................................................................................ iii

Affiliation......................................................................................................................................................... iii

Preface.............................................................................................................................................................. iii

1.  Introduction............................................................................................................................................... 1

2.  20th Century Redux.................................................................................................................................... 3

3.  Expanding the Neoclassical Theory of Vertical Organization and Performance .......................................... 6

4.  The Triumph of Capital Markets: Mergers, Leveraged Buyouts and their Impact on Performance .............. 8

5.  Successive Monopoly/Oligopoly Requires a New Approach to Farm to Retail Price Transmission............. 10

6.  Shifting Power Balances Drive New Coordination Programs: The U.S. Example ....................................... 12

7.  An Out of the Box Solution: Truly National Supermarket Chains............................................................... 14

References ........................................................................................................................................................ 17

Food Marketing Policy Center Research Report Series Ordering Information.................................................... 35

Tables and Figures

Picture 1. The A&P Chain Store on Main Street, Mystic, Connecticut, 1940 ..................................................... 21

Table 1. Evolution of the Food Industries in the U.S. and Europe ...................................................................... 22

Table 2. Determinants of Economic Organization.............................................................................................. 23

Table 3. Cost Pass Through Rate Equations for Two Processors and Two Retailers........................................... 24

Figure 1. Stigler's Functional Cost Theory of Vertical Market Structure ............................................................ 25

Figure 2. The Problem of Channel Coordination: Successive Monopoly............................................................ 25

Figure 3. Elimination of Double Marginalization by Trade Promotion............................................................... 26

Appendix

Stock Price Charts for Selected Leading Food Manufacturing, Retailers, and Internet Startups .......................... 27

ii



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