“Tacit bundling” among rivals

Author(s)
Anastasia Leontiou, Nicholas Ziros
Abstract

This paper derives a stochastic discount strategy that encourages the joint consumption of two partial-substitute goods. The seller of the less valuable product offers a limited-availability discount to consumers with reference-dependent preferences à la Kőszegi and Rabin (2006). The stochastic discount introduces uncertainty in the consumers’ outcomes and increases their willingness to pay. Due to market competition, such stochastic pricing is effective only when it induces consumers to purchase both products. The other seller, who can only use deterministic pricing, tacitly consents as he has no benefit from engaging in a price war. Thus, a collusive outcome – which harms consumer welfare – is achieved without any explicit coordination between the two sellers.

Organisation(s)
Department of Economics
External organisation(s)
University of Cyprus
Journal
European Economic Review
Volume
165
ISSN
0014-2921
DOI
https://doi.org/10.1016/j.euroecorev.2024.104726
Publication date
06-2024
Peer reviewed
Yes
Austrian Fields of Science 2012
502013 Industrial economics, 502045 Behavioural economics
Keywords
ASJC Scopus subject areas
Economics and Econometrics, Finance
Portal url
https://ucrisportal.univie.ac.at/en/publications/06774ce9-699b-49b8-982d-16f188494243