Bricks and Mortar vs. Clicks and Mortar – A Supply Chain Perspective

 

Fernando Bernstein, Jing-Sheng Song, and Xiaona Zheng

The Fuqua School of Business, Duke University

 

The Internet has provided the traditional retailers a new avenue to serve their customers. Consequently, many bricks-and-mortar (BM) retailers have chosen to transform to clicks-and-mortar (CM) ones by setting a new Internet channel beside the preexisting one.  Examples include Best Buy, Wal-Mart Stores, Barnes & Noble, and many more. Despite these industrial practices, several fundamental questions remain: (1) will it really pay off for a bricks-and-mortar retailer to move online? (2) What would be the equilibrium industry structure? And (3) who will be better off at the equilibrium -- the retailers, or the consumers, or both?  Using a duopoly setting, we study these issues by comparing the outcomes of several supply-chain to supply-chain competition scenarios. We show that CM vs. CM is indeed the equilibrium channel structure.  We find that, at equilibrium, compared with those in the BM vs. BM scenario, (i) business profitability, i.e., retailer’s total profit, does not change; (ii) consumers are better off under very moderate conditions on the parameters; (iii) overall productivity increases, i.e., the firms serve the same number of consumers for less cost.  We also extend the model to incorporate outside options for consumers such as having retailers that cannot enter the duopoly market. It is shown that business profitability increases and consumers are better off under certain conditions. Finally, we evaluate the performance of various Internet pricing strategies employed in the marketplace.  We conclude that some of the easy-to-implement strategies are fairly effective in comparison with the theoretical equilibrium price.

 

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