配送平台Instacart对零售杂货业的经济影响 -美国国家经济研究协会经济咨询公司（英文版）（32页）.pdf

1、Robert Kulick, Ph.DRobert Kulick, Ph.D. February 2020February 2020 The Economic Impact of Instacart on the Retail Grocery Industry: Evidence from Four States About the Author Dr. Kulick is an Associate Director in NERAs Communications, Media, and Internet Practice. He is also an adjunct professor at

2、 George Mason University Law School where he teaches Regulated Industries. The author is grateful to Instacart for its sponsorship and to Patrick McGervey and Megan Ye for assistance with this report. The views expressed are exclusively Dr. Kulicks own and do not necessarily represent those of NERA

3、Economic Consulting or any of the institutions with which he is affiliated. Executive Summary The retail grocery industry in the United States faces a precarious economic environment. Due primarily to competition from warehouse clubs, supercenters, and e-commerce, retail grocery sales have underperf

4、ormed the U.S. retail sector and the overall U.S. economy, and employment growth in the industry has been stagnant. Yet, a large proportion of consumers maintain a strong preference for shopping at retail grocery stores, and total grocery industry sales and employment still exceed sales and employme

5、nt at warehouse clubs/supercenters and e-commerce retailers. To compete in this setting, many retail grocers are turning to third-party online grocery delivery services offering online shopping and same-day grocery delivery, the largest of which is Instacart. This study applies a broad array of rigo

6、rous statistical methods using evidence from California, Illinois, New York, and Washington to evaluate whether Instacart increases grocery employment by creating incremental demand for the retail grocery industry and quantifies Instacarts effect on incremental grocery sales. The evidence indicates