Vertical Integration Supplier Behavior and Quality Upgrading — expanded estimators

Hansman et al. (2020), JPE. https://doi.org/10.1086/708818

7 specifications. Effects are in outcome standard deviations; intervals are 95%.

Treatment adoption

Treatment adoption timing

S09-P007: seeded sample of 100 of 820 eligible units. Purple untreated; yellow treated; white unobserved.

HHLT-T5-PA-C1-QUANTITY

HHLT-T5-PA-C1-QUANTITY · S09-P001 · Data & fit details

205,126 observations · 12,244 units · 1,028 clusters · 8 treated / 12,236 control units.

Estimate comparison

S09-P001: point estimates, targets and available 95% intervals
Estimator Estimate (SDs) SE 95% CI Averaging
Static TWFE -0.199 0.068 [-0.332, -0.066] Coefficient
Dynamic TWFE -0.200 0.091 [-0.379, -0.022] Treated cells
BJS / did2s -0.142 0.021 [-0.182, -0.101] Treated cells
Sun–Abraham -0.230 0.145 [-0.514, 0.054] Treated cells
CS-DID (equal event-time) -0.324 0.179 [-0.676, 0.027] Equal post-event times
CS-DID (treated cells) -0.349 0.322 [-0.980, 0.282] Treated cells
Event studies

Periods −10 to +10; pointwise 95% intervals where available.

Dynamic TWFE event study BJS / did2s event study Sun–Abraham event study CS-DID event study

HHLT-T5-PA-C2-DISTANCE

HHLT-T5-PA-C2-DISTANCE · S09-P002 · Data & fit details

90,618 observations · 7,782 units · 936 clusters · 5 treated / 7,777 control units.

Estimate comparison

S09-P002: point estimates, targets and available 95% intervals
Estimator Estimate (SDs) SE 95% CI Averaging
Static TWFE -0.247 0.188 [-0.616, 0.122] Coefficient
Dynamic TWFE -0.587 0.214 [-1.007, -0.166] Treated cells
BJS / did2s -0.441 0.086 [-0.609, -0.273] Treated cells
Sun–Abraham -0.359 0.093 [-0.541, -0.176] Treated cells
CS-DID (equal event-time) -0.253 0.123 [-0.493, -0.012] Equal post-event times
CS-DID (treated cells) -0.352 0.254 [-0.850, 0.145] Treated cells
Event studies

Periods −10 to +10; pointwise 95% intervals where available.

Dynamic TWFE event study BJS / did2s event study Sun–Abraham event study CS-DID event study

HHLT-T5-PA-C3-TIMESEA

HHLT-T5-PA-C3-TIMESEA · S09-P003 · Data & fit details

103,870 observations · 8,623 units · 947 clusters · 6 treated / 8,617 control units.

Estimate comparison

S09-P003: point estimates, targets and available 95% intervals
Estimator Estimate (SDs) SE 95% CI Averaging
Static TWFE -0.259 0.074 [-0.404, -0.114] Coefficient
Dynamic TWFE -0.218 0.375 [-0.953, 0.517] Treated cells
BJS / did2s -0.270 0.058 [-0.384, -0.156] Treated cells
Sun–Abraham -0.044 0.156 [-0.350, 0.263] Treated cells
CS-DID (equal event-time) -0.030 0.165 [-0.354, 0.294] Equal post-event times
CS-DID (treated cells) -0.073 0.536 [-1.124, 0.978] Treated cells
Event studies

Periods −10 to +10; pointwise 95% intervals where available.

Dynamic TWFE event study BJS / did2s event study Sun–Abraham event study CS-DID event study

HHLT-T5-PB-C1-QUANTITY

HHLT-T5-PB-C1-QUANTITY · S09-P004 · Data & fit details

218,915 observations · 12,429 units · 1,030 clusters · 5 treated / 12,424 control units.

Estimate comparison

S09-P004: point estimates, targets and available 95% intervals
Estimator Estimate (SDs) SE 95% CI Averaging
Static TWFE -0.279 0.058 [-0.393, -0.164] Coefficient
Dynamic TWFE -0.324 0.093 [-0.507, -0.142] Treated cells
BJS / did2s -0.185 0.013 [-0.210, -0.160] Treated cells
Sun–Abraham -0.553 0.041 [-0.635, -0.472] Treated cells
CS-DID (equal event-time) -0.898 0.056 [-1.008, -0.788] Equal post-event times
CS-DID (treated cells) -0.803 0.396 [-1.580, -0.026] Treated cells
Event studies

Periods −10 to +10; pointwise 95% intervals where available.

Dynamic TWFE event study BJS / did2s event study Sun–Abraham event study CS-DID event study

HHLT-T5-PB-C2-DISTANCE

HHLT-T5-PB-C2-DISTANCE · S09-P005 · Data & fit details

96,966 observations · 7,939 units · 942 clusters · 4 treated / 7,935 control units.

Estimate comparison

S09-P005: point estimates, targets and available 95% intervals
Estimator Estimate (SDs) SE 95% CI Averaging
Static TWFE -0.728 0.269 [-1.256, -0.200] Coefficient
Dynamic TWFE -0.750 0.167 [-1.078, -0.422] Treated cells
BJS / did2s -0.787 0.082 [-0.947, -0.627] Treated cells
Sun–Abraham -0.750 0.167 [-1.078, -0.422] Treated cells
CS-DID (equal event-time) -0.626 0.246 [-1.109, -0.143] Equal post-event times
CS-DID (treated cells) -0.682 0.269 [-1.209, -0.155] Treated cells
Event studies

Periods −10 to +10; pointwise 95% intervals where available.

Dynamic TWFE event study BJS / did2s event study Sun–Abraham event study CS-DID event study

HHLT-T5-PB-C3-TIMESEA

HHLT-T5-PB-C3-TIMESEA · S09-P006 · Data & fit details

110,998 observations · 8,784 units · 951 clusters · 4 treated / 8,780 control units.

Estimate comparison

S09-P006: point estimates, targets and available 95% intervals
Estimator Estimate (SDs) SE 95% CI Averaging
Static TWFE -0.080 0.383 [-0.832, 0.672] Coefficient
Dynamic TWFE -0.087 0.369 [-0.810, 0.637] Treated cells
BJS / did2s -0.241 0.130 [-0.497, 0.015] Treated cells
Sun–Abraham -0.087 0.369 [-0.810, 0.637] Treated cells
CS-DID (equal event-time) -0.017 0.432 [-0.863, 0.829] Equal post-event times
CS-DID (treated cells) -0.023 0.379 [-0.765, 0.720] Treated cells
Event studies

Periods −10 to +10; pointwise 95% intervals where available.

Dynamic TWFE event study BJS / did2s event study Sun–Abraham event study CS-DID event study

HHLT-T5-PC-C1-TRIPS

HHLT-T5-PC-C1-TRIPS · S09-P007 · Data & fit details

9,742 observations · 820 units · 820 clusters · 47 treated / 773 control units.

Estimate comparison

S09-P007: point estimates, targets and available 95% intervals
Estimator Estimate (SDs) SE 95% CI Averaging
Static TWFE 0.458 0.087 [0.288, 0.628] Coefficient
Dynamic TWFE 0.525 0.125 [0.280, 0.769] Treated cells
BJS / did2s 0.488 0.100 [0.292, 0.685] Treated cells
Sun–Abraham 0.537 0.100 [0.341, 0.733] Treated cells
CS-DID (equal event-time) 0.515 0.119 [0.283, 0.748] Equal post-event times
CS-DID (treated cells) 0.531 0.129 [0.278, 0.784] Treated cells
Matrix completion 0.474 — — Treated cells
Event studies

Periods −10 to +10; pointwise 95% intervals where available.

Dynamic TWFE event study BJS / did2s event study Sun–Abraham event study CS-DID event study Matrix completion event study