Vertical Integration Supplier Behavior and Quality Upgrading

All papers and comparison plots · Results JSON · Quarto source

7 of 7 registered specifications have estimates. Every registered specification appears below.

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

Data and estimation

Outcomes are divided by their unweighted source-sample standard deviation (ddof=1), before exclusions; they are not centered. Treatment adoption is the first observed treated period. Models share an eligible sample, fixed effects, controls and weights. Initially treated units, missing −1 baselines and unsupported untreated-outcome predictions are removed. For switching treatments, untreated rows after first adoption are removed. Exact counts and settings are in the JSON.

Static TWFE uses the treatment indicator. Dynamic TWFE omits event time −1. BJS/did2s fits untreated outcomes, then averages imputation residuals. Sun–Abraham estimates cohort-by-event-time effects. The three dynamic estimates share post-period aggregation weights. Event-study tails are unbinned. These are common-sample reruns, not Peter’s original estimator-specific sample and tail-binning rules.

The homogeneity test restricts identified cohort deviations at positive event times to zero; leads and event time 0 remain unrestricted. It is a homoskedastic nested-model F-test. Estimate intervals are separately cluster-robust, with the did2s two-stage correction. Large panels use algebraically equivalent sparse regressions; backend and validation results are recorded in JSON.

Adoption timing

Treatment adoption timing

S09-P007: seeded sample of 100 of 820 eligible units. Purple untreated; yellow treated; white unobserved. Calendar periods follow the configured time grid. Each specification uses its own full eligible sample.

Specification Status F_pvalue Static TWFE Dynamic TWFE BJS / did2s Sun–Abraham
S09-P001 estimated 0.07256 -0.1993 -0.2002 -0.1416 -0.2303
S09-P002 estimated 0.6478 -0.2471 -0.5867 -0.4411 -0.3588
S09-P003 estimated 0.6547 -0.2593 -0.2181 -0.27 -0.04367
S09-P004 estimated 0.8118 -0.2787 -0.3244 -0.185 -0.5533
S09-P005 estimated — -0.728 -0.7503 -0.7872 -0.7503
S09-P006 estimated — -0.08017 -0.08658 -0.2407 -0.08658
S09-P007 estimated 1.709e-05 0.458 0.5245 0.488 0.5367

Specifications

Open a specification for its estimates, event studies and homogeneity test. Plots display −10 through 10; JSON contains the full paths. Large-panel intervals are calculated over the displayed window.

S09-P001 · HHLT-T5-PA-C1-QUANTITY

Specification JSON · Configuration

HHLT-T5-PA-C1-QUANTITY

Source rows: 315,442; fitted rows: 205,126; units: 12,244; clusters: 1,028; treated cohorts: 4. Source outcome SD: 1.072208.

method estimate se lower upper
Static TWFE -0.1993 0.067707 -0.33216 -0.06644
Dynamic TWFE -0.20016 0.090992 -0.37871 -0.021608
BJS / did2s -0.14156 0.02071 -0.1822 -0.10092
Sun–Abraham -0.23027 0.14468 -0.51418 0.053639

Post-period weighting: observations. Homogeneity F(27, 190713) = 1.42; p = 0.07256.

TWFE, imputation, saturated event studies and cohort deviations
S09-P002 · HHLT-T5-PA-C2-DISTANCE

Specification JSON · Configuration

HHLT-T5-PA-C2-DISTANCE

Source rows: 137,248; fitted rows: 90,618; units: 7,782; clusters: 936; treated cohorts: 2. Source outcome SD: 0.63696908.

method estimate se lower upper
Static TWFE -0.24706 0.18793 -0.61587 0.12175
Dynamic TWFE -0.58667 0.2144 -1.0074 -0.16591
BJS / did2s -0.44109 0.085702 -0.60928 -0.2729
Sun–Abraham -0.35878 0.092886 -0.54107 -0.17649

Post-period weighting: observations. Homogeneity F(8, 81513) = 0.7493; p = 0.6478.

TWFE, imputation, saturated event studies and cohort deviations
S09-P003 · HHLT-T5-PA-C3-TIMESEA

Specification JSON · Configuration

HHLT-T5-PA-C3-TIMESEA

Source rows: 159,724; fitted rows: 103,870; units: 8,623; clusters: 947; treated cohorts: 3. Source outcome SD: 0.45123877.

method estimate se lower upper
Static TWFE -0.25926 0.073944 -0.40437 -0.11414
Dynamic TWFE -0.21807 0.37474 -0.95349 0.51736
BJS / did2s -0.27004 0.05824 -0.38434 -0.15575
Sun–Abraham -0.043665 0.15601 -0.34983 0.2625

Post-period weighting: observations. Homogeneity F(16, 93836) = 0.8279; p = 0.6547.

TWFE, imputation, saturated event studies and cohort deviations
S09-P004 · HHLT-T5-PB-C1-QUANTITY

Specification JSON · Configuration

HHLT-T5-PB-C1-QUANTITY

Source rows: 315,442; fitted rows: 218,915; units: 12,429; clusters: 1,030; treated cohorts: 2. Source outcome SD: 1.072208.

method estimate se lower upper
Static TWFE -0.27866 0.058253 -0.39297 -0.16435
Dynamic TWFE -0.32444 0.092918 -0.50677 -0.14211
BJS / did2s -0.18504 0.012567 -0.2097 -0.16038
Sun–Abraham -0.55334 0.041481 -0.63474 -0.47194

Post-period weighting: observations. Homogeneity F(2, 204574) = 0.2085; p = 0.8118.

TWFE, imputation, saturated event studies and cohort deviations
S09-P005 · HHLT-T5-PB-C2-DISTANCE

Specification JSON · Configuration

HHLT-T5-PB-C2-DISTANCE

Source rows: 137,248; fitted rows: 96,966; units: 7,939; clusters: 942; treated cohorts: 1. Source outcome SD: 0.63696908.

method estimate se lower upper
Static TWFE -0.72798 0.26922 -1.2563 -0.19964
Dynamic TWFE -0.75025 0.16707 -1.0781 -0.42239
BJS / did2s -0.78716 0.081683 -0.94746 -0.62686
Sun–Abraham -0.75025 0.16707 -1.0781 -0.42239

Post-period weighting: observations. Homogeneity F(—, —) = —; p = —.

Only one treated cohort remains on the common supported sample.

TWFE, imputation, saturated event studies and cohort deviations
S09-P006 · HHLT-T5-PB-C3-TIMESEA

Specification JSON · Configuration

HHLT-T5-PB-C3-TIMESEA

Source rows: 159,724; fitted rows: 110,998; units: 8,784; clusters: 951; treated cohorts: 1. Source outcome SD: 0.45123877.

method estimate se lower upper
Static TWFE -0.080173 0.38335 -0.83248 0.67213
Dynamic TWFE -0.086585 0.36856 -0.80988 0.63671
BJS / did2s -0.2407 0.1304 -0.4966 0.015202
Sun–Abraham -0.086585 0.36856 -0.80988 0.63671

Post-period weighting: observations. Homogeneity F(—, —) = —; p = —.

Only one treated cohort remains on the common supported sample.

TWFE, imputation, saturated event studies and cohort deviations
S09-P007 · HHLT-T5-PC-C1-TRIPS · homogeneity rejected

Specification JSON · Configuration

HHLT-T5-PC-C1-TRIPS

Source rows: 12,911; fitted rows: 9,742; units: 820; clusters: 820; treated cohorts: 10. Source outcome SD: 0.62247678.

method estimate se lower upper
Static TWFE 0.45798 0.086555 0.28808 0.62788
Dynamic TWFE 0.52454 0.1245 0.28016 0.76893
BJS / did2s 0.48804 0.10011 0.29154 0.68454
Sun–Abraham 0.53673 0.099792 0.34085 0.73261

Post-period weighting: observations. Homogeneity F(64, 8761) = 1.913; p = 1.709e-05.

TWFE, imputation, saturated event studies and cohort deviations

Reproduce

Code, configurations and environments · Generic Quarto template · Editable Jot template. Source datasets remain local. Run python templates/full_archive/run_archive.py, then python templates/full_archive/build_collection.py.