EURO 2025 Leeds
Abstract Submission

1824. Traditional Sales versus Subscription Rentals in Retail: Business Model Choice, Price and Assortment Competition

Invited abstract in session WD-47: Game Theory in Retail II, stream Retail Operations.

Wednesday, 14:30-16:00
Room: Parkinson B08

Authors (first author is the speaker)

1. Oben Ceryan
Bayes Business School, City, University of London
2. Aditya Jain
Baruch College, City University of New York
3. Tolga Aydinliyim
Baruch College, City University of New York
4. Mehmet Altug
George Mason University

Abstract

Motivated by the emergence of rental business models that cater to variety-seeking customers through subscription services, we examine the economics of the “subscription rental business model” in contrast to the traditional “seller business model.” We formulate the utility function of variety-seeking customers based on Salop’s (1979) circular model of spatial competition and use it to determine demand functions for each business type as a function of price and assortment size. First, we consider a monopolist firm’s choice between the two models and show that the rental business model optimally chooses a higher assortment. Consequently, this business model prevails only when assortment and transaction costs are small. We then analyze competition between a rental firm and a seller firm. Our analysis shows that when assortment costs are moderate, both firms can coexist without competing on price. In these cases, the equilibrium is characterized by the rental firm choosing a larger assortment and the seller firm contracting its assortment.

Keywords

Status: accepted


Back to the list of papers