An Empirical Study on Contractual Heterogeneity within the Firm: The "Vertical Integration - Incentive Contracts" Mix

Luisa Affuso, Brunel University

This paper tests a discrete choice model explaining the adoption of a mix of different contracts among firms. More specifically, it looks at the contemporaneous adoption of vertical integration and franchise contracts in the retailing industry. Such contractual heterogeneity has been explained by the existing literature as due to heterogeneous characteristics of the downstream outlets of the company. However, such literature has proved unable to explain the phenomenon in that its predictions generally contrast with what is observed in reality. Indeed anecdotal evidence suggests that the existing theory may not have captured the motivations for "contract mixing". The goal of this study is to attempt to fill this void by seeking verification of some original hypotheses, by comparing and contrasting them to the established theories. The explanation suggested in this paper, supported by outlet level microdata collected in a survey of UK firms, shows that contract mixing represents a "separating equilibrium" in the principal (upstream) agent (downstream) game. Such game takes place in a framework characterized by the presence of uncertainty about the state of demand in the market and asymmetric information. The informational asymmetry is of the hidden action and hidden information type, giving rise to potential problems of moral hazard and adverse selection. The results provided by the probit models adopted show that this organizational structure is an "optimal choice" for both principal and agents. It is optimal for the principal in that it provides the first best outcome in the trade-off between incentives and risk sharing, while overcoming both the moral hazard and adverse selection problems by generating a self-selection mechanism of the agents. At the same time it proves to be optimal by providing the maximum level of utility to heterogeneous agents.

Key Words: firm organization, vertical integration, franchise contracts, uncertainty, discrete choice models

JEL Classification: L22, L42, D82, C35