THE RESURGENCE OF INVENTORY RESEARCH: WHAT HAVE WE LEARNED?
调查并批判性评估了关于商业库存的最新实证和理论研究，聚焦于微观理论基础及理论与证据的冲突，探讨库存为何在宏观层面成为不稳定因素，以及为何许多行业的生产波动大于销售。
Abstract. Recent empirical and theoretical research on business inventories is surveyed and critically evaluated. While most inventory research has had macroeconomic motivations, we focus on its microtheoretic basis and on potential conflicts between theory and evidence. The paper asks two principal questions. First, how can inventories, which are allegedly used by firms to stabilize production, nonetheless be a destabilizing factor at the macroeconomic level? Second, why, if firms are following the production‐smoothing model, is production more variable than sales in many industries? We suggest that the so‐called ( S,s ) model may help answer both questions.