From supply delay to operational delay: evidence from small business clusters during the COVID-19 pandemic
研究了新冠疫情中供应延迟如何影响地理集群内小企业的运营延迟，发现两者呈曲线关系，且集群的危机前环境（动态性和丰富性）起调节作用。
Purpose The purpose of this study is to examine how supply delay during major crises, such as the COVID-19 pandemic, affects small businesses' performance within geographic clusters, with a focus on operational delay. Drawing on resource dependence theory, and supplementing it with dynamic capabilities theory, we construct a cluster-level supply chain framework that incorporates both systematic disturbance (supply delay) and contextual factors (pre-crisis dynamism and munificence). Design/methodology/approach Our analysis utilizes data of 327 geographic clusters from the US Census Bureau's Small Business Pulse Survey (SBPS) spanning August 9, 2020, to July 18, 2021. We analyze the data using mixed linear models. Findings The findings reveal a curvilinear relationship between the proportion of firms experiencing supply delay and those facing operational delay, indicating escalating marginal impacts. Additionally, the characteristics of clusters' pre-crisis environments, including growth-based dynamism and munificence, moderate the relationship between supply delay and operational delay. Originality/value The study contributes to supply disruption literature by uncovering how supply delay escalates into operational delay at the geographic cluster level.