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by pdimitar 25 days ago
Realistic and historically accurate:

Pepsi starts collecting the extra profits with zero price reductions.

2 comments

In a duopoly, probably yes. However in a more competitive environment where several incumbents have achieved a given optimization a race to the bottom is likely to occur because it only takes one of them preferring to increase their relative market share to kick the process off.
The cola market is effectively a duopoly.
Barriers to entry ain't exactly high.
sacrificing even more profits that may be had by undercutting coca-cola's price? The CEO would be fired.
Markets generally don't follow Econ 101. There are effects beyond first order when it comes to pricing.
Really depends on the concrete numbers and the projections. You could be right, I could be right, I am only saying what I've witnessed historically in general. Greed trumps a lot of other fairly rational courses of action.