COVID-19 and E-commerce Operations: Evidence from Alibaba

Brian Rongqing Han, Tianshu Sun, Leon Yang Chu, Lixia Wu

Research output: Chapter in Book/Report/Conference proceedingConference contribution

Abstract

This paper examines the impact of COVID-19 on e-commerce sales. We collect city-day panel data over two years, representing daily sales from Alibaba’s e-commerce platform across 339 cities in Mainland China. We identify the overall impact of COVID-19 by a year-on-year comparison, the effect of COVID-19 intensity by contrasting cities with different confirmed cases, and the impact of government containment measures by leveraging policy variation. The results consistently suggest that e-commerce sales respond to the pandemic with an immediate decrease followed by a fast recovery, i.e., digital resilience. Moreover, we find that except for the rare case of complete shutdowns, government containment measures in most cities have a relatively small negative impact on e-commerce. Finally, combining data on logistics delivery and customer ordering processes, we identify a key operational driver—logistics capacity—that significantly explains the decline and recovery of e-commerce sales.

Original languageEnglish (US)
Title of host publication42nd International Conference on Information Systems, ICIS 2021 TREOs
Subtitle of host publication"Building Sustainability and Resilience with IS: A Call for Action"
PublisherAssociation for Information Systems
ISBN (Electronic)9781713893608
StatePublished - 2021
Event42nd International Conference on Information Systems: Building Sustainability and Resilience with IS: A Call for Action, ICIS 2021 TREOs - Austin, United States
Duration: Dec 12 2021Dec 15 2021

Publication series

Name42nd International Conference on Information Systems, ICIS 2021 TREOs: "Building Sustainability and Resilience with IS: A Call for Action"

Conference

Conference42nd International Conference on Information Systems: Building Sustainability and Resilience with IS: A Call for Action, ICIS 2021 TREOs
Country/TerritoryUnited States
CityAustin
Period12/12/2112/15/21

Keywords

  • containment measures
  • COVID-19
  • digital resilience
  • E-commerce
  • logistics

ASJC Scopus subject areas

  • Computer Science Applications
  • Information Systems

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