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Measuring Opportunity Cost with Stock Lifetime Value

Geoffrey Decrouez, Tobias Huelden, Paresh Nakhe, Dominik Prugger

arXiv 2 Jul 2026 · Econometrics

arXiv:2607.01905 · PDF · DOI · OpenAlex · Extracted main text

Abstract

Measuring the long-term opportunity cost of interventions remains a critical challenge in e-commerce A/B testing. While strategic levers (such as dynamic pricing, ranking algorithms, and promotional campaigns) trigger shifts in consumer behaviour that persist over months, operational constraints necessitate fast decision-making cycles that are typically limited to weekly experimental windows. Standard metrics like revenue and conversion are inherently short-sighted, biasing decisions toward immediate gains. We introduce Stock Lifetime Value (SLV), a stock-centric metric that captures long-term opportunity cost within short experiments by aggregating expected profit from current inventory through the end of its selling lifecycle. We develop the methodology in the context of fashion e-commerce at Zalando, where stock constraints and seasonal lifecycles make the trade off between short-term and long-term outcomes particularly relevant. SLV aggregates the expected profit from current inventory through the end of its selling lifecycle, providing a way to evaluate interventions against their true profit impact. We discuss three applications: (a) SLV efficiency as a metric for article-level and customer-level A/B tests, validated against realized 18-month lifecycle outcomes; (b) SLV as an optimization target for pricing algorithms, aligning the metric used for measurement with the objective used for decision-making; and (c) a framework for annualizing treatment effects into financial reporting metrics required by business stakeholders. While our empirical setting is fashion retail, the framework applies broadly to any inventory-constrained environment where value decays over time or interventions shift demand across periods.

Citation extraction

16
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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Duan, Weitao and Ba, Shan and Zhang, Chunzhe (2021) Online Experimentation with Surrogate Metrics: Guidelines and a Case Study0.84333100%
2Athey, Susan and Chetty, Raj and Imbens, Guido W. and Kang, Hyunseung (2025) The Surrogate Index: Combining Short-Term Proxies to Estimate Long-Term Treatment Effects More Rapidly and Precisely0.81142100%
3Stefan Birr and Tobias Huelden and Mones Raslan and Adele Gouttes an… (2026) High-Frequency Pricing at Scale for E-Commerce self0.64441100%
4Huelden, Tobias and Jascisens, Vitalijs and Roemheld, Lars and Werne… (2024) Human-Machine Interactions in Pricing: Evidence from Two Large-Scale Field Experiments self0.58531100%
5Matthias Ehrgott (2005) Multicriteria Optimization0.51121100%
6Kunz, Manuel and Birr, Stefan and Raslan, Mones and Ma, Lei and Janu… (2023) Deep Learning based Forecasting: a case study from the online fashion industry0.51121100%
7Bibaut, Aurélien and Kallus, Nathan and Ejdemyr, Simon and Zhao, Mic… (2023) Long-Term Causal Inference with Imperfect Surrogates using Many Weak Experiments, Proxies, and Cross-Fold Moments0.40511100%
8Fader, Peter S and Hardie, Bruce GS and Lee, Ka Lok (2005) “Counting your customers” the easy way: An alternative to the Pareto/NBD model0.40511100%
9Gupta, Somit and Kohavi, Ron and Tang, Diane and Xu, Ya and Andersen… (2019) Top Challenges from the first Practical Online Controlled Experiments Summit0.40511100%
10Hohnhold, Henning and O'Brien, Deirdre and Tang, Diane (2015) Focusing on the Long-Term: It's Good for Users and Business0.40511100%

Showing the top 10 of 16 scored citations.