Andy C. L. Yeung

Purpose: Supplier list disclosure has become a defining feature of contemporary supply chain transparency, yet leading firms exhibit strikingly divergent disclosure choices and the empirical literature reports both benefits and costs. Drawing on the relational view and signaling theory, we develop and test a dual-mechanism framework explaining how proactive supplier list disclosure simultaneously erodes operational performance while enhancing innovation performance, and identify the conditions that amplify each effect. Design/methodology/approach: Using panel data from Chinese listed firms from 2012 to 2024, we empirically test the relationships between supplier list disclosure and firms' operational and innovation performance. To validate the relational mechanism underlying disclosure's impact on operational performance, we test the moderating roles of supplier concentration and buyer competition. To validate the signaling mechanism underlying disclosure's impact on innovation performance, we test the moderating roles of media coverage and CSR performance. Findings: The results suggest supplier list disclosure undermines firms' operational performance but enhances their innovation performance. The negative operational effect is amplified by higher supplier concentration and greater buyer competition, as these conditions increase the criticality and vulnerability of disclosed relational assets. The positive innovation effect is amplified by stronger media coverage and better CSR performance, which improve the visibility and credibility of the disclosure signal. These results are robust across alternative measures, model specifications, and identification strategies. Originality/value: Our findings reconcile the longstanding tension between the documented benefits and costs of supply chain transparency by revealing the divergent performance consequences of supplier list disclosure. This study further contributes to the supply chain transparency and buyer-supplier governance literature by identifying key boundary conditions, thereby offering actionable guidance for designing optimal supplier list disclosure strategies.

The literature has highlighted the value of the solution business model for manufacturing firms. In this research, we investigate the dark side of providing customer solutions and challenge an assumption held by extant research: That shifting from selling individual products to providing customer solutions enhances buyer–supplier relationships. Drawing on the frame problem view and expectation-(dis) confirmation theory, we examine the impact of provision of customer solutions on customer default. We also explore contingent factors that either magnify or mitigate this effect. Using a longitudinal dataset of 2,218 observations from 446 Chinese listed firms between 2012 and 2020, we find that provision of customer solutions increases the likelihood of customer default. Moreover, we show that this positive impact is stronger in industries with higher turbulence and for firms with greater advertising intensity, but weaker for firms with stronger operational capability. These findings suggest that provision of customer solutions can damage buyer–supplier relationships by reducing the likelihood of meeting customer expectations and increasing transaction disputes.

In the face of escalating environmental challenges and growing regulatory and stakeholder pressures, improving firms' environmental performance has become an essential strategic objective. Digital technologies (DTs) are increasingly viewed as transformative tools that can support firms in achieving sustainability goals. However, despite growing interest, existing empirical evidence on the impact of DTs deployment on environmental performance remains fragmented and inconclusive. Moreover, limited empirical research has examined how DTs interact with human-centered production systems, such as lean management, to shape environmental outcomes. Addressing these gaps, this study draws on the natural-resource-based view to investigate whether and how DTs deployment enhances firms' environmental performance, and how this relationship is moderated by lean production and environmental leadership. Using longitudinal data from publicly listed firms in China, our analysis reveals that DTs deployment has a significant positive effect on environmental performance, and this effect is amplified in firms exhibiting higher levels of lean production and environmental leadership. These findings remain robust across various estimation strategies, including alternative variable specifications, instrumental variable methods, Heckman two-step correction, and a quasi-natural experiment. By providing large-scale empirical evidence on the environmental implications of digital transformation and its interaction with lean practices, this study contributes to the emerging literature on Industry 4.0 and sustainable operations, offering actionable insights for managers and policymakers committed to green transition.

The growing popularity of social media over the past decade has attracted substantial attention from researchers seeking to understand its implications for organizations, resulting in a significant and expanding body of literature. To navigate recent developments and identify future research opportunities, we review 828 relevant articles from leading journals across diverse disciplines, including operations management, information systems, marketing, finance, and organizational strategy. In this article, we employ a combination of quantitative and qualitative methods, specifically cocitation network analysis, citation analysis, and thematic analysis, to systematically examine the existing research. Through this approach, we identify six distinct research clusters and their associated thematic areas. Moreover, we map the dynamic evolution trend of each cluster. We also develop a conceptual framework that outlines the antecedents, pathways, and outcomes explored in social-media studies. This framework synthesizes the major theoretical foundations underpinning the literature, offering valuable guidance for both academic research and managerial practice. Based on our thematic analysis and conceptual model, we propose three underexplored research directions to support the development of impactful research agendas and advance the field of social-media research.

With soaring labor and logistics costs in developing countries, supply chain disruptions during the COVID-19 pandemic triggered Western firms to “reshore” some of their offshore operations (performed in-house or outsourced) for certain strategically important products or production processes from foreign countries to their home countries. Although reshoring can create more domestic jobs and reduce supply chain risks, the impact of various external and internal risks associated with reshoring on market reaction remains unclear. This observation motivates us first to conduct a text mining analysis, revealing four important types of reshoring risks inherent to (1) foreign currency fluctuation, (2) intellectual property (IP) protection, (3) reshoring types (in-house, insourced, or outsourcing-to-outsourcing (OTO)), and (4) reshoring location choice (Republican- versus Democrat-led states). We then examine how these risk factors help explain the variations in reshoring’s market valuation based on 281 reshoring initiatives of 132 publicly traded firms in the United States announced between 2009 and 2022. Our empirical analysis reveals that the market reacts more positively to a firm’s reshoring announcement when the firm reshores under a high-currency-fluctuation environment or from countries with weak IP protection. However, the market’s reaction is more negative when the firm’s reshoring announcement entails insourced reshoring operations or when the reshored location is a Democrat- rather than Republican-led state. We do not find a significant market reaction to OTO reshoring. This paper was accepted by Vishal Gaur, operations management. Supplemental Material: The online appendix and data files are available at https://doi.org/10.1287/mnsc.2022.00599 .

Despite a growing focus on blockchain adoption within operations and supply chains, these initiatives exhibit an exceedingly high failure rate, with many failing to achieve sustainable success. Why are enterprise blockchain adoptions highly susceptible to failure? In our inductive case study of five technology providers offering blockchain services for operations and supply chains, we examine how founders' power (i.e., expert, prestige, and ownership) shapes management behaviors that build blockchain perceptions and influence stakeholders toward strategic adoption. Our findings reveal that high‐performing cases actively seek inspiration beyond the blockchain ecosystem for service designs and adopt a centralized decision‐making approach where key strategic decisions are made internally. In contrast, low‐performing cases struggle due to within‐blockchain exploration and decentralized decision‐making, leading to slower implementation and limited scalability. Furthermore, we find that founders' behaviors in blockchain adoption are embraced by firm members through performance evaluation and interactions, shaping organizational practices and culture, ultimately determining the success or failure of blockchain technology providers. This study extends previous research at the intersection of founders' power and blockchain literature by developing propositions about how different sources of founders' power lead to distinct management behaviors, influencing the success or failure of blockchain adoption outcomes.

Purpose: This study aims to investigate the impact of geopolitical risk (GPR) on supply chain concentration (SCC) and the roles of operational capabilities and resources in this relationship.Design/methodology/approach: Secondary longitudinal data from multiple sources is collected and combined to test for a direct impact of GPR on SCC. We further examine the moderating effects of firms’ operational capabilities and resources (i.e. firm resilience, operational slack and cash holding). Fixed-effect regression models are applied to test the hypotheses, followed by a series of robustness tests to check the consistency of the results.Findings: Consistent with the tenets of resource dependence theory, our analysis reveals a significant negative impact of GPR on SCC. Moreover, we find that this adverse effect is attenuated for firms with higher levels of resilience, more operational slack and greater cash holdings. Further analysis suggests that maintaining a diversified supply chain base during heightened GPR is associated with a firm’s improved financial performance.Originality/value: This study contributes to the supply chain management (SCM) literature by integrating GPR into the supply chain risk management framework. Additionally, it demonstrates the roles of diversification and operational resources in addressing GPR-induced challenges.

While many organizations are increasingly willing to invest in adopting digitalization in recent years, they might not be aware that different levels of uncertainty within and outside their organizations may impend digitalization's effectiveness. This study aims to empirically explores the performance impact from digitalization on organizations and the effect from uncertainty on the impact. More specifically, the objectives are pertinent to examining 1) the association between digitalization and operational efficiency and 2) the moderating effect of macro-level uncertainty, industrial-level uncertainty, and firm-level uncertainty on this association. Using a dataset collected from multiple sources employing innovative methodologies including natural language processing (NLP) to analyze digitalization announcements from Factiva and measuring operational efficiency based on the stochastic frontier approach (SFA), this study analyzes the impact from digitalization via 2,520 samples from 496 listed firms in North America during 2015-2021. The results show that digitalization significantly enhances operational efficiency, and this positive impact from digitalization is weakened by macro-level uncertainty and industrial-level uncertainty. Our findings provide researchers and practitioners with useful insights into digitalization's important role in enhancing operational efficiency and guidance indicating the business environments deserve extra attention so as to retain digitalization's positive impact.