Omega-international Journal of Management Science最新文献_第5页

Managing inventory and financing decisions under ambiguity 在不明确的情况下管理库存和融资决策

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-04-01 Epub Date: 2025-11-12 DOI: 10.1016/j.omega.2025.103460

Cheng Qian , Zhaolin Li , Qi Fu

This study proposes a robust optimization framework to address the persistent challenges faced by micro and small enterprises (MSEs) in raising capital due to high levels of demand ambiguity. We examine a robust newsvendor model in which the firm has insufficient initial capital and needs to raise capital from an external fund provider. Without knowing the precise demand distribution, both the firm and the fund provider adopt a max–min decision rule based on the mean and variance of the demand. The firm aims to maximize his expected worst-case profit by determining the production quantity, while the fund provider offers equity or loan financing, seeking a fair market-determined return on the contributed capital. We derive the robust production quantity and financing agreements under both equity and loan financing. We show that equity financing attains the system-optimal outcome under distributional ambiguity, and propose a simple formula for the robust interest rate under loan financing. We further generalize our analysis to consider collateral and initial capital, and extend the base model to a robust principal–agent setting where the firm can exert an unobservable effort to influence demand. In the latter case, we show that equity financing outperforms loan financing across a wide range of parameter values, contrary to the existing literature without demand ambiguity. Our analysis offers guidance for practitioners and policymakers seeking effective strategies to promote growth while safeguarding fund providers in the MSE sector.

本研究提出了一个稳健的优化框架，以解决微型和小型企业（mse）在筹集资金方面面临的持续挑战，这是由于高度的需求模糊性。我们研究了一个强大的报摊模型，其中公司没有足够的初始资本，需要从外部资金提供者筹集资金。在不知道确切需求分布的情况下，企业和资金提供者都采用基于需求均值和方差的最大最小决策规则。企业的目标是通过确定生产数量来最大化其预期最坏情况下的利润，而资金提供者提供股权或贷款融资，寻求市场决定的公平的出资回报。推导出了股权融资和贷款融资下的稳健生产数量和融资协议。我们证明了在分配不明确的情况下，股权融资达到了系统最优的结果，并提出了贷款融资下稳健利率的简单公式。我们进一步将我们的分析推广到考虑抵押品和初始资本，并将基本模型扩展到稳健的委托代理设置，在该设置中，企业可以施加不可观察的努力来影响需求。在后一种情况下，我们表明股权融资在广泛的参数值范围内优于贷款融资，与没有需求歧义的现有文献相反。我们的分析为从业者和政策制定者提供了指导，以寻求有效的策略来促进增长，同时保护MSE部门的资金提供者。

{"title":"Managing inventory and financing decisions under ambiguity","authors":"Cheng Qian , Zhaolin Li , Qi Fu","doi":"10.1016/j.omega.2025.103460","DOIUrl":"10.1016/j.omega.2025.103460","url":null,"abstract":"<div><div>This study proposes a robust optimization framework to address the persistent challenges faced by micro and small enterprises (MSEs) in raising capital due to high levels of demand ambiguity. We examine a robust newsvendor model in which the firm has insufficient initial capital and needs to raise capital from an external fund provider. Without knowing the precise demand distribution, both the firm and the fund provider adopt a max–min decision rule based on the mean and variance of the demand. The firm aims to maximize his expected worst-case profit by determining the production quantity, while the fund provider offers equity or loan financing, seeking a fair market-determined return on the contributed capital. We derive the robust production quantity and financing agreements under both equity and loan financing. We show that equity financing attains the system-optimal outcome under distributional ambiguity, and propose a simple formula for the robust interest rate under loan financing. We further generalize our analysis to consider collateral and initial capital, and extend the base model to a robust principal–agent setting where the firm can exert an unobservable effort to influence demand. In the latter case, we show that equity financing outperforms loan financing across a wide range of parameter values, contrary to the existing literature without demand ambiguity. Our analysis offers guidance for practitioners and policymakers seeking effective strategies to promote growth while safeguarding fund providers in the MSE sector.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"140 ","pages":"Article 103460"},"PeriodicalIF":7.2,"publicationDate":"2026-04-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145616286","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Novel causal decision models for human-centric virtual reality platform selection in supply chain risk management 供应链风险管理中以人为中心的虚拟现实平台选择的新因果决策模型

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-04-01 Epub Date: 2025-10-24 DOI: 10.1016/j.omega.2025.103455

Hamidreza Seiti , Mostafa Shabani , Hossein Ghanbari , Sarah Ben-Amor , Ibrahim A. Hameed

This study addresses the complexities of selecting the optimal Virtual Reality (VR) platform for risk management in Supply Chain Management (SCM), emphasizing the significance of human-centric attributes in this decision-making process. As SCM encompasses the strategic coordination of suppliers, manufacturers, and distributors, the integration of advanced technologies, including VR, becomes essential for enhancing operational efficiency and resilience in today’s dynamic market environments. This paper proposes a novel MADM model that incorporates the R.Graph method to account for the interactions between criteria. We developed two distinct algorithms: the first directly calculates ranks based on attribute interactions, while the second modifies weights to reflect these interactions. By focusing on user experience, accessibility, collaboration features, and other relevant attributes, the model aims to facilitate a comprehensive evaluation of VR platforms. The application of qualitative input data allows for a more nuanced analysis, particularly in scenarios where quantitative data is limited. This research contributes to the understanding of how VR technologies can be leveraged to enhance risk management within supply chains, ultimately fostering greater resilience and adaptability. The findings underscore the importance of aligning technology with organizational objectives and user needs, paving the way for innovation and improved performance in the metaverse. The selected platforms for this study are Bentley Synchro XR and Augmentir, which were identified as the top VR technologies for construction SCM risk management based on our evaluation.

本研究探讨了在供应链管理（SCM）中选择最佳虚拟现实（VR）风险管理平台的复杂性，强调了以人为本的属性在这一决策过程中的重要性。由于供应链管理包括供应商、制造商和分销商之间的战略协调，包括虚拟现实在内的先进技术的集成对于提高当今动态市场环境中的运营效率和弹性至关重要。本文提出了一种新的MADM模型，该模型结合了R.Graph方法来解释标准之间的相互作用。我们开发了两种不同的算法：第一种算法直接根据属性相互作用计算排名，而第二种算法修改权重以反映这些相互作用。通过关注用户体验、可访问性、协作特性和其他相关属性，该模型旨在促进对VR平台的全面评估。定性输入数据的应用允许进行更细致的分析，特别是在定量数据有限的情况下。这项研究有助于理解如何利用VR技术来加强供应链中的风险管理，最终培养更大的弹性和适应性。研究结果强调了将技术与组织目标和用户需求相结合的重要性，为创新和提高虚拟世界中的性能铺平了道路。本研究选择的平台是Bentley Synchro XR和Augmentir，根据我们的评估，它们被确定为建筑供应链风险管理的顶级VR技术。

{"title":"Novel causal decision models for human-centric virtual reality platform selection in supply chain risk management","authors":"Hamidreza Seiti , Mostafa Shabani , Hossein Ghanbari , Sarah Ben-Amor , Ibrahim A. Hameed","doi":"10.1016/j.omega.2025.103455","DOIUrl":"10.1016/j.omega.2025.103455","url":null,"abstract":"<div><div>This study addresses the complexities of selecting the optimal Virtual Reality (VR) platform for risk management in Supply Chain Management (SCM), emphasizing the significance of human-centric attributes in this decision-making process. As SCM encompasses the strategic coordination of suppliers, manufacturers, and distributors, the integration of advanced technologies, including VR, becomes essential for enhancing operational efficiency and resilience in today’s dynamic market environments. This paper proposes a novel MADM model that incorporates the R.Graph method to account for the interactions between criteria. We developed two distinct algorithms: the first directly calculates ranks based on attribute interactions, while the second modifies weights to reflect these interactions. By focusing on user experience, accessibility, collaboration features, and other relevant attributes, the model aims to facilitate a comprehensive evaluation of VR platforms. The application of qualitative input data allows for a more nuanced analysis, particularly in scenarios where quantitative data is limited. This research contributes to the understanding of how VR technologies can be leveraged to enhance risk management within supply chains, ultimately fostering greater resilience and adaptability. The findings underscore the importance of aligning technology with organizational objectives and user needs, paving the way for innovation and improved performance in the metaverse. The selected platforms for this study are Bentley Synchro XR and Augmentir, which were identified as the top VR technologies for construction SCM risk management based on our evaluation.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"140 ","pages":"Article 103455"},"PeriodicalIF":7.2,"publicationDate":"2026-04-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145537173","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

UNHRD’s humanitarian support in South Asia via Multistage Stochastic Programming 联合国开发计划署通过多阶段随机规划对南亚的人道主义支持

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-04-01 Epub Date: 2025-11-15 DOI: 10.1016/j.omega.2025.103464

Ruoyu Hu, Douglas Alem, Aakil Caunhye

One of the main tasks of the United Nations Humanitarian Response Depot (UNHRD) relies on allocating relief aid to save people who suffer from disasters. This task is particularly challenging in areas like South Asia, where relief aid efforts are confronted with complex transportation conditions, significant socioeconomic disparities, and the frequent occurrence of disasters, not to mention that financial resources are often scarce. In this paper, we develop a novel Multistage Stochastic Programming model to help UNHRD support critical decisions regarding site selection and relief aid allocation. Differently from the main literature, where these decisions are often made within a two-stage paradigm, our three-stage perspective takes into account in-kind donation campaigns that are triggered depending on the disaster impact and its effects, and is paramount to improving the effectiveness and fairness of the disaster relief operation. Our objective function maximizes the effectiveness of the disaster relief operation, defined as the extent to which it fulfills the needs of the population. Considering that different regions often exhibit distinct coping capacities, the effectiveness measure also factors in a vulnerability score to encourage relief aid allocation to the most in-need populations. The overall results show the importance of in-kind donation to achieve a more equitable relief aid allocation plan and the benefit of targeting more vulnerable regions under severely scarce resources.

联合国人道主义反应仓库的主要任务之一是分配救济援助，以拯救遭受灾害的人。这项任务在南亚等地区尤其具有挑战性，在这些地区，救援工作面临着复杂的运输条件、巨大的社会经济差距和频繁发生的灾害，更不用说财政资源往往稀缺。在本文中，我们开发了一个新的多阶段随机规划模型，以帮助联合国难民署支持有关选址和救济援助分配的关键决策。与主流文献的两阶段决策不同，我们的三阶段视角考虑了根据灾害影响和影响而引发的实物捐赠活动，这对提高救灾行动的有效性和公平性至关重要。我们的目标职能是最大限度地提高救灾行动的有效性，其定义是救灾行动在多大程度上满足了人民的需要。考虑到不同地区往往表现出不同的应对能力，有效性措施还考虑到脆弱性得分，以鼓励向最需要的人口分配救济援助。总体结果表明，实物捐赠对于实现更公平的救援援助分配计划的重要性，以及在资源严重稀缺的情况下，针对更脆弱的地区的益处。

{"title":"UNHRD’s humanitarian support in South Asia via Multistage Stochastic Programming","authors":"Ruoyu Hu, Douglas Alem, Aakil Caunhye","doi":"10.1016/j.omega.2025.103464","DOIUrl":"10.1016/j.omega.2025.103464","url":null,"abstract":"<div><div>One of the main tasks of the United Nations Humanitarian Response Depot (UNHRD) relies on allocating relief aid to save people who suffer from disasters. This task is particularly challenging in areas like South Asia, where relief aid efforts are confronted with complex transportation conditions, significant socioeconomic disparities, and the frequent occurrence of disasters, not to mention that financial resources are often scarce. In this paper, we develop a novel Multistage Stochastic Programming model to help UNHRD support critical decisions regarding site selection and relief aid allocation. Differently from the main literature, where these decisions are often made within a two-stage paradigm, our three-stage perspective takes into account in-kind donation campaigns that are triggered depending on the disaster impact and its effects, and is paramount to improving the effectiveness and fairness of the disaster relief operation. Our objective function maximizes the effectiveness of the disaster relief operation, defined as the extent to which it fulfills the needs of the population. Considering that different regions often exhibit distinct coping capacities, the effectiveness measure also factors in a vulnerability score to encourage relief aid allocation to the most in-need populations. The overall results show the importance of in-kind donation to achieve a more equitable relief aid allocation plan and the benefit of targeting more vulnerable regions under severely scarce resources.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"140 ","pages":"Article 103464"},"PeriodicalIF":7.2,"publicationDate":"2026-04-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145571184","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

A communication on the paper “An alternative weight sensitivity analysis for PROMETHEE II rankings” 关于论文“PROMETHEE II排名的另一种权重敏感性分析”的交流

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-04-01 Epub Date: 2025-11-16 DOI: 10.1016/j.omega.2025.103465

Evangelos Triantaphyllou , Richard O’Shea , Yves De Smet , Nguyen Anh Vu Doan

This short communication examines the description of a mixed integer programming approach first in traduced by Doan and De Smet [Doan, N.A.V. and De Smet, Y., 2018. An alternative weight sensitivity analysis for PROMETHEE II rankings. Omega, 80, 166–174] for performing a sensitivity analysis on criteria weights under an additive aggregation step. This work has already attracted considerable interest in the scientific community. However, the original MILP model suffers from some descriptive issues. In the present short communication these issues are identified and then rectified. The corrected MILP model is then extended to make it more versatile than the original one. It is also shown how it can become an integral part of an intelligent approach to multiple criteria decision analysis (MCDA) and thus become a valuable tool for decision making.

本文探讨了Doan和De Smet首次提出的混合整数规划方法的描述[Doan， N.A.V.和De Smet， Y., 2018]。PROMETHEE II排名的另一种权重敏感性分析。Omega, 80,166 - 174]用于在加性聚合步骤下对标准权重进行敏感性分析。这项工作已经引起了科学界相当大的兴趣。然而，原始的MILP模型存在一些描述性问题。在本简短的通讯中，查明了这些问题，然后加以纠正。然后对修正后的MILP模型进行扩展，使其比原始模型更通用。它还显示了它如何成为多标准决策分析（MCDA）的智能方法的一个组成部分，从而成为决策制定的有价值的工具。

引用次数: 0

Two-stage robust optimization approach for integrated supply chain planning with hybrid-dark stores 混合暗店集成供应链规划的两阶段鲁棒优化方法

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-04-01 Epub Date: 2025-11-27 DOI: 10.1016/j.omega.2025.103479

Youngchul Shin , Younsoo Lee

The rapid growth of e-commerce has led to the emergence of dark stores, where traditional brick-and-mortar stores are repurposed into micro-fulfillment centers to meet online demand. Recently, a growing number of retailers have adopted hybrid-dark stores (HDSs), which operate simultaneously as physical retail outlets and fulfillment centers, enabling flexible space allocation and internal inventory transfers across both areas. While this dual functionality offers greater operational agility, it also introduces significant complexity into supply chain operations, particularly under demand uncertainty. To address this challenge, we propose a two-stage robust optimization approach for supply chain planning with HDSs. In the first stage, a target-oriented robust optimization framework determines binary production and space allocation decisions. In the second stage, adaptive recourse actions are taken for the remaining continuous decisions. Computational experiments demonstrate that the proposed approach consistently outperforms benchmark models in terms of cost efficiency and adaptability under demand uncertainty. Furthermore, sensitivity analyses provide managerial insights for practitioners managing supply chains with HDSs.

电子商务的快速发展导致了“暗店”的出现，传统的实体店被改造成微型履行中心，以满足在线需求。最近，越来越多的零售商采用了混合暗店（hds），它同时作为实体零售店和履行中心运营，从而实现了灵活的空间分配和内部库存转移。虽然这种双重功能提供了更大的操作灵活性，但它也给供应链操作带来了显著的复杂性，特别是在需求不确定的情况下。为了应对这一挑战，我们提出了一种针对hds的供应链规划的两阶段稳健优化方法。在第一阶段，一个面向目标的鲁棒优化框架确定二进制生产和空间分配决策。在第二阶段，对剩余的连续决策采取自适应追索行动。计算实验表明，该方法在成本效率和需求不确定性下的适应性方面始终优于基准模型。此外，敏感性分析为管理hds供应链的从业者提供了管理见解。

{"title":"Two-stage robust optimization approach for integrated supply chain planning with hybrid-dark stores","authors":"Youngchul Shin , Younsoo Lee","doi":"10.1016/j.omega.2025.103479","DOIUrl":"10.1016/j.omega.2025.103479","url":null,"abstract":"<div><div>The rapid growth of e-commerce has led to the emergence of dark stores, where traditional brick-and-mortar stores are repurposed into micro-fulfillment centers to meet online demand. Recently, a growing number of retailers have adopted hybrid-dark stores (HDSs), which operate simultaneously as physical retail outlets and fulfillment centers, enabling flexible space allocation and internal inventory transfers across both areas. While this dual functionality offers greater operational agility, it also introduces significant complexity into supply chain operations, particularly under demand uncertainty. To address this challenge, we propose a two-stage robust optimization approach for supply chain planning with HDSs. In the first stage, a target-oriented robust optimization framework determines binary production and space allocation decisions. In the second stage, adaptive recourse actions are taken for the remaining continuous decisions. Computational experiments demonstrate that the proposed approach consistently outperforms benchmark models in terms of cost efficiency and adaptability under demand uncertainty. Furthermore, sensitivity analyses provide managerial insights for practitioners managing supply chains with HDSs.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"140 ","pages":"Article 103479"},"PeriodicalIF":7.2,"publicationDate":"2026-04-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145681766","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Discrete location models with customers’ choice and path improvements 具有客户选择和路径改进的离散位置模型

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-02-01 Epub Date: 2025-11-04 DOI: 10.1016/j.omega.2025.103458

Inmaculada Espejo , Alfredo Marín

We examine several facility location problems within a directed network involving two distinct cost types. The first, referred to as the “customer cost”, represents the expense each customer considers when selecting a facility to obtain service (e.g., delivery time or a measure of quality degradation). Consequently, once facilities are established, each customer chooses the one that minimizes their individual cost. The second type, termed the “company cost”, encompasses all expenses incurred by the company due to customer allocation to their chosen facilities. Additionally, the company possesses a budget that can be allocated to reduce company costs associated with the network’s arcs (the so-called arcs upgrading).

The company’s objective is to simultaneously determine facility locations and distribute the budget (or a portion of it) across the network arcs to minimize the total company cost. This total company cost comprises the post-upgrading company costs and the invested budget, while accounting for customer reactions after facility placement.

Different problem variants emerge based on the facility location criteria and customers’ choice strategy. In this paper, we address the following problems: the

p

-median problem, a two-stage facility location problem, a single-allocation hub location problem, and a tree-of-hubs location problem — all incorporating customers’ choice and arc upgrading.

我们研究了有向网络中涉及两种不同成本类型的几个设施选址问题。第一个被称为“客户成本”，表示每个客户在选择设施以获得服务时所考虑的费用（例如，交货时间或质量退化的度量）。因此，一旦建立了设施，每个客户都会选择将其个人成本降至最低的设施。第二种类型，称为“公司成本”，包括公司因客户分配其选择的设施而产生的所有费用。此外，公司拥有可分配的预算，以减少与网络弧线（所谓的弧线升级）相关的公司成本。公司的目标是同时确定设施位置，并在整个网络范围内分配预算（或部分预算），以最大限度地降低公司的总成本。该公司总成本包括升级后的公司成本和投入的预算，同时考虑到设备放置后的客户反应。根据设施选址标准和客户选择策略的不同，会出现不同的问题变体。在本文中，我们解决了以下问题：p中值问题，两阶段设施选址问题，单分配枢纽选址问题，以及枢纽树选址问题-所有这些问题都包含了客户的选择和弧升级。

{"title":"Discrete location models with customers’ choice and path improvements","authors":"Inmaculada Espejo , Alfredo Marín","doi":"10.1016/j.omega.2025.103458","DOIUrl":"10.1016/j.omega.2025.103458","url":null,"abstract":"<div><div>We examine several facility location problems within a directed network involving two distinct cost types. The first, referred to as the “customer cost”, represents the expense each customer considers when selecting a facility to obtain service (e.g., delivery time or a measure of quality degradation). Consequently, once facilities are established, each customer chooses the one that minimizes their individual cost. The second type, termed the “company cost”, encompasses all expenses incurred by the company due to customer allocation to their chosen facilities. Additionally, the company possesses a budget that can be allocated to reduce company costs associated with the network’s arcs (the so-called arcs upgrading).</div><div>The company’s objective is to simultaneously determine facility locations and distribute the budget (or a portion of it) across the network arcs to minimize the total company cost. This total company cost comprises the post-upgrading company costs and the invested budget, while accounting for customer reactions after facility placement.</div><div>Different problem variants emerge based on the facility location criteria and customers’ choice strategy. In this paper, we address the following problems: the <span><math><mi>p</mi></math></span>-median problem, a two-stage facility location problem, a single-allocation hub location problem, and a tree-of-hubs location problem — all incorporating customers’ choice and arc upgrading.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"139 ","pages":"Article 103458"},"PeriodicalIF":7.2,"publicationDate":"2026-02-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145474873","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Distributionally robust joint inventory and pricing control across products 分布健壮的联合库存和跨产品的价格控制

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-02-01 Epub Date: 2025-11-01 DOI: 10.1016/j.omega.2025.103443

Jianjun Xu , Xinyu Bi , Shaoxiang Chen , Feng Liu

We study a single-period, two-item joint inventory and pricing control problem under demand uncertainty, where only the means and variances of product demands are known. The model incorporates cross-price effects, meaning that the demand for each product is influenced by the prices of both products. To address this, we develop a distributionally robust optimization framework that determines ordering and pricing decisions to maximize the worst-case expected profit over all demand distributions consistent with the known moments. Under certain conditions, we derive closed-form optimal solutions. Theoretical analysis reveals that the economic relationships between products may differ from the perspectives of retailers and customers. We also extend the model to capture additional practical considerations such as customer behavior and supply unreliability. To evaluate the proposed approach, we conduct numerical experiments that demonstrate the closeness of our closed-form solutions to the optimal policies under the true distribution in cases with mild variances, as well as to the results derived from deterministic demand and the Sample Average Approximation method. Furthermore, we analyze the impact of distributional misspecification and find that our DRO-based solutions are more robust. Sensitivity analysis further shows that while variance has a moderate impact on expected profit, increasing variance leads to a greater discrepancy between the worst-case and true expected profit.

研究了需求不确定条件下的单周期、两项目联合库存和价格控制问题，其中只有产品需求的均值和方差是已知的。该模型结合了交叉价格效应，这意味着每种产品的需求都受到两种产品价格的影响。为了解决这个问题，我们开发了一个分布健壮的优化框架，该框架确定订购和定价决策，以最大化与已知时刻一致的所有需求分布的最坏情况预期利润。在一定条件下，我们得到了闭型最优解。理论分析表明，从零售商和消费者的角度来看，产品之间的经济关系可能是不同的。我们还扩展了该模型，以捕获额外的实际考虑因素，如客户行为和供应不可靠性。为了评估所提出的方法，我们进行了数值实验，证明了我们的封闭形式解与真实分布下的最优策略在轻度方差情况下的接近性，以及与确定性需求和样本平均近似方法得出的结果的接近性。此外，我们分析了分布错误规范的影响，发现我们基于ro的解决方案更健壮。灵敏度分析进一步表明，方差对期望利润的影响不大，但方差越大，最坏情况与真实期望利润的差异越大。

{"title":"Distributionally robust joint inventory and pricing control across products","authors":"Jianjun Xu , Xinyu Bi , Shaoxiang Chen , Feng Liu","doi":"10.1016/j.omega.2025.103443","DOIUrl":"10.1016/j.omega.2025.103443","url":null,"abstract":"<div><div>We study a single-period, two-item joint inventory and pricing control problem under demand uncertainty, where only the means and variances of product demands are known. The model incorporates cross-price effects, meaning that the demand for each product is influenced by the prices of both products. To address this, we develop a distributionally robust optimization framework that determines ordering and pricing decisions to maximize the worst-case expected profit over all demand distributions consistent with the known moments. Under certain conditions, we derive closed-form optimal solutions. Theoretical analysis reveals that the economic relationships between products may differ from the perspectives of retailers and customers. We also extend the model to capture additional practical considerations such as customer behavior and supply unreliability. To evaluate the proposed approach, we conduct numerical experiments that demonstrate the closeness of our closed-form solutions to the optimal policies under the true distribution in cases with mild variances, as well as to the results derived from deterministic demand and the Sample Average Approximation method. Furthermore, we analyze the impact of distributional misspecification and find that our DRO-based solutions are more robust. Sensitivity analysis further shows that while variance has a moderate impact on expected profit, increasing variance leads to a greater discrepancy between the worst-case and true expected profit.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"139 ","pages":"Article 103443"},"PeriodicalIF":7.2,"publicationDate":"2026-02-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145474874","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

A Deep & Cross Network-based framework for online food delivery time prediction with driver-specific information 基于深度和交叉网络的基于司机特定信息的在线食品配送时间预测框架

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-02-01 Epub Date: 2025-11-12 DOI: 10.1016/j.omega.2025.103457

Genshen Fu , Yujie Chi , Li Zheng , Zuo-Jun Max Shen

In online food delivery operations, accurate delivery time prediction is crucial, as it underpins effective resource allocation and ensures customer satisfaction. While prediction models can be trained using historical delivery data, there is significant room for improving accuracy, especially in incorporating driver-specific information. However, this task faces several challenges: (1) limited data availability and privacy concerns, (2) driver heterogeneity and data dispersion, and (3) tacit driver knowledge and feature engineering complexity. To tackle these issues, we introduce a Deep & Cross Network-based (DCN-based) framework. This framework utilizes limited driver-specific information and dispersed data to automate feature engineering and enhance prediction accuracy, enabling a more personalized and precise prediction process. It leverages both low-order feature interactions, captured by the Cross Network, and high-order interactions from the Deep Neural Network (DNN), effectively balancing interpretability and predictive power. Extensive experiments using real-world data from Zomato demonstrate that our approach with driver-specific information significantly outperforms both traditional and state-of-the-art models, achieving superior results across all regression accuracy metrics. The best performance yields a root mean square error (RMSE) of 3.6660, representing a 35.93% improvement over models without driver-specific information. Furthermore, the framework’s automatic feature engineering provides deeper insights into the interactions between driver information and external factors, offering a valuable tool for improving online food delivery operations.

在网上外卖业务中，准确的配送时间预测是至关重要的，因为它是有效分配资源和确保客户满意度的基础。虽然预测模型可以使用历史交付数据进行训练，但准确性仍有很大的提高空间，特别是在纳入驾驶员特定信息方面。然而，这项任务面临着几个挑战：(1)有限的数据可用性和隐私问题；(2)驱动的异质性和数据分散；(3)隐性驱动知识和特征工程的复杂性。为了解决这些问题，我们引入了一个基于深度跨网络（Deep & Cross Network-based, DCN-based）的框架。该框架利用有限的驾驶员特定信息和分散的数据来自动化特征工程并提高预测精度，从而实现更加个性化和精确的预测过程。它利用了交叉网络捕获的低阶特征交互和深度神经网络（DNN）的高阶交互，有效地平衡了可解释性和预测能力。使用来自Zomato的真实世界数据进行的大量实验表明，我们针对驾驶员特定信息的方法显著优于传统和最先进的模型，在所有回归精度指标上都取得了卓越的结果。最佳性能的均方根误差（RMSE）为3.6660，与没有特定驱动程序信息的模型相比，提高了35.93%。此外，该框架的自动特征工程可以更深入地了解驾驶员信息与外部因素之间的相互作用，为改进在线送餐业务提供了有价值的工具。

{"title":"A Deep & Cross Network-based framework for online food delivery time prediction with driver-specific information","authors":"Genshen Fu , Yujie Chi , Li Zheng , Zuo-Jun Max Shen","doi":"10.1016/j.omega.2025.103457","DOIUrl":"10.1016/j.omega.2025.103457","url":null,"abstract":"<div><div>In online food delivery operations, accurate delivery time prediction is crucial, as it underpins effective resource allocation and ensures customer satisfaction. While prediction models can be trained using historical delivery data, there is significant room for improving accuracy, especially in incorporating driver-specific information. However, this task faces several challenges: (1) limited data availability and privacy concerns, (2) driver heterogeneity and data dispersion, and (3) tacit driver knowledge and feature engineering complexity. To tackle these issues, we introduce a Deep & Cross Network-based (DCN-based) framework. This framework utilizes limited driver-specific information and dispersed data to automate feature engineering and enhance prediction accuracy, enabling a more personalized and precise prediction process. It leverages both low-order feature interactions, captured by the Cross Network, and high-order interactions from the Deep Neural Network (DNN), effectively balancing interpretability and predictive power. Extensive experiments using real-world data from Zomato demonstrate that our approach with driver-specific information significantly outperforms both traditional and state-of-the-art models, achieving superior results across all regression accuracy metrics. The best performance yields a root mean square error (RMSE) of 3.6660, representing a 35.93% improvement over models without driver-specific information. Furthermore, the framework’s automatic feature engineering provides deeper insights into the interactions between driver information and external factors, offering a valuable tool for improving online food delivery operations.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"139 ","pages":"Article 103457"},"PeriodicalIF":7.2,"publicationDate":"2026-02-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145525915","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Sorting electric vehicles via online review: A BERT-based behavioral three-way decision model with cardinal-ordinal preferences 基于在线评论的电动汽车分类：基于bert的基数-序数偏好行为三向决策模型

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-02-01 Epub Date: 2025-10-20 DOI: 10.1016/j.omega.2025.103441

Yiqiang Mu, Dun Liu, Zhihui Zhang

The electric vehicle (EV) industry plays a crucial role in the global transition to a low-carbon economy. As the EV market rapidly grows and competition intensifies, consumer feedback represented by online reviews is emerging as a critical factor in shaping EV evaluations and driving market success. To address the challenges of EV assessment we propose a novel BERT-driven behavioral three-way decision (BBTWD) model that integrates cardinal consensus and ordinal preferences. The key methodological contributions include (1) the EV-BERT model, a domain-specific sentiment analysis model that incorporates manually labeled EV review data; (2) the cardinal-ordinal preference modeling approach, which combines the minimum consensus cost model (MCCM) and the weighted Borda count method; and (3) the BBTWD method, which integrates the TODIM and three-way decision method to simultaneously account for the risk-aversion and loss-aversion behaviors of the decision-makers. Two case studies demonstrate the effectiveness and robustness of our method. Specifically, the ranking similarity between the proposed model and baseline methods exceeds 0.893 under both the weighted Spearman correlation measure and the weighted similarity measure. Moreover, our method outperforms existing approaches in sentiment analysis, particularly in terms of identifying negative sentiment. In addition, we assess the impact of weight uncertainty and behavioral factors on both the ranking and classification results through simulation and sensitivity analyses. The results confirm the robustness and practicality of the proposed method. This study advances EV evaluation methodologies by bridging sentiment analysis, preference modeling, and behavioral decision-making, offering actionable insights for both consumers and EV manufacturers.

电动汽车（EV）产业在全球向低碳经济转型中发挥着至关重要的作用。随着电动汽车市场的快速发展和竞争的加剧，以在线评论为代表的消费者反馈正在成为影响电动汽车评估和推动市场成功的关键因素。为了解决EV评估的挑战，我们提出了一种新的bert驱动的行为三向决策（BBTWD）模型，该模型集成了基数共识和顺序偏好。主要的方法贡献包括：(1)EV- bert模型，这是一个特定领域的情感分析模型，包含手动标记的EV评论数据；(2)结合最小共识成本模型（MCCM）和加权Borda计数法的基数-序数偏好建模方法；(3) BBTWD方法，该方法将TODIM和三向决策方法相结合，同时考虑了决策者的风险规避和损失规避行为。两个案例研究证明了该方法的有效性和鲁棒性。具体而言，在加权Spearman相关度量和加权相似度量下，所提模型与基线方法的排序相似度均超过0.893。此外，我们的方法在情绪分析方面优于现有的方法，特别是在识别负面情绪方面。此外，我们通过模拟和敏感性分析，评估了权重不确定性和行为因素对排序和分类结果的影响。结果证明了该方法的鲁棒性和实用性。本研究通过情感分析、偏好建模和行为决策的结合，推动了电动汽车评估方法的发展，为消费者和电动汽车制造商提供了可操作的见解。

{"title":"Sorting electric vehicles via online review: A BERT-based behavioral three-way decision model with cardinal-ordinal preferences","authors":"Yiqiang Mu, Dun Liu, Zhihui Zhang","doi":"10.1016/j.omega.2025.103441","DOIUrl":"10.1016/j.omega.2025.103441","url":null,"abstract":"<div><div>The electric vehicle (EV) industry plays a crucial role in the global transition to a low-carbon economy. As the EV market rapidly grows and competition intensifies, consumer feedback represented by online reviews is emerging as a critical factor in shaping EV evaluations and driving market success. To address the challenges of EV assessment we propose a novel BERT-driven behavioral three-way decision (BBTWD) model that integrates cardinal consensus and ordinal preferences. The key methodological contributions include (1) the EV-BERT model, a domain-specific sentiment analysis model that incorporates manually labeled EV review data; (2) the cardinal-ordinal preference modeling approach, which combines the minimum consensus cost model (MCCM) and the weighted Borda count method; and (3) the BBTWD method, which integrates the TODIM and three-way decision method to simultaneously account for the risk-aversion and loss-aversion behaviors of the decision-makers. Two case studies demonstrate the effectiveness and robustness of our method. Specifically, the ranking similarity between the proposed model and baseline methods exceeds 0.893 under both the weighted Spearman correlation measure and the weighted similarity measure. Moreover, our method outperforms existing approaches in sentiment analysis, particularly in terms of identifying negative sentiment. In addition, we assess the impact of weight uncertainty and behavioral factors on both the ranking and classification results through simulation and sensitivity analyses. The results confirm the robustness and practicality of the proposed method. This study advances EV evaluation methodologies by bridging sentiment analysis, preference modeling, and behavioral decision-making, offering actionable insights for both consumers and EV manufacturers.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"139 ","pages":"Article 103441"},"PeriodicalIF":7.2,"publicationDate":"2026-02-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145365181","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0

Logic-based Benders decomposition combined with column generation for mobile 3D printer scheduling problem 基于逻辑的Benders分解结合列生成的移动3D打印机调度问题

IF 7.2 2区管理学 Q1 MANAGEMENT

Omega-international Journal of Management Science

Pub Date : 2026-02-01 Epub Date: 2025-10-22 DOI: 10.1016/j.omega.2025.103442

Tao Li , Hu Qin , Nan Huang

The principles of sharing become increasingly important for boosting business profitability. In the realm of the sharing economy, 3D printers possess the potential to meet the printing demands of an expanded customer base. This paper investigates a class of mobile 3D printer scheduling problems that consider various aspects such as printer allocation, transportation, and production. 3D printers can be transported using truck between customer locations to efficiently fulfill customer orders and achieve optimal resource allocation. A mixed-integer linear programming model is proposed to describe this problem. After analyzing the characteristics and structure of the model, a logic-based Benders decomposition algorithm framework is designed for solving this problem. To address the specific characteristics of the Benders sub-problem, we define a novel tandem sequence structure and develop a tandem-sequence-based column generation for solving the Benders sub-problem. Three strategies, namely dominance rules, effective upper bounds, and tandem sequence deduplication, are constructed to accelerate the algorithm’s convergence. To evaluate the performance of the proposed algorithm framework and acceleration strategies, a comprehensive set of 320 instances and a real-world set of 14 instances are generated for rigorous testing. The experimental results affirm the effectiveness of these approaches and algorithm.

分享原则对于提高企业盈利能力变得越来越重要。在共享经济领域，3D打印机拥有满足不断扩大的客户群的打印需求的潜力。本文研究了一类考虑打印机分配、运输和生产等多个方面的移动3D打印机调度问题。3D打印机可以使用卡车在客户地点之间运输，有效地完成客户订单，实现最佳资源分配。提出了一个混合整数线性规划模型来描述这一问题。在分析模型特点和结构的基础上，设计了一种基于逻辑的Benders分解算法框架。针对Benders子问题的具体特点，定义了一种新的串联序列结构，并开发了基于串联序列的列生成方法来求解Benders子问题。通过构造优势规则、有效上界和串联序列重复数据删除三种策略来加快算法的收敛速度。为了评估所提出的算法框架和加速策略的性能，生成了一组包含320个实例的综合集和一组包含14个实例的真实世界集进行严格测试。实验结果验证了这些方法和算法的有效性。

{"title":"Logic-based Benders decomposition combined with column generation for mobile 3D printer scheduling problem","authors":"Tao Li , Hu Qin , Nan Huang","doi":"10.1016/j.omega.2025.103442","DOIUrl":"10.1016/j.omega.2025.103442","url":null,"abstract":"<div><div>The principles of sharing become increasingly important for boosting business profitability. In the realm of the sharing economy, 3D printers possess the potential to meet the printing demands of an expanded customer base. This paper investigates a class of mobile 3D printer scheduling problems that consider various aspects such as printer allocation, transportation, and production. 3D printers can be transported using truck between customer locations to efficiently fulfill customer orders and achieve optimal resource allocation. A mixed-integer linear programming model is proposed to describe this problem. After analyzing the characteristics and structure of the model, a logic-based Benders decomposition algorithm framework is designed for solving this problem. To address the specific characteristics of the Benders sub-problem, we define a novel tandem sequence structure and develop a tandem-sequence-based column generation for solving the Benders sub-problem. Three strategies, namely dominance rules, effective upper bounds, and tandem sequence deduplication, are constructed to accelerate the algorithm’s convergence. To evaluate the performance of the proposed algorithm framework and acceleration strategies, a comprehensive set of 320 instances and a real-world set of 14 instances are generated for rigorous testing. The experimental results affirm the effectiveness of these approaches and algorithm.</div></div>","PeriodicalId":19529,"journal":{"name":"Omega-international Journal of Management Science","volume":"139 ","pages":"Article 103442"},"PeriodicalIF":7.2,"publicationDate":"2026-02-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"145424976","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

引用次数: 0