Sequential Estimation of Dynamic Discrete Choice Models with Unobserved Heterogeneity

Fuente: arXiv
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Main Authors: Chen, Ertian, Kasahara, Hiroyuki, Shimotsu, Katsumi
Format: Preprint
Published: 2026
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author Chen, Ertian
Kasahara, Hiroyuki
Shimotsu, Katsumi
author_facet Chen, Ertian
Kasahara, Hiroyuki
Shimotsu, Katsumi
contents Estimating dynamic discrete choice models with unobserved heterogeneity is computationally costly because it requires repeatedly solving fixed-point equations for all unobserved types. We develop the EM-NPL(q) framework that combines the Expectation-Maximization (EM) algorithm with an inner fixed-point solver truncated to q iterations. For the workhorse class of linear-in-parameters models, we establish a truncation-invariance result: for any q$\geq$1, EM-NPL(q) is numerically identical to the EM-NPL estimator that solves the inner fixed-point problem to convergence. Therefore, the choice of q affects computation but not statistical properties. We also establish consistency, asymptotic normality of our estimator, and local convergence of the EM-NPL(q) algorithm. In Monte Carlo simulations, EM-NPL(q) reduces runtime by at least 20% and can be 3--5 times faster. In an application to cola demand, we show that ignoring unobserved heterogeneity understates long-run own-price elasticities by up to 60%, short-run elasticities by up to 85%, and compensating variation from a soda tax by up to 90%.
format Preprint
id arxiv_https___arxiv_org_abs_2604_26205
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Sequential Estimation of Dynamic Discrete Choice Models with Unobserved Heterogeneity
Chen, Ertian
Kasahara, Hiroyuki
Shimotsu, Katsumi
Econometrics
Estimating dynamic discrete choice models with unobserved heterogeneity is computationally costly because it requires repeatedly solving fixed-point equations for all unobserved types. We develop the EM-NPL(q) framework that combines the Expectation-Maximization (EM) algorithm with an inner fixed-point solver truncated to q iterations. For the workhorse class of linear-in-parameters models, we establish a truncation-invariance result: for any q$\geq$1, EM-NPL(q) is numerically identical to the EM-NPL estimator that solves the inner fixed-point problem to convergence. Therefore, the choice of q affects computation but not statistical properties. We also establish consistency, asymptotic normality of our estimator, and local convergence of the EM-NPL(q) algorithm. In Monte Carlo simulations, EM-NPL(q) reduces runtime by at least 20% and can be 3--5 times faster. In an application to cola demand, we show that ignoring unobserved heterogeneity understates long-run own-price elasticities by up to 60%, short-run elasticities by up to 85%, and compensating variation from a soda tax by up to 90%.
title Sequential Estimation of Dynamic Discrete Choice Models with Unobserved Heterogeneity
topic Econometrics
url https://arxiv.org/abs/2604.26205