| --- |
| license: cc-by-4.0 |
| pretty_name: "CausalDemand" |
| language: |
| - en |
| tags: |
| - causal-inference |
| - demand-estimation |
| - econometrics |
| - retail |
| - synthetic-data |
| - benchmark |
| size_categories: |
| - 10M<n<100M |
| --- |
| |
| # CausalDemand |
|
|
| **Can a model that fits observed demand well still recover causal price response, substitution, and counterfactual outcomes when prices and promotions are endogenous?** |
|
|
| CausalDemand pairs synthetic retail scanner panels with marketing-copy product descriptions that carry the true substitution geometry. Demand is simulated from a known data-generating process; in half the cells, promotion depth responds to a hidden demand shock, so estimators that ignore endogeneity fit the observed data well and still get the counterfactuals wrong. True elasticities and counterfactual outcomes are hidden and used only for scoring. |
|
|
| **Code, submission format, and scoring harness:** https://github.com/jean-jsj/CausalDemand |
|
|
| ## The 2×2 grid |
|
|
| | Axis | Values | |
| |---|---| |
| | Demand family | log-log demand system / structured random-coefficients discrete choice | |
| | Endogeneity | off (control) / on (promotion depth responds to a hidden demand shock; cost-based instruments stay valid) | |
|
|
| Every cell is the full market — 40 products, 731 stores — and covers 156 weeks: 140 public training weeks plus 16 holdout-context weeks whose prices/promotions are public but whose sales are withheld. The four cells are `complex_{log_log,covariance_probit}_{exogenous,endogenous}_seed001` (the `complex_` prefix is part of the frozen cell identifiers). |
|
|
| ## Layout |
|
|
| ``` |
| dev/<cell_slug>/ |
| public/ # everything a model may consume |
| transactions_train_public.csv # product, store, week, units, dollars, |
| # price, promo_flag, promo_cost, supply_cost_proxy |
| transactions_holdout_context_public.csv # holdout weeks: prices/promos public, sales withheld |
| counterfactual_sweep_context_public.csv # the 16 scored price interventions |
| products_public.csv # product_id, product_text, brand_code |
| stores_public.csv # store_id, market, chain |
| hidden/ # DEV SEED ONLY: scoring truth for instant local scoring |
| transactions_full_hidden.csv # Layer-1 truth (holdout sales) |
| elasticity_truth_hidden.csv # Layer-2 truth (J x J elasticities) |
| counterfactual_sweep_truth_hidden.csv # Layer-3 truth (counterfactual demand) |
| release/ |
| MANIFEST.json # per-file SHA-256 |
| scoring_params.json # scoring config (family, eval window) |
| release_notes.md, DATASHEET.md |
| ``` |
|
|
| **Data-access rule:** models consume `public/` files only. `hidden/` exists for local scoring on the dev seed, never as model input. Eval seeds (added later) ship public-only; their truth stays with the maintainer. |
|
|
| A `reference/` tree holds the four reference models' submission-format predictions (`reference/<model>/<cell_slug>/`, one directory per corner of the instruments × text grid); their scores and descriptions live in the GitHub repo's `submissions/` directory. A completed datasheet is at `DATASHEET.md`. |
|
|
| ## Notes |
|
|
| - **Markets and brand codes are pseudonymized** (`M01…`, `B1…`), consistently |
| across cells and seeds. |
| - The panels are **fully synthetic**, calibrated to moments of the IRI |
| academic scanner dataset; no real transactions are included. |
| - The generating code is withheld during the evaluation phase, with a |
| SHA-256 commitment to the frozen source published in the GitHub repo |
| (released after the evaluation phase). |
| - The benchmark's **actual-data arm** (validity checks on real data) uses the |
| public Dominick's Finer Foods scanner data (Kilts Center, Chicago Booth), |
| downloaded separately — see the GitHub repo. |
| - This dataset was previously published under the name CARD; the content is |
| unchanged, and per-cell files keep their original frozen stamps and hashes. |
|
|
| ## License & citation |
|
|
| Data: CC BY 4.0. Authors: Juwon Hong, Minha Hwang, and Venkatesh Shankar. The associated paper reference will be added upon publication. |
|
|
| ```bibtex |
| @misc{hong2026causaldemand, |
| author = {Hong, Juwon and Hwang, Minha and Shankar, Venkatesh}, |
| title = {CausalDemand: A Causal Demand Benchmark}, |
| year = {2026}, |
| publisher = {Hugging Face}, |
| url = {https://huggingface.co/datasets/jean-jsj/CausalDemand} |
| } |
| ``` |
|
|