Data and Code for The Cost of Delivery Delays

These files accompany the article "The Cost of Delivery Delays", AEA Papers and Proceedings (2025).<br><br>The rise in supply disruptions after COVID-19 affected businesses across the U.S. Yet, measures of disruptions or delays are difficult to estimate. Here, we provide a model-based measure of delays using aggregate manufacturing inventory data and study their economic cost. We find an increase of 21 days in the average U.S. import shipping delay from 2018 to 2024. Our estimated delivery delays are consistent with changes in the lead times reported in the data. The rise in delays has associated output costs of 2.6% and a 0.4% increase in prices.