Abstract
Right-to-repair and product longevity reforms are increasingly central to European circular economy transitions, yet their implications for market organization and business model design remain underexplored. This study examines how converging institutional pressures reshape electronics repair aftermarkets and condition circular business model pathways. Drawing on qualitative interviews and documentary data from the Danish consumer electronics field, the study combines abductive Gioia coding with a configurational field synthesis. The study conceptualizes institutional confluence as the interaction of coercive, normative, and mimetic pressures that restructure field-level governance rather than producing uniform adaptation. Findings show that product-longevity reforms do not inherently decentralize repair markets. Instead, they generate differentiated governance configurations, each aligned with distinct business mode pathways. The study positions aftermarket governance as a meso-level mediator linking institutional pressures to strategic design and demonstrates how institutional confluence produces stratified field structures rather than isomorphic convergence.