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Grubhub’s warning for the on-demand food delivery space
Taken from: After that it was time to leave the auspices of the early-stage market and move to, of all things, a public company. GrubHub reported earnings this week. It went poorly. Alex wanted to riff over the company’s earnings report and what it could mean for startups that are competing with GrubHub, a leader…
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Pipidoo Experiments
November 7, 2019 at 5:52 pm
great!
Brian Throm
November 7, 2019 at 7:35 pm
If doordash or postmates have growth rates significantly higher than grub hub, it likely indicates that their unit economics are not very healthy.
Buying market share is easy if you’re investors are willing to subsidize the customers
Luke r
November 7, 2019 at 8:24 pm
Basically saying nothing.
iamdmc
November 7, 2019 at 11:19 pm
there’s nothing special about what they do
anyone can, and so any and all of these companies will go DOWN FAST
Sell now
Ace Hardy
November 8, 2019 at 1:25 pm
👨🍳
Sean Sweeney
November 9, 2019 at 12:57 am
PSA: grubhub is actually a buy
James Carroll
November 10, 2019 at 6:23 pm
GrubHub is in a far better position than smaller (dying) companies like Waitr. GH is still in profit territory. We really don’t know what DD and the others will look like until their planned IPO. Slim to moderate growth for GH would be desirable rather than insane growth. Stabilization.