Transcript
Transcript

Grubhub – Market Share Dynamics & Potential Consolidation – 23 March 2020

  • Multi Asset
  • Consumer
  • Europe

Specialist

Former director at Grubhub

Agenda

  • Food delivery operating environment, focusing on COVID-19 and demand trends
  • Market share dynamics between Grubhub (NYSE: GRUB), Doordash and UberEats (NYSE: UBER), including commission pressure in key markets
  • Unit economics and timeline to profitability
  • Potential consolidation and strategic alternatives
  • 2020 outlook and ability to win in key markets

Questions

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