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

  • Multi Asset
  • Consumer
  • Europe


Former director at Grubhub


  • 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


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