And That’s The GRUB

And That’s The GRUB

by | Oct 29, 2019

GRUB is off 40%+ today following yesterday’s earnings release. After parsing through managements’ commentary we thought it might be helpful to validate some of their comments. The two pieces we are going to focus on are: GRUB referenced competition...
DoorDash Dominating

DoorDash Dominating

by | Oct 28, 2019

Third party delivery apps have come more into buyside focus recently. The disruption being brought to the space will create inflection points for winners and losers. We have useful insights with history on casual dining, third party delivery, meal kits, grocery...