Just Eat Takeaway: Amazon Partnership Could Double Grubhub’s Growth

Summary As Amazon partnered with Grubhub, we estimated its user growth opportunities at 62 mln users by leveraging Amazon’s massive Prime members of 160 mln. With the additional users, we expect this to provide incremental transaction volumes for Grubhub of $3.41 bln per year through 2026. In terms of market share of the food delivery …

Uber and DoorDash found a way to make food-delivery profitable

The pandemic accelerated competition for on-demand food delivery, and in the United States, there were two clear winners: DoorDash and Uber, which together control 96% of a market that has doubled over the past two years. After years of using venture capital money to keep prices low and buy up smaller competitors along the way, …

Uber and Dig Lure New Yorkers by Making Fun of Grubhub Debacle

New Yorkers are getting lunch delivered with a side of snark after Grubhub’s delivery snafu. Uber Eats sent an email to users this week with the subject line: “There’s no such thing as free lunch” with a winking emoji and a $25 coupon. Fast-casual restaurant chain Dig sent users a message asking “Still hangry from …

Doordash Takes Huge Bite Out of Competition with Nearly 300% Increase in Purchases, Say Emburse Expense Data

LOS ANGELES & PORTLAND, Maine–(BUSINESS WIRE)–To mark national Hamburger Month (celebrated each May) Emburse, a global leader in spend management solutions, analyzed transaction data from almost three million meal purchases to discover which food and restaurant brands corporate America’s employees visit the most. The results can be found in the latest SpendSmart report. “The huge increase in both …

DoorDash Should Buy Lyft to Compete With Uber: Analyst

DoorDash DASH +3.11%  declined to comment, and Lyft couldn’t be reached immediately for comment. He believes that only being a ride-hailing service is a disadvantage for Lyft relative to Uber Technologies UBER –4.65%  (UBER) which has multiple businesses such as Uber Eats. DoorDash plus Lyft essentially creates a mini-Uber. Uber’s market capitalization is about $53 billon. DoorDash’s market cap is about $26 billion and …

U.S. Delivery Sales, DoorDash Share Still Growing

According to the latest market share update from Bloomberg Second Measure, DoorDash extended its dominance to 59 percent of the U.S. meal delivery market. In addition, sales from meal delivery apps grew another 6 percent year-over-year, with 51 percent of U.S. customers ordering from one of the major delivery providers in March of 2022, up …

Just Eat Takeaway considering sale of Grubhub

Dive Brief: Just Eat Takeaway is “exploring the introduction of a strategic partner into and/or the partial or full sale of Grubhub,” the company said in its Q1 2022 earnings release on Wednesday. JET originally bought Grubhub in 2020.  JET CEO Jitse Groen confirmed with analysts on the call that management is having active discussions around Grubhub, …

Look out, DoorDash: Local meal delivery companies are teaming up

DoorDash, Uber Eats, and Grubhub have become synonymous with on-demand restaurant delivery. DoorDash alone accounts for 59% of U.S. business; Uber Eats has 24% and Grubhub 14%. But the big three have at least 550 competitors: small companies that cover a town or a segment of a state, such as GrubSouth in Alabama, Meals Now in Arkansas, …

Just Eat’s Grubhub deal has been a terrible takeaway experience

The secret to successful food delivery is to manage a speedy pick up and drop off without letting the grub go cold or misplacing half the order on the way. The mouthful that is Just Eat Takeaway.com may do all right handling dinner from the local pizza place or kebab shop. But in its corporate …

Just Eat Takeaway weighs Grubhub sale as pandemic boost fades

Company may sell Grubhub, bought last year for $7.3 billion Takeaway reports 1% fall in Q1 orders as COVID boon wanes Operations to focus on growing order size, cutting costs AMSTERDAM, April 20 (Reuters) – Europe’s biggest meal delivery company Just Eat Takeaway.com (TKWY.AS) is looking at selling U.S. arm Grubhub less than a year after buying …