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GRUB  // Posts tagged as "GRUB"

Tech Trends: Big Cloud Fuels VC Delusions of Grandeur and a Bubble

Research Question: Has the expansion of global mass-scale cloud hosting, especially by AWS, eliminated the tech startup barrier to entry, to the point at which VC-funded ideas that are unlikely to ever make a profit still are able to go to market in hopes of unicorn IPOs? Companies: AMZN, FEYE, GOOG/GOOGL, GRUB, LYFT, MSFT, PANW, UBER […]

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Grubhub Delivers Disappointing Results for Subway, Taco Bell (GRUB)

Research Question: How are Grubhub’s partnerships with Subway and Taco Bell progressing? Companies: GRUB, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is not having a significant effect on Subway or Taco Bell (Yum Brands Inc./YUM) sales since the launch of partnerships with these companies. This […]

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Grubhub Starting to Lose Share to Uber Eats, DoorDash (GRUB)

Research Question: Will Grubhub wilt in 2019 under pressure from competitors? Companies: AMZN, GRPN, GRUB, MCD, NCR, YUM By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) is losing share to Uber Eats and DoorDash, according to five of eight sources using Grubhub and competitors. This is a […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Will Grubhub wilt in 2019 under pressure from competitors? Report Available: March 14, 2019   Blueshift’s ongoing research found GRUB with divisive earnings results raising concerns about its rising costs but also feeding optimism that its spending will pay off with a strong 2019 in new markets. Competition is as fierce as ever which is […]

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Profitability for PayPal’s Venmo Will Take Years But the Path Is There (PYPL)

Research Question: Will PayPal’s efforts to monetize its Venmo app reach a tipping point in 2019? Companies: AAPL, AMZN, AXP, BAC, DFS, EPA:ING, FDC, GOOG/GOOGL, GRUB, JPM, KRX:005930, MA, PYPL, SQ, TCEHY, V, WFC, WMT By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Turning Venmo profitable will be a slow […]

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Grubhub Idea Proposal (GRUB)

Grubhub Idea Proposal (GRUB)

Is Grubhub losing share to competitors? Report Available: November 29, 2018   Blueshift’s initial research found GRUB putting up record revenue and delivery numbers, expanding aggressively with YUM’s KFC and Taco Bell locations, and increasing guidance. It is adding to its platform, acquiring a delivery company focused on college campuses, as well as bringing on […]

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Report Update: Grubhub Continues to Outperform Competitors, Including UberEATS (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) remains the top performing delivery business, outpacing all competitors, according to a frozen yogurt franchise owner source who […]

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Grubhub to Stay Ahead of Competitors with Purchase of Eat24 (GRUB)

Research Question: Will Grubhub’s purchase of Eat24 be enough to hold off competitors? Companies: AMZN, GRPN, GRUB, MCD, PNRA, SQ, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc.’s (GRUB) purchase of Eat24 will help it keep its competitors at bay, a reversal of sentiment toward the company […]

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Grubhub Feeling the Heat from UberEATS and Other Delivery Services (GRUB)

Research Question: Will Grubhub fend off UberEATS and Amazon? Companies: AMZN, GRPN, GRUB, SQ, YELP   By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings Grubhub Inc. (GRUB) faces mounting pressure from competitors and is finding it more difficult to fight them off. This worrisome trend for the company is a […]

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GrubHub Must Fend Off Hard-Charging UberEATS to Stay on Top (GRUB)

Research Question: Will GrubHub win the online food ordering battle? Companies: AMZN, GRUB, YELP By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings GrubHub Inc. (GRUB) has a tall task ahead of it in fending off Uber Technologies Inc.’s UberEATS and in maintaining its supremacy in the online food ordering and […]

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