added by sari · updated 2y ago
Grubhub was a rational player in an irrational market
- Grubhub’s original model was a marketplace for consumers to order food from independent restaurants that already had their own delivery fleets. Though this was a game-changer for consumers, it constrained supply to only listing restaurants that could perform their own deliveries. This was a mistake.
from Food Delivery Wars: 3 Takeaways From The UberEats, Postmates, Grubhub, DoorDash Ecosystem—How It… by Sarah Tavel
sari added
- First, that the opportunity Postmates saw was Grubhub’s to lose, but Postmates ran at that opportunity too aggressively while Grubhub ran at it too slowly. And second, as DoorDash battles two public company competitors in GrubHub and Uber Eats, staying private is a weapon I suspect they won’t be eager to give up.
from Food Delivery Wars: 3 Takeaways From The UberEats, Postmates, Grubhub, DoorDash Ecosystem—How It… by Sarah Tavel
sari added
- A lot of what you hear and read about the big delivery networks — DoorDash, Grubhub, Uber Eats, etc. — is that they’re a terrible economic deal for restaurants. It’s an especially tough tradeoff for neighborhood restaurants and startups, which don’t have much leverage or much profit margin to spare.
from The desk lunch is on hold by Dan Frommer
sari added