Uber Buying Grubhub Makes Sense, D.A. Davidson's White Says

The transcript discusses the potential for Grubhub to be acquired or to acquire other companies in the competitive food delivery market. It highlights the pressure on Grubhub's revenue and margins due to competition from Uber and DoorDash. The discussion explores the possibility of consolidation in the industry, with Grubhub potentially being a target for acquisition by companies like Amazon or Uber. The challenges of regulatory scrutiny and the impact on consumer prices are also considered.

What is one of the main reasons for the pressure on Grubhub's revenue and margins?

• Lack of consumer interest in food delivery

• Limited market reach

• Increased competition from Uber and DoorDash

• High operational costs

What does the CEO of Grubhub suggest about current consumer prices?

• They will remain stable

• They are not sustainable in the long term

• They are expected to increase significantly

• They are likely to decrease further

Which company is mentioned as a potential acquirer of Grubhub?

• Amazon

• Google

• Microsoft

• Facebook

What is a potential challenge for Uber Eats if it attempts to acquire Grubhub?

• Lack of financial resources

• Regulatory scrutiny

• Insufficient market presence

• Technological limitations

How might a merger between Uber Eats and Grubhub affect consumer prices?

• Prices are likely to increase

• Prices will fluctuate unpredictably

• Prices will remain unchanged

• Prices are likely to decrease