Consolidation in Food Delivery Business Was Inevitable, Says DA Davidson Analyst

The transcript discusses the challenges and opportunities in the online food delivery market, focusing on companies like Grubhub and Uber. It highlights the low margins and intense competition in the industry, while also exploring the potential for profitability through a marketplace model. The impact of the pandemic is considered significant, as it has accelerated demand and possibly led to permanent changes in consumer behavior. The discussion also touches on the strategic moves by Uber and Grubhub in response to these market dynamics.

Discuss the implications of consolidation in the online food delivery market as mentioned in the text.

What factors are contributing to the pressure on unit economics and profitability in the online food delivery market?

How has the pandemic influenced the demand for online food delivery services according to the discussion?

What are the potential long-term changes in consumer behavior regarding online food delivery post-pandemic?

What reasons might Grubhub have for potentially holding out for a richer valuation or remaining independent?