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 are the potential outcomes of Grubhub being acquired or acquiring another company?

How has the competition in the food delivery market affected Grubhub's revenue and margins?

What are the implications of too many vendors chasing the market in the food delivery industry?

What strategic sense does it make for Uber to explore acquiring Grubhub?

What concerns do regulators have regarding potential mergers in the food delivery market?