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Grubhub Inc. (GRUB)

NYSE - NYSE Delayed Price. Currency in USD
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77.84+4.31 (+5.86%)
At close: 4:00PM EST

77.36 -0.48 (-0.62%)
After hours: 7:23PM EST

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  • J
    Joedan
    DASH Market cap of 63 Billion FEDEX = 66Billion Uber the entire company = 99 Billion GrubHub = 6.6Billion
    Door Dash driver accused of shooting McDonalds employee
    Townships and cities capping amount delivery services can charge
    Legislation working to count GIG workers as employees that require full benefits.
    Tons of competition and no barriers to entry. Uber eats, Grub Hub, Post mates to name a few.
    Amazon-backed food delivery firm Deliveroo is now worth above $7 billion after a $180 million pre-IPO funding round.
    Deliveroo the Amazon-backed food delivery company is preparing to go public later in 2021
    Lock-up will end in march and add millions of shares to the float. This trades 4 million shares a day only.
    Soft bank architect (Jeff Housenbold) for Door Dash deal is leaving Softbank.
    Lawsuit for misleading advertising in San Francisco.

    Do not short or buy this stock. Do not trade options This is nothing more than a mousetrap with a floor that will drop out in March.
    Until then the institutions that own it including Softbank and Goldman will run it up when they want and down when they want.
    There will be no rhyme or reason only for them to make money at the time. The only way to keep them from stealing your money is not to play.

    Come back after mid-march!
    Bearish
  • B
    Bob
    $DASH conversation
    So, if California says that the employee classification is retroactive, that means all the gig companies owe back pay to everyone who has worked for them? That would be dagger to the heart to $DASH $UBER $LYFT $GRUB, etc., especially since the Feds often end up adopting CA regs.
    Bearish
  • P
    Pence2024WarWithChina
    Grubhub has ~$2 billion in annual sales
    $Dash has ~$2 billion in annual sales

    Dash loses $500 million more than Grubhub per year

    Dash sales multiple = 35
    Grub sales multiple = 3
  • P
    Pence2024WarWithChina
    $DASH conversation
    In the last five days it gained 6 Grubhubs in value. Grubhub sales are on pace to exceed DoorDash in the near future. In the Chicago area where I love DoorDash has already completely lost.p to $grub and even caviar for Christ sake.
    Bearish
  • N
    Nicolas
    It’s at those moment when you compare doordash and grubhub stock, you understand the market is not always making sense
  • B
    Bob
    $DASH conversation
    Given that the Feds often adopt a lot of CA‘s regs when DC is controlled by Dems, I’d be very weary of gig company stocks during a Biden/Pelosi paradigm. $UBER $LYFT $DASH $GRUB.
    Bearish
  • P
    Pence2024WarWithChina
    $DASH conversation
    If chipotle $cmg divorced DoorDash for Grubhub $grub would instantly become the bigger app by total sales. Not a joke .
  • T
    Texaslefty
    Can someone please explain how Palo Alto Delivery Service Inc.... I mean Doordash worth almost 9 times more than Grubhub doing the exact same service?
  • Y
    Yahoo Finance Insights
    GrubHub is down 4.91% to 71.42
  • T
    The Masked Contango
    33B valuation is big greed from them. I can see this going similarly to Uber’s IPO. They’ve gone max greed. How is this company worth 5 times $GRUB?
    Bearish
  • b
    bexten
    The time to make a move is now because the markets are headed for a crash. Do you know what stocks you should be in when the bottom falls out? If not check out this free newsletter that sends one stock a week. Just go to (http://Pick-stocks.com) to join for free!
  • W
    WallSt.
    $DASH conversation
    $DASH is no more than $20 stock. UBER EATS with acquisition of Postmates, will swallow, DoorDash. UBER Eats is not restrictive for drivers as DoorDash is. Look at $GRUB hub it has been trading for years, and going nowhere. Delivery Companies are great for customers ordering food, yet not for investors.
    Bearish
  • P
    Pence2024WarWithChina
    $UBER conversation
    $dash (DoorDash) is up $25 billion this week. Or more than 3 whole Grubhub’s. $GRUB has better profit margins, same sales, and doesn’t steal drivers’ tips.
    Bearish
  • B
    BrianM
    GRUB needs to go private and the get an IPO again
  • D
    Douglas
    why would anyone buy grubhub with 21% market share and the leader Doordash is about to open?
  • r
    raggwead
    Sold half @ 72.00 let the rest ride until FEB earnings.
  • r
    raggwead
    I guess SHORTS OWN FOR NOW. EARNINGS 2-11
  • r
    raggwead
    DASH could have MKT CAP 70-80 BILLION
    GRUB has to be worth 10 BILLION.
    Buy out not out of question-my 2 cents
  • P
    Peter
    Doordash ($DASH) IPO will value it higher than JustEat Takeaway (JET) which is buying Grubhub ($GRUB). Currently DASH has about 50% of the delivery market, UberEats ($UBER) ~26% (+ UBER is acquiring Postmates which has ~5%) which combines for 31%, and GRUB is very distant third at ~16%.

    App delivery companies got a serious temporary boost in revenue from COVID and initial WFH, and yet still CAN'T MAKE A PROFIT. More COVID is NOT really good for these companies ($GRUB, $UBER / Postmates, $DASH etc.) All are losing money - despite record (and probably, PEAK) growth in orders and revenues - because the COSTS of operations and CUSTOMER ACQUISITION are very high and "loyalty factor" to any one provider is ZERO. Also, they don't make money from larger chains, so if most of the volume / revenues in a quarter come from larger chains, delivery company loses more money.

    On top of that, the chains (and their end-users / customers) are actively trying to avoid paying already outrageous delivery fees, so what we keep hearing on earnings calls is something like this:
    "And so with GrubHub, we are offering DELIVERY AND PICKUP. The fee structure for delivery and pickup are different. But what was very interesting about the first month of is that we found that the majority of sales come THROUGH PICKUP. ..... For the pricing structure, because of the GrubHub FEES, our GrubHub MENU IS MORE EXPENSIVE than our in-restaurant menu. But because the fee structure with Square, we are able to offer the same in-store prices. And so, if you are ordering a PICKUP ORDER, a TAKEOUT ORDER through Square, there is ZERO CHARGE and there is zero difference in fee as if you got into a restaurant yourself to order it."

    GRUB, UBER, DASH can keep boasting about signing big deals with thousands of restaurants, but that mostly means they WILL BE LOSING MORE MONEY for customers acquisition - if you book revenue for a money-losing sale through full rebate, you can INFLATE REVENUES, but you INCREASE LOSSES as well, even if in "ADJUSTED EBITDA" you don't count REAL EXPENSES.

    It's a race to the bottom for all short-distance delivery companies

    $GRUB $UBER, $DASH
  • P
    Peter
    Who needs middlemen? The future of delivery is almost here and now:
    Walmart teams up with GM's Cruise to test grocery delivery with SELF-DRIVING CARS. Under the program, customers in Scottsdale will be able to order from their local Walmart store and have it delivered via one of Cruise's all-electric self-driving cars beginning early next year. Walmart's latest test program allows the retailer to further tap into the on-demand food delivery market, a service that has surged since the onset of the coronavirus pandemic. It also gives the company the ability to effectively compete with rival Amazon as they race to increase their market share in one of the fastest-growing e-commerce sectors.Last year, Walmart partnered with Silicon Valley autonomous vehicle startup Nuro to assist with grocery deliveries.
    $UBER $GRUB $LYFT $WMT $AMZN $GOOGL $GM