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Chronicles

The story behind the story

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Sources: Uber has been in off and on talks for a year to acquire Grubhub, but the parties remain at odds about price

- Uber has made an offer to buy food delivery company Grubhub, a person familiar with the matter told CNBC Tuesday.  — Grubhub's stock spiked as much as 38% …

CNBC

Discussion

  • @carnage4life Dare Obasanjo on x
    Uber laid off 3,700 employees via Zoom last week. It looks like they're using the money saved to bargain hunt all the other startups hurt by #COVID19 instead of laying low. First they invested in Lime at a 79% discount and now moving to acquire Grubhub. https://www.bloomberg.com/…
  • @kateconger Rocket Surgery on x
    Grubhub's profits have been falling since 2018, making it an acquisition target. But even *if* a deal comes together with Uber, antitrust scrutiny will follow: https://www.nytimes.com/...
  • @zephyrteachout Zephyr Teachout on x
    We need a merger moratorium. Also, devastated restaurants lose even more power if this goes through. Uber sets terms, extracts. https://www.nytimes.com/...
  • @civileats @civileats on x
    “We cannot allow these corporations to monopolize food delivery, especially amid a crisis that is rendering American families and local restaurants more dependent than ever on these very services.” https://www.nytimes.com/...
  • @cnbcnow @cnbcnow on x
    BREAKING: Uber has rejected 2.15 share ratio in GrubHub deal talks & the companies remain at odds on price, sources tell CNBC. The companies have been talking on and off for a year, people familiar also said. https://www.cnbc.com/...
  • @stevekovach Steve Kovach on x
    New Uber/Grubhub details from @davidfaber: Grubhub's proposal rejected by Uber. Both parties still at odds on price. The companies have been talking on and off for about a year. https://www.cnbc.com/...
  • @saraashleyo Sara Ashley O'Brien on x
    GrubHub releases statement on the reports of a possible Uber merger: “As we have consistently said, consolidation could make sense in our industry, and, like any responsible company, we are always looking at value-enhancing opportunities” https://www.prnewswire.com/...
  • @lamonicabuzz Paul R. La Monica on x
    $GRUB just said “policy remains to not comment on specific market rumors” and company is “squarely focused on delivering shareholder value.” Adds that “consolidation could make sense” but “we remain confident in our current strategy.” No mention of $UBER. https://www.prnewswire.c…
  • @levynews Ari Levy on x
    shorter GrubHub: If we get acquired, that's cool. If not, hey that's cool too https://www.prnewswire.com/...
  • @mikeisaac Rat King on x
    the food delivery industry is a warzone, and everyone is bleeding money. heres why Uber wants to buy grubhub w/ @kateconger https://www.nytimes.com/...
  • @patrickhedlund Patrick Hedlund on x
    GrubHub had a market value of $4.4 billion as of this morning, while Uber's was $54 billion https://www.wsj.com/...
  • @mhbergen Mark Bergen on x
    Most would say Gruber. But try this on for size: Ubhub. https://www.bloomberg.com/...
  • @can @can on x
    Should be a Seamless integration https://twitter.com/...
  • @danprimack Dan Primack on x
    @DelRey But GrubHub is only profitable based on a model that Uber doesn't follow, and which GrubHub is moving away from because it lost share to Uber/DD.
  • @delrey Jason Del Rey on x
    An Uber deal has been matter of “who” & “when” - not “if” *Buy Grubhub & you get a big, profitable player, but still have to deal w/ wild spender in DoorDash *Buy DoorDash & you take out an aggressive spender but burn more cash May just come down to DoorDash costing too much http…
  • @teddyschleifer Teddy Schleifer on x
    Is the great consolidation in food delivery finally going to happen? Uber has made an offer to buy GrubHub, per Bloomberg. https://www.bloomberg.com/...