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The story behind the story

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Just Eat Takeaway confirms it is acquiring Grubhub in an all-stock deal; the deal has an equity value of $7.3B

- Deal creates one of world's largest food-delivery companies  — Dutch company offered to pay $75.15 per share for Grubhub  —  Europe's Just Eat Takeaway.com NV agreed …

Bloomberg

Discussion

  • @ezramogee Ezra Galston on x
    Very interested to see what impact this will have on Chicago tech ecosystem. We'll know the whole story soon. Looks like management will remain in place, brand will endure and hopefully jobs will stay. https://twitter.com/...
  • @nongaap Mike on x
    Did Jitse just snatch Dara's deal at the goal-line? https://twitter.com/... https://twitter.com/...
  • @s8mb Sam Bowman on x
    Here's an example of a merger that is likely to be good for consumers and competition - Takeaway doesn't compete the US atm, and can invest in Grubhub with money and tech - but that would have been blocked under the proposed Covid merger moratorium. https://www.bloomberg.com/...
  • @sherman4949 Alex Sherman on x
    After about a year and a half of talks, Uber still couldn't acquire Grubhub. Uber is not thrilled. Details here: https://www.cnbc.com/...
  • @pipstodollars @pipstodollars on x
    $GRUB The deal gives Grubhub shares an implied value of $75.15, implying a total equity value of $7.3 billion on a fully diluted basis. https://www.cnbc.com/...
  • @sameer_singh17 Sameer Singh on x
    This is starting to look like a private equity roll up, more than a strategic acquisition. Food delivery is hyperlocal, so acquiring overseas competitors has very little in the form of synergies. Contrast with Uber selling out to local competitors. https://twitter.com/...
  • @taynixster Taylor Lyles on x
    Maaaan. I was really hoping it would be called ‘GruberEats.’ https://twitter.com/...
  • @mcwm Mike Murphy on x
    they just ate grubhub https://twitter.com/...
  • @danpriceseattle Dan Price on x
    Delivery apps like Uber Eats/Door Dash can take 30% of money from restaurants. But it's even worse: they also put chains at the top of the search results. It's working. Chains have seen 50% more growth in online delivery than local restaurants https://www.nytimes.com/...
  • @trengriffin Tren Griffin on x
    I'm still formulating my takeaway from this acquisition. https://www.cnbc.com/...
  • @stevekovach Steve Kovach on x
    Uber stmt on the failed deal: “Like ridesharing, the food delivery industry will need consolidation in order to reach its full potential for consumers and restaurants. That doesn't mean we are interested in doing any deal, at any price, with any player.” https://www.cnbc.com/... …
  • @sherman4949 Alex Sherman on x
    Uber may hope an activist takes up its cause and demands Grubhub rethink its sale if Just Eat Takeaway shares keep falling and Grubhub's associated value sinks. Still, would an Uber deal get past regulators? https://www.cnbc.com/...
  • @martinsfp Martin Sfp Bryant on x
    A transatlantic takeaway empire is born. https://twitter.com/...
  • @stevekovach Steve Kovach on x
    Just Eat Takeaway confirms its in talks to merge with Grubhub as Uber is expected to back out of merger. https://www.cnbc.com/...
  • @lauren_feiner Lauren Feiner on x
    Antitrust pressures are weighing on the merger talks between Uber and Grubhub. Now, Uber is close to pulling out of the potential deal. https://www.cnbc.com/...