Just Realized.

Topic

Delivery

6 articles in this thread.

Publication trail

When this thread grew

Article counts by publication year.

  1. 20251
  2. 20231
  3. 20221
  4. 20213

  1. Wonder bought Grubhub for distribution. Integration is the bill.

    Wonder acquired Grubhub at a $650 million enterprise value. Making a larger ordering network useful is the harder part.

  2. Meituan not buying Foodpanda after all

    Meituan backed out of foodpanda acquisition talks, which is good news for Grab and Southeast Asian competition

  3. Amazon takes stake in Grubhub

    Amazon's 2022 Grubhub deal offered Prime distribution, but repeat orders after the free membership were the real test.

  4. Uber starts 15-minute delivery in Paris

    Uber's 15-minute Paris grocery offer made a strong promise, but dark stores and standby couriers carried the cost of keeping it.

  5. DoorDash v San Francisco

    San Francisco's delivery-fee cap protected restaurant margins in 2021. The unresolved tradeoff was where platforms moved the cost.

  6. Uber completes Drizly acquisition

    Uber's $1.1 billion Drizly purchase promised more delivery demand; the operating test was whether those orders paid for their own complexity.