Episode 100: Uber Eats Taking over Postmates, Grubhub is Tanking, Doordash is Going Public, Oh My!

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3+ y ago 41:24

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As we get to the end of the year, we've got all our favorite delivery apps facing drama.
What's the deal with Uber Eats buying Postmates?
The deal is done. It has been completed and it's official. Earlier than scheduled.
What's that going to mean for all of us?
Ultimately it looks like Postmates will continue to operate as a brand. Eventually (this will take time) Uber Eats is going to merge all the back end.
That means accounting, the tech, and the delivery fleets.
In other words plan on everyone moving over to Uber Eats, and one fleet will deliver orders for both brands. It's a lot like happens with Grubhub and Seamless.
Articles referenced:
"How would a possible Uber Eats Takeover of Postmates impact us?" on the Entrecourier.
Grubhub timeline of their purchases of Seamless and Eat24
Doordash's transitioning of Caviar drivers to the Dasher fleet
What's the deal with Grubhub tanking?
Grubhub has been in a freefall this year. Once the dominant player in delivery, they've plummeted far below Doordash and Uber Eats.
The Business of Apps website had some interesting data on Grubhub's performance.
Grubhub's announcement that the deal to sell to Just Eat Takeaway was being pushed back
Seeking Alpha commentary that Just Eat bet on the wrong horse.
Business Insider article on Just Eat moving to employee model in Europe.
And what's going to happen with Doordash's IPO?
Doordash has been wanting to go public for awhile. They've been putting it off. With this huge surge in sales thanks to Covid, it's kind of a now or never moment.
What happens after that?
2021 is going to be interesting.
For the delivery world, I think it will be more interesting than this year was. That says a lot.
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