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Grubhub

11 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement May 30, 2024 by Casey Winters · said 44 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by Casey Winters (26), Brett Berson (17), Adam Guild (1)

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2024 43 mentions in 1 episode

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Everything said about Grubhub, oldest first

May 30, 2024 bearish
Insight
Winters: A $100M public company cannot beat rivals with $4B in capital
“I just don't think there's a way that a public company that raised like a hundred million in IPO is going to outcompete. Companies that have raised four billion dollars each, I think, in Uber and DoorDash like to crush you.”
Casey Winters May 30, 2024 ▶ 29:30 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024
Disclosure
Winters: Grubhub gave $10 mobile promos because app users doubled LTV
“So when our mobile app found product market fit at Grubhub, we decided to give everyone 10 dollars off their first mobile order because LTV doubled if you got the app. And it was a little bit of a gambit, but a bunch of people used that promo, and then they st…”
Casey Winters May 30, 2024 ▶ 1:08:58 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 positive
Assertion Not checkable as stated
Winters: Grubhub cohort retention improved year-over-year as restaurant supply scaled
“So what we found at Grubhub is that our retention got better every cohort because the product did get faster on the supply side, faster than the people we're targeting, you know, got worse.”
Casey Winters May 30, 2024 ▶ 58:43 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 neutral
Opinion
Winters: Grubhub's only winning move was acquiring DoorDash and appointing Tony Xu
“The only thing they could have done was buy DoorDash as early as possible, and then basically let Tony run the company and build a delivery network.”
Casey Winters May 30, 2024 ▶ 29:13 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 neutral
Assertion Not checkable as stated
Winters: Grubhub covered almost all US delivery restaurants under asset-light model
“Grubhub was an asset-like marketplace where the restaurants were in charge of doing their own delivery, and we basically had every restaurant across most of the U.S. That did their own delivery.”
Casey Winters May 30, 2024 ▶ 26:54 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 neutral
Assertion Supported
Winters: No single restaurant accounts for over 5% of Grubhub sales
“It's not like there's any restaurant at Grubhub that makes up more than five percent of sales. So it's still reasonably fragmented.”
Casey Winters May 30, 2024 ▶ 50:10 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 positive
Insight
Winters: Restaurant kitchens are underutilized fixed assets constrained only by seating
“For Grubhub, that's basically never true because the kitchen is essentially always an underutilized fixed asset. They can always pump out more food. 99.9% of restaurants can pump out more food. It's the front of the house that gets constrained because they're …”
Casey Winters May 30, 2024 ▶ 19:03 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 neutral
Assertion Supported
Winters: Grubhub raised only $80M before its IPO
“So you're a company Grubhub that's raised eighty million dollars before you go public.”
Casey Winters May 30, 2024 ▶ 27:25 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024
Assertion Not checkable as stated
Winters: Grubhub users needed a second order in three days for retention
“For Grubhub, we had to get you a second order in the first three days to reliably predict you building that habit.”
Casey Winters May 30, 2024 ▶ 1:03:06 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024 positive
Assertion Not checkable as stated
Winters: Grubhub data showed resolving bad orders boosted retention over flawless orders
“Early on, we were basically like, look, if there's an issue with the driver, if there's an issue with the order being late, we'll take it on as the marketplace, because we know if we make up for a bad experience by going above and beyond, we'll actually have b…”
Casey Winters May 30, 2024 ▶ 47:51 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
May 30, 2024
Assertion Not checkable as stated
Winters: Delivering two daily orders kept Grubhub restaurants from churning
“So at Grubhub, that was like, you needed to get them two orders a day to stick around as a restaurant, and then they would never, you know, churn.”
Casey Winters May 30, 2024 ▶ 1:07:53 How to build and scale winning marketplaces | Casey Winters (Eventbrite, Pinterest, Grubhub)
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