The Ledger
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Winters: Delivery and catering orders are pure margin for restaurants
“Delivery orders and catering orders are basically pure margin to restaurants. The chefs are already there. The, you know, the rent is already being paid. The more things we pump out of the kitchen, the more money we make.”
Winters: Grubhub's only survival play was acquiring DoorDash early
“So I think the only play here was to buy DoorDash as early as possible and let DoorDash and their operationally heavy culture eat Grubhub from the inside out.”
Grubhub was disrupted because public market scrutiny blocked private capital tactics
“GrubHub wasn't able to, for different reasons. They were a public company. And so they couldn't, couldn't access capital in the same way that the private markets could, but they were too slow. To change the atomic unit of their supply to have delivery that the…”
Casey Winters: Grubhub scaled double-digit million marketing without ops team
“As someone who ran a double digit million marketing budget at Grubhub without marketing ops, because we invested in automation and we invested in process, it scares me when the first tactic people to go to is to add people to help scale.”