Grubhub getting the snub snub
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The Digital Health 150
I’m excited to announce we’re now taking nominations for our first-ever Digital Health 150 — a ranking of the 150 most promising private digital health companies globally.
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Well said, Fred
Venture capitalist Fred Wilson has been investing in tech companies since the 1980s. He's also a prolific blogger, offering advice to investors on how to take the right risks, how to navigate crises, and much more.
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Following the bread crumbs
It’s been a rough go of late for restaurant delivery company Grubhub as its stock chart from CB Insights highlights.

The pressure is not all that surprising.
First off, competitive intensity in the restaurant delivery space has dramatically climbed. Grubhub’s CBI profile reveals a long list of competitors. The 2 main ones that are putting pressure on the company are DoorDash and Uber via its Uber Eats offering.

This intensity is evident in other places, as you’ll see below.
Well, then
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The battle for hearts & minds
Interestingly, the chatter about Grubhub has also fallen with the rise of Uber Eats and Doordash.
A look at our earnings transcript search engine shows that on earnings calls, public company CEOs of restaurant & hospitality companies are increasingly talking up partnerships with Doordash.
Doordash mentions on earnings calls have actually overtaken mentions of Grubhub. To see which public co execs & companies are mentioning these companies most, clients with transcript search engine access can go here.

Media chatter paints a similar trend with Grubhub having been eclipsed by both Uber Eats and Doordash.

Of course, Grubhub is not standing still.
As business relationship data on CB Insights highlights, the company has signed a number of deals with major restaurants as can be seen below and here.

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The Industry Standard
CB Insights data is the most trusted by those in the industry and the media. A few recent hits.
New York Times. Erin Griffith (@eringriffith) discusses startup Evernote’s slowed growth and its potential for a comeback and cites CB Insights data.
Forbes. Jean Baptiste Su writes about unicorn company Meero and references CB Insights research.
CNBC. Saheli Roy Choudhury (@sahelirc) discusses the main focus area for Singapore’s early-stage, state-funded investor and cites PwC and CB Insights’ MoneyTree Report.
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