
Third-party “3P” delivery dynamics: how to get up to speed on Uber Eats (NYSE: UBER), GrubHub (NYSE: GRUB), Postmates and DoorDash
The long-expected restaurant third-party, or 3P, delivery provider consolidation seems to be accelerating this week with numerous media reports on a potential Uber-Grubhub tie-up. This would also likely move the other players to strongly consider their strategic alternatives, given the importance of scale in this business. In the short videos below, we will go over…