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Mosaic Quick Take: the 35% Downside in $GRUB in one chart

With Amazon Restaurants expanding in NYC (with free delivery) and Facebook getting into food ordering, it is a wonder that the likes of Fortune continue to write pieces applauding headline growth. It is easier to report on the past than to weigh the future but that is all that actual investors do. Investment into delivery infrastructure is far outside GrubHub’s core competency and the long-term margin impact is weighing on the stock today. We present their real operator metrics as viewed on Mosaic without further commentary.