Search results for “GrubHub”

Internet/e-Commerce

document TEXT-001-HOUSE_OVERSIGHT_014887.txt Apr 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…s 266,607 (4% y/y) Fitbit FIT 1Q unit sales and gross margin 3mn/39% GoPro GPRO 1Q unit sales and gross margin 800K/35% GrubHub GRUB Gross food sales growth 26% Match.com MTCH Paid Member Growth 17% OnDeck Capital ONDK 1Q origination growth and marketplace take rate 12% / 3% Pand...

GrubHub (Buy, $49 PO)

document IMAGES-003-HOUSE_OVERSIGHT_014910.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

GrubHub (Buy, $49 PO) Stock view: Marketing ramp should drive diner growth re-acceleration In recent quarters, GrubHub has been leveraging a series of recent investments, including expanded delivery, more restaurants on the platform, repositioned brand driving more effective ad...

Downside risks are: 1) integration risk from smartwatches and other wearables

document IMAGES-003-HOUSE_OVERSIGHT_014941.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…) better than expected drone sales, or new product announcements, and 4) new direct sales partnerships internationally GrubHub (GRUB) Our PO is $49, based on 32x our 2018E P/E (vs. high growth internet at 31x). We believe GRUB warrants a premium to eCommerce peers due to the at...

Top 10 US Ideas Quarterly

document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…RATE RATE US Nat Schindler eBay EBAY EBAY US Justin Post Expedia EXPE EXPE US Justin Post Facebook FB FB US Justin Post GrubHub GRUB GRUB US Nat Schindler IAC InterActive IAC IAC US Nat Schindler LendingTree TREE TREE US Nat Schindler Match Group MTCH MTCH US Nat Schindler Netfli...

US - Internet Coverage Cluster

document IMAGES-003-HOUSE_OVERSIGHT_014642.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…RATE RATE US Nat Schindler eBay EBAY EBAY US Justin Post Expedia EXPE EXPE US Justin Post Facebook FB FB US Justin Post GrubHub GRUB GRUB US Nat Schindler IAC InterActive IAC IAC US Nat Schindler LendingTree TREE TREE US Nat Schindler Match Group MTCH MTCH US Nat Schindler Netfli...

« Marketing expense expected to ramp in 2017, which can weigh on earnings

document IMAGES-003-HOUSE_OVERSIGHT_014911.txt Apr 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…at $153mn/S0.25 vs. the Street at $153mn/$0.24 driven by gross food sales growth and an improving take rate. Table 16: GrubHub Estimate Summary 1017 2017 2017 2018 Revenue BofAML est. $153 $159 $650 $815 Growth Y/Y% 37% 33% 32% 25% Street $153 $158 $645 $782 BofAML vs. Street B...

Company referenced Ticker Price

document IMAGES-003-HOUSE_OVERSIGHT_014938.txt Apr 5, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…AMZN 909.28 Bankrate RATE 975 Care.com CRCM 11.68 eBay EBAY 33.81 Expedia EXPE 124.97 Facebook FB 141.85 Fitbit FIT 571 GrubHub GRUB 33.27 LendingTree TREE 117.8 Match Group MTCH 16.45 Netflix nflx 143.62 ONDK ONDK 462 Pandora P 11.82 priceline.com PCLN 1761.77 Quotient QUOT 94 S...

Results for “GrubHub”

Names that match “GrubHub”