Postal Hub podcast

Ep 366: M&A in the food delivery sector


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Professor John Colley from the Warwick Business School, discussing mergers and acquisitions in the food delivery sector.
  • Just Eat Takeaway's acquisition of GrubHub, and the pandemic demand for home delivery
  • Post-pandemic food delivery trends
  • Sale of GrubHub and Just Eat Takeaway's acquisition by Prosus
  • Immense demand for businesses in 2021 and early 2022
  • Timing of M&A activity
  • Avoiding high prices in M&A
  • Factors that inflated GrubHub's value
  • Investors betting on industry consolidation
  • Does size matter in M&A, and how big is big?
  • Delivery companies being bought by private equity

...more
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