Grubhub Fee Removal Doesn't Threaten DoorDash -- Market Talk

Dow Jones02-03

1124 ET - Grubhub's decision to remove delivery and service fees for orders above $50 doesn't pose a threat to DoorDash, Wedbush analysts write in a note. DoorDash's average order is about $31, less than Grubhub's no-fee threshold, they note. "We think the change reflects an irrational decision by a small player that has ceded what was once a sizeable share to its peers," they write, noting Bloomberg estimates that Grubhub's market share has fallen to 4% while Doordash's shares has risen to 71%. They also expect the move to be temporary, calling it unsustainable given Grubhub's comparatively weak capitalization. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 02, 2026 11:24 ET (16:24 GMT)

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DoorDash's average order is about $31, less than Grubhub's no-fee threshold, they note. \"We think the change reflects an irrational decision by a small player that has ceded what was once a sizeable share to its peers,\" they write, noting Bloomberg estimates that Grubhub's market share has fallen to 4% while <a href=\"https://laohu8.com/S/DASH\">Doordash</a>'s shares has risen to 71%. They also expect the move to be temporary, calling it unsustainable given Grubhub's comparatively weak capitalization. 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DoorDash's average order is about $31, less than Grubhub's no-fee threshold, they note. \"We think the change reflects an irrational decision by a small player that has ceded what was once a sizeable share to its peers,\" they write, noting Bloomberg estimates that Grubhub's market share has fallen to 4% while <a href=\"https://laohu8.com/S/DASH\">Doordash</a>'s shares has risen to 71%. They also expect the move to be temporary, calling it unsustainable given Grubhub's comparatively weak capitalization. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 02, 2026 11:24 ET (16:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2065169927.USD","symbol_name":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2608626895","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608626895","pubTimestamp":1770049440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1124 ET - Grubhub's decision to remove delivery and service fees for orders above $50 doesn't pose a threat to DoorDash, Wedbush analysts write in a note. 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