From those I know who work at GrubHub and other delivery companies, they all claim that UberEats is doing incredibly well. As Uber eyes the IPO next year, I can imagine this being a secret weapon that pushes their valuation higher than most would expect.
There was a good article in this week’s Business Week about how Uber is helping create “virtual restaurants” that have no in-person customers but exist only to deliver on Uber Eats. Uber brings some unique insight into the demand for existing restaurants.
