Ep 366: M&A in the food delivery sector

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