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GRUB

GrubHub

$74.04

-2.945 (-3.83%)

07:15
07/12/19
07/12
07:15
07/12/19
07:15

Wedbush sees 'minor' likelihood NY rules will meaningfully impact GrubHub

Wedbush analyst Ygal Arounian tells investors in a research note that he sees a "minor likelihood" that rules by the NY State Liquor Authority that can limit fees that can be charged by food-ordering companies such as GrubHub will have a meaningful impact on the company's GFS or revenue, as any cap would also be placed across all competitors. Of greater risk, Arounian says, is driver employment status, as pressure from the recent ruling in California would push to require GrubHub and others to classify drivers and delivery people as full time employees. The analyst maintains an Outperform rating and $100 price target.

GRUB GrubHub
$74.04

-2.945 (-3.83%)

06/27/19
ADAM
06/27/19
NO CHANGE
Target $110
ADAM
Buy
GrubHub likely to be long-term leader, says Canaccord
Canaccord analyst Maria Ripps believes GrubHub has certain competitive advantages over its rivals. The analyst said she still sees several platforms successfully co-existing, with GrubHub being one of the long-term leaders in the space. Ripps noted recent big-name contract wins, which she believes should reinvigorate confidence in GrubHubs's competitive position. Ripps reiterated her Buy rating and $110 price target on GrubHub shares.
07/11/19
MSCO
07/11/19
NO CHANGE
Target $305
MSCO
Overweight
Domino's reasonably insulated from 3rd party delivery risk, says Morgan Stanley
Morgan Stanley analyst John Glass said he is not dismissive of the sales risk posed to Domino's Pizza (DPZ) by third-party food delivery aggregators, but his county-by-county analysis of its U.S. stores overlapped against markets where third party delivery is or is expected to be most concentrated leads him to believe that the risk has a "reasonable boundary" of a 1%-2% impact on same-store sales. Using the same data, he concluded that Domino's still has an opportunity to grow its current U.S. store base of about 5,900 to at least 8,000-9,000 units over time, said Glass, who keeps an Overweight rating on Domino's shares with a $305 price target. Publicly traded companies that operate third-party food delivery services include GrubHub (GRUB) and Uber (UBER).
07/11/19
SPHN
07/11/19
NO CHANGE
Target $135
SPHN
Overweight
NY question on GrubHub fees already 'asked and answered,' says Stephens
After the New York Post reported that the NY State Liquor Authority is looking into capping fees at 10% for food delivery providers, Stephens analyst Will Slabaugh noted that in October 2018 the SLA had previously determined that "GrubHub is an unlicensed marketing company that does not have an interest in any liquor license," making this a question that he views as already "asked and answered." The analyst, who sees the risk of such a mandate as "exceedingly low," keeps an Overweight rating and $135 price target on GrubHub shares, which are down 4% to $73.94 in morning trading.
07/11/19
STFL
07/11/19
NO CHANGE
Target $110
STFL
Buy
Pullback in GrubHub shares creates buying opportunity, says Stifel
Stifel analyst John Egbert notes that GrubHub are under pressure in reaction to a New York Post article regarding the NY State Liquor Authority potentially developing new rules governing food delivery services. Based on GrubHub's minimal revenue contributions from alcohol sales and a previous declaratory ruling from the SLA, the analyst finds it "highly unlikely" that any new rules developed by the SLA will require GrubHub to be listed on restaurants' liquor licenses. Egbert believes it is even more unlikely that the SLA's jurisdiction would be extended to govern marketing commissions on food sales. He would be a buyer on weakness in GrubHub shares, and notes the company is likely better suited to weather any form of potential fee compression on the horizon given its profitability and lower-commission marketplace business. The analyst has a Buy rating and $110 price target on the shares.

TODAY'S FREE FLY STORIES

PYPL

PayPal

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-1.22 (-1.02%)

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MasterCard

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USB

U.S. Bancorp

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-0.2 (-0.36%)

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USB

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SBNY

Signature Bank

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1.07 (0.87%)

KEY

KeyCorp

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CMG

Chipotle

$746.80

-17.43 (-2.28%)

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BYND

Beyond Meat

$176.65

6.28 (3.69%)

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NFLX

Netflix

$315.10

-10.04 (-3.09%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, TGT

Target

$88.02

-0.48 (-0.54%)

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AMZN

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TGT

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$88.02

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, FDX

FedEx

$167.08

1.69 (1.02%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

FDX

FedEx

$167.08

1.69 (1.02%)

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AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

, MSFT

Microsoft

$136.62

0.33 (0.24%)

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AMZN

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MSFT

Microsoft

$136.62

0.33 (0.24%)

ORCL

Oracle

$57.55

-0.58 (-1.00%)

AZN

AstraZeneca

$40.11

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BMY

Bristol-Myers

$43.32

-0.72 (-1.63%)

LLY

Eli Lilly

$106.75

-1.57 (-1.45%)

GSK

GlaxoSmithKline

$40.97

-0.44 (-1.06%)

JNJ

Johnson & Johnson

$130.41

-1.62 (-1.23%)

MRK

Merck

$81.39

-1.28 (-1.55%)

NVS

Novartis

$93.58

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PFE

Pfizer

$42.78

-0.28 (-0.65%)

RHHBY

Roche

$0.00

(0.00%)

SNY

Sanofi

$41.94

-0.01 (-0.02%)

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BHVN

Biohaven Pharmaceutical

$44.16

-0.61 (-1.36%)

18:12
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  • 09

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CE

Celanese

$107.01

0.9 (0.85%)

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  • 23

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F

Ford

$10.20

-0.06 (-0.58%)

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RTN

Raytheon

$178.55

2.45 (1.39%)

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  • 25

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UTX

United Technologies

$132.37

1.08 (0.82%)

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LMT

Lockheed Martin

$356.90

0.675 (0.19%)

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  • 23

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ARES

Ares Management

$28.13

-0.305 (-1.07%)

17:33
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Breaking Syndicate news story on Ares Management »

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HAFC

Hanmi Financial

$21.68

-0.105 (-0.48%)

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PAYS

Paysign

$17.49

-0.48 (-2.67%)

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MEOH

Methanex

$43.19

0.83 (1.96%)

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Conference/Events
Credit Suisse biotech analysts to hold an analyst/industry conference call »

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SHIP

Seanergy Marine

$0.64

-0.0425 (-6.25%)

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SONM

Sonim

$13.42

0.24 (1.82%)

16:41
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Sonim management to meet with Oppenheimer »

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KINS

Kingstone Companies

$8.81

0.09 (1.03%)

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Kingstone names Barry Goldstein CEO »

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Options
Preliminary option volume of 22.6M today »

Preliminary option volume…

BA

Boeing

$377.34

16.17 (4.48%)

, MSFT

Microsoft

$136.62

0.33 (0.24%)

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Fly Intel: Wall Street's top stories for Friday »

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BA

Boeing

$377.34

16.17 (4.48%)

MSFT

Microsoft

$136.62

0.33 (0.24%)

AMZN

Amazon.com

$1,964.78

-13.57 (-0.69%)

AAPL

Apple

$202.62

-3.02 (-1.47%)

WMT

Walmart

$113.91

-0.77 (-0.67%)

DIS

Disney

$139.86

-1.76 (-1.24%)

GCI

Gannett

$9.43

1.53 (19.37%)

CRWD

Crowdstrike

$83.50

10.75 (14.78%)

SKX

Skechers

$39.00

4.25 (12.23%)

PACB

Pacific Biosciences

$5.34

-0.53 (-9.03%)

ILMN

Illumina

$293.10

-5.44 (-1.82%)

CHWY

Chewy

$30.70

-2.09 (-6.37%)

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