The Uber Eats Postmates deal - Three is a crowd!

In today's post, we dig deeper into the Uber Eats Postmates deal, understand the competitive intensity in the US market and how the deal will change that, how the markets are perceiving consolidation, and shed some light into the Uber Eats Postmates math!

You can go through the analysis here - The file is also available for download below!

Uber - Postmates - pdf
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