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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