Grubhub Investor Presentation

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Ordering Habits are Stable in Each Geography Mix shift towards lower frequency markets impacts company wide metrics (1) Includes Chicago, Boston, San Francisco, Los Angeles, Philadelphia and Washington DC 12
Margins Remain High Excluding Temporary Investment Driver build out pressuring near term margins • Excluding ~$17 million in new diner marketing costs would lift core <strong>Grubhub</strong> EBITDA margins to 50%+ • Operating leverage in technology spend and G&A as business grows 13
Page 1 and 2: Grubhub Investor Presentation Febru
Page 3 and 4: Company Overview
Page 5 and 6: Massive, Untapped and Highly Fragme
Page 7 and 8: ...and Diners 7
Page 9 and 10: High Value Customers
Page 11: Value of Both New and Old Users Inc
Page 15 and 16: Why Delivery? 15
Page 17 and 18: Economic Parity of Delivery Orders
Page 19 and 20: Two Sided Network Creates a Virtuou
Page 21 and 22: Quarterly Results Show Strong Growt
Page 23 and 24: Appendix
Page 25 and 26: Reconciliation of Non-GAAP Net Inco

Grubhub Investor Presentation

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