Cowen Hosts FOD All-Stars to Explore COVID and the Future
Equity research firm Cowen interviewed two Food On Demand all-stars, exploring the effects of COVID-19 on the restaurant industry. Cowen Analyst Andrew Charles sat down with Vishal Agarwal, founder and CEO of ItsACheckmate, and Fred LeFranc, founder and CEO of Results...
Cowen: Geographic Expansion Over as Delivery Becomes a Commodity
In the seventh installment of analyst firm Cowen’s “Delivery Expert Series” that asks influential members of the delivery landscape about the future of the category, its panelists agreed the era of rapid expansion of delivery footprints is over, as third-party...
Cowen Downgrades Grub on “Narrative Problem,” Recommends Buying Waitr
Cowen, a New York analyst firm that closely follows Grubhub, slightly downgraded its price target for the Chicago-based delivery giant. Following the company’s revised 2019 guidance, the firm lowered its price target from $91 to $86, affirming that it still expects...
Starbucks Preps 2020 Delivery Rollout
Starbucks announced plans to deliver directly to consumers all across the U.S. through a new partnership with Uber Eats. Starting in early 2020, the Seattle-based coffee purveyor aims to expand beyond an initial 11-city rollout that demonstrated successful “operation...
Outstanding Operators
Food On Demand Outstanding Operators features restaurant brands with innovative operations that are taking creative paths to success with delivery and all things off-premises.