### Comment:
Look at their Q2 2018 (before Yum deal took hold). I definitely think there is a market for TWO of these companies, a time when they’ll no longer need to make deals where they deliver for free. Uber and someone else.

### REPLY:
when they stop making those deals, people will stop using their service. it's already very expensive between fees/service charge if you aren't using a promo

### END.