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For an "Executive Decision" segment, Cramer sat down with Matt Maloney, CEO of GrubHub (GRUB) - Get Report , the online ordering and food delivery service that offers cuisine from 50,000 restaurants in 1,100 cities. Shares of GrubHub are up 14% so far in 2017.
Maloney said that the GrubHub model is really coming together and his company now has the right restaurants, in the right markets and is keeping their customers happy. That's why GrubHub's delivery services are exploding and the company is seeing twice the growth in smaller markets than they are in larger ones.
Maloney also noted that the first-mover advantage was crucial in gaining mind share. His company now supports 8.8 million diners and processes 324,000 orders a day nationwide. Delivery doesn't have to be just a side dish for restaurants anymore, he said, it can be a main line of business.
Cramer said there's a lot to like about GrubHub.
Meanwhile, over on Real Money, Cramer talks more about the surprising opinions he's hearing about this market, at both ends of the spectrum. Get his insights a free trial subscription to Real Money.
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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.