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For an "Executive Decision" segment, Cramer sat down with Matt Maloney, founder and CEO of Grubhub (GRUB) - Get Report , the food delivery service that just posted a four-cents-a-share earnings beat with revenues that were up 32% year-over-year. Shares of Grubhub are up 57% for 2017.
Maloney said that in his business, scale matters, and Grubhub has more restaurants in their system than anyone else. No one has a broader selection of choices. That's why he was very excited about Grubhub's partnership with Yelp (YELP) - Get Report , which will increase their exposure even further.
As for spending, Maloney said that they're spending just to keep up with demand, as their market could justify a Grubhub that's 10 times their current size. It's all about convenience and the low transaction cost. When the infrastructure is there, people use it, he said.
Cramer said Grubhub continues to be a remarkable story and one which few people thought could be possible.
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Cramer and the AAP team say DowDuPont's (DWDP) - Get Report preliminary third-quarter results are positive. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
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At the time of publication, Cramer's Action Alerts PLUS had a position in DWDP.