coffee shop

also referred to as: coffee shops

6 statements across 2 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 7, 2023 by Nikhil Kamath · across every show →

Everything said about coffee shop, oldest first

May 7, 2023 neutral
Insight
Kamath: Indian coffee shops suffer financially because customers linger for hours
“The difference between the West and India is in the West, people are going into a coffee shop to actually drink coffee. The culture of buying a coffee and walking, especially in New York, is such a big thing that the financials work out for them. Here, if you …”
Nikhil Kamath May 7, 2023 ▶ 1:32:28 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
Mar 3, 2025 negative
Insight
Chitharanjan: General restaurants cannot effectively drive specialty coffee discovery
“You rely too much on the person who's brewing it. Yeah. And in most places, coffee is seen as a, okay, I invested in the machine, any random person can make the coffee, they're not gonna put the same care and effort that a coffee shop would.”
Matt Chitharanjan Mar 3, 2025 ▶ 3:03:35 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Prediction Not checkable as stated
Reddy: Good coffee and food will become bare minimum for cafes
“Having a good coffee and good training is, and even good food is going to become the bare minimum.”
Rahul Reddy Mar 3, 2025 ▶ 56:44 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025
Insight
Chitharanjan: 1,000 sq ft is the optimal coffee shop footprint
“2000, the capex becomes too large to fit it out. And the incremental revenue is not justifying the increase in rent as well. Below 800, then tables become occupied, and people don't want to wait for a coffee shop, though. If they see it's full, they'll just go…”
Matt Chitharanjan Mar 3, 2025 ▶ 2:54:05 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 bullish
Prediction Open · timeframe Mar 2028
Kamath: 15-year-olds will spend more time and money in cafes than nightclubs
“Like a fifteen-year-old today in three years is much more likely to spend time in a coffee shop versus a nightclub and spend more of his money there.”
Nikhil Kamath Mar 3, 2025 ▶ 57:02 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025
Insight
Chitharanjan: Record coffee bean prices only add 2–3 rupees per cafe cup
“In a coffee shop, even now, coffee prices are at a 50 year high right now. You know, add two, three rupees to the cost of a cup of coffee. So it's very easily absorbed in a coffee shop. In a packet of coffee, it's not very easily absorbed.”
Matt Chitharanjan Mar 3, 2025 ▶ 2:48:10 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
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