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
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 …”
Mar 3, 2025 negative
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.”
Mar 3, 2025 neutral
Mar 3, 2025
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…”
Mar 3, 2025 bullish
Mar 3, 2025
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.”