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consumption

3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 7, 2023 by Kishore Biyani · across every show →

Everything said about consumption, oldest first

May 7, 2023 positive
Insight
Biyani: Peak consumer spending occurs at $7,000 to $11,000 per capita GDP
“The best consumption happens when the economy is around 7000 to 11,000 dollar.”
Kishore Biyani May 7, 2023 ▶ 1:04:29 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
Oct 7, 2023 neutral
Assertion Contradicted
Biyani: 30 million households drive 60% of India's total consumption
“The 30 million, what do you call, three crore households in this country, are basically contributing to 60% of India's consumption.”
Kishore Biyani Oct 7, 2023 ▶ 52:39 Ep #11 | WTF Goes into Building a Fashion, Beauty, or Home Brand? Nikhil w/ Kishore, Raj, and Ananth · Nikhil Kamath
May 28, 2026 bullish
Insight
Escobari: Consumption explodes when GDP per capita reaches $3,000 to $5,000
“In the three to five, consumption explodes.”
Martin Escobari May 28, 2026 ▶ 10:32 Martin Escobari: Trauma, Chaos & Three Industries Worth $100B | Nikhil Kamath | People by WTF · Nikhil Kamath
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