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Subko Coffee

also referred to as: subko

0 statements across 0 episodes · 5 bullish · 1 bearish · 3 people on the record · first statement Jul 27, 2024 by Nikhil Kamath · said 7 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Nikhil Kamath (4), Rahul Reddy (2), Matt Chitharanjan (1)

tap a year for its mentions
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001.312.5220242025episodesmentions per episode
2025 5 mentions in 2 episodes 3 per episode
2024 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Subko Coffee, oldest first

Jul 27, 2024 bullish
Disclosure
Nikhil Kamath discloses investment in Indian coffee brand Subko
“Like Subco, the coffee brand, I just invested in them.”
Nikhil Kamath Jul 27, 2024 ▶ 1:42:31 Nikhil Kamath x Ranbir Kapoor | People by WTF Ep #2 · Nikhil Kamath
Mar 3, 2025 neutral
Assertion Not checkable as stated
Subko: Alternative milks make up roughly 15% of sales
“Much higher. I don't know the exact number, but more than 10% for sure. Like 15%.”
Rahul Reddy Mar 3, 2025 ▶ 1:15:04 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Opinion
Rahul Reddy: Starbucks must build daily coffee habits for India profitability
“And that's pivotal for a brand like Starbucks to actually succeed at the scale and the profitability that they're ultimately looking for is Can't only be limited to like, Hey, we're aspirational. It has to be about changing their habituation towards coffee.”
Rahul Reddy Mar 3, 2025 ▶ 1:21:51 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 bullish
Prediction Not checkable as stated
Subko's Reddy: Coffee-based non-alcoholic mocktails will endure long-term
“I think it'll stick. I think that people who aren't, if the industry is moving away from, let's say, alcohol in some generalized sense, I think it makes perfect sense for coffee to still give you the sort of mimic the feeling and give you the benefits of drink…”
Rahul Reddy Mar 3, 2025 ▶ 1:09:41 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 positive
What-if
Rahul Reddy: Subko would not have succeeded without Blue Tokai
“Look, I think Lutokai has changed The palette of coffee consumption in India. And that's, I mean, without that having happened, Subco wouldn't have had a shot, to be honest.”
Rahul Reddy Mar 3, 2025 ▶ 45:29 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 bullish
Assertion Not checkable as stated
Reddy: Subko pour-over coffee and retail bean sales grew 81% year-on-year
“The data that we have year on year growth of pour over coffee, just black, right? 81%. From last financial year to this one. Same thing with the retail beans.”
Rahul Reddy Mar 3, 2025 ▶ 1:27:24 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025
Disclosure
Reddy: Delivery makes up 20% of Subko Coffee's revenue
“Delivery is lesser still for us. 20%.”
Rahul Reddy Mar 3, 2025 ▶ 2:56:09 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 positive
Insight
Kamath: Novelty sells in the short run, brand specificity sells long term
“See, in the short run, novelty sells. In the long time, I think specificity like that sells.”
Nikhil Kamath Mar 3, 2025 ▶ 3:16:10 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Opinion
Matt Chitharanjan: Blue Tokai is mass-premium, while Subko is niche premium
“We, I would say, are more mass premium. They're more niche premium. I think the customers are slightly, I mean, I would say we're more, we try to be more accessible.”
Matt Chitharanjan Mar 3, 2025 ▶ 43:30 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 negative
Disclosure
Reddy: Subko spent zero rupees on performance marketing over five years
“We've actually spent zero rupees ever in the last five years. On performance.”
Rahul Reddy Mar 3, 2025 ▶ 3:06:48 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
Mar 3, 2025 neutral
Disclosure
Reddy: Subko's revenue split is almost exactly 50/50 food and beverage
“We're almost exactly at fifty-fifty, believe it or not.”
Rahul Reddy Mar 3, 2025 ▶ 51:06 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
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