Third Wave Coffee

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 7, 2023 by Sujeet Kumar · said 5 times in 2 episodes since 2023 · across every show →

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brought up most by Vidit Aatrey (2), Matt Chitharanjan (2), Nikhil Kamath (1)

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Everything said about Third Wave Coffee, oldest first

May 7, 2023 bullish
Assertion Contradicted
Kumar: Third Wave Coffee is profitable and valued around $200M
“I think somewhere now they are valued around two hundred million, something like that. And it's good because they're profitable business.”
Sujeet Kumar May 7, 2023 ▶ 30:45 Ep #3| WTF is E-commerce: Kishore Biyani, Udaan & Meesho Founders Reveal What Sells and What Doesn’t · Nikhil Kamath
Mar 3, 2025 positive
Insight
Chitharanjan: Competing cafe clusters expand foot traffic for all players
“Let's say a third wave coffee opens, a Starbucks coffee opens, a Chaios opens, an independent coffee shop opens, it actually sucks in more people to that market, and everybody does better.”
Matt Chitharanjan Mar 3, 2025 ▶ 1:18:01 Ep #22 | WTF are Craft Beverages? Nikhil ft. the Founders of Blue Tokai, Subko, Svami, and Mossant · Nikhil Kamath
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