West
also referred to as: the west
3 statements across 3 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 7, 2023 by Nikhil Kamath · across every show →
Everything said about West, 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 21, 2025 negative
Kamath: Indian coffee shops suffer lower real-estate returns without walking culture
“When you look at the West and you account for real estate to cost of cups sold, you're able to serve up a lot more cups because the culture is of people buying a coffee and then walking with it. India somehow has out, sidestepped that altogether. Nobody's buyi…”