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Nikhil Kamath · @nikhilkamathcio

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Spotting Untapped Consumer Categories

From x.com/nikhilkamathcio

On 2024-12-12, I suggested that changing gender norms could help the men’s grooming market grow substantially. I said I put mint foot cream on before bed, and argued that social media has increased the need for validation. I proposed adapting products that worked for women to men, with jewelry as a possible next category—not a committed plan.

On 2024-04-26 at 06:43 UTC, I described an unnamed industry as fragmented and said I could not think of 5 dominant brands in that space that occupied any kind of mindshare. The post links to https://t.co/hcvImI0bzA, but does not identify the industry or explain what the link contains; this was my opinion, not an independently established count.

On 2024-02-13, I said coffee and breakfast had become my new thing, and that in the last year I had gone out for more breakfasts than dinners. I wondered whether this reflected a wider trend. I thought Indian independent coffee was only just becoming a thing and described it as a large entrepreneurial opportunity, with possibilities including a packaged-coffee brand, selling a farm-to-table narrative, or starting a coffee shop. These were examples and an opinion, not a stated business plan.