Amrita Bhasin
ON THE RECORD · 9 verbatim quotes · every quote source-verified
“They’re not making margin off the superusers. The users who only come in every couple weeks are where they make their margin.”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin says venues make their margin from occasional users rather than superusers.
“They have the food and the activity right there, so they stay longer. Courts are often priced by the hour. The more they stay, the more they eat and drink. Alcohol can subsidise the food cost at these kinds of places as the margin on alcohol can be so much higher.”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin explains how longer stays drive more food and alcohol sales at eatertainment venues.
“With these combined eating and entertainment concepts, people end up spending significantly more time at the establishment,”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin notes that combined eating and entertainment concepts lead to longer guest visits.
“My request to private equity companies is: Can we find a way to offer deals?”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin asks private equity companies to find ways to offer deals to preserve affordability.
“It’s meant to be a ubiquitous experience, but the prices are a barrier to entry.”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin says pickleball is meant to be a ubiquitous experience but prices are a barrier to entry.
“Food delivery is time sensitive, and customers have lower tolerance for long wait times, delays or food being cold. Walmart needs to maintain a certain level of speed and customer experience, as well as keeping costs reasonable for consumers,”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin said food delivery is time sensitive and customers will hold Walmart to a different standard than for non-perishable goods.
“From a recurring revenue perspective, when you make it a subscription, the business can forecast revenue more accurately,”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin explains that subscription models help dine-in pickleball venues forecast revenue more accurately.
“If one person in a rural area is ordering food at an odd or off-peak hour and the driver has to undertake that route for a single person, this complicates economics by driving up costs for the user and/or compressing margin for Walmart,”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin said Walmart needs to increase delivery density and optimize routing to become a true competitor to DoorDash and Uber Eats.
“It was hot and the courts were outdoors, and these people drove and parked and they were there just to eat the food,”
Amrita Bhasin · said date not stated · reported 2026-09-05
Bhasin was surprised to see patrons at Electric Pickle who came solely to eat despite the outdoor heat.