The Bikeconomics (Mega)Thread

dolface
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Location
CA US
5/1/2025 3:43pm

No Hard MTB League events this year due to lack of funding:

1
5/1/2025 4:51pm

Cesar could be the guy who brings Felt back from obscurity... This could get interesting..

mickey wrote:
Felt isn’t obscure in the track world.  Here in the USA they sponsor, among other people, our best female track rider, and a handful of losers...

Felt isn’t obscure in the track world.  Here in the USA they sponsor, among other people, our best female track rider, and a handful of losers wasting their lives doing gravel races.  

They support a women’s UCI continental road team here in the USA… but clearly that’s not very effective marketing when we have less than 10 days of UCI racing in this country.

I know Felt does things outside of the MTB world.. But, I wouldn't mind seeing what someone like Cesar can do there.. Perhaps something a little more accessible than Unno..

1
ballz
Posts
479
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Ouagadougou EH
5/2/2025 10:38am

Any word on STFU? They aren't fulfilling my order that's been in the hopper for over a week now / responding to messages.

3
ratchet_catch
Posts
42
Joined
10/23/2022
Location
Albuquerque, NM US
5/2/2025 11:34am
ballz wrote:

Any word on STFU? They aren't fulfilling my order that's been in the hopper for over a week now / responding to messages.

I ordered something from them a couple of weeks ago, and tracking says it’s nearby. No idea what’s happening with them, but they may be sorting out the tariffs. Definitely seems like something that would put them under.

1
5/2/2025 11:39am

Cesar could be the guy who brings Felt back from obscurity... This could get interesting..

mickey wrote:
Felt isn’t obscure in the track world.  Here in the USA they sponsor, among other people, our best female track rider, and a handful of losers...

Felt isn’t obscure in the track world.  Here in the USA they sponsor, among other people, our best female track rider, and a handful of losers wasting their lives doing gravel races.  

They support a women’s UCI continental road team here in the USA… but clearly that’s not very effective marketing when we have less than 10 days of UCI racing in this country.

I know Felt does things outside of the MTB world.. But, I wouldn't mind seeing what someone like Cesar can do there.. Perhaps something a little...

I know Felt does things outside of the MTB world.. But, I wouldn't mind seeing what someone like Cesar can do there.. Perhaps something a little more accessible than Unno..

My fanboy opinion on Felt (most bikes I have ever owned happened to be Felts): Their half-assed their efforts and they just threw in the towel.

The reason you didn't see many Felt MTBs, is because they were too split on road vs mountain. They have always been visionary when it comes to track, triathlon, TT bikes, and that's where most of their focus went. Probably higher margins.

However, I have always found their MTB frames to be great for their intended purpose. 

I never did plan on solely buying their bikes, but each time I had gone looking for a new MTB, Felt was running some kind of sale. So, I kept taking the deals. My Decree 1, for example, in 2017 was a $6k bike. Felt ran a sale through Mike's Bikes that I accidentally found; half off. The reason according to the Mike's Bike employee I spoke with, Felt was desperate to get more of their bikes on trails to gain visibility.

They stopped making MTB's right before everyone went to 29s and UDH, and that make me sad because all of their bikes had unique characteristics that I found advantageous, and I would kill to try a 29er Decree or Compulsion with slightly shorter seat tubes. 

Now, over the past two months, I have rebuilt my Decree with new parts and bearings. In emails with Felt's customer services, Felt was supposed to have a presence at Sea Otter Classic this year. Why they were not there, I don't know. In Cesar's hands, I am excited to see what he will cook up for Felt MTBs. IMO, a more approachable brand than Unno.

3
5/8/2025 6:18am
dolface wrote:
chriskief wrote:

Or the senior lender has taken ownership and installed their own CEO.

Looks like that's what happened. It's now being auctioned by Sopris/JPM...

https://www.dailydac.com/public-notice-of-ucc-article-9-sale-revel-bike…

3
5/8/2025 7:49am

Sounds like sram is raising pricing 10% across the board. Items from china higher. Most notable is AXS batteries iirc. 

3
bicycle019
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27
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8/16/2017
Location
Denver, CO US
5/8/2025 9:01am
Mitch7MTB wrote:

It looks like Rotor is shutting down their US office according to this BRAIN article: https://www.bicycleretailer.com/industry-news/2025/05/06/rotor-closes-u…

sethimus wrote:

didn't wheeltop just buy them?

Yes, confirmed here which is worth a read if you're a follower of this thread -  https://bikebiz.com/people-who-make-the-industry-a-conversation-with-ja…

2
JVP
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Location
Seattle, WA US
5/8/2025 9:46am Edited Date/Time 5/8/2025 9:50am
bicycle019 wrote:

Yes, confirmed here which is worth a read if you're a follower of this thread -  https://bikebiz.com/people-who-make-the-industry-a-conversation-with-ja…

Thats a great interview that nicely articulates how essential scale and specialization is, and why higher end/IBD bikes are (and will remain) so brutally expensive.

TIL that Youngone purchased Scott Sports. They're a huge company that also owns Outdoor Research along with their legacy biz of fabrics and apparel factories in Korea. I know former executives and employees of OR and can tell you that Yongone has weird AF leadership.

5
kperras
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Location
CA
5/8/2025 10:53am
bicycle019 wrote:

Yes, confirmed here which is worth a read if you're a follower of this thread -  https://bikebiz.com/people-who-make-the-industry-a-conversation-with-ja…

JVP wrote:
Thats a great interview that nicely articulates how essential scale and specialization is, and why higher end/IBD bikes are (and will remain) so brutally expensive.TIL that...

Thats a great interview that nicely articulates how essential scale and specialization is, and why higher end/IBD bikes are (and will remain) so brutally expensive.

TIL that Youngone purchased Scott Sports. They're a huge company that also owns Outdoor Research along with their legacy biz of fabrics and apparel factories in Korea. I know former executives and employees of OR and can tell you that Yongone has weird AF leadership.

I feel like Bicycle Retailer reported that a while ago, and the struggles were apparent with all the CEO drama as of late. 

1
5/8/2025 12:18pm Edited Date/Time 5/8/2025 12:37pm

https://apnews.com/live/donald-trump-news-updates-5-8-2025#00000196-b07e-dbbd-a7b6-f67e0ef30000

"Britain says its new trade deal with the United States will cut tariffs on U.K. cars from 27.5% to 10% and eliminates tariffs on steel and aluminum."

British steel staying competitive? Let's goooooo Cotic/Starling/Stanton/etc.

6
5/8/2025 12:51pm Edited Date/Time 5/8/2025 12:52pm

I welded up my first frame when I was 13 from two cut-up Gitanes, and it looked just like a Cotic.cotic 0 

2
1
Digit Bikes
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Location
Irvine, CA US
5/8/2025 12:56pm
https://apnews.com/live/donald-trump-news-updates-5-8-2025#00000196-b07e-dbbd-a7b6-f67e0ef30000"Britain says its new trade deal with the United States will cut tariffs on U.K. cars from 27.5% to 10% and eliminates tariffs on steel...

https://apnews.com/live/donald-trump-news-updates-5-8-2025#00000196-b07e-dbbd-a7b6-f67e0ef30000

"Britain says its new trade deal with the United States will cut tariffs on U.K. cars from 27.5% to 10% and eliminates tariffs on steel and aluminum."

British steel staying competitive? Let's goooooo Cotic/Starling/Stanton/etc.

Ironically the iconic British Steel company is now owned by a Chinese conglomerate.

 

Cotics would be imported as bikes or bike frames not as steel. This will be good news for US builders of Reynolds steel tubed bike frames, I'm not sure if there are any in the MTB space.

4
jeff.brines
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Location
Grand Junction, CO US
5/8/2025 12:57pm

Fox Factory due to report very shortly. I'll write something and post it here. May try and jump on the CC too if I have time.

10
5/8/2025 12:57pm

Felt had a huge booth at Sea Otter. Here is an interview from their racer support tent. Maybe Felt is smarter than us, and riding the Gravel Train (This train has no brakes)

 

1
1
jeff.brines
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5/8/2025 3:00pm Edited Date/Time 5/8/2025 3:08pm

TL;DR, Fox reported and things are going as planned. No big red flags. Stock is up 9% after hours ontop of an additional 5% intraday. Management was quick to point out inventories are stabilizing and the bike industry might be voyaging into calmer waters, which frankly surprised me. 

The tariff thing is an overhang, but it feels more like the overhang has to do with the potential we end up in a recession, consumer confidence/spending softens and nobody is buying stuff - they have their ops pretty buttoned up for this sort of thing (it appears). 

If anyone wants the deep dive, you can find it here. https://jeffbrines.substack.com/p/fox-factory-q1-2025-earnings-quick (moved to substack by popular demand...)

14
5/8/2025 3:04pm
TL;DR, Fox reported and things are going as planned. No big red flags. Stock is up 9% after hours ontop of an additional 5% intraday. Management...

TL;DR, Fox reported and things are going as planned. No big red flags. Stock is up 9% after hours ontop of an additional 5% intraday. Management was quick to point out inventories are stabilizing and the bike industry might be voyaging into calmer waters, which frankly surprised me. 

The tariff thing is an overhang, but it feels more like the overhang has to do with the potential we end up in a recession, consumer confidence/spending softens and nobody is buying stuff - they have their ops pretty buttoned up for this sort of thing (it appears). 

If anyone wants the deep dive, you can find it here. https://jeffbrines.substack.com/p/fox-factory-q1-2025-earnings-quick (moved to substack by popular demand...)

USD fork hype sending Fox to the moon 📈📈📈

9
5/8/2025 3:27pm
Tim Horton wrote:
Felt had a huge booth at Sea Otter. Here is an interview from their racer support tent. Maybe Felt is smarter than us, and riding the...

Felt had a huge booth at Sea Otter. Here is an interview from their racer support tent. Maybe Felt is smarter than us, and riding the Gravel Train (This train has no brakes)

 

Given the context of the emails I had with their customer service, it seemed like they were hoping to have an MTB representation, not gravel. Time will tell. With several MTB brands closing, there may actually be some space in the market.

2
5/9/2025 7:18am
TL;DR, Fox reported and things are going as planned. No big red flags. Stock is up 9% after hours ontop of an additional 5% intraday. Management...

TL;DR, Fox reported and things are going as planned. No big red flags. Stock is up 9% after hours ontop of an additional 5% intraday. Management was quick to point out inventories are stabilizing and the bike industry might be voyaging into calmer waters, which frankly surprised me. 

The tariff thing is an overhang, but it feels more like the overhang has to do with the potential we end up in a recession, consumer confidence/spending softens and nobody is buying stuff - they have their ops pretty buttoned up for this sort of thing (it appears). 

If anyone wants the deep dive, you can find it here. https://jeffbrines.substack.com/p/fox-factory-q1-2025-earnings-quick (moved to substack by popular demand...)

USD fork hype sending Fox to the moon 📈📈📈

USD is gonna be USD if tariff insanity continues

5
Jotegr
Posts
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Location
Interior, BC CA
5/9/2025 11:29am Edited Date/Time 5/9/2025 11:30am

Well, they'd have to re-hire (most) of the west coast team first, which... hopefully they will/already have extended offers. It was a really good team. 

 

2
TEAMROBOT
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1408
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Location
Los Angeles, CA US
Fantasy
5/9/2025 11:58am

Can anyone with more info translate this news? Who is Chaos and do we think they’ll do a good job for Rocky as a brand? Vultures or not?

I also assume this means Rocky headquarters will stay in the east. 

5
5/9/2025 12:19pm
https://apnews.com/live/donald-trump-news-updates-5-8-2025#00000196-b07e-dbbd-a7b6-f67e0ef30000"Britain says its new trade deal with the United States will cut tariffs on U.K. cars from 27.5% to 10% and eliminates tariffs on steel...

https://apnews.com/live/donald-trump-news-updates-5-8-2025#00000196-b07e-dbbd-a7b6-f67e0ef30000

"Britain says its new trade deal with the United States will cut tariffs on U.K. cars from 27.5% to 10% and eliminates tariffs on steel and aluminum."

British steel staying competitive? Let's goooooo Cotic/Starling/Stanton/etc.

Still not buying any Bri*ish car ever. 

I worked in the auto industry years ago for a short while, and the consensus I came to (also shared by many famous Youtubers) is that the only thing British cars are good for is paying mechanics.

9
5/9/2025 1:24pm
pamtbr wrote:
TEAMROBOT wrote:
Can anyone with more info translate this news? Who is Chaos and do we think they’ll do a good job for Rocky as a brand? Vultures...

Can anyone with more info translate this news? Who is Chaos and do we think they’ll do a good job for Rocky as a brand? Vultures or not?

I also assume this means Rocky headquarters will stay in the east. 

A bit more information available on Bikes.com: https://bikes.com/en-ca/pages/new-acquisition-faq

Headquarters are indeed staying out East, but moving from Saint-Georges to the Montreal area.

Here's also a bit more information regarding the group of 4 new owners: https://www.prnewswire.com/news-releases/a-new-era-for-rocky-mountain-a-group-of-canadian-entrepreneurs-takes-the-helm-302451311.html 

5
Jotegr
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Location
Interior, BC CA
5/9/2025 1:41pm

Any impact for you buddy? I heard Montreal is nice this time of year. 

Is painting of warranty parts going to be handled in-house still or do you think there's going to be a shift to the industry standard of just ordering a whole bunch of pre-painted parts? It'd be too bad if that program went away but it certainly was a bit odd compared to most. It did result in some annoyed customers (why does it take so long??) but also some very stoked customers (you mean they'll let me pick any colour out of the catalogue for my new frame??)

1
jonkranked
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Location
Norristown, PA US
5/9/2025 1:52pm
TEAMROBOT wrote:
Can anyone with more info translate this news? Who is Chaos and do we think they’ll do a good job for Rocky as a brand? Vultures...

Can anyone with more info translate this news? Who is Chaos and do we think they’ll do a good job for Rocky as a brand? Vultures or not?

I also assume this means Rocky headquarters will stay in the east. 

the nerd in me immediately thought of professor chaos

4

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