The Bikeconomics (Mega)Thread

9/26/2026 11:41am
Hopefully I'll do a quick substack on this one, because its really bad. LOL.Fox bought the company for $572M, financed with debt. Interest on the debt...

Hopefully I'll do a quick substack on this one, because its really bad. LOL.

Fox bought the company for $572M, financed with debt. Interest on the debt was roughly $107-115M per year. The unit was generating roughly $65-73M in EBTIDA per year. 

When you net everything out, Fox lost about $400M before counting capex and working capital. 

The only thing Fox retains in this deal are the losses. No IP sticks around, not that they'd want it anyway. Baseball has nothing to do with suspension. 

OUCH.

What a boneheaded acquisition. The c-suite deserves to get vaporized over it. But we know they’ll be fine. 

I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working...

I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working on I'd 100% be fired (and maybe a lawsuit would follow).

I’ve seen people get fired for selling discounted drinks to their partner.  

1
1 day ago
Hopefully I'll do a quick substack on this one, because its really bad. LOL.Fox bought the company for $572M, financed with debt. Interest on the debt...

Hopefully I'll do a quick substack on this one, because its really bad. LOL.

Fox bought the company for $572M, financed with debt. Interest on the debt was roughly $107-115M per year. The unit was generating roughly $65-73M in EBTIDA per year. 

When you net everything out, Fox lost about $400M before counting capex and working capital. 

The only thing Fox retains in this deal are the losses. No IP sticks around, not that they'd want it anyway. Baseball has nothing to do with suspension. 

OUCH.

What a boneheaded acquisition. The c-suite deserves to get vaporized over it. But we know they’ll be fine. 

I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working...

I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working on I'd 100% be fired (and maybe a lawsuit would follow).

That shit is how companies go away. 

Cannondale: “ Let’s build a MX bike “

                      “ And a four wheeler! “

5
LePigPen
Posts
1153
Joined
12/23/2020
Location
Harbor City, CA, USA
Fantasy
1 day ago

What a boneheaded acquisition. The c-suite deserves to get vaporized over it. But we know they’ll be fine. 

I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working...

I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working on I'd 100% be fired (and maybe a lawsuit would follow).

I’ve seen people get fired for selling discounted drinks to their partner.  

This part. It makes me feel like a moron for working so hard at all my shit-paying jobs.

Must be nice to be wildly incompetent and get either no repercussion or... OR maybe a bonus. Just because. 

11
1 day ago
I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working...

I'm going to try and include both sides of this, but the short answer is if I destroyed this much value in anything I was working on I'd 100% be fired (and maybe a lawsuit would follow).

I’ve seen people get fired for selling discounted drinks to their partner.  

LePigPen wrote:
This part. It makes me feel like a moron for working so hard at all my shit-paying jobs.Must be nice to be wildly incompetent and get...

This part. It makes me feel like a moron for working so hard at all my shit-paying jobs.

Must be nice to be wildly incompetent and get either no repercussion or... OR maybe a bonus. Just because. 

Legal gambling

Business crapshoot

Real life Monopoly


Whatever…

1 day ago

What's the bet that the 2027 Fox 40 will now be priced at $1000000. 😂 

yzedf
Posts
307
Joined
1/27/2015
Location
Hebron, CT, USA
Fantasy
1 day ago

What's the bet that the 2027 Fox 40 will now be priced at $1000000. 😂 

Comes with a free t-ball bat for your kid 

1
boozed
Posts
746
Joined
6/11/2019
Location
AU
23 hours ago

What's the bet that the 2027 Fox 40 will now be priced at $1000000. 😂 

yzedf wrote:

Comes with a free t-ball bat for your kid 

Searching for new product synergies, the new Fox 40 comes with suspiciously t-ball bat shaped stanchions

2
19 hours ago

Was there any original relationship between the Marucci acquisition and Easton’s historic involvement in baseball? 

Easton is part of the Fox group, but I’m unsure of how the brand licensing works, it’s possible they only have Easton cycling.

7 hours ago
63expert wrote:
That shit is how companies go away. Cannondale: “ Let’s build a MX bike “                      “ And...

That shit is how companies go away. 

Cannondale: “ Let’s build a MX bike “

                      “ And a four wheeler! “

And design our own engine too...

I've wondered if it would have had a chance if they had used an existing motor from Rotax or something like that..

bizutch
Posts
1542
Joined
8/1/2009
Location
Fletcher, NC, USA
Fantasy
2 hours ago

Marucci was gaining market share when my girls were done playing ball. But the bat world is nuts over the names Demarini, Louisville Slugger & Easton. 
You can't get dad to go against 30+ years of bat shaving propaganda.
Easton buying the brand and shutting it down to quash competition would make more sense.  
There is no tech in bats. 

NoahColorado
Posts
404
Joined
8/1/2009
Location
Fruita, CO, USA
2 hours ago Edited Date/Time 1 hour ago

I mean, it's not that confusing... 😆

2014: Easton-Bell Sports sold its baseball and softball division to Bauer Performance Sports ($330,000,000)

2014: Race Face buys Easton Cycling ($?), Fox buys Race Face and Easton Cycling ($30,000,000)

2016: Easton-Bell Sports sells Bell and Giro (and Blackburn) to Vista Outdoor ($400,000,000)

2020: Rawlings acquired Easton Diamond Sports from Peak Achievement Athletics (formerly Bauer Performance Sports) ($?)

2022: Vista Outdoor buys Fox (the other Fox) ($540,000,000)

2023: Fox (this Fox) buys Marucchi (whose logo looks like Manitou and name sounds like Marzucchi, which is how people frequently mispronounce Marzocchi –– which they also own), another baseball bat brand that's not Easton ($572,000,000)

2026: Fox takes a beating (with Easton bats) and sells Marucchi for a ~$400 million (milzucchi) loss

8

Post a reply to: The Bikeconomics (Mega)Thread

The Latest