You guys are welcome to keep debating this stuff, but I'd prefer it didn't happen here. I recognize that politics impacts the bike industry, and discussing...
You guys are welcome to keep debating this stuff, but I'd prefer it didn't happen here. I recognize that politics impacts the bike industry, and discussing those impacts objectively is absolutely fair game. But turning this thread into a debate over how terrible one politician or another is on the world stage isn't really where I hoped the conversation would go. There's plenty of room for that elsewhere.
💯💯💯The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world...
💯💯💯
The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world today.
Global/international economic discussions cannot be apolitical in our current systems.
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment advisor about what sectors and companies are facing headwinds, they do exactly that (the objective discussion, not reddit troll mode).
💯💯💯The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world...
💯💯💯
The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world today.
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment...
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment advisor about what sectors and companies are facing headwinds, they do exactly that (the objective discussion, not reddit troll mode).
@AndehM nailed it. If you need to blow off steam about the political environment, X, Threads and Facebook are excellent. If you have a genuine question or observation, and it also ties back into the outdoor industry, this is a great place to do so. The line is pretty clear.
Great to see Garmin doing well but I can’t help but think they are the next “blackberry”. I have a hunch the categories itself is really growing. But when their new bike computers look more and more like smartphones, it begs the question if Apple can end up eating their lunch if they wanted to down the road.
One thing I wonder is whether any of the aluminum frame manufacturers are having problems sourcing enough material. I work for a construction company, and we're having a hell of a time sourcing smaller quantity / short lead time beams and pipe because the data center boom is gobbling it all up. We use steel, but I'm sure aluminum is also hit. Ironically, we're building tools like mad to be used to build DCs and rocket launch pads, but we're being told nothing is available for 3+ months out until the next mill roll, and prices are way up because demand is so high. The US isn't the only country with the massive DC buildout, so I'm certain that the supply pinch extends to Asia as well.
One thing I wonder is whether any of the aluminum frame manufacturers are having problems sourcing enough material. I work for a construction company, and we're...
One thing I wonder is whether any of the aluminum frame manufacturers are having problems sourcing enough material. I work for a construction company, and we're having a hell of a time sourcing smaller quantity / short lead time beams and pipe because the data center boom is gobbling it all up. We use steel, but I'm sure aluminum is also hit. Ironically, we're building tools like mad to be used to build DCs and rocket launch pads, but we're being told nothing is available for 3+ months out until the next mill roll, and prices are way up because demand is so high. The US isn't the only country with the massive DC buildout, so I'm certain that the supply pinch extends to Asia as well.
I have a friend that works as a machinist in a non bike related industry and he said availability of aluminum is way down and when they can get it they're paying double to three times what they were paying even a couple of years ago.
I believe it was mentioned here in the recent past, but one of the largest suppliers of raw alu stock is located in the UAE and their operations have been directly impacted by the Iran war. New supply routes overland aren't really a viable option for non-liquid material...
On the topic of the impact of data centers, this is certainly a thing. We wrapped up a battery project earlier this year and obtaining the chips required for the BMS was met with huge leadtimes due to the rapid proliferation of data centers. In the past, the automotive sector was too blame with the rise in electric cars, so the cycling industry gets punted to the back of the line once again.
💯💯💯The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world...
💯💯💯
The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world today.
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment...
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment advisor about what sectors and companies are facing headwinds, they do exactly that (the objective discussion, not reddit troll mode).
That's fair, I am not defending talking about political opinions/trolling, but politics are a factor in every aspect of our lives. To say, in a discussion of an industry that depends on global economics, that someone doesn't want any political talk is naive.
This forum is certainly not a place for being a shitlord, but let's not kid ourselves. Politics are 100% part of the economic realities facing the bike industry.
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment...
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment advisor about what sectors and companies are facing headwinds, they do exactly that (the objective discussion, not reddit troll mode).
@AndehM nailed it. If you need to blow off steam about the political environment, X, Threads and Facebook are excellent. If you have a genuine question...
@AndehM nailed it. If you need to blow off steam about the political environment, X, Threads and Facebook are excellent. If you have a genuine question or observation, and it also ties back into the outdoor industry, this is a great place to do so. The line is pretty clear.
If we want something to talk about, my newswire probably has something. From this week...-Shimano raises its outlook as inventories clear -Bosch is moving its mobility unit to...
If we want something to talk about, my newswire probably has something.
From this week...
-Shimano raises its outlook as inventories clear
-Bosch is moving its mobility unit to a wholly owned subsidiary starting in about 1 year. CEO Christian Fischer cited growing pressure from Asian competitors
-Garmin's fitness segment is crushing; 33% operating margin produced $231M of operating income
-Bids for Lapierre were due yesterday by noon.
-Another China brand enters worldtour level sponsor...TotalEnergies dropped Cube for Pardus (never heard of them) for a 3 year deal.
-VF Corp beat Q2 guidance, reaffirmed the FY guidance but inventories rose 7 y/y
I'll bite on the "Pardus to World Tour" news. They've been on my radar for a few years as one of the first factories-turned-brands. To borrow Rick Vosper's terminology, this is another sign that Bike Industry 4.0 is coming. Factory-direct brands are the next evolution of consumer-direct brands.
I believe this trend will continue, and 2027 might be the first time it shows up big in MTB. It's already happened in road and gravel, as those products are a bit easier to engineer and market. Mountain bikes have had a bit of moat in that suspension performance, efficiency, and geometry protected them from being commodified. But the "crabification" of suspension designs and spec-sheet supremacy of drive-units (ie people wanting an "Avinox bike") is making it pretty easy to pitch a high-value, factory-direct eMTB. I've already heard of one brand dropping out of eMTB entirely and citing this.
Edit: I actually didn't realize that earlier this month Rick Vosper wrote about Bike 4.0, and it sounds like we're on the same page!
One thing I wonder is whether any of the aluminum frame manufacturers are having problems sourcing enough material. I work for a construction company, and we're...
One thing I wonder is whether any of the aluminum frame manufacturers are having problems sourcing enough material. I work for a construction company, and we're having a hell of a time sourcing smaller quantity / short lead time beams and pipe because the data center boom is gobbling it all up. We use steel, but I'm sure aluminum is also hit. Ironically, we're building tools like mad to be used to build DCs and rocket launch pads, but we're being told nothing is available for 3+ months out until the next mill roll, and prices are way up because demand is so high. The US isn't the only country with the massive DC buildout, so I'm certain that the supply pinch extends to Asia as well.
When I asked someone at Specialized why the Chisel FS was no longer being made they said that the higher end aluminum bikes are out because of tariffs.
I assume the margins are gone, and people wont buy an aluminum bike from a large brand for carbon prices.
If we want something to talk about, my newswire probably has something. From this week...-Shimano raises its outlook as inventories clear -Bosch is moving its mobility unit to...
If we want something to talk about, my newswire probably has something.
From this week...
-Shimano raises its outlook as inventories clear
-Bosch is moving its mobility unit to a wholly owned subsidiary starting in about 1 year. CEO Christian Fischer cited growing pressure from Asian competitors
-Garmin's fitness segment is crushing; 33% operating margin produced $231M of operating income
-Bids for Lapierre were due yesterday by noon.
-Another China brand enters worldtour level sponsor...TotalEnergies dropped Cube for Pardus (never heard of them) for a 3 year deal.
-VF Corp beat Q2 guidance, reaffirmed the FY guidance but inventories rose 7 y/y
I'll bite on the "Pardus to World Tour" news. They've been on my radar for a few years as one of the first factories-turned-brands. To borrow Rick Vosper's terminology, this is another sign that Bike Industry 4.0 is coming. Factory-direct brands are the next evolution of consumer-direct brands.
I believe this trend will continue, and 2027 might be the first time it shows up big in MTB. It's already happened in road and gravel, as those products are a bit easier to engineer and market. Mountain bikes have had a bit of moat in that suspension performance, efficiency, and geometry protected them from being commodified. But the "crabification" of suspension designs and spec-sheet supremacy of drive-units (ie people wanting an "Avinox bike") is making it pretty easy to pitch a high-value, factory-direct eMTB. I've already heard of one brand dropping out of eMTB entirely and citing this.
Edit: I actually didn't realize that earlier this month Rick Vosper wrote about Bike 4.0, and it sounds like we're on the same page!
Dropping out of eMTB entirely: "that's a bold move Cotton".
It's conceivable eMTB will have a much shorter consumer upgrade cycle than analog bikes for a long time because of advancing battery tech. (not to mention removable battery/non-removable battery/range extender configs changing around with current battery tech) I'm totally comfortable owning my lifetime warranty crab link analog bike for 10 years. There's also many consumers that wouldn't be caught dead on an Amflow/Teewing/etc. and want a "real brand"/bike shop for their eMTB.
If said brand thinks they're safe because Amflow would never drop a $3k carbon analog bike...we shall see. My dad's Amflow just landed at our LBS yesterday. (former YT, Canyon eeb owner)
You guys are welcome to keep debating this stuff, but I'd prefer it didn't happen here. I recognize that politics impacts the bike industry, and discussing...
You guys are welcome to keep debating this stuff, but I'd prefer it didn't happen here. I recognize that politics impacts the bike industry, and discussing those impacts objectively is absolutely fair game. But turning this thread into a debate over how terrible one politician or another is on the world stage isn't really where I hoped the conversation would go. There's plenty of room for that elsewhere.
Sorry I was feeling a little salty on a day where we were stoked that petrol prices had come down to the equivalent of USD $7.50ish / gallon.
I won't distract from the bike talk any more........(but don't forget to vote 😋)
You guys are welcome to keep debating this stuff, but I'd prefer it didn't happen here. I recognize that politics impacts the bike industry, and discussing...
You guys are welcome to keep debating this stuff, but I'd prefer it didn't happen here. I recognize that politics impacts the bike industry, and discussing those impacts objectively is absolutely fair game. But turning this thread into a debate over how terrible one politician or another is on the world stage isn't really where I hoped the conversation would go. There's plenty of room for that elsewhere.
💯💯💯The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world...
💯💯💯
The politics bullshit is getting thick here. I involve myself with bicycles specifically as something that is fun vs. all the divisive bullshit in the world today.
It's entirely possible to objectively discuss economic impact factors which originate from governments without being a shitlord troll about it. If you talk to an investment advisor about what sectors and companies are facing headwinds, they do exactly that (the objective discussion, not reddit troll mode).
@AndehM nailed it. If you need to blow off steam about the political environment, X, Threads and Facebook are excellent. If you have a genuine question or observation, and it also ties back into the outdoor industry, this is a great place to do so. The line is pretty clear.
Great to see Garmin doing well but I can’t help but think they are the next “blackberry”. I have a hunch the categories itself is really growing. But when their new bike computers look more and more like smartphones, it begs the question if Apple can end up eating their lunch if they wanted to down the road.
One thing I wonder is whether any of the aluminum frame manufacturers are having problems sourcing enough material. I work for a construction company, and we're having a hell of a time sourcing smaller quantity / short lead time beams and pipe because the data center boom is gobbling it all up. We use steel, but I'm sure aluminum is also hit. Ironically, we're building tools like mad to be used to build DCs and rocket launch pads, but we're being told nothing is available for 3+ months out until the next mill roll, and prices are way up because demand is so high. The US isn't the only country with the massive DC buildout, so I'm certain that the supply pinch extends to Asia as well.
I have a friend that works as a machinist in a non bike related industry and he said availability of aluminum is way down and when they can get it they're paying double to three times what they were paying even a couple of years ago.
I believe it was mentioned here in the recent past, but one of the largest suppliers of raw alu stock is located in the UAE and their operations have been directly impacted by the Iran war. New supply routes overland aren't really a viable option for non-liquid material...
On the topic of the impact of data centers, this is certainly a thing. We wrapped up a battery project earlier this year and obtaining the chips required for the BMS was met with huge leadtimes due to the rapid proliferation of data centers. In the past, the automotive sector was too blame with the rise in electric cars, so the cycling industry gets punted to the back of the line once again.
That's fair, I am not defending talking about political opinions/trolling, but politics are a factor in every aspect of our lives. To say, in a discussion of an industry that depends on global economics, that someone doesn't want any political talk is naive.
This forum is certainly not a place for being a shitlord, but let's not kid ourselves. Politics are 100% part of the economic realities facing the bike industry.
I'm gonna assume you're not directing this at me.
I'll bite on the "Pardus to World Tour" news. They've been on my radar for a few years as one of the first factories-turned-brands. To borrow Rick Vosper's terminology, this is another sign that Bike Industry 4.0 is coming. Factory-direct brands are the next evolution of consumer-direct brands.
I believe this trend will continue, and 2027 might be the first time it shows up big in MTB. It's already happened in road and gravel, as those products are a bit easier to engineer and market. Mountain bikes have had a bit of moat in that suspension performance, efficiency, and geometry protected them from being commodified. But the "crabification" of suspension designs and spec-sheet supremacy of drive-units (ie people wanting an "Avinox bike") is making it pretty easy to pitch a high-value, factory-direct eMTB. I've already heard of one brand dropping out of eMTB entirely and citing this.
Edit: I actually didn't realize that earlier this month Rick Vosper wrote about Bike 4.0, and it sounds like we're on the same page!
When I asked someone at Specialized why the Chisel FS was no longer being made they said that the higher end aluminum bikes are out because of tariffs.
I assume the margins are gone, and people wont buy an aluminum bike from a large brand for carbon prices.
Dropping out of eMTB entirely: "that's a bold move Cotton".
It's conceivable eMTB will have a much shorter consumer upgrade cycle than analog bikes for a long time because of advancing battery tech. (not to mention removable battery/non-removable battery/range extender configs changing around with current battery tech) I'm totally comfortable owning my lifetime warranty crab link analog bike for 10 years. There's also many consumers that wouldn't be caught dead on an Amflow/Teewing/etc. and want a "real brand"/bike shop for their eMTB.
If said brand thinks they're safe because Amflow would never drop a $3k carbon analog bike...we shall see. My dad's Amflow just landed at our LBS yesterday. (former YT, Canyon eeb owner)
Sorry I was feeling a little salty on a day where we were stoked that petrol prices had come down to the equivalent of USD $7.50ish / gallon.
I won't distract from the bike talk any more........(but don't forget to vote 😋)
Then kill the thread.
Tired of this bullshit
Post a reply to: The Bikeconomics (Mega)Thread