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jeff.brines Liked a reply to forum topic The Bikeconomics (Mega)Thread
1/21/2024 11:51pm Three points I'm compelled to make here... 1) I don't disagree that when you factor in all your SG&A plus what certain brands were doing on a COGS basis to rush product to market that a 3 year snapshot of most companies will look upside down. I wouldn't put this squarely on the shoulders of "those in finance" however. Nobody has a crystal ball and lots of very smart people really did think COVID was going to create long lasting changes as to "how we all hang out". (not true - obviously). I'm not trying to save face for these...
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jeff.brines Liked a reply to forum topic The Bikeconomics (Mega)Thread
1/21/2024 11:50pm Sorry - missed this! Thx for the tag. While its impossible for me to know exactly what is going on, here is what appears to be happening... 1) As pointed out elsewhere, Yougone has a majority stake in Scott Sports. Its important to note their stake is large, which gives Youngone more incentive to help. 2) Youngone is publicly traded in S. Korea, making disclosures of this sort mandatory. 3) Of course no bank would give Scott a loan on these terms. In fact, the interest rate is closer to the 1 year treasury rate than what a business like...
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brash Liked a reply to forum topic 2024 TEAM RUMORS
1/21/2024 11:48pm
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Froman1331 Liked a reply to forum topic 2024 TEAM RUMORS
1/21/2024 11:47pm That BB area is camouflaged quite well, and I think is the key to figuring it out. We are verboten to say during this transition, but we are all one in trying to figure it out I think.
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29 Liked a reply to forum topic 2024 TEAM RUMORS
1/21/2024 3:31pm
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bizutch Liked a reply to forum topic 2024 TEAM RUMORS
1/21/2024 3:31pm
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sspomer Liked a reply to forum topic The Bikeconomics (Mega)Thread
1/20/2024 3:44pm
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jeff.brines Liked a reply to forum topic Does it make any sense to field a DH team anymore?
1/20/2024 3:40pm I wanted to throw a comment in here after the Neko/frameworks announcement and interview. If more teams ran their ship like Neko is running his team, I would throw this entire hypothesis in the trashcan. Few reasons why... 1) He's running the team on "bike industry adjacent" money. The real capital commitment on behalf of him or the Frameworks brand seem to be minimal beyond the actual product, which is basically immaterial to his P&L. When you compare this style of budgeting to what I've heard other teams do (like the Big S), Neko is very much the exception not...
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PisgahGnar Liked a reply to forum topic 2024 TEAM RUMORS
1/20/2024 3:38pm Bro, the Enhanced Freckle Distribution Analysis (EFDA) will not leave this thread. I'm not even telling my real life riding buddies. It was an embarrassing chapter in my Friday afternoon work procrastination.
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Kale123 Liked a reply to forum topic 2024 TEAM RUMORS
1/20/2024 10:27am
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chriskief Liked a reply to forum topic MTB Tech Rumors and Innovation
1/20/2024 10:26am
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Jason_Schroeder Liked a reply to forum topic 2024 TEAM RUMORS
1/19/2024 3:43pm
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sspomer Liked a reply to forum topic 2024 Racing Talk
1/19/2024 10:53am thanks! in 2024 news, can i just say that i can't wait to see amaury on the track again? assuming he's healthy, he's going to mix up everything 2023 was about : )
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pedronicman Liked a reply to forum topic 2024 TEAM RUMORS
1/19/2024 10:51am
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kcw72 Liked a reply to forum topic 2024 TEAM RUMORS
1/19/2024 10:50am OD on Atherton would be awesome but He was riding a brand new commencal frame December. Source - my eyeballs 👀
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MTBDHdad Liked a reply to forum topic 2024 TEAM RUMORS
1/18/2024 5:03pm I dont know anything about Dak, but Ryan has gotten his fastest times ever on the bike on runs he knows very well and can make good comparisons. Mondraker is keen to make the bike fast and and is making that a priority. So I think whomever is on the bike will do well.
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notthatbryan Liked a reply to forum topic 2024 TEAM RUMORS
1/17/2024 2:49pm When Jesse left it sounded largely like Rocky is fundamental not a very large budget team and he was moving on to bigger opportunities a bigger team could offer. Hopefully it's a similar situation with ALN.
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WhiskeyRiver Liked a reply to forum topic 2024 TEAM RUMORS
1/17/2024 2:49pm They really should have some sort of supplemental insurance setup that is paid for by entry fee. I destroyed my wrist auto racing and had to have it reconstructed and physical therapy. To my surprise my entry fee included a plan like this that picked up every dime my insurance wouldn’t pay. It would have covered it completely if I did not have any insurance. I think there was a cap, but it was up in the six figure range if I remember correctly.
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BGoldstone Liked a reply to forum topic 2024 TEAM RUMORS
1/17/2024 2:47pm
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Losifer Liked a reply to forum topic 2024 Racing Talk
1/17/2024 2:35pm
This forum topic has 1742 replies.