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have been told canyon let 25 or so people go this week. not sure if global or US only. rough regardless.

RAAW is now offering a 10% discount on US-bound orders to help offset the tariff: https://www.vitalmtb.com/news/press-release/raaw-discounts-orders-headi….

In my industry (large commercial construction projects), we've had a few of our subs go under because the bank called on their line of credit. It's not rare for a sub that does 30M a year to be into their line of credit slightly depending on how the year ebbs/flows. For example, if a few projects get behind on change order approval and revenue issuance, and then they have 2-3 projects get started and ramp up before their billing/schedule of values provides positive cashflow, they can dip into that LOC. Just recently, I've had 4 subs with healthy financials and...

You've got that backwards, It is a class 3 ebike with the option to turn on a 20mph speed limiter. That is the only way to logically treat this bike, and it is definitely a bad idea. Be prepared for land managers to not allow any specialized ebikes because of it.

Forbidden went full gas on the crab link

I screen shoted the photos of the Forbidden ebike. Are we sure this bike is using the DJI Avinox motor? I can’t see any motor in the photos which leads me to believe it’s hidden behind the chainring, so either a) a new model DJI motor or b) it’s a TQ. Unless the photos are edited/not accurate. Edit- could also be the Fazua.

One thing I want to flag is the possibility of a tariff-evoked credit crunch in the outdoor industry. Though no business is immune, I'd argue businesses with seasonality, long inventory turns (most outdoor industry stuff), and purveyors of elastic goods are extra exposed to the problem. In short, if we see continued softness with respect to consumer spending, prices go up a material amount due to tariffs, the COVID (inventory) hangover lingers, and companies are unable to stay within the covenants of their debt instruments, we might see a whole other level of pain, and this could come to fruition...

Did you get those launch coordinates from a group chat you were recently added to?

June

In the meantime, I have an incoming factory order of a couple thousand mtb pants that are going to be hit with an additional 26% tariff, for 53.9% total import tax. India. That would be all fine and good, if: 1: I thought consumers would be wiling to pay 26% more. LOL. 2: Tariffs would hold at 53.9%. They won't, so I'll be in a permanent hole on this year's inventory. These import taxes will roll away within a few months. Businesses need a predictable environment in which to operate. If I knew the tariffs would actually be permanent and...

Considering the market opened down 6% I feel its probably a good idea for me to release this little app. Its a good place to watch how the publicly traded companies in the bike, outdoor, powersports or "outdoor adjacent" space are performing through this shit show. Few thoughts... URL: www.otherhours.com -The name isn't great. I just had that domain so I used it. -All quotes are delayed; I am using the Yahoo Finance dataset which isn't great (but is free). I'm also using FRED for the CPI/yield stuff. I would not rely on this to trade or anything, but it...

Wow, a rare tariff supporter on the vital forums. I think it is actually an OK view to have, if you don't want global trade and the benefits that come with it, that's fine. Just be prepared to accept lower quality, more expensive goods, and worse work for the average person because now you need to man the manufacturing and textile plants yourselves.

Yeah it is most likely the same shock that is already on the latest version of the Turbo Levo SL. Spec sheet of those bikes say " FOX FLOAT X Factory with Specialized GENIE Shock Tech" Its been out for a bit

Hi y'all, Longtime reader, though I rarely post. Some context I run a small non-bike company in Sheridan, WY. We make a ton in house, import a little, and outsource a bunch to other companies in the US. We do about 40% of our sales in Canada. These tariffs will put the brakes on the entire economy. My business is well positioned to make 100% of our product in the US, which would seemingly be a boon for us. But who is going to be able to buy it? Will our customers in Canada want to buy our products at...

Feel like I'm always posting EscapeCollective links here, but to be fair, they are one of the few places paying journalists to research/report on the bike industry in more than a superficial way. They have a piece up on the tariffs: https://escapecollective.com/new-us-tariffs-are-going-to-wreak-havoc-on… It includes quotes from a few small brands, including Esker & Borealis. Bicycle Retailer is also publishing some good,detailed stories: https://bicycleretailer.com/industry-news/2025/04/04/bike-maker-hopes-a… This thread began in October 2023. Unfortunately, I think that even ~18 months later, the answer to "Will more companies be shutting down in the next 12-24 months?" is still 'Yes.' We started off talking about a...

As a lifelong bike industry head I have been apprehensive about contributing to this forum topic, despite the conversation quite often being interesting, informed and high level, as it felt morbid to discuss the potential job loss of friends, colleagues and acquaintances. While I don't think I am going to reduce the angst of the thread as I sit here reading industry news early on a Saturday morning after another anxious nights sleep, I will take the opportunity to bring things back around to the bike business. I think this article brings home some of the potential immediate effects of...

Pro Final Results from PDS Rock Creek - Asa and Aletha take the wins. Pro men was insanely tight. A total of $17,500 paid out between podiums and $500 Suntour Holeshot awards. The track dried out and according to Luca was the trickiest it had been all week with hardpack sections covered in loose dirt. All said, it was a killer weekend at a venue with a great track and great vibe. The race was run very well and the depth of talent in #USDH right now is pretty astonishing. Everyone looks so fast and the young riders are fully...

Pro Men's Top 20 - tight times with Asa laying it down. 1. Asa Vermette 1:52.019 (Frameworks Racing / 5DEV) 2. Ryan Pinkerton 1:53.061 (Mondraker Factory Racing) 3. Tyler Waite 1:53.369 (Yeti Fox Factory) 4. Luca Shaw 1:53.386 (Canyon CLLCTV Factory Team) 5. Richard Rude 1:55.665 (Yeti Fox Factory) 6. Aaron Gwin 1:55.816 (Gwin Racing) 7. Antoine Pierron 1:55.846 (Commencal Schwalbe by les Orres) 8. Neko Mulally 1:55.922 (Frameworks Racing / 5DEV) 9. Christopher Grice 1:56.605 (Gen-S) 10. Dante Silva 1:57.015 (Intense/Monster Army) 11. Colton Peterson 1:57.019 (Specialized Team) 12. Jonty Williamson 1:57.061 (Yeti Fox Factory) 13. Cole Suetos 1:57.293...