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pamtbr Added a reply to 2027 Race Talk

11/12/2026 11:01am
I assume IXS is the title sponsor, but they are part of Hostettler (moto distribution company), as is Sports Nut (bike distribution company). I believe the Sports Nut founder was also involved with Spank and the Gravity Cartel.

pamtbr Added a reply to The Bikeconomics (Mega)Thread

11/12/2026 9:34am
Small brands but recent additions to the defunct or bankrupt/in receivership brands list: Temple Cycles and Bastille Cycles (blew through 10 million Euro)

piratetrails Liked a reply to forum topic The Bikeconomics (Mega)Thread

11/9/2026 9:35am
I went to my first GNCC race at Snowshoe this year and everybody, I mean everybody had e-bikes. Even people not racing the ebike XC race. EMTB most certainly does make sense to moto people. (maybe due to lack of maintenance and ease of riding from lower power?) Their kids start on Strider bikes just like us. Lotta interesting observations at that race: Easily 60% Specialized or more I’ve never seen so many of that horrible Yamaha ebike in my life. Plenty of GasGas too. The Honda bike will sell to these people. Only 2 Santa Cruz and one Orbea...
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Losifer Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/30/2026 6:15pm
Thanks @pamtbr and @Digit Bikes for educating us on this! So, tariffs levied on tubing and raw materials are making a major impact on aluminum frame production domestically, and differing tariffs against specific countries are affecting the viability of certain company’s models of complete aluminum bikes and frames.
This forum topic has 5613 replies.

pamtbr Added a reply to The Bikeconomics (Mega)Thread

10/30/2026 9:38am
The tariffs on Chinese-made bikes are substantially higher than those on bikes made in Indonesia at the moment. Insera can do things with Marin, at scale, thanks to the house brand Polygon and decades of experience hitting certain price points.

pamtbr Added a reply to The Bikeconomics (Mega)Thread

10/30/2026 9:19am
Rough numbers, I want to say the overall Mobility side of things is a 50+ billion Euro business. The bike portion is a tiny fraction. Bosch as a whole is in the 90 billion Euro range. Something like 30-40x what Shimano does annually. Rapid development and iteration in the mobility world is certainly looking different than the historic automotive pace...

TEAMROBOT Liked a reply to forum topic The Bikeconomics (Mega)Thread

10/21/2026 2:39pm
Yes, I'm sorry if I was unclear. That was sarcasm, and everything about this news report is the worst. I was being sarcastic and grumpy about the apparent PR desire to frame this terrible news as a win for customers, sort of like "Man receiving double amputation finally sheds the freshman 15 and then some."
This forum topic has 5613 replies.

pamtbr Added a reply to The Bikeconomics (Mega)Thread

10/13/2026 1:50pm
There was always a weird sharing of the ProTaper trademarks for moto products and MTB products. Pure guess, but there could be something changing around that licensing/relationship. I believe it was Tucker Rocky (later Powersports) that held the TM for moto, but they were acquired by Turn 14 a little while back. Hayes had the MTB side, of course. Wait...

pamtbr Added a reply to The Bikeconomics (Mega)Thread

9/29/2026 5:52am
It must have been the Lizard Skins connection that sealed the deal. Bikes and bats united by grippy tape. The Marucci origin story is pretty interesting from an American success story perspective. How I Built This podcast from late '24. If you're an old baseball dork like me, then you've probably seen @baseballbatbros on IG, but if not, it's interesting...

NoahColorado Liked a reply to forum topic The Bikeconomics (Mega)Thread

9/29/2026 5:29am
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...
This forum topic has 5613 replies.

pamtbr Added a reply to The Bikeconomics (Mega)Thread

9/23/2026 9:48am
Too soon to blame 32"? Launch is done-ish; Gwen put it on the podium, and Evie and Riley top 10 on the weekend - mission accomplished. Sucks for those impacted, though. The optimistic 2026 view isn't playing out for many, and heading into winter could be very rough.

pamtbr Added a reply to The Bikeconomics (Mega)Thread

8/27/2026 7:31am
It looks like the French courts have given Lapierre the green light to pursue an independent future outside of Accell. They have two months to prove they have the financing in place and a six-month observation period under court supervision to continue operations. Cycles Lapierre SAS generated €99.1 million in revenue in 2025. Between 2024 and 2025, its operating loss...

jeff.brines Liked a reply to forum topic The Bikeconomics (Mega)Thread

8/12/2026 9:30am
My megapost on Fox Factory is up. One fun side quest I took in this one was trying to show how/why interest rates matter so much, and even built a little calculator everyone can play with. TL;DR, when the discount rate goes up, future earnings goes down and the TAM is sort of eaten, the stock price tanks. https://jeffbrines.substack.com/p/how-fox-factory-lost-a-decade?r=cfzd9…
This forum topic has 5613 replies.