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What you are seeing is not necessarily indicative of a poor ebike market but rather, given what we know about Trek and Specialized right now, perhaps indicative of misforecasting and grossly overordering on product on the assumption there would not be an outdoor goods market correction as bad as what we've seen. In other words, they just ordered too much shit based on 2020-2022 numbers, which took way too long to arrive, and its biting them in the ass. I'm sure had Trek sold through the number of Rail+s they anticipated there's no chance they'd still be shipping bikes with...

They aren't stupid, but many top execs in the industries I worked in just don't care about long term. The "let's crush this quarter's numbers and land a massive bonus today because tomorrow, we may not be here" is the name of their game.

I think one of the largest "We're not in Kansas anymore" moments I had when I began working for a component manufacturer after years in bikes shops was when I had the insignificance of aftermarket sales explained to me. Don't get me wrong, every brand worth their salt is going to support aftermarket product bc why leave money on the table, but OE sales are king in the bike industry and ultimately OE sales drives every design decision. SRAM gets to push the convenience of full SRAM spec by limiting cross compatibility. For brands like Canyon, Specialized, etc., who are...

I spent a good chunk of last night trying to evaluate DJI's move through the lens of business and corporate strategy. While it might sound far-fetched, I genuinely believe DJI could be making a move that fundamentally changes the landscape of the e-mtb industry. A few thoughts: Amflow: I have it on good authority that Fox's number one customer is Amflow. If true, that should signal to the industry that Amflow is not a demo product. It's a company going after the likes of Specialized, Trek, Giant and other major incumbents. To add, there is nothing holding them back from...

Well, this one is NOT an April Fools' joke it seems. Fair Bicycle introduces the 6-7 Bar and Stem Technology - open for licensing.

They also were one of the last to really start discounting bikes. I was thinking about getting an older slash (non high pivot) and instead of discounting it they were selling it at full price and even made a “limited” build spec well after the new one came out. Well after the covid boom was clearly fading. I know a lot of “premium” brands really try to avoid discounting. Especially shortly after a big boom where they couldn’t keep product. But had they been much quicker to act they would’ve sold a lot more bikes before the music stopped.

https://escapecollective.com/layoffs-overstock-retail-decline-and-debt-… More on Trek's troubles

Tim at Esker here. You are correct sir, it's not us. The only thing I can say is that every guess in this whole thread is flat out wrong.