Will more companies be shutting down in the next 12-24 months?

boozed
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AU
1 day ago

I'm not really sure where to put this – it isn't about a company going to the wall – but I think it's relevant to the industry's current situation.  One of the local suspension dealers has marked down its Flight Attendant Enduro Kits by 50-55%, meaning it now costs significantly less than putting a full set of plain "dumb" Ultimate level suspension on a bike.

5
pamtbr
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1 day ago

NUNSPEET, The Netherlands - Once claiming to be market leader in the Netherlands, e-bike brand Stella is on the verge of bankruptcy. Despite repeated financial injections from its owner DMEP, the manufacturer has now filed for a payment extension. According to DMEP, Stella can no longer achieve sustainable profitability in its current form and requires a "substantial" capital injection.

“the millions in losses were caused by a toxic mix of declining customer demand, rising costs, and increasing price competition" 

Peaked at €130 million, currently employs 400 people and sold 38,000 bikes last year.

 

3
21 hours ago
ballz wrote:
FWIW if you go to Jenson and add the new 2025 Bronson CC frame to your cart, the check-out price is $600 less than what it...

FWIW if you go to Jenson and add the new 2025 Bronson CC frame to your cart, the check-out price is $600 less than what it is listed at. Silent discounts on new Santa Cruz models already?

Eae903 wrote:
Are you sure it's actually the CC frame? SC was going to be selling the C frames for the Bronson and Hightower due to the backlash...

Are you sure it's actually the CC frame? SC was going to be selling the C frames for the Bronson and Hightower due to the backlash over the CC not having cable routing for a derailleur. 

ballz wrote:

We shall see soon. AFAIK Santa Cruz doesn't sell non-CC frames as a frame-only option and hasn't for a while.

I think certain dealers can get C frames though. I got my 2023 5010 C as a frame only from Jenson last year.

1
Jotegr
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Nakusp, BC CA
18 hours ago Edited Date/Time 18 hours ago

As seen on Bicycle Retailer, TPC is back after a 1 month hiatus..

Eae903 wrote:
Yeah, absolutely crazy. https://escapecollective.com/the-pros-closet-is-back/ Honestly, I was hoping they would stay down. Having companies like this lead to a dramatically over valued used bike market, with...

Yeah, absolutely crazy. https://escapecollective.com/the-pros-closet-is-back/

 

Honestly, I was hoping they would stay down. Having companies like this lead to a dramatically over valued used bike market, with no real turnover. 

Yeah well, I know I'm a couple days late on this one but like Deviate pointed out... When Trek is dumping all sizes of Gen 5 Trek Slash 9.8 (gx eagle, carbon wheels, solid suspension, etc) for $3800 CAD, down from like $8,500 (through retailers and with margin for retailers in that, mind), people, and by extension TPC are welcome to think that their used bike is somehow worth more than that.  

You'd have to think the TPC guys are getting a cash infusion that will hold off on operating at whatever their capacity is until market stabilization, whenever that might be. 

I personally hope Deviate can hang on. Someone's gotta honour my lifetime warranty!

 

2
segamethod
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18 hours ago

Not to be overtly political, but the US’s once and future president has indicated he intends to impose significant tariffs on foreign manufactured goods. Let’s assume for discussion that this actually happens -- anyone care to conjecture what effect such a policy would have on this industry?

6
17 hours ago
segamethod wrote:
Not to be overtly political, but the US’s once and future president has indicated he intends to impose significant tariffs on foreign manufactured goods. Let’s assume...

Not to be overtly political, but the US’s once and future president has indicated he intends to impose significant tariffs on foreign manufactured goods. Let’s assume for discussion that this actually happens -- anyone care to conjecture what effect such a policy would have on this industry?

I think it'll reinvigorate the used market a bit, for sure. TPC is probably drooling about it as we type/read.

3
SteveClimber
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17 hours ago
segamethod wrote:
Not to be overtly political, but the US’s once and future president has indicated he intends to impose significant tariffs on foreign manufactured goods. Let’s assume...

Not to be overtly political, but the US’s once and future president has indicated he intends to impose significant tariffs on foreign manufactured goods. Let’s assume for discussion that this actually happens -- anyone care to conjecture what effect such a policy would have on this industry?

Very badly. 

Makes all imported frames and parts more expensive, passes on those costs to consumers. 

Frames and parts in the country are already discounted to sell, meaning they won't be ordering any more at a 10%+ increased price as they can't already move the cheaper ones. 

A universal tariff is a horrendous economic policy

14
16 hours ago
segamethod wrote:
Not to be overtly political, but the US’s once and future president has indicated he intends to impose significant tariffs on foreign manufactured goods. Let’s assume...

Not to be overtly political, but the US’s once and future president has indicated he intends to impose significant tariffs on foreign manufactured goods. Let’s assume for discussion that this actually happens -- anyone care to conjecture what effect such a policy would have on this industry?

Very badly. Makes all imported frames and parts more expensive, passes on those costs to consumers. Frames and parts in the country are already discounted to sell, meaning...

Very badly. 

Makes all imported frames and parts more expensive, passes on those costs to consumers. 

Frames and parts in the country are already discounted to sell, meaning they won't be ordering any more at a 10%+ increased price as they can't already move the cheaper ones. 

A universal tariff is a horrendous economic policy

As much as I like some Trump's ideas, his thoughts on tariffs are definitely off base. All they end doing raising prices for us the consumer. I might feel different if we had a US company making bike shop quality bikes in large numbers here in the USA,  but we don't 

2
brash
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16 hours ago

on the flipside, all those goods tarrifed to shit will need to go somewhere, smoking deals for the rest of the world.

Thanks Donny boy! 

4
boozed
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AU
8 hours ago

As seen on Bicycle Retailer, TPC is back after a 1 month hiatus..

Eae903 wrote:
Yeah, absolutely crazy. https://escapecollective.com/the-pros-closet-is-back/ Honestly, I was hoping they would stay down. Having companies like this lead to a dramatically over valued used bike market, with...

Yeah, absolutely crazy. https://escapecollective.com/the-pros-closet-is-back/

 

Honestly, I was hoping they would stay down. Having companies like this lead to a dramatically over valued used bike market, with no real turnover. 

Jotegr wrote:
Yeah well, I know I'm a couple days late on this one but like Deviate pointed out... When Trek is dumping all sizes of Gen 5...

Yeah well, I know I'm a couple days late on this one but like Deviate pointed out... When Trek is dumping all sizes of Gen 5 Trek Slash 9.8 (gx eagle, carbon wheels, solid suspension, etc) for $3800 CAD, down from like $8,500 (through retailers and with margin for retailers in that, mind), people, and by extension TPC are welcome to think that their used bike is somehow worth more than that.  

You'd have to think the TPC guys are getting a cash infusion that will hold off on operating at whatever their capacity is until market stabilization, whenever that might be. 

I personally hope Deviate can hang on. Someone's gotta honour my lifetime warranty!

 

I heard from someone at Trek Australia that at their peak they had between 75,000 and 100,000 bikes sitting in their warehouses thanks to the oversupply.

1
34 minutes ago

I think a lot of people are underestimating the quantity of "in stock" bikes at certain companies

Look at how long Specialized has had the Levos on sale..  it's been crazy..

Eoin
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FR
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16 minutes ago

I think a lot of people are underestimating the quantity of "in stock" bikes at certain companies

Look at how long Specialized has had the Levos on sale..  it's been crazy..

Not sure it is being discussed here, but word from many sources is that the next gen Levo has been ready for ages and they just keep pushing back the announcement due to the amount of unsold current gen stock.

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