Posted by: AndrewMajor
I know a lot of folks working in the industry currently - wrenching, running shops, in distribution, working at bike brands - and from what I gather, I think we’ll find that a couple of years from now we’ll look back and see there was a lot of doomsaying about nothing.
Companies went pedal-to-the-floor into the post-Covid-selling-spree WALL and there’s certainly some wrecks being patched up, but I think most outfits will heal.
Totally. The COVID bike bubble was exactly that, and when a bubble pops there's a brief over-contraction and then things normalize.
That said, in parallel to that, we have ebike sales cannibalizing Enduro bike sales. That is a potentially bad thing for people on the shore, where our trail bikes are mostly Enduro bikes.
The focus of bike R&D departments is going to become increasingly more e-bike centric.
In the past, ebikes have mostly been adaptations of Enduro/trail bikes. I think soon development will become focused on ebikes and it'll be the other way around and normal bikes will get whatever trickles down from the ebike.
The problem with this is that the design requirements for ebikes don't fully overlap with the requirements for normal bikes, and I think that could negatively impact pedal bike designs.
Luckily, normal bikes have managed to reach a pretty well evolved state of prior to this paradigm shift, but these models are some of the last ones where to be designed as a pedal bike first and foremost.