Spin Cycle

Jonny Long and Dane Cash join Caley Fretz on the Placeholders this week for a form check as early-season racing ramps up. The crew also circles the Plugge hole (Erzen's version) and makes some knee-jerk predictions ahead of Opening Weekend.

Abby, Gracie, and Loren break down the major talking points from Setmana Ciclista Valenciana over the weekend and what to look for at Omloop Het Nieuwsblad coming up on Saturday. Plus, we’re all excited about one rider on the start-list for Omloop van het Hageland!

Whilst down in Australia for the Tour Down Under and the Deakin University Road Race, our very own Matilda Raynolds sat down with Heidi Franz, rider for Lifeplus Wahoo, for a chat. They discussed Heidi’s last couple of years in the sport, how cycling should differ from gymnastics, popular Aussie phrases you should know, and much more.

We hope you enjoy this bonus Wheel Talk episode, and Abby, Loren and Gracie will be back later this week to chat about Setmana Valenciana and the upcoming Omloop Het Nieuwsblad.

This is the third episode in our series that takes a deep dive into what the bike industry experienced during the covid boom and how it got into the trouble it’s in now.

In Episode 2, we heard from various industry professionals about the early warning signals that told them that this bubble was about to burst, and some of the reckless behaviour and pressure that was being put onto various parts of the supply chain by some big brands. But it’s not so clear-cut. We’re also beginning to hear some finger-pointing in all directions and I supposed the fragmented nature of the bike industry makes it really easy for things to slip through the cracks and in hindsight, it was perhaps a recipe for disaster.

In reference to the postmortem of Wiggle/CRC and the interview with Jake Dudek done in this episode, you can read his post on LinkedIn here: https://www.linkedin.com/pulse/postmortem-signa-sports-united-jacob-dudek-xau9f/

In this episode entitled ‘The Famine’, we zoom into the timeframe when demand came to an abrupt halt and what the bike industry was left with.

Colnago recently debuted its latest C68 model – the C68 Gravel – and while it seems like a pretty nice gravel bike in its own right, what’s more interesting is understanding more about what that new bike means for Colnago’s strategy in general moving forward, particularly since being bought by a UAE-based investment group in 2020. In this members-only episode, James sits down with Colnago CEO Nicola Rosin and Colnago’s head of marketing, Manolo Bertocchi, to get the scoop on how things have been going there (shockingly well), where Colnago wants to be (“the most desirable”), and who the brand sees as its customer base in the years ahead (hint: probably not you).

It’s time for another episode of Geek Warning. Dave and Ronan are back to discuss the latest happenings in the world of cycling tech and what’s on their minds.

Ritchey and Factor have new bike (frame) releases that sit near polar opposites of the road market. Ritchey has brought back its well-loved Road Logic frames, while Factor’s Ostro VAM, a bike we’ve looked at before, is now officially official.

There are new shoes from Trek and Specialized, with the former leaving Ronan a little confused over what size his feet are. And Dave shares what’s on his mind (hint, tools), and then there’s a quick wrap of other interesting tech and industry news.

Timestamps:

5:03 - Ritchey Logic brings back its rim brake road frames
8:03 - Factor’s new Ostro VAM is now official and Ronan has built one
23:43 - Black Inc’s 1,270 g aero wheels
26:45 - Specialized’s new mid-price helmet and shoes
28:45 - Trek’s many new shoes, many new fits
41:45 - On Dave’s mind
46:58 - 4iiii’s new Pro 3+ dual-sided powermeter
50:40 - KMC gets into cassettes
52:05 - F+B Shift wheels bring thermoplastic carbon to a lower price point
54:52 - Giant Bicycles to be sold by Dick’s Sporting Goods

Jonny Long, Kit Nicholson, and Dane Cash join Caley Fretz on this week Placeholders to cover all of the big news as racing is heating up around the world from Oman to Colombia.

In episode one we heard about the unexpected windfall that the cycling industry saw at the start of the pandemic and how many needed to react. 

Of course that didn’t last forever, and in this episode I’ve titled ‘the storm clouds’ we talk about the early signs that this new demand was coming to an abrupt halt, and the types of behaviour that was happening and the causes of that behaviour that led to the catastrophe that the industry would later see.

Loren Rowney is back to discuss all the action from the UAE Tour with Gracie and Abby. They try to answer questions like: Will Kopecky’s form impact Vollering’s Classics goals, and what will that mean for SD Worx - Protime as a whole? And is there a cuter couple than Taylor Swift and Travis Kelce (there isn’t)?

In this 4 part series, I wanted to explore the events that took place that led the bike industry to the troubling point it’s at now. I spoke to over a dozen industry professionals from all parts of the supply chain. From well run bike shops, forecasting analysts, distributors, the biggest bike brands in the world, and manufacturers. 

It’s well known that the bicycle industry went through an unprecedented boom during the pandemic from 2020 - 2022. 

Jump ahead to 2024 and much of the bike industry is in trouble. New demand has come to an abrupt halt. New entrants into the bicycle market have not stayed as the industry had hoped.

We’re seeing massive inventory overruns at bike shops. Big bike brands are taking on extra warehousing space. Businesses such as Niner, Orange, Wiggle/CRC, have gone into bankruptcy. Otherwise profitable big brands have taken on debt to keep afloat. There are brands out there who are doing well, but they’re the exception rather than the norm. In general , I don’t think many would disagree that the situation in major cycling markets, aside from China,  is pretty dire.

The episode is this first of four. We’re going to bring you on a journey through the COVID feast, the storm clouds, the famine, and the lessons learned in hindsight.

In this episode, The Feast, we speak to a bike shop owner, a demand forecasting analyst for a distributor, company CEOs, and a manufacturer to hear about what they experienced during the initial stages of the pandemic in early 2020.