A-D Bikes Blog
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John Burke CEO of Trek is ready to go where no bicycle company has gone before
John Burke (CEO of Trek Bicycle Corpoation) understands the Circular Economy better than he did when he was brainstorming on the white board. Mr. Burke is on the right track and he is ready to bring Trek and the entire bicycle industry kicking and screaming into the twenty-first century. If there ever was a time for a serious restructuring of the bicycle industry it is now. -
John Burke CEO of Trek Bicycle Corporation figures out the Circular Economy
John Burke is a white board guy. He uses that idea very effectively in the Trek Sustainability Report August 2023. -
John Burke CEO of Trek Bicycle Corporation reveals long term thinking in annual sustainability report
John Burke is indeed the first bicycle industry professional that I am aware of to recognize that sustainability is the new gold standard for the industry (not the Tour de France). -
N + 1 Thought drives the global oversupply of bicycles
N + 1 is embarrassingly out of touch. It sounds like the Schafer beer commercial from the 1970s that went “Schafer is the one beer to have when you are having more than one.” -
2022 WBIA Report: China's puncture proof bicycle and e-bike market
China is the largest market for e-bikes in 2021. Again? Total sales of bicycles and e-bikes in China was unchanged at exactly 43.5 million units ... -
2022 WBIA Report: Europe gets a slow leak
The sale of e-bikes increased 11 percent (2020: 34 percent) to 5.1 million units, but growth slowed substantially due to weaker consumer demand. E-bike sales account for 23 percent of total sales in Europe due to the wider use of bicycles for personal transportation. This helped offset the slowing rate of growth in bicycle sales during the year. -
2022 WBIA report: US sales get a flat tire
The sale of e-bikes increased 42 percent (2020: 138 percent) to 420 thousand units but nevertheless accounted for less than 1 percent of total units sales. Growth in e-bike sales slowed substantially due to weaker consumer demand and a higher base of comparison. -
2022 WIBA Report: It's not about the e-bike
Nevertheless, e-bikes still form less than one third of total industry sales. This means that growth of industry sales will continue to be driven by demand for traditional bicycles. -
2022 WBIA Report: China is the largest bicycle and e-bike market in the world
The European and United States markets combined are the same size as China’s domestic market. This means that economic conditions in the domestic China market have a significant significant effect on the entire industry. -
2022 WBIA Report: Growing inventories. Stagnant sales.
The classic signal of an industry with high inventories is the prevalence of discounted pricing promotions as direct to consumer manufacturers and retailers attempt to turn their inventories into cash. A glance at your Instagram feed will provide plenty of evidence of this. -
2022 World Bicycle Industry Report: an industry addicted to N + 1
The number of bicycles and e-bikes sold globally grew 2 percent to 136 million units in 2021 (2020: 19.5 percent). This implies that there is a large overhang of supply of unsold bicycles and e-bikes with manufacturers, wholesalers, distributors and retailers and suggests that prices are going to continue to remain weak or trend lower.
