Two months ago, bike shops were facing the same challenge as every other business: Stay above water when it seems the whole world is drowning. Many were preparing for a sort of hibernation, including putting a halt to the often huge speculative restocking orders that happen that time of year. For most shops, that hibernation lasted about a week. Then suddenly, bikes started selling like toilet paper, a phenomenon we just recently covered. Now, two months later, the world’s supply of new bikes is running out. Like toilet paper.
Although the disruption in Asia certainly hasn’t made things easier, none of the brands I spoke with were ready to point to China as the source of the problem. In fact, some weren’t ready to comment at all since no bike company wants to admit they don’t have bikes. Regardless, the problem isn’t on the production end….