🚲 Peloton Recalls 800,000 Bike+ Units | 📉 Fox Factory Q3 Misses Expectations
Cycling & e-mobility markets continue to face turbulence—but signs of stabilization are emerging.
🇪🇸 Spain: Bicycle Manufacturing Expected to Fall Below 300,000 Units
According to the Spanish Ministry of Industry and Tourism:
🔻 Jan–Sept 2025:
218,000 bicycles produced (–10% YoY)
€176.5M output value (–8% YoY)
Even with a strong Q4, total output is projected at only ~290,000 units, the lowest since 2020.
📉 Market Pressure, but Q3 Shows a Turning Point
H1 2025:
Production: 150,500 units (–12%)
Output value: –13%
Q3 2025:
Decline narrows to –4%
July output value: +16.5%
September rebounds to +2.7%
Premiumization continues:
📈 Average unit price rises to €809 (vs. €725 in 2024)
⚡ E-Bikes: A Weak Spot in Spain
While traditional bicycles show stabilization, e-bike production struggles:
1,140 units produced (–17.5% YoY)
€2.4M production value
This contrasts sharply with 2024’s strong performance (309,900 total bikes; 24,000+ jobs supported).
🚨 Peloton Recalls 833,000 Bike+ Units
Due to a defective seatpost assembly that may break, Peloton is recalling:
833,000 Bike+ PL02 units
Sold between Jan 2020 – Apr 2025
Retail price: ~$2,495
Reports:
3 breakages
2 minor injuries
📉 Fox Factory Q3: Below Market Expectations
📈 Companywide
Net sales: +4.8% YoY
Q3 net loss: $662K
YTD net loss: $258M
📉 Specialty Sports Group (SSG)
(Including Fox, Marzocchi, Ride Concepts, RaceFace, Easton Cycling…)
Q3 sales: $133M (–13% YoY)
OEM inventory reductions heavily impacted performance
🔮 Updated Guidance
Q4 sales: $340M–$370M
FY2025 sales: $1.445B–$1.475B (revised down)
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