2025 Bike Industry | Challenges and Opportunity

In this episode, we break down the current state of the electric bicycle industry—from the pandemic-powered sales boom to the post-pandemic hangover of tariffs, inventory glut, and bankruptcies. We explore the reasons behind the fall of once-hyped brands like VanMoof, why legacy players like Gazelle and Lectric are thriving, and where regulators and innovators are steering the future. Whether you're an e-bike owner, investor, or just curious about the next evolution in urban transport, this episode covers the road ahead.