The bicycle market isn’t navigating bumpy terrain—it’s battling white-water rapids. With price volatility around 20% (matching yesterday’s tariff-related US market selloff), bike shops face uncertainty that would unnerve Wall Street veterans.

At MangoMoon, our 10,000+ Perceptor data points reveal a stark divide: a few retailers finding more stability while others battle in discount quicksand.

What We’re Seeing:

• Pricing Stability Score (Index) remains 85% below COVID boom peak
• Maximum discounts have retreated from January’s 70% peaks to around 50%
• Nearly half of inventory still carries markdown tags
• Many shops still hold 2023 bike inventory

 

For owners who survived pandemic shortages only to face overwhelming surplus, this isn’t business—it’s survival. The constant pressure between holding prices or slashing for cash flow exacts a heavy toll.

Data shows a small minority seeing improvement post January sales (19% increase in stability), while most remain flat or down. This gap will widen through spring.

The next 60 days will determine whether we’re witnessing start of a recovery or another challenging season. Today’s reality: volatility isn’t temporary—it’s the new playing field.