Big Specialized MSRP price drops !!

Some bike with thicc downtubes are still selling, the Yeti LTe is just about sold out everywhere. The only ones left in the size/colour I’d want are the £14k T4 models.
Bosch 800wh is thicc fo-sho.
But at least it doesn't have that god awful side battery flap 🤢
 
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Specialized leading the pack...
Let's just wait and see who's next in:
Drop The Price Contest

Trek?

Ebike prices are off by a lot!
There's a market, but it's so little...
Imagine a cut by 30%, a 7k ebike would cost ~5K still...

I know everyone knows a friend and all their friends buy ebikes, but, I'm not seeing an exponential number of ebikers.
Almost the same.... with 1... or 2 added every year, and also 1 or 2 leaving - health/injury, switching sports, etc...

But please, prove me wrong, because my Bias says that at +5k for entry level ebikes, NO big sales will be done.

Imagening chineses copying everything (brakes/suspension/drivetrain), and presenting much less expensive bikes?

Happened with KOVE 450 Rally!
For less than 8k bakarus, you get a full "showa copy" suspension, extra fuel tanks, rally tower, and an engine that's pretty capable.
Anything close to this, from KTM, is more close to 35k!

Now imagine an ebike with a powerful motor, with good rider interface, good battery, Fox Podium Copy, Maxima Brakes copy, light and this "high end" ebike costing around 5 to 6k?
Yup — same with CF Moto Mt X 800 => KTM 790/890 but cheaper … yet not really Same quality. Tough though, as I paid £8,500 for my Levo Expert Gen4 … and I wasn’t expecting a 25% drop in new prices !?!?! 😕
 
I’m not sure theres data showing bikes with thicc downtubes aren’t selling. Share it if you can find it.
What’s fun is we’re going to have a case study soon because the Amflow PR downtube is notably thicker than the Amflow PX. Surely the Amflow PR’s thicc downtube will mean they won’t sell as well as the PX. Right?
data:

the people coming into our store interested in levo 4 type bikes are usually 50/60+. they walk out of the store as soon as they hear the weight of a levo 4. why? they use the swiss train network to go to the mountains. being able to store the bike in the train on their own is very important to them. older folks want powerful, but light bikes to ride them on boring trails/dual tracks.
 
Probably not popular with bike manufacturers, but Maybe making the actual motors upgradable would help depreciation on E-bikes? I think the issue is when future outdate-able tech is added to bikes (or cars for that matter) unless it’s upgradeable people shy away from them?! Damn you built in obsolescence….!!!!
 
Forever & a day, manufacturers would release new bikes towards the end of the year, preceding it with discounts on existing models. You could reliably pick up a bargain in return for foregoing some incremental improvement.

The last six years upset the shit out of that model. Soaring demand in the pandemic led to price gouging & then collapse as brands failed to foresee a pandemic isn't forever. Now all those owners with their five year old not a penny off bikes are in for a surprise when they come to sell them on & belatedly realise what they thought was worth ££££ can now be had new & improved for £££. At one point, Kona were doing buy one, get one free. That's your well spring of depreciation right there.
 
Forever & a day, manufacturers would release new bikes towards the end of the year, preceding it with discounts on existing models. You could reliably pick up a bargain in return for foregoing some incremental improvement.

The last six years upset the shit out of that model. Soaring demand in the pandemic led to price gouging & then collapse as brands failed to foresee a pandemic isn't forever. Now all those owners with their five year old not a penny off bikes are in for a surprise when they come to sell them on & belatedly realise what they thought was worth ££££ can now be had new & improved for £££. At one point, Kona were doing buy one, get one free. That's your well spring of depreciation right there.
There have also been huge advances in technology over the last 5 years in terms of motors. Look at the increase in power and reliability and decrease in noise and weight that’s happened over that period of time. Touch screens now built into the frame offering trail maps… Batteries not so much, but still have seen a bit of improvement in what’s available on bikes anyway.

Any time you have rapid advances in tech that makes the old stuff look obsolete so quickly will also have huge drops in value. Think the early days of “flat panel” TVs, it was LCD vs plasma and every 6-12 months there was some new great thing coming out, now it’s all been pretty well democratized and TVs are dirt cheap while the relative advances year to year are pretty minimal.
 
I haven’t bought a new e-bike since 2020 and paid £2k less than RRP. Within 9 months the RRP had risen buy 10% and shortly afterwards dropped buy 50%!
The price of bikes now is insane and I can’t see me buying a new bike any time soon.

Instead, I bought this…

d7390df1-ba1b-4736-ab58-8cd6067873c8.webp


£4k, no range anxiety and if I take the number plate off I can ride it pretty much everywhere I ride my e-bike…
 
That's debatable.
Yeah it’s not actually advances in technology per se, the tech has been available all this time, just advances in what’s being incorporated into the bikes and made available to us. Being spoon fed by the few players in the game for so long. It took newcomers like DJI and others to start pushing the envelope and disrupting the complacency the incumbents had fallen into.
 
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Glad to see the ebike market is dictating lower prices to specialized due to loss of their market share. Seems long overdue. That's how markets work. As for resale value of ebikes they suffer the same problem as EV's. It's the E that loses it's value so dramatically. Motors and batteries have no backwards compatibility. No upgrades or replacements after your ebike is 3 years old turns your ebike into the AMC Pacer of the ebike world. Manufacturers treat their ebikes like PC's. Just move on to the latest greatest and recycle the last gen. On a pedal bike you can replace the drive train and bearings and refresh your bike to like new condition. They hold their value because they are not plagued by the throwaway motor and battery. After all what is an ebike with no e, just a very heavy pedal bike.
 
How many of you guys are the CEO of one of the largest bike manufactures in the world that has been in business for 52 years. Yah, that's what I thought. :D
Yup. Always seems easier from the third person. People should remind themselves how little the general public knows about the industry they work in. Then realize they’re the general public for the bike industry.
 
data:

the people coming into our store interested in levo 4 type bikes are usually 50/60+. they walk out of the store as soon as they hear the weight of a levo 4. why? they use the swiss train network to go to the mountains. being able to store the bike in the train on their own is very important to them. older folks want powerful, but light bikes to ride them on boring trails/dual tracks.
Not this 50/60 year old ,
 
Yup. Always seems easier from the third person. People should remind themselves how little the general public knows about the industry they work in. Then realize they’re the general public for the bike industry.
Wtf are you two on about? So if I had some magical CEO-level knowledge instead of being just uninformed "general public", it would make Levo4 a better bike and worth the full price? Or I would understand the TRUE reason behind the price drop, which most definitely isn't Levo4 being just ill-position and ill-priced for todays market? Ffs you Spec cultists...
 
Yup — same with CF Moto Mt X 800 => KTM 790/890 but cheaper … yet not really Same quality. Tough though, as I paid £8,500 for my Levo Expert Gen4 … and I wasn’t expecting a 25% drop in new prices !?!?! 😕
Thing is...

KTM 790/890 has too much problems on camshafts

Cfmoto has solved the issue...
 
Wtf are you two on about? So if I had some magical CEO-level knowledge instead of being just uninformed "general public", it would make Levo4 a better bike and worth the full price? Or I would understand the TRUE reason behind the price drop, which most definitely isn't Levo4 being just ill-position and ill-priced for todays market? Ffs you Spec cultists...
It was an appeal for humility from those whom profess to know everything about the bicycle industry. Perhaps too elevated of a thought concept for some.
 
All this talk about China being able undercut everyone just reminds me of Cat/Fox suspension.

Also this vid about how carbon fiber bikes are overpriced.

At least they are compensating Levo owners in some way for their price drops. If they'res anything i learned in life when it comes to products/brands/marketing, you don't drink anyone's coolaid. I noticed it I see lower used prices of emtbs now from the usual players.

I was thinking Avenox and amlfow could have been overhyped given its abundance on youtube/influencers. It reminded me of the windows arm snapdragon chip laptops that were all over youtube/influencers touting the battery gains, but glossing over the software compatibility issues and utility disadvantages. But some were just strait up blunt and said don't buy this. Looking back I'm glad I did not. I'm not saying don't buy a Levo or Amflow because it is viewed as overvalued overrated, but just get what works. I'm sure you have better things to do with that money later.
 
it's hilarious to read about the 'papa big boss from industry knowing about their industry".
Why ?
they didn't want to adopt avinox system
they didn't see amflow rise comin
they took 3 tech-generation in the head
they self-shoted themselves in the feet (techno transfer in Asia who now strikes back, etc...)
Over priced shitbikes over advertised through market-engineering (same about over priced equipments and / or under equiped bike at 10k)

Yeah, papa big boss know their industry ...
They are not able to build and sell what people want (instead of marketing what is easy to build / oversell for them)
And they can't even innovate (again, marketing BS is not innovation)

innovate or die ? DAT joke ...
 
Two of my favorite bikes that I ride daily are a Specialized Mtb and a Gravel bike. I have always considered them as a top choice for a bike. More recently I have watched as they positioned their bikes as elite, status trophy, sporting equipment rather than recreational toys. The perceived value of the pricing and technical gatekeeping for the S Works combined with aggressive lifestyle marketing, high-profile athlete sponsorships, and an exclusive dealer network for a premium experience. This created an aura of scarcity and elite status, convincing consumers that the massive price premium was a direct reflection of unparalleled innovation and prestige.


The age old story of a hugely successful company resting on their laurels, becoming complacent and milking an old legacy design year after year while failing to innovate while giving the illusion of ultimate in category status.

With all the bike categories each with a different profit margin I have to wonder if they have enough market penetration in other categories that they do not need to be concerned about loosing on the emtb stage. As reassuring as that would be for the company, I doubt it and wonder if it could be the onset of a "near death moment" .
 
With all the bike categories each with a different profit margin I have to wonder if they have enough market penetration in other categories that they do not need to be concerned about loosing on the emtb stage.
Many successful bicycle companies just sell one or two types of bikes, like roadies and gravel bikes but Spech as one of the biggest, with their finger in every pie would be hurting badly to lose on the electric bike sales stage.
 
They had one job. Make a bike that improved on the gen3 and make it look good. Same as they have been doing since the gen1.
Specialized fans would have purchased it in their droves regardless of price.
I cant believe no-one in the company looked at this thing and though "hang on, this looks like a frikkin fridge."
 
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