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The bicycle industry has been through one of the most dramatic cycles in recent memory. The pandemic bike boom sent demand soaring, supply chains breaking, and factories scrambling to catch up. But when production finally returned to full speed, the market shifted. Demand cooled. Warehouses filled. Prices fell. Companies struggled to survive. Five years later, the question is no longer what went wrong — but what comes next. In this video, we trace the journey from the COVID-19 surge to the post-boom correction — and examine how the global bicycle industry is stabilizing today. We look at why sales have returned to pre-pandemic levels, how e-bikes continue to reshape the market, and how new tariff policies in the United States are changing the economics of importing and selling bikes. As the industry adapts, trends are becoming clearer: • Leaner inventories • More local assembly and near-shoring • A shift toward servicing and e-bike maintenance • E-bikes as the long-term growth engine So the real question for 2026 and beyond: Can the global bicycle industry find a new equilibrium? Or did the pandemic permanently reshape the market? Key Topics Covered: The pandemic bicycle boom (2020–2021) Supply chain collapse and shipping delays The oversupply crisis and warehouse glut Company closures, restructuring, and profit declines European market stabilization (CONEBI data) China’s continued production and export volume U.S. tariff changes: Section 232 & reciprocal tariffs Why e-bikes remain the core of the industry’s future Sources & Data Referenced: CONEBI Annual Market Data Report (2023–2024) European Commission / Eurostat Bicycle Production & Trade Data Bike Association UK Market Updates (2025) PeopleForBikes Policy & Tariff Briefings (2025) Public company financial filings and press releases Credits: Image used under Creative Commons license: “Trump Trade War” illustration – TradersUnion.com Credits & Attributions Video sources Cooper Hewitt — Brompton Folding Bicycle: Production Process — • Brompton Folding Bicycle: Production Process BIKEfun Taiwan — BIKEfun 伸縮式易行輪 Extendable Easy Wheel Arm — • BIKEfun伸縮式易行輪 Extendable Easy Wheel Arm 01:00:00 Intro 01:01:01 The Pandemic Bike Boom 01:01:24 Supply Chains Break, Demand Surges 01:01:58 The Crash: Oversupply and Falling Demand 01:02:40 Warehouse Glut and Industry Losses 01:03:27 Major Company Collapses and Restructures 01:05:35 The Market Begins to Stabilise (2024–2025) 01:05:51 Sales Return to Pre-Pandemic Levels (CONEBI Data) 01:06:13 Production and Trade Volumes Flatten (EU Data) 01:06:44 Halfords cycling revenue growth in 2025 01:07:12 China’s Production and Export Engine (2024) 01:07:21 E-Bike Sales Hold Strong Globally 01:07:37 The New Challenge: U.S. Tariffs in 2025 01:09:00 Europe’s 2026 Outlook: Stable and Sustainable Growth 01:09:33 Conclusion: The Industry After the Boom