Top line: Pon is still consolidating. Juliana has ended 13 years as Santa Cruz's sister brand and folded into Santa Cruz, a day after Pon announced Cannondale's Connecticut closure. That leaves Liv as the last major women's-specific bike brand. (Bikerumor)
Bike
- Bosch launched a new Active Line Plus motor (60 Nm, about 1.1 lb lighter and 17% smaller); Trek is first in North America to spec it, on the Marlin+. (Endurance Sportswire)
- New Jersey bill S4830 would drop licensing, registration and insurance requirements for Class 1 and 2 e-bikes after shops reported sales drops of 20% to 90%. (Electrek)
Ski & Snow
- Burton added former The North Face global brand president Caroline Brown to its board, a month after naming Denny Bruce CEO. (SGB Media)
- The Alps got their first big snow Oct. 22, including 70 cm on the Kitzsteinhorn. (Pick-a-Ski) The earliest projected U.S. openings are Tamarack Oct. 27 and A-Basin and Winter Park Oct. 30. (OnTheSnow)
Outdoor
- Deckers posted record Q2 revenue of $1.48B (up 3.5%, HOKA up 6.8%) but missed estimates, then raised EPS guidance to $7.80–7.95, including about $0.52 of IEEPA tariff refunds. (Deckers)
- Bose bought Skullcandy, the audio brand with deep boardsports roots. (SGB Media)
- Tractor Supply Q3 sales rose 5.1% to $3.91B, but net income fell 13.3%; it closed 74 Petsense stores. (Tractor Supply)
Upcoming
Shimano Oct. 27; Vail's $2.22 dividend pays Oct. 27; VF and Garmin Oct. 28; Columbia Oct. 29; Fox Factory Nov. 5; YETI Nov. 12; Amer Sports Nov. 17.