Top line: Taiwan's October bike numbers split the same way September's did. Giant's consolidated October revenue rose 1.6% to NT$4.639B, its own-brand business grew 4%, and China jumped 23% on road and mountain bike sales; ten-month revenue is NT$50.139B, down 4.6%, with the decline still narrowing. The U.S. is still falling, which Commercial Times put down to the withhold release order (WRO) matter and geopolitical conflict, and Giant's OEM business fell 5%. Merida's October revenue fell 20.14% to NT$1.338B (ten months down 15.69% to NT$19.797B) as it keeps prioritizing dealer inventory clearance, though its China domestic units rose 35% and value 31%. Chainmaker KMC grew 24.09% to NT$421M, and is up 13.38% for the year, a sign that component demand is recovering ahead of complete bikes. (Commercial Times)

Bike

  • Garmin and Waze launched Live Cycling Alerts, which let riders on compatible Edge computers and watches opt in to share their LiveTrack location so nearby Waze drivers see a moving cyclist icon. Garmin calls it an industry first, and it gives Garmin a safety feature no other bike computer has. (Garmin)
  • Walmart faces a refiled federal lawsuit in Florida after the front wheel of an e-bike bought there detached and injured the buyer's son, another product-liability test for mass-market e-bikes. (Bicycle Retailer)

Ski & Snow

  • Ikon put Deer Valley on its Base Pass for the first time: three reservation-required days with blackouts, while the full Ikon Pass keeps up to seven days and the Session Pass gets none. It lands as Deer Valley opens the Hail Peak Express and seven new runs in its East Village expansion. (KPCW)
  • Breckenridge set Wednesday, Nov. 11 as its delayed opening day, after missing Nov. 6 on warm nights, and Vail Mountain's COO says Vail is still on track for Friday, Nov. 13, though with highs near 50°F and "opening terrain [that] may look a little different." Keystone, Copper, A-Basin and Loveland are already running. (Summit Daily, Vail Daily)
  • Utah still has no lifts turning. Alta, Solitude and Park City are targeting Nov. 20, Brian Head still has no new date, and Ski Utah's forecaster sees only a chance of a pattern change around Nov. 16 to 18. (Skiing Salt Lake)
  • Mount Hood is waiting on a mid-November storm cycle; Meadows is the only resort with a firm date (Dec. 4), Cooper Spur targets Dec. 12, and Timberline and Skibowl say late November. (Portland Tribune)
  • Killington turned its snow guns back on with fewer than 20 days until the Thanksgiving-weekend World Cup, which needs Superstar covered; it opened Nov. 12 last year and has no date yet. (WPTZ)

Outdoor

  • On's Q3 revenue rose 17.2% to a record CHF 931.4M, but a one-off CHF 52.6M U.S. tariff refund lifted gross margin to 72.6% (66.9% without it), and shares fell about 5% premarket. On kept its low-20% constant-currency growth outlook and raised its comparable gross margin guide to about 66%; Americas grew 12.4% and apparel 38.7%. (On, Investing.com)
  • Visa forecasts U.S. holiday retail sales up 4.5%, but only 1.1% after inflation, down from 1.3% last season, a soft backdrop for gear retailers' fourth quarter. (SGB Media)
  • Bearpaw parent Romeo & Juliette bought Joybees, the Denver molded-EVA footwear brand, adding clogs, rain boots and boat shoes. (SGB Media)

Upcoming

Breckenridge opens Nov. 11; YETI reports Nov. 12; Vail Mountain opens Nov. 13; Epic Pass prices rise after Nov. 15; Merida's Q3 report is listed for Nov. 16, and Youngone (Scott Sports' parent) is due to file Q3 by mid-November without a confirmed date, with analysts expecting Scott's operating loss to narrow to about ₩9.5B from ₩25.7B in Q2; Amer Sports reports Nov. 17; the Bicycle Industry Summit runs Nov. 18–20 in Tucson; the LA-Long Beach watchmen contract runs to Nov. 20; Utah's first openings are targeted for Nov. 20; Vail's annual meeting is Dec. 14. Pon has not announced a date for any 2026 interim figures.

The Outdoor Pulse is published weekday mornings. Weekly deep dives on Mondays.