Schwalbe, citing a 'tense situation' in industry, consolidates production in Vietnam
Scott Sports next to get multi-million loan from owner [to cover operational costs]
Discounting raises Canyon’s sales by 23% but sparks a €2m million loss
BMC applies for government assistance as cycling brands continue to suffer
Zwift co-CEO resigns amid fresh round of workforce layoffs
Thule Q4 net sales drop 5%; 2023 sales decline 10%
GoPro Q4 and 2023 revenues each decrease 8%
MIPS fourth-quarter and yearly net sales down despite bike helmet growth
Peloton share price plummets as brand looks to 'stop the bleeding'
I'd like to point out that those are all fairly fresh, actual reports on facts. Add that to all the other links already shared.
To quote a wiseman: one cannot argue the data, but one should the interpretation. Next year statisticians will look back at the end of 2023 and 2024 as a year of good sales in terms of numbers and will base forecasts on that, what they will fail to pick up in those numbers is the sheer boatload of bikes sold at cost or even below cost just to move them. That is not the sign of a healthy global or local economy. Also, some brands will see growth due to others failing, again, those numbers won't tell the full story.
Covid taught us a valuable lesson: foresight is better than forecast - even more so in a world changing as rapidly as the one we inhabit.