The economic fallout from the coronavirus pandemic has been intense: since late March, one in five workers鈥攎ore than 33 million Americans鈥攈ave filed for unemployment, a level already far greater than the peak of the 2008 recession. But amid the catastrophe, there鈥檚 been a small bright spot: bicycles. Specifically, people are buying new ones, fixing up old ones, and riding more than before.
Some bike shops have reported booming business, far above even the normally busy days of the spring selling season. While听other outdoor businesses鈥攇ear shops, climbing gyms, and ski areas, for example鈥攈ave听closed or are furloughing or laying off workers, bike shops are working hard, often at听reduced capacity,听to ensure safe customer interactions. One new shop, in Lancaster, Pennsylvania, even moved up its planned grand-opening date to spring.
There are various reasons for this phenomenon. Amid nationwide stay-at-home-orders, mass-transit ridership , leaving essential workers in need of a socially distant听way to get around. And many people, especially families with young children at home, are looking for lockdown-compliant ways to get outside and听keep everyone as healthy and happy as possible.
As they venture out, those commuters and recreational cyclists鈥攅ven听dedicated riders who鈥檝e been biking for years鈥攁re encountering a world they鈥檝e never seen before: streets with less traffic (and sometimes closed to cars altogether),听vehicle lanes converted into temporary bike lanes, air that鈥檚 听than听it has been at听any point in decades. Will these new cyclists stick with the bike once things settle on some kind of new normal? And will their numbers and the new riding landscape we鈥檙e all experiencing lead to permanent, positive change and safer places to pedal? Some in the bike world think the answer to both questions is yes. But for that to happen, both the industry and cities have to seize听this听opportunity.
Like all of the fallout from the pandemic, the economic effects on the bike industry have been massively uneven. Although bike shops were designated as essential businesses by federal and many state and local officials, between 10 and 20 percent of such shops have temporarily closed, according to estimates from industry insiders. Those range from single shops听like Quick Release, in Chicago, which shut its doors in April out of an abundance of caution, to the five-store Bicycle Village chain in Colorado, whose听parent company, Vail Resorts, furloughed 65 employees听.
The boom is also predominantly a domestic phenomenon. Almost all European stores closed (in some countries, like Spain and Italy, riding outside was also banned and has only recently been allowed again). As a result, Specialized Bicycles 46 employees last week, mostly across its European operations. Component giant Shimano reported that first-quarter sales from its bicycle division declined 15 percent from the same period in 2019. Rich Tauer, president of major distributor Quality Bicycle Products 听that he expects the bike industry as a whole to be down 40 percent from last year.
But within that bleak forecast, there are a number of shops and bike makers doing brisk business, especially in certain categories. According to the听, which tracks retail-sporting-goods sales, children鈥檚 bike sales in March were听up 56 percent compared to March 2019. Adult leisure bike sales are up a whopping 121 percent. 鈥淚n April so far, we鈥檙e up over 200 percent鈥 over last year, says Adele Nasr, chief marketing officer at Aventon, which produces听a line of affordable casual and commuter e-bikes. Interest is so high that it鈥檚听having trouble keeping听stock on certain models. Preorders for medium 听step-through commuter bikes, which sell for $1,399, carry wait times of more than two months.
Affordable recreational bikes and practical models for commuting and errands are in high demand right now, says Rod Judd, director of membership and development at the national bike-advocacy group , where his job involves daily discussions with retailers and suppliers. 鈥淎nything under $600 is just flying out,鈥 he says, adding that听child seats and trailers have also seen healthy听sales. Then there are听surges听in categories that are clearly pandemic driven, like indoor trainers, which are up 268 percent, according to NPD Group data. During a season听when makers expect orders to ebb,听they鈥檙e instead sold out of many models.
For many sellers, the shift in sales happened听suddenly. As Tauer put it to Bicycle Retailer and听Industry News, 鈥淥n March 12 we were still selling lots of [expensive, high-performance] Kevlar-beaded tires, and on March 13 we started selling [affordable] wire-beaded tires.鈥 Midpriced items have only started to see sales rebounds in the last week or so, Tauer says.
New-bike sales aren鈥檛 the only things skyrocketing. So are , as riders pull old, disused bikes out of garages and basements. NPD data shows that repair and maintenance demands increased 20 percent in March, compared听to March 2019. 鈥淚f I have any [service] openings, they鈥檙e booked quickly,鈥 says Arleigh Greenwald, the owner and sole employee of Denver鈥檚 . She estimates her customers have been about evenly split between those interested in new bikes (especially ones for kids) and those who want to service听existing ones. Nate Baker, co-owner of Hush Money, estimates that his service tickets are averaging twice the price of those he saw at a previous bike-shop employer听last year. Both shops, like others, have set up social-distancing practices such as听curbside drop-off and disinfecting customers鈥 bikes before and after service.
Demand for performance bikes has also听been surprisingly durable at some brands. , one of the largest companies in the industry, has seen sales of high-end models decrease. But popular direct-to-consumer brand 听has had听鈥渢remendous sales activity in all categories,鈥 says Blair Clark, president of the company鈥檚 U.S. division. 鈥淐ertainly, we鈥檝e had a greater percentage increase in fitness bikes and lower-end mountain bikes,鈥 he says, noting that those are smaller portions of Canyon鈥檚 business to begin with. But, he added, 鈥淲e are still selling as many top-shelf bikes as we can keep in stock.鈥
Like all of the fallout from the pandemic, the economic effects on the bike industry have been massively uneven.
Who鈥檚 buying all these bikes? And what kind of riding are they doing? In April,听Trek of 1,004 American听adults through the research firm Engine Insights, and it听found that 21 percent of respondents who own a bike have been riding more during the pandemic. Most of those surveyed (63 percent) said riding helps听relieve stress and anxiety.
Based on the Trek survey data, as well as听interviews I did with shops and riders, there seem to be three broad groups of people riding more these days. The first are existing enthusiasts. Baker鈥檚 Hush Money clientele are generally well-off听and possibly have been less affected financially by the pandemic. 鈥淎 lot of that crowd has high-end bikes, and they have more time than ever to ride right now,鈥 he says.
The second group听consists of听family cyclists, who ride casually for recreation. Danielle Swiontek bought her first bike last summer to enjoy the听local trails in Goleta, California. A longtime swimmer, she told me听she鈥檚 riding听more now that her gym and pool are closed. 鈥淚t鈥檚 a beautiful spot, right above the ocean,鈥 she says of the nearby Ellwood Bluffs trail network. 鈥淚 rode this morning at seven, and it was cool and the sun was rising. I could hear birds and see bunnies. It鈥檚 near wetlands, so often I come across egrets and other waterfowl. In this time of COVID-19, I really crave a kind of meditative aerobic exercise, and mountain biking is meeting that need.鈥
Jon Blankenship, who lives just outside Nashville, Tennessee, recently bought a flat-bar fitness bike (a ) to get back into cycling after a nasty crash pushed him away from riding some years ago. 鈥淚 want to spend time riding with my two daughters, ages seven and four, and get them into cycling,鈥 he says. He鈥檇 been researching bikes for a couple of months before the pandemic struck听and says he has more time to ride right now than he anticipated.
Finally, there鈥檚 a group of cyclists who are riding primarily to get to and from work and commute around听town. 鈥淧ublic transportation is not necessarily the easiest or safest route right now,鈥 says Aventon鈥檚 Nasr. 鈥淧eople are finding alternative ways to get around, and bikes make sense. Some of the markets where we鈥檙e growing most are听where public transit is most popular.鈥 Trek鈥檚 survey found听that 85 percent of respondents perceived cycling as a safer mode of transportation than transit, and 14 percent were using bikes in place of it.
Some retailers are bracing for a potential bust if the economy deteriorates further and more service workers are laid off. Financial concerns are already preventing some would-be bike buyers from closing deals. 鈥淚 have had several people reach out about electric bikes for their commute,鈥 says Bike Shop Girl鈥檚 Greenwald, 鈥渂ut they are wary of spending money until they can go back to the office.鈥
Still, as new and returned cyclists venture out, they鈥檙e noticing a different riding environment. Lockdowns have produced dramatic improvements in air quality, seen in of chronically smog-choked cities like Los Angeles and New Delhi, and on pollutants like nitrogen dioxide and the ultrafine particulate matter PM2.5. Researchers at UCLA鈥檚 environmental health sciences department found a 40 percent drop in PM2.5 levels in Los Angeles in the second half of March. That鈥檚 largely because people are driving less: nationwide, passenger-vehicle traffic through April 24 was down by more than 40 percent from normal, , a transportation intelligence company which analyzes real-time traffic data.
And with parks and open space packed with people seeking fresh air and exercise, cities around the nation听have enacted policies to limit car use in order听to allow residents to walk and bike with safe social distance. Minneapolis, Denver, and New York City have all closed some streets to vehicles听or transformed car lanes into temporary bike and pedestrian听lanes. Among the earliest and most ambitious cities in this regard was Oakland, California, which closed 74 miles of city streets to through traffic.
Riders are not only finding streets temporarily closed to motorists. Many who鈥檝e taken yearslong hiatuses from the sport are noticing that safe-cycling infrastructure has increased significantly in the past few decades. John Burke, the longtime president of Trek Bicycles, regularly lobbies Congress for funding for bike lanes, and he estimates that thousands of miles of bike paths and lanes听have been built in the U.S. in the past 25 years. (However, Burke points out that for all the progress we鈥檝e seen, bike infrastructure in many places is still lacking, and there鈥檚 much room for improvement. Federal funding for bike lanes, a huge source of support, has during听the Trump administration.) The improvements are hard to ignore. 鈥淭he biggest thing is that people who are getting back on bikes are seeing that there are amazing places to go ride your bike,鈥 he says.听
The safer, healthier riding experiences cyclists have enjoyed over the past six weeks can鈥檛 be unfelt. And to the extent that this has caused people to rethink assumptions about car-centric transportation鈥攖o see how much public space we鈥檝e ceded in the form of roads and (often free) parking, and how we鈥檝e marginalized other forms of transportation鈥攊t could provide a foundation for major change.
It鈥檚 up to cycling advocates to harness that new energy and attention. 鈥淎dvocates in cities and states are going to be able to tell so much better of a story in mayors鈥 offices, state houses, and Congress than they鈥檝e ever been able to,鈥 says Burke. The biggest thing that will sustain the boom,听he听thinks, is whether there are safe places to ride. 鈥淭hat鈥檚 issue number one, two, and three,鈥 he says.
Advocates, be they national or local,听need to use the power of that story to make temporary bike lanes听permanent听and challenge car-first thinking. Burke and Trek are avowed supporters of People for Bikes, as is Canyon. But Burke notes that the broader bike industry doesn鈥檛 always back the efforts of People for Bikes (in , Burke claimed that only 37 percent of bike-industry companies were full-paying People for Bikes听members). Stronger, more unified support is essential to success, he says.
鈥淭he bicycle is a simple solution to some of the most complicated problems in the world,鈥 says Burke, ticking off issues like traffic congestion, rising rates of obesity, and climate change. But for those solutions to happen, officials need to steer the country鈥檚 streets away from car-centric designs and听philosophies.
鈥淚n this time of COVID-19, I really crave a kind of meditative aerobic exercise, and mountain biking is meeting that need,鈥澨鼶anielle Swiontek says.
One city that鈥檚 already making progress is Milan, in hard-hit Italy, where officials recently announced a plan called Strade Aperte that will convert听22 miles of streets to bike and pedestrian听lanes, even after lockdowns are eased. Meanwhile, UK transport secretary Grant Shapps recently听 to听allocate $2.46 billion听to improve infrastructure for cycling and walking,听in part through 鈥減op-up鈥 facilities that can be quickly implemented during shutdowns.听The U.S. is home to some like-minded officials, such as听Oakland mayor Libby Schaaf. 鈥淲hen we close streets to cars,鈥澨齭he said,听announcing the city鈥檚 closures,听鈥渨e open them up for amazing possibilities.鈥
As states ease stay-home orders, people will have to figure out how to get to work and run essential errands. Vehicle traffic is already increasing as states and cities start to reopen, . Public transit may not be the听attractive option it once was, and听ridership will for the near future. Without more federal aid, some transit agencies may suffer widespread service cuts or fail altogether. Bicycles are a safe, socially distanced alternative, but many might simply choose to drive, perhaps even in greater numbers than before. 鈥淚 think there will be some natural decline鈥 in bike ridership, says Blankenship, the Tennessee cyclist. And Swiontek, in California, wonders whether the logistical realities of work and family life will limit new cyclists鈥 abilities to keep at it.
Blankenship, a self-described optimist, says he鈥檇 like to think new riders will remember how nice an afternoon cruise with family or a peaceful ride with friends can be. Says Swiontek, 鈥淚鈥檓 hoping that, once we can go out in public again, everyone drives a lot less. We are stretched so thin the way our world was, or is, constructed. I鈥檓 hoping to hang on to the slower pace once we are able to go back to work in a face-to-face setting.鈥
Whether this is a temporary bump in听the bicycle鈥檚 popularity鈥攖he product of an idle听society seeking comfort and sanity in familiar things鈥攐r the start of a future where bikes听help solve some of society鈥檚 most complex problems听is up to us.听We have the power to remake our world.听