Jeff's Newsletter
Jeff BrinesA deep dive into the business of mountain bikes, cycling, powersports, and the outdoor industry. Mostly through a financial lens, with occasional forays into technology, AI, software, robotics and the fast-changing world ahead.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | jeffbrines.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Great Reset: 2026 Predictions for the Outdoor & Powersports Industry
The outdoor industry is finally emerging from the pandemic-induced hangover. The stale inventory of yesteryear has largely been flushed through the system, and balance sheets are beginning to stabilize* (*for those still in business).
Everything you need to build your own powder forecast — no subscription required.
This is a small detour from my usual bikes-and-business focus, but I want to widen the aperture of this newsletter. Luckily, I’m not nearly important enough for this to ruffle any feathers. Don’t worry, I’ll still go deep on the bike indust...
YT Industries is...back?
YT Industries announced yesterday that they are back, with founder Markus Flossmann repurchasing the brand and promising to go “back to the roots.” The focus, they say, is once again on what made YT strong in the first place: “…uncompromisi...
Fox Factory Q3 Earnings Miss Expectations, SSG Drives Weakness
Fox Reported Q3 results earlier this evening and performance missed expectation, both set by Wall Street and the company’s management team. Lets unpack the results and see what we can’t learn…
Authors
The writers behind this newsletter.
I live at the crossroads of bikes, powersports, finance, and tech. I break down how these worlds collide, who wins, who loses, and why it matters. When I’m not writing, I’m building, fixing, riding, or breaking stuff.
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