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But tAs we head towards the finishing line we have two conglomerates: Road Rascals/Life Cycles, and Vicious Cycles/Pakihara/Hot Wheelies

Road Rascals has taken something of a hit (expect, and should bounce back), but Life Cycles seems to have lost its way a little (perhaps). On the other hand, Vicious Cycles has yet to get the performance from Pakihara and Hot Wheelies, that one might expect.

So against a backdrop of increased retail sales, and an increase in consumer surplus, what's going on?

But these generally favourable conditions have not led to an overall increase in profitability.

There is a lot of capacity in Europe.

The problem is that there is just too much capacity. Idle time seems to be stuck at far too high a level.

But a more detailed look shows that whilst Life Cycles, Pakihara, and Spikes Inc have too much, Hot Wheelies could do with more. Will these firms be able to fix that in the next rollover?

Spending on quality seems to be going up too.

With Life Cycles hitting a 92% quality rating, one has to wonder if that is a bit too high. On the other hand, Spikes Inc down at 41% probably is way too low. Actually, Road Rascals might be a bit low too.

 

Now yes there are ever more products in the market ...

So perhaps it's unsurprising that cycle time is going up, but that seems like a lot ...

And so the average COGs are going up too,

 

On a lighter(?) notes, most firms have more money than they know what to do with, so the debt ratio is heading on down.

 

So, as we head into the last rollover, what's to be made of all this. Will Vicious Cycles be able to dethrone Road Rascals, or will Cruiserz cruise on by to the top. That said, Good Luck Bikes are in a very solid position too.

Possible scenarios. 

Road Rascals or more likely Vicious Cycles 'bet the farm' in a do-or-die move (argh, mixed metaphors). Or maybe they both do, in an attempt to leverage their subsidiaries, leaving the way open for either Cruiserz or Good Luck Bikes.

Or, maybe Road Rascals and Vicious Cycles play it a little too safe. It's hard to find that path between going too hard, and playing it too safe. Again, this could open the doors to the firms chasing them.

Ah, in another 25 hours or so, you'll be able to sit back and relax.

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