Shimano, a Japanese family-owned company, has quietly dominated the cycling world for over a century. Despite its influence, the company remains secretive. They don't do earnings calls, write a relatively short annual report, and there is little public insight into its operations. So, what's going on here? With over 75% of its revenue from bicycle components, Shimano supplies both high-end and affordable parts, trusted by amateurs and pros alike: 80% of Tour de France riders use Shimano gear. But how does the company stay ahead? And is the business model strong enough to adapt to the transition to E-bikes? To uncover the answers, Bouke spoke with bike mechanics and industry experts. Read or listen on to explore the fascinating world behind the most widely used cycling components. Disclaimer: Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research. You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch Investors
