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Juansi Vivo

Cycling industry expert, strategic advisor and commentator who has worked with brands including Cannondale, Orbea and BMC; writes the "Between Words and Wheels" Substack and appears on The Business of Cycling podcast.

Oct 3, 2026

WyattHOST
3:52
And I don't know, where do you want to start? What's kind of your first impressions on what's happening over there?
3:59
Well, right now, it's all full of red flags.
4:07
Wherever you look at, it's full of really alarms going off big time.
4:14
The numbers you just mentioned, I think it's nine years in a row with losses, if I'm correct.
4:22
That's a huge red flag.
4:23
But then again, for example, the fact that they've had three different CEOs in the last three years or so, that's another big red flag.
4:32
I mean, no matter how much, in this case, Fran has tried to sugarcoat why she left and how is she living things.
WyattHOST
6:41
I think they bought it for too much.

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