That's true, but I think a lot of people don't realize how thin the margins on bikes are. Expensive frames and bikes generally have about a 30% margin. If that's what Riv gets on a $1750 Atlantis, that means wholesale cost is $1225. If there's a 32% tariff on a $1225 product, that's a $392 fee on a frame that Rivendell was going to make $525 of profit on. Should Rivendell eat all that fee and make $133 on a $1750 frame? Maybe they should. Should the people who paid $1750 eat that $392 fee? Yikes that would hurt. Should they split it 50/50? There's not an easy answer. Hopefully they're already on the boat and there will be no extra fee.
Bill Lindsay El Cerrito, CA On Friday, April 4, 2025 at 4:04:08 PM UTC-7 lconley wrote: > It is important to note that, as pointed out in the Rene Herse article, > the tariff is on the cost of the imported item, the “wholesale” price, not > the retail price. > > Laing Conley > > > On Fri, Apr 4, 2025 at 2:08 PM Ryan <[email protected]> wrote: > >> On this topic, Jan Heine's latest journal entry posted yesterday may be >> of interest... >> >> https://www.renehersecycles.com/bikes-in-the-age-of-tariffs/ >> >> On Friday, April 4, 2025 at 10:35:17 AM UTC-5 Bill Lindsay wrote: >> >>> "done with my boring global trade talk" >>> >>> A. it's not boring to me >>> B. Fridays are dead on the group, so something to talk about is always >>> cool >>> C. there's a lot of Riv-business-content in there >>> >>> That's a significantly impactful set of IF/THEN scenarios for these >>> Atlantis customers and their business with Rivendell. I hope it works out >>> equitably for everyone. >>> >>> BL in EC >>> >>> On Friday, April 4, 2025 at 8:09:44 AM UTC-7 Drew Fitchette wrote: >>> >>>> @Bill, >>>> >>>> I work in Import/Export(coffee specifically). and have been on a ton of >>>> calls trying to get clarity on things re: these blanket/reciprocal >>>> tariffs. >>>> What I've been able to gather thus far is: >>>> >>>> - >>>> >>>> Any goods with a Bill of Landing (BOL) of April 4th or earlier will >>>> not be affected (exempt) by the tariffs >>>> - >>>> >>>> Any goods with a Bill of Landing (BOL) of April 5th onward will >>>> subject to % of Tariffs outlined by country >>>> - >>>> >>>> Goods loaded on a vessel at the port of loading and in transit on >>>> the final mode of transit before 12:01 am ET on April 5 shall not be >>>> subject to the additional 10% blanket >>>> - >>>> >>>> The country-specific reciprocal tariffs shall not apply to goods >>>> loaded onto a vessel at the port of loading and in transit on the final >>>> mode of transit before 12:01 am ET on April 9th >>>> >>>> So, the long and short of it is that if the Atlantis frames have been >>>> loaded for shipping or have shipped already they won't be subject to >>>> additional tariffs. Though, we can assume the Homers, Platypi, Roadinis, >>>> Charlies, and Sams scheduled for the rest of the year will be hit with a >>>> 32% tariff that all goods from Taiwan will be subject to. >>>> >>>> Most economists agree that these tariffs lead to price increases being >>>> passed to end consumers being the case. This being especially true, as >>>> these "reciprocal tariffs" are assumed to close the trade deficits with >>>> all >>>> these countries... Without getting into the politics of it all, treating >>>> something like bicycles the same as wheat or crude oil feels a bit >>>> farfetched to me. For reference, in green coffee all contracts moving >>>> forward will include verbiage that the final counterparty(roaster) will be >>>> responsible for accrued tariff/import cost, and all of my customers say >>>> they plan to raise prices to cover these costs. >>>> >>>> Alright, done with my boring global trade talk. >>>> On Friday, April 4, 2025 at 10:43:18 AM UTC-4 Bill Lindsay wrote: >>>> >>>>> It's pretty smart that they didn't declare a price or even a price >>>>> target for the YelloWolleY, because whatever that price was, there is now >>>>> a >>>>> significant variable on what it may be months in the future. I hope that >>>>> Rivendell has already paid for the Atlantis pre-sale so that they can >>>>> deliver those frames for the price they charged. If Riv gets slapped >>>>> with >>>>> new fees when the Atlantis' get imported, it's tricky to say who should >>>>> pay >>>>> those fees. Should it be all Riv? All the customer? 50/50? Hopefully >>>>> they will be able set a price that people will be willing and able to >>>>> pay. >>>>> >>>>> Bill Lindsay >>>>> El Cerrito, CA >>>>> >>>>> >>>>> On Saturday, March 29, 2025 at 8:16:22 PM UTC-7 iamkeith wrote: >>>>> >>>>>> >>>>>> There are pictures and more information in Grant's most recent Blahg. >>>>>> On Saturday, March 29, 2025 at 8:17:43 PM UTC-6 [email protected] >>>>>> wrote: >>>>>> >>>>>>> I would like to know, if the top tube is lower than the Platypus and >>>>>>> other step-through mixtes ? >>>>>>> >>>>>>> Kim Hetzel. >>>>>>> >>>>>>> On Saturday, March 29, 2025 at 7:07:08 PM UTC-7 Kim H. wrote: >>>>>>> >>>>>>>> There is a very different yellow mixte Rivendell bicycle I have >>>>>>>> never seen before. On the downtube it reads YELLOWOLLY from what I can >>>>>>>> read. >>>>>>>> >>>>>>>> Here is the link: >>>>>>>> >>>>>>>> https://www.reddit.com/r/Rivendell_Bicycles/comments/1jn0fi0/i_traveled_8000_miles_and_visited_the_sacred_site/#lightbox >>>>>>>> >>>>>>>> This is mystery bike that starts with the letter "Y". >>>>>>>> >>>>>>>> Kim Hetzel. >>>>>>>> >>>>>>> -- >> > You received this message because you are subscribed to the Google Groups >> "RBW Owners Bunch" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to [email protected]. >> > To view this discussion visit >> https://groups.google.com/d/msgid/rbw-owners-bunch/e8b4a05a-c6c1-4213-8727-aaca3e32e60en%40googlegroups.com >> >> <https://groups.google.com/d/msgid/rbw-owners-bunch/e8b4a05a-c6c1-4213-8727-aaca3e32e60en%40googlegroups.com?utm_medium=email&utm_source=footer> >> . >> > -- You received this message because you are subscribed to the Google Groups "RBW Owners Bunch" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion visit https://groups.google.com/d/msgid/rbw-owners-bunch/8ce22aa8-754a-41d2-ac68-bb2289232e8fn%40googlegroups.com.
