ENVE Composites Acquired by PV3 Investments

Equipment
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That is certainly a challenge for ENVE (and Zipp)….it is further compounded by the lack of IP. For the most oart, the most efficient wheels today have proven to be shapes that can’t be patented. This has allowed both Chinese and house branded wheels to grab more and more market share.

So the challenge for high-end suppliers is continuing to justify their premium position. This generally requires innovation….but so far, wheel suppliers have yet to make the next big leap.

The other option is diversification, which could be the leading reason for ENVE’s move into frames. The fact that they have now moved into 3 frame options (4, if you count the original custom road frame) gives me some hope that they are seeing the signs to continue down this path. Hard to see laying out the development and hardware costs for the Fray if the Melee and Mog had not met their objectives. OTOH, it could well be “well schitt….maybe our demographic is just getting older and we need to give them an endurance frame”.

Time will tell….

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44

Yeah thats a great point that their business is going well if they are now on their third frame.
I was watching a peaktorque vid about the KOM infinity hub with the wide stance bearings. That could be an interesting acquisition depending how much money ENVE now has available.

45

Are their wheels hand laid up in USA?

Edit: finally found where it says they are. They should put it on the wheel description. That’s a big selling point for a lot of people.

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46

SES and M are, not the foundation I believe

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