US Market Situation and Outlook (Rob Stark's American Megathread)

[RobStark]

R1S success shows the market wants this form factor. Ford Explorer EV???, GM Tahoe EV???, Toyota Sequoia EV??, the Escalade IQ EV is insane, think $180K

The Cadillac Vistiq will be roughly the size and price of the R1S. But definitely an on road vehicle not offroad. Reaches dealers second half of 2025.

Once Vistiq is demand constrained it is not difficult seeing GM making a Traverse EV.

And Escalade IQ starts at $130k. $180k is the top trim with four power doors, four captain chairs like the Mercedes Mayback EQS 680 SUV.

Lincoln Aviator EV(luxury Explorer) is delayed 2 years. Reaches dealers first half of 2027.

Toyota won't release a compelling EV until their market share starts to fall below historic averages.

 

[kpanda17]

The Cadillac Vistiq will be roughly the size and price of the R1S. But definitely an on road vehicle not offroad. Reaches dealers second half of 2025.

Once Vistiq is demand constrained it is not difficult seeing GM making a Traverse EV.

And Escalade IQ starts at $130k. $180k is the top trim with four power doors, four captain chairs like the Mercedes Mayback EQS 680 SUV.

Lincoln Aviator EV(luxury Explorer) is delayed 2 years. Reaches dealers first half of 2027.

Toyota won't release a compelling EV until their market share starts to fall below historic averages.

I get GMs delay, but how do all of these legacy manuf watch the R1S sales climb and they dont accelerate their offer.
Legacy does not know how to disrupt itself.

 

[kpanda17]

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the amazing M3 should be on there, kick off either the Camry or Prius...crazy how M3 has to fight