I think TMC is quite invested in the "Toyota+" strategy. Allion, Alphard, Crown, Harrier, Sequoia are proof they want to elevate part of the brand to premium status. The "Toyota+" lineup always existed in JDM because Lexus has low brand recognition there. But now they are expanding it to international markets as well, first with ChDM Crown sub-brand.
In NA we probably see Venza getting a PHV model "Venza Prime" matching NX450h+ (with JBL audio, by the way). Crown getting the Direct 4 "Crown Majesta" model bigger and more luxurious than any ES. And of course Sequoia Capstone is already intentionally made to be much more desirable than LX.
After Lexus became a full EV brand there will be lots of traditional Lexus customers with nothing to buy. Then those Toyota+ products will absorb that demographic. NX buyers switch to Harrier, ES to Crown, LX to Sequoia.